Civic Intelligence

Charlotte Orthopedic Specialists, Pa

Plan context: Orthocarolina 401(K)And Profit Sharing Plan

EIN 56-1093722 • Charlotte, NC • 75 filings • 20 plans

4601 Park Road, Suite 250Charlotte, NC 28209
Current Snapshot

Latest Year

2024

2024 Participants

1,689

2024 Assets

$397,975,824

2024 Contributions

$30,072,579

Historical Graphs

Total Assets Over Time

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

$397,975,824$198,987,912$0200020102024YearValue
$397,975,824Latest year 2024

Participants Over Time

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

1,9459730199920102024YearValue
1,689Latest year 2024

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
202431,689$397,975,824$30,072,579$17,805iApproximate average salary by contribution assumption: employee only about $445,124 at 4% or $296,749 at 6%; with 50% employer match about $296,749 at 4% or $197,833 at 6%; with 100% employer match about $222,562 at 4% or $148,375 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-1,689$363,756,188$24,619,779$14,577iApproximate average salary by contribution assumption: employee only about $364,414 at 4% or $242,942 at 6%; with 50% employer match about $242,942 at 4% or $161,962 at 6%; with 100% employer match about $182,207 at 4% or $121,471 at 6%.
Orthocarolina Cash Balance Pension Plan-112$34,219,636$5,452,800$48,686iApproximate average salary by contribution assumption: employee only about $1,217,143 at 4% or $811,429 at 6%; with 50% employer match about $811,429 at 4% or $540,952 at 6%; with 100% employer match about $608,571 at 4% or $405,714 at 6%.
Group Health Plan for Employees of Orthocarolina-1,570---
202331,701$361,595,432$28,367,204$16,677iApproximate average salary by contribution assumption: employee only about $416,920 at 4% or $277,946 at 6%; with 50% employer match about $277,946 at 4% or $185,298 at 6%; with 100% employer match about $208,460 at 4% or $138,973 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-1,701$330,378,821$23,240,619$13,663iApproximate average salary by contribution assumption: employee only about $341,573 at 4% or $227,715 at 6%; with 50% employer match about $227,715 at 4% or $151,810 at 6%; with 100% employer match about $170,786 at 4% or $113,858 at 6%.
Orthocarolina Cash Balance Pension Plan-116$31,216,611$5,126,585$44,195iApproximate average salary by contribution assumption: employee only about $1,104,867 at 4% or $736,578 at 6%; with 50% employer match about $736,578 at 4% or $491,052 at 6%; with 100% employer match about $552,434 at 4% or $368,289 at 6%.
Group Health Plan for Employees of Orthocarolina-1,566---
202231,611$309,052,670$25,326,059$15,721iApproximate average salary by contribution assumption: employee only about $393,018 at 4% or $262,012 at 6%; with 50% employer match about $262,012 at 4% or $174,675 at 6%; with 100% employer match about $196,509 at 4% or $131,006 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-1,611$281,375,973$21,145,011$13,125iApproximate average salary by contribution assumption: employee only about $328,135 at 4% or $218,757 at 6%; with 50% employer match about $218,757 at 4% or $145,838 at 6%; with 100% employer match about $164,067 at 4% or $109,378 at 6%.
Orthocarolina Cash Balance Pension Plan-119$27,676,697$4,181,048$35,135iApproximate average salary by contribution assumption: employee only about $878,371 at 4% or $585,581 at 6%; with 50% employer match about $585,581 at 4% or $390,387 at 6%; with 100% employer match about $439,186 at 4% or $292,790 at 6%.
Group Health Plan for Employees of Orthocarolina-1,500---
202131,541$374,210,357$31,787,359$20,628iApproximate average salary by contribution assumption: employee only about $515,694 at 4% or $343,796 at 6%; with 50% employer match about $343,796 at 4% or $229,197 at 6%; with 100% employer match about $257,847 at 4% or $171,898 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-1,541$343,099,830$24,648,172$15,995iApproximate average salary by contribution assumption: employee only about $399,873 at 4% or $266,582 at 6%; with 50% employer match about $266,582 at 4% or $177,721 at 6%; with 100% employer match about $199,937 at 4% or $133,291 at 6%.
