Civic Intelligence

Southeast Orthopedic Specialists

Plan context: Southeast Orthopedic Specialists 401(K) Plan

EIN 59-3696338 • Jacksonville, FL • 52 filings • 18 plans

6500 Bowden Rd Ste 103Jacksonville, FL 32216-8066
Current Snapshot

Latest Year

2024

2024 Participants

148

2024 Assets

$25,396,828

2024 Contributions

$2,169,651

Historical Graphs

Total Assets Over Time

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

$25,396,828$12,698,414$0200220142024YearValue
$25,396,828Latest year 2024

Participants Over Time

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

2841420200220132024YearValue
148Latest 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
20242148$25,396,828$2,169,651$14,660iApproximate average salary by contribution assumption: employee only about $366,495 at 4% or $244,330 at 6%; with 50% employer match about $244,330 at 4% or $162,887 at 6%; with 100% employer match about $183,248 at 4% or $122,165 at 6%.
Southeast Orthopedic Specialists 401(K) Plan-148$25,396,828$2,169,651$14,660iApproximate average salary by contribution assumption: employee only about $366,495 at 4% or $244,330 at 6%; with 50% employer match about $244,330 at 4% or $162,887 at 6%; with 100% employer match about $183,248 at 4% or $122,165 at 6%.
Basic Life and Ad&D-136---
20231127$20,697,256$1,852,391$14,586iApproximate average salary by contribution assumption: employee only about $364,644 at 4% or $243,096 at 6%; with 50% employer match about $243,096 at 4% or $162,064 at 6%; with 100% employer match about $182,322 at 4% or $121,548 at 6%.
Southeast Orthopedic Specialists 401(K) Plan-127$20,697,256$1,852,391$14,586iApproximate average salary by contribution assumption: employee only about $364,644 at 4% or $243,096 at 6%; with 50% employer match about $243,096 at 4% or $162,064 at 6%; with 100% employer match about $182,322 at 4% or $121,548 at 6%.
20221108$16,668,805$2,757,695$25,534iApproximate average salary by contribution assumption: employee only about $638,355 at 4% or $425,570 at 6%; with 50% employer match about $425,570 at 4% or $283,713 at 6%; with 100% employer match about $319,178 at 4% or $212,785 at 6%.
Southeast Orthopedic Specialists 401(K) Plan-108$16,668,805$2,757,695$25,534iApproximate average salary by contribution assumption: employee only about $638,355 at 4% or $425,570 at 6%; with 50% employer match about $425,570 at 4% or $283,713 at 6%; with 100% employer match about $319,178 at 4% or $212,785 at 6%.
2021186$17,415,529$1,790,523$20,820iApproximate average salary by contribution assumption: employee only about $520,501 at 4% or $347,001 at 6%; with 50% employer match about $347,001 at 4% or $231,334 at 6%; with 100% employer match about $260,250 at 4% or $173,500 at 6%.
Southeast Orthopedic Specialists 401(K) Plan-86$17,415,529$1,790,523$20,820iApproximate average salary by contribution assumption: employee only about $520,501 at 4% or $347,001 at 6%; with 50% employer match about $347,001 at 4% or $231,334 at 6%; with 100% employer match about $260,250 at 4% or $173,500 at 6%.
2020181$14,696,858$1,290,196$15,928iApproximate average salary by contribution assumption: employee only about $398,209 at 4% or $265,472 at 6%; with 50% employer match about $265,472 at 4% or $176,982 at 6%; with 100% employer match about $199,104 at 4% or $132,736 at 6%.
Southeast Orthopedic Specialists 401(K) Plan-81$14,696,858$1,290,196$15,928iApproximate average salary by contribution assumption: employee only about $398,209 at 4% or $265,472 at 6%; with 50% employer match about $265,472 at 4% or $176,982 at 6%; with 100% employer match about $199,104 at 4% or $132,736 at 6%.
20191274$12,616,261$1,367,837$4,992iApproximate average salary by contribution assumption: employee only about $124,803 at 4% or $83,202 at 6%; with 50% employer match about $83,202 at 4% or $55,468 at 6%; with 100% employer match about $62,401 at 4% or $41,601 at 6%.
Southeast Orthopedic Specialists 401(K) Plan-274$12,616,261$1,367,837$4,992iApproximate average salary by contribution assumption: employee only about $124,803 at 4% or $83,202 at 6%; with 50% employer match about $83,202 at 4% or $55,468 at 6%; with 100% employer match about $62,401 at 4% or $41,601 at 6%.
