Civic Intelligence

Bluegrass Orthopaedics, Psc

Plan context: Bluegrass Orthopaedics, Psc Cash Balance Pension Plan

EIN 47-5354567 • Lexington, KY • 17 filings • 4 plans

3480 Yorkshire Medical ParkLexington, KY 40509
Current Snapshot

Latest Year

2024

2024 Participants

159

2024 Assets

$5,671,644

2024 Contributions

$136,077

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$22,220,361$11,110,181$0201620202023YearValue
$5,671,644Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2571290201620202023YearValue
159Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$0-
Bluegrass Orthopaedics, Psc Cash Balance Pension Plan-0---
20232159$5,671,644$136,077$856iApproximate average salary by contribution assumption: employee only about $21,396 at 4% or $14,264 at 6%; with 50% employer match about $14,264 at 4% or $9,509 at 6%; with 100% employer match about $10,698 at 4% or $7,132 at 6%.
Bluegrass Orthopaedics, Psc Cash Balance Pension Plan-154$5,671,644$136,077$884iApproximate average salary by contribution assumption: employee only about $22,090 at 4% or $14,727 at 6%; with 50% employer match about $14,727 at 4% or $9,818 at 6%; with 100% employer match about $11,045 at 4% or $7,363 at 6%.
Bluegrass Orthopaedics, Psc Employee Benefits Plan-159---
20222257$5,052,970$1,008,156$3,923iApproximate average salary by contribution assumption: employee only about $98,070 at 4% or $65,380 at 6%; with 50% employer match about $65,380 at 4% or $43,587 at 6%; with 100% employer match about $49,035 at 4% or $32,690 at 6%.
Bluegrass Orthopaedics, Psc Cash Balance Pension Plan-157$5,052,970$1,008,156$6,421iApproximate average salary by contribution assumption: employee only about $160,534 at 4% or $107,023 at 6%; with 50% employer match about $107,023 at 4% or $71,349 at 6%; with 100% employer match about $80,267 at 4% or $53,511 at 6%.
Bluegrass Orthopaedics, Psc Employee Benefits Plan-257---
20213240$22,220,361$2,735,385$11,397iApproximate average salary by contribution assumption: employee only about $284,936 at 4% or $189,957 at 6%; with 50% employer match about $189,957 at 4% or $126,638 at 6%; with 100% employer match about $142,468 at 4% or $94,979 at 6%.
Bluegrass Orthopaedics 401(K) & Profit Sharing Plan-240$17,671,096$1,525,052$6,354iApproximate average salary by contribution assumption: employee only about $158,860 at 4% or $105,906 at 6%; with 50% employer match about $105,906 at 4% or $70,604 at 6%; with 100% employer match about $79,430 at 4% or $52,953 at 6%.
Bluegrass Orthopaedics, Psc Cash Balance Pension Plan-144$4,549,265$1,210,333$8,405iApproximate average salary by contribution assumption: employee only about $210,127 at 4% or $140,085 at 6%; with 50% employer match about $140,085 at 4% or $93,390 at 6%; with 100% employer match about $105,064 at 4% or $70,042 at 6%.
Bluegrass Orthopaedics, Psc Employee Benefits Plan-222---
20203204$17,884,096$2,725,315$13,359iApproximate average salary by contribution assumption: employee only about $333,985 at 4% or $222,656 at 6%; with 50% employer match about $222,656 at 4% or $148,438 at 6%; with 100% employer match about $166,992 at 4% or $111,328 at 6%.
Bluegrass Orthopaedics 401(K) & Profit Sharing Plan-150$14,705,352$1,538,658$10,258iApproximate average salary by contribution assumption: employee only about $256,443 at 4% or $170,962 at 6%; with 50% employer match about $170,962 at 4% or $113,975 at 6%; with 100% employer match about $128,221 at 4% or $85,481 at 6%.
Bluegrass Orthopaedics, Psc Cash Balance Pension Plan-141$3,178,744$1,186,657$8,416iApproximate average salary by contribution assumption: employee only about $210,400 at 4% or $140,267 at 6%; with 50% employer match about $140,267 at 4% or $93,511 at 6%; with 100% employer match about $105,200 at 4% or $70,133 at 6%.
Bluegrass Orthopaedics, Psc Employee Benefits Plan-204---
20192136$14,354,239$2,705,596$19,894iApproximate average salary by contribution assumption: employee only about $497,352 at 4% or $331,568 at 6%; with 50% employer match about $331,568 at 4% or $221,045 at 6%; with 100% employer match about $248,676 at 4% or $165,784 at 6%.
Bluegrass Orthopaedics 401(K) & Profit Sharing Plan-136$12,556,422$1,426,192$10,487iApproximate average salary by contribution assumption: employee only about $262,168 at 4% or $174,778 at 6%; with 50% employer match about $174,778 at 4% or $116,519 at 6%; with 100% employer match about $131,084 at 4% or $87,389 at 6%.
Bluegrass Orthopaedics, Psc Cash Balance Pension Plan-131$1,797,817$1,279,404$9,766iApproximate average salary by contribution assumption: employee only about $244,161 at 4% or $162,774 at 6%; with 50% employer match about $162,774 at 4% or $108,516 at 6%; with 100% employer match about $122,081 at 4% or $81,387 at 6%.
20182109$10,342,960$1,875,851$17,210iApproximate average salary by contribution assumption: employee only about $430,241 at 4% or $286,827 at 6%; with 50% employer match about $286,827 at 4% or $191,218 at 6%; with 100% employer match about $215,121 at 4% or $143,414 at 6%.
Bluegrass Orthopaedics 401(K) & Profit Sharing Plan-109$9,928,402$1,449,383$13,297iApproximate average salary by contribution assumption: employee only about $332,427 at 4% or $221,618 at 6%; with 50% employer match about $221,618 at 4% or $147,745 at 6%; with 100% employer match about $166,214 at 4% or $110,809 at 6%.
Bluegrass Orthopaedics, Psc Cash Balance Pension Plan-109$414,558$426,468$3,913iApproximate average salary by contribution assumption: employee only about $97,814 at 4% or $65,209 at 6%; with 50% employer match about $65,209 at 4% or $43,473 at 6%; with 100% employer match about $48,907 at 4% or $32,605 at 6%.
20171130$10,443,038$945,198$7,271iApproximate average salary by contribution assumption: employee only about $181,769 at 4% or $121,179 at 6%; with 50% employer match about $121,179 at 4% or $80,786 at 6%; with 100% employer match about $90,884 at 4% or $60,590 at 6%.
Bluegrass Orthopaedics 401(K) & Profit Sharing Plan-130$10,443,038$945,198$7,271iApproximate average salary by contribution assumption: employee only about $181,769 at 4% or $121,179 at 6%; with 50% employer match about $121,179 at 4% or $80,786 at 6%; with 100% employer match about $90,884 at 4% or $60,590 at 6%.
2016172$8,220,054$891,235$12,378iApproximate average salary by contribution assumption: employee only about $309,457 at 4% or $206,304 at 6%; with 50% employer match about $206,304 at 4% or $137,536 at 6%; with 100% employer match about $154,728 at 4% or $103,152 at 6%.
Bluegrass Orthopaedics 401(K) & Profit Sharing Plan-72$8,220,054$891,235$12,378iApproximate average salary by contribution assumption: employee only about $309,457 at 4% or $206,304 at 6%; with 50% employer match about $206,304 at 4% or $137,536 at 6%; with 100% employer match about $154,728 at 4% or $103,152 at 6%.