Orthocarolina Cash Balance Pension Plan-121$31,110,527$7,139,187$59,002iApproximate average salary by contribution assumption: employee only about $1,475,039 at 4% or $983,359 at 6%; with 50% employer match about $983,359 at 4% or $655,573 at 6%; with 100% employer match about $737,519 at 4% or $491,680 at 6%.
Group Health Plan for Employees of Orthocarolina-1,447---
202031,945$345,820,403$20,316,272$10,445iApproximate average salary by contribution assumption: employee only about $261,135 at 4% or $174,090 at 6%; with 50% employer match about $174,090 at 4% or $116,060 at 6%; with 100% employer match about $130,567 at 4% or $87,045 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-1,945$311,277,832$18,177,272$9,346iApproximate average salary by contribution assumption: employee only about $233,641 at 4% or $155,761 at 6%; with 50% employer match about $155,761 at 4% or $103,840 at 6%; with 100% employer match about $116,821 at 4% or $77,880 at 6%.
Orthocarolina Cash Balance Pension Plan-126$34,542,571$2,139,000$16,976iApproximate average salary by contribution assumption: employee only about $424,405 at 4% or $282,937 at 6%; with 50% employer match about $282,937 at 4% or $188,624 at 6%; with 100% employer match about $212,202 at 4% or $141,468 at 6%.
Group Health Plan for Employees of Orthocarolina-1,548---
201531,661$172,713,309$21,366,746$12,864iApproximate average salary by contribution assumption: employee only about $321,595 at 4% or $214,396 at 6%; with 50% employer match about $214,396 at 4% or $142,931 at 6%; with 100% employer match about $160,797 at 4% or $107,198 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-1,661$155,825,125$16,508,779$9,939iApproximate average salary by contribution assumption: employee only about $248,477 at 4% or $165,651 at 6%; with 50% employer match about $165,651 at 4% or $110,434 at 6%; with 100% employer match about $124,238 at 4% or $82,826 at 6%.
Orthocarolina Cash Balance Pension Plan-117$16,888,184$4,857,967$41,521iApproximate average salary by contribution assumption: employee only about $1,038,027 at 4% or $692,018 at 6%; with 50% employer match about $692,018 at 4% or $461,345 at 6%; with 100% employer match about $519,014 at 4% or $346,009 at 6%.
Group Health Plan for Employees of Orthocarolina-0---
201431,512$166,563,700$24,460,365$16,177iApproximate average salary by contribution assumption: employee only about $404,437 at 4% or $269,625 at 6%; with 50% employer match about $269,625 at 4% or $179,750 at 6%; with 100% employer match about $202,219 at 4% or $134,812 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-1,512$153,596,519$20,608,001$13,630iApproximate average salary by contribution assumption: employee only about $340,741 at 4% or $227,161 at 6%; with 50% employer match about $227,161 at 4% or $151,440 at 6%; with 100% employer match about $170,370 at 4% or $113,580 at 6%.
Orthocarolina Cash Balance Pension Plan-119$12,967,181$3,852,364$32,373iApproximate average salary by contribution assumption: employee only about $809,320 at 4% or $539,547 at 6%; with 50% employer match about $539,547 at 4% or $359,698 at 6%; with 100% employer match about $404,660 at 4% or $269,773 at 6%.
Group Health Plan for Employees of Orthocarolina-1,330---
201331,246$140,745,105$15,212,794$12,209iApproximate average salary by contribution assumption: employee only about $305,233 at 4% or $203,488 at 6%; with 50% employer match about $203,488 at 4% or $135,659 at 6%; with 100% employer match about $152,616 at 4% or $101,744 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-1,246$131,701,405$11,734,084$9,417iApproximate average salary by contribution assumption: employee only about $235,435 at 4% or $156,957 at 6%; with 50% employer match about $156,957 at 4% or $104,638 at 6%; with 100% employer match about $117,718 at 4% or $78,478 at 6%.