20185284$9,653,284$1,108,853$3,904iApproximate average salary by contribution assumption: employee only about $97,610 at 4% or $65,074 at 6%; with 50% employer match about $65,074 at 4% or $43,382 at 6%; with 100% employer match about $48,805 at 4% or $32,537 at 6%.
Southeast Orthopedic Specialists 401(K) Plan-284$9,653,284$1,108,853$3,904iApproximate average salary by contribution assumption: employee only about $97,610 at 4% or $65,074 at 6%; with 50% employer match about $65,074 at 4% or $43,382 at 6%; with 100% employer match about $48,805 at 4% or $32,537 at 6%.
Southeast Orthopedic Life Plan-0---
Southeast Orthopedic Specialists Medical Plan-0---
Southeast Orthopedic Specialists Hra Plan-0---
Southeast Orthopedic Specialists Dental Plan-0---
20175221$9,505,646$924,826$4,185iApproximate average salary by contribution assumption: employee only about $104,618 at 4% or $69,746 at 6%; with 50% employer match about $69,746 at 4% or $46,497 at 6%; with 100% employer match about $52,309 at 4% or $34,873 at 6%.
Southeast Orthopedic Specialists 401(K) Plan-221$9,505,646$924,826$4,185iApproximate average salary by contribution assumption: employee only about $104,618 at 4% or $69,746 at 6%; with 50% employer match about $69,746 at 4% or $46,497 at 6%; with 100% employer match about $52,309 at 4% or $34,873 at 6%.
Southeast Orthopedic Specialists Dental Plan-0---
Southeast Orthopedic Specialists Hra Plan-0---
Southeast Orthopedic Life Plan-0---
Southeast Orthopedic Specialists Medical Plan-0---
20166207$7,697,337$898,526$4,341iApproximate average salary by contribution assumption: employee only about $108,518 at 4% or $72,345 at 6%; with 50% employer match about $72,345 at 4% or $48,230 at 6%; with 100% employer match about $54,259 at 4% or $36,173 at 6%.
Southeast Orthopedic Specialists 401(K) Plan-207$7,697,337$898,526$4,341iApproximate average salary by contribution assumption: employee only about $108,518 at 4% or $72,345 at 6%; with 50% employer match about $72,345 at 4% or $48,230 at 6%; with 100% employer match about $54,259 at 4% or $36,173 at 6%.
Southeast Orthopedic Life Plan-0---
Southeast Orthopedic Specialists Medical Plan-0---
Southeast Orthopedic Vision Plan-0---
Southeast Orthopedic Specialists Dental Plan-0---
Southeast Orthopedic Specialists Hra Plan-0---
20155211$6,567,895$954,151$4,522iApproximate average salary by contribution assumption: employee only about $113,051 at 4% or $75,367 at 6%; with 50% employer match about $75,367 at 4% or $50,245 at 6%; with 100% employer match about $56,526 at 4% or $37,684 at 6%.
Southeast Orthopedic Specialists 401(K) Plan-211$6,567,895$954,151$4,522iApproximate average salary by contribution assumption: employee only about $113,051 at 4% or $75,367 at 6%; with 50% employer match about $75,367 at 4% or $50,245 at 6%; with 100% employer match about $56,526 at 4% or $37,684 at 6%.
Southeast Orthopedic Vision Plan-0---
Southeast Orthopedic Life Plan-0---
Southeast Orthopedic Specialists Hra Plan-0---
Southeast Orthopedic Specialists Medical Plan-0---
20145193$7,143,745$2,807,069$14,544iApproximate average salary by contribution assumption: employee only about $363,610 at 4% or $242,407 at 6%; with 50% employer match about $242,407 at 4% or $161,604 at 6%; with 100% employer match about $181,805 at 4% or $121,203 at 6%.
Southeast Orthopedic Specialists 401(K) Plan-193$7,143,745$2,222,589$11,516iApproximate average salary by contribution assumption: employee only about $287,900 at 4% or $191,933 at 6%; with 50% employer match about $191,933 at 4% or $127,956 at 6%; with 100% employer match about $143,950 at 4% or $95,967 at 6%.
R. David Heekin, M.D., P.A. Retirement Plan-0$0$584,480-
Southeast Orthopedic Life Plan-180---
Southeast Orthopedic Specialists Hra Plan-109---
Southeast Orthopedic Specialists Medical Plan-131---
20132169$9,551,734$1,645,148$9,735iApproximate average salary by contribution assumption: employee only about $243,365 at 4% or $162,243 at 6%; with 50% employer match about $162,243 at 4% or $108,162 at 6%; with 100% employer match about $121,683 at 4% or $81,122 at 6%.
Southeast Orthopedic Specialists 401(K) Plan-169$4,975,894$1,191,918$7,053iApproximate average salary by contribution assumption: employee only about $176,319 at 4% or $117,546 at 6%; with 50% employer match about $117,546 at 4% or $78,364 at 6%; with 100% employer match about $88,160 at 4% or $58,773 at 6%.