Orthocarolina Cash Balance Pension Plan-99$9,043,700$3,478,710$35,138iApproximate average salary by contribution assumption: employee only about $878,462 at 4% or $585,641 at 6%; with 50% employer match about $585,641 at 4% or $390,428 at 6%; with 100% employer match about $439,231 at 4% or $292,821 at 6%.
Group Health Plan for Employees of Orthocarolina-882---
201231,213$110,828,768$15,258,596$12,579iApproximate average salary by contribution assumption: employee only about $314,481 at 4% or $209,654 at 6%; with 50% employer match about $209,654 at 4% or $139,769 at 6%; with 100% employer match about $157,240 at 4% or $104,827 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-1,213$105,163,638$11,846,263$9,766iApproximate average salary by contribution assumption: employee only about $244,152 at 4% or $162,768 at 6%; with 50% employer match about $162,768 at 4% or $108,512 at 6%; with 100% employer match about $122,076 at 4% or $81,384 at 6%.
Orthocarolina Cash Balance Pension Plan-94$5,665,130$3,412,333$36,301iApproximate average salary by contribution assumption: employee only about $907,535 at 4% or $605,024 at 6%; with 50% employer match about $605,024 at 4% or $403,349 at 6%; with 100% employer match about $453,768 at 4% or $302,512 at 6%.
Group Health Plan for Employees of Orthocarolina-831---
201131,052$90,855,719$10,917,647$10,378iApproximate average salary by contribution assumption: employee only about $259,450 at 4% or $172,967 at 6%; with 50% employer match about $172,967 at 4% or $115,311 at 6%; with 100% employer match about $129,725 at 4% or $86,483 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-1,052$88,670,417$8,732,345$8,301iApproximate average salary by contribution assumption: employee only about $207,518 at 4% or $138,345 at 6%; with 50% employer match about $138,345 at 4% or $92,230 at 6%; with 100% employer match about $103,759 at 4% or $69,173 at 6%.
Orthocarolina Cash Balance Pension Plan-83$2,185,302$2,185,302$26,329iApproximate average salary by contribution assumption: employee only about $658,223 at 4% or $438,816 at 6%; with 50% employer match about $438,816 at 4% or $292,544 at 6%; with 100% employer match about $329,112 at 4% or $219,408 at 6%.
Group Health Plan for Employees of Orthocarolina-899---
20103954$164,765,104$16,066,814$16,842iApproximate average salary by contribution assumption: employee only about $421,038 at 4% or $280,692 at 6%; with 50% employer match about $280,692 at 4% or $187,128 at 6%; with 100% employer match about $210,519 at 4% or $140,346 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-954$82,382,552$8,033,407$8,421iApproximate average salary by contribution assumption: employee only about $210,519 at 4% or $140,346 at 6%; with 50% employer match about $140,346 at 4% or $93,564 at 6%; with 100% employer match about $105,260 at 4% or $70,173 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-954$82,382,552$8,033,407$8,421iApproximate average salary by contribution assumption: employee only about $210,519 at 4% or $140,346 at 6%; with 50% employer match about $140,346 at 4% or $93,564 at 6%; with 100% employer match about $105,260 at 4% or $70,173 at 6%.
Group Health Plan for Employees of Orthocarolina-635---
20092926$67,506,817$6,958,960$7,515iApproximate average salary by contribution assumption: employee only about $187,877 at 4% or $125,251 at 6%; with 50% employer match about $125,251 at 4% or $83,501 at 6%; with 100% employer match about $93,938 at 4% or $62,626 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-926$67,506,817$6,958,960$7,515iApproximate average salary by contribution assumption: employee only about $187,877 at 4% or $125,251 at 6%; with 50% employer match about $125,251 at 4% or $83,501 at 6%; with 100% employer match about $93,938 at 4% or $62,626 at 6%.
Group Health Plan for Employees of Orthocarolina-608---
20082896$52,056,191$8,196,773$9,148iApproximate average salary by contribution assumption: employee only about $228,705 at 4% or $152,470 at 6%; with 50% employer match about $152,470 at 4% or $101,646 at 6%; with 100% employer match about $114,352 at 4% or $76,235 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-896$52,056,191$8,196,773$9,148iApproximate average salary by contribution assumption: employee only about $228,705 at 4% or $152,470 at 6%; with 50% employer match about $152,470 at 4% or $101,646 at 6%; with 100% employer match about $114,352 at 4% or $76,235 at 6%.
Group Health Plan for Employees of Orthocarolina-638---
20072888$65,655,640$6,232,282$7,018iApproximate average salary by contribution assumption: employee only about $175,458 at 4% or $116,972 at 6%; with 50% employer match about $116,972 at 4% or $77,982 at 6%; with 100% employer match about $87,729 at 4% or $58,486 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-888$65,655,640$6,232,282$7,018iApproximate average salary by contribution assumption: employee only about $175,458 at 4% or $116,972 at 6%; with 50% employer match about $116,972 at 4% or $77,982 at 6%; with 100% employer match about $87,729 at 4% or $58,486 at 6%.
Group Health Plan for Employees of Orthocarolina-615---
20064871$57,120,970$6,089,730$6,992iApproximate average salary by contribution assumption: employee only about $174,791 at 4% or $116,528 at 6%; with 50% employer match about $116,528 at 4% or $77,685 at 6%; with 100% employer match about $87,396 at 4% or $58,264 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-871$57,120,970$6,089,730$6,992iApproximate average salary by contribution assumption: employee only about $174,791 at 4% or $116,528 at 6%; with 50% employer match about $116,528 at 4% or $77,685 at 6%; with 100% employer match about $87,396 at 4% or $58,264 at 6%.
Group Health Plan for Employees of Orthocarolina-597---
Group Long Term Disability Plan for Employees of Charlotte Orthopedic-678---
GROUP SHORT TERM DISABILITY PLAN FOR EMPLOYEES OF ORTHOCAROLINA PA-552---
20056555$29,945,682$2,942,886$5,302iApproximate average salary by contribution assumption: employee only about $132,562 at 4% or $88,375 at 6%; with 50% employer match about $88,375 at 4% or $58,917 at 6%; with 100% employer match about $66,281 at 4% or $44,187 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-431$29,945,682$2,942,886$6,828iApproximate average salary by contribution assumption: employee only about $170,701 at 4% or $113,801 at 6%; with 50% employer match about $113,801 at 4% or $75,867 at 6%; with 100% employer match about $85,351 at 4% or $56,900 at 6%.
Group Long Term Disability Plan for Employees of Charlotte Orthopedic-555---
GROUP SHORT TERM DISABILITY PLAN FOR EMPLOYEES OF ORTHOCAROLINA PA-555---
GROUP SHORT TERM DISABILITY PLAN FOR EMPLOYEES OF CHARLOTTE ORTHOPEDIC SPECIALISTS PA-361---
Group Long Term Disability Plan for Employees of Charlotte Orthopedic-361---
Group Health Plan for Employees of Orthocarolina-450---
20045402$29,266,870$2,841,227$7,068iApproximate average salary by contribution assumption: employee only about $176,693 at 4% or $117,795 at 6%; with 50% employer match about $117,795 at 4% or $78,530 at 6%; with 100% employer match about $88,347 at 4% or $58,898 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-397$29,266,870$2,841,227$7,157iApproximate average salary by contribution assumption: employee only about $178,919 at 4% or $119,279 at 6%; with 50% employer match about $119,279 at 4% or $79,519 at 6%; with 100% employer match about $89,459 at 4% or $59,640 at 6%.
GROUP SHORT TERM DISABILITY PLAN FOR EMPLOYEES OF CHARLOTTE ORTHOPEDIC-364---
Group Long Term Disability Plan for Employees of Charlotte Orthopedic-364---
GROUP LIFE INSURANCE PLAN FOR EMPLOYEES OF CHARLOTTE ORTHOPEDIC-402---
Group Health Plan for Employees of Orthocarolina-369---
20035381$24,455,528$2,496,431$6,552iApproximate average salary by contribution assumption: employee only about $163,808 at 4% or $109,205 at 6%; with 50% employer match about $109,205 at 4% or $72,803 at 6%; with 100% employer match about $81,904 at 4% or $54,603 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-380$24,455,528$2,496,431$6,570iApproximate average salary by contribution assumption: employee only about $164,239 at 4% or $109,493 at 6%; with 50% employer match about $109,493 at 4% or $72,995 at 6%; with 100% employer match about $82,119 at 4% or $54,746 at 6%.
Group Long Term Disability Plan for Employees of Charlotte Orthopedic-332---
Group Health Plan for Employees of Orthocarolina-381---
GROUP SHORT TERM DISABILITY PLAN FOR EMPLOYEES OF CHARLOTTE ORTHOPEDIC-332---
GROUP LIFE INSURANCE PLAN FOR EMPLOYEES OF CHARLOTTE ORTHOPEDIC-332---
20025353$19,472,536$2,302,523$6,523iApproximate average salary by contribution assumption: employee only about $163,068 at 4% or $108,712 at 6%; with 50% employer match about $108,712 at 4% or $72,475 at 6%; with 100% employer match about $81,534 at 4% or $54,356 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-351$19,472,536$2,302,523$6,560iApproximate average salary by contribution assumption: employee only about $163,997 at 4% or $109,332 at 6%; with 50% employer match about $109,332 at 4% or $72,888 at 6%; with 100% employer match about $81,999 at 4% or $54,666 at 6%.
GROUP LIFE INSURANCE PLAN FOR EMPLOYEES OF CHARLOTTE ORTHOPEDIC-353---
Group Long Term Disability Plan for Employees of Charlotte Orthopedic-311---
GROUP SHORT TERM DISABILITY PLAN FOR EMPLOYEES OF CHARLOTTE ORTHOPEDIC-311---
Group Health Plan for Employees of Orthocarolina-291---
20015346$21,051,638$2,156,160$6,232iApproximate average salary by contribution assumption: employee only about $155,792 at 4% or $103,861 at 6%; with 50% employer match about $103,861 at 4% or $69,241 at 6%; with 100% employer match about $77,896 at 4% or $51,931 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-309$21,051,638$1,653,730$5,352iApproximate average salary by contribution assumption: employee only about $133,797 at 4% or $89,198 at 6%; with 50% employer match about $89,198 at 4% or $59,465 at 6%; with 100% employer match about $66,898 at 4% or $44,599 at 6%.
CHARLOTTE ORTHOPEDIC SPECIALISTS, P.A. MONEY PURCHASE PENSION PLAN-0-$502,430-
Group Long Term Disability Plan for Employees of Charlotte Orthopedic-304---
GROUP LIFE INSURANCE PLAN FOR EMPLOYEES OF CHARLOTTE ORTHOPEDIC-346---
Group Health Plan for Employees of Orthocarolina-271---
20005353$24,176,462$1,595,084$4,519iApproximate average salary by contribution assumption: employee only about $112,966 at 4% or $75,311 at 6%; with 50% employer match about $75,311 at 4% or $50,207 at 6%; with 100% employer match about $56,483 at 4% or $37,655 at 6%.
Orthocarolina 401(K)And Profit Sharing Plan-280$13,346,718$1,197,078$4,275iApproximate average salary by contribution assumption: employee only about $106,882 at 4% or $71,255 at 6%; with 50% employer match about $71,255 at 4% or $47,503 at 6%; with 100% employer match about $53,441 at 4% or $35,627 at 6%.
CHARLOTTE ORTHOPEDIC SPECIALISTS, P.A. MONEY PURCHASE PENSION PLAN-282$10,829,744$398,006$1,411iApproximate average salary by contribution assumption: employee only about $35,284 at 4% or $23,523 at 6%; with 50% employer match about $23,523 at 4% or $15,682 at 6%; with 100% employer match about $17,642 at 4% or $11,761 at 6%.
Group Health Plan for Employees of Orthocarolina-298---
GROUP LIFE INSURANCE PLAN FOR EMPLOYEES OF CHARLOTTE ORTHOPEDIC-353---
Group Long Term Disability Plan for Employees of Charlotte Orthopedic-310---
19991259$0$0-
Group Long Term Disability Plan for Employees of Charlotte Orthopedic-259---