R. David Heekin, M.D., P.A. Retirement Plan-113$4,575,840$453,230$4,011iApproximate average salary by contribution assumption: employee only about $100,272 at 4% or $66,848 at 6%; with 50% employer match about $66,848 at 4% or $44,565 at 6%; with 100% employer match about $50,136 at 4% or $33,424 at 6%.
20122138$6,988,573$2,065,859$14,970iApproximate average salary by contribution assumption: employee only about $374,250 at 4% or $249,500 at 6%; with 50% employer match about $249,500 at 4% or $166,333 at 6%; with 100% employer match about $187,125 at 4% or $124,750 at 6%.
R. David Heekin, M.D., P.A. Retirement Plan-107$3,618,839$1,001,815$9,363iApproximate average salary by contribution assumption: employee only about $234,069 at 4% or $156,046 at 6%; with 50% employer match about $156,046 at 4% or $104,031 at 6%; with 100% employer match about $117,034 at 4% or $78,023 at 6%.
Southeast Orthopedic Specialists 401(K) Plan-138$3,369,734$1,064,044$7,710iApproximate average salary by contribution assumption: employee only about $192,762 at 4% or $128,508 at 6%; with 50% employer match about $128,508 at 4% or $85,672 at 6%; with 100% employer match about $96,381 at 4% or $64,254 at 6%.
20112134$4,520,626$1,118,718$8,349iApproximate average salary by contribution assumption: employee only about $208,716 at 4% or $139,144 at 6%; with 50% employer match about $139,144 at 4% or $92,763 at 6%; with 100% employer match about $104,358 at 4% or $69,572 at 6%.
R. David Heekin, M.D., P.A. Retirement Plan-82$2,433,967$405,036$4,939iApproximate average salary by contribution assumption: employee only about $123,487 at 4% or $82,324 at 6%; with 50% employer match about $82,324 at 4% or $54,883 at 6%; with 100% employer match about $61,743 at 4% or $41,162 at 6%.
Southeast Orthopedic Specialists 401(K) Plan-134$2,086,659$713,682$5,326iApproximate average salary by contribution assumption: employee only about $133,150 at 4% or $88,766 at 6%; with 50% employer match about $88,766 at 4% or $59,178 at 6%; with 100% employer match about $66,575 at 4% or $44,383 at 6%.
2010261$3,197,458$1,113,149$18,248iApproximate average salary by contribution assumption: employee only about $456,209 at 4% or $304,139 at 6%; with 50% employer match about $304,139 at 4% or $202,759 at 6%; with 100% employer match about $228,104 at 4% or $152,070 at 6%.
R. David Heekin, M.D., P.A. Retirement Plan--$1,730,551$528,515-
Southeast Orthopedic Specialists 401(K) Plan-61$1,466,907$584,634$9,584iApproximate average salary by contribution assumption: employee only about $239,604 at 4% or $159,736 at 6%; with 50% employer match about $159,736 at 4% or $106,491 at 6%; with 100% employer match about $119,802 at 4% or $79,868 at 6%.
2009248$2,153,716$680,726$14,182iApproximate average salary by contribution assumption: employee only about $354,545 at 4% or $236,363 at 6%; with 50% employer match about $236,363 at 4% or $157,575 at 6%; with 100% employer match about $177,272 at 4% or $118,182 at 6%.
R. David Heekin, M.D., P.A. Retirement Plan-33$1,311,430$345,701$10,476iApproximate average salary by contribution assumption: employee only about $261,895 at 4% or $174,596 at 6%; with 50% employer match about $174,596 at 4% or $116,398 at 6%; with 100% employer match about $130,947 at 4% or $87,298 at 6%.
Southeast Orthopedic Specialists 401(K) Plan-48$842,286$335,025$6,980iApproximate average salary by contribution assumption: employee only about $174,492 at 4% or $116,328 at 6%; with 50% employer match about $116,328 at 4% or $77,552 at 6%; with 100% employer match about $87,246 at 4% or $58,164 at 6%.
2008231$0$0-
R. David Heekin, M.D., P.A. Retirement Plan-22---
Southeast Orthopedic Specialists 401(K) Plan-31---
2007220$0$0-
R. David Heekin, M.D., P.A. Retirement Plan-13---
Southeast Orthopedic Specialists 401(K) Plan-20---
2006112$873,577$166,193$13,849iApproximate average salary by contribution assumption: employee only about $346,235 at 4% or $230,824 at 6%; with 50% employer match about $230,824 at 4% or $153,882 at 6%; with 100% employer match about $173,118 at 4% or $115,412 at 6%.
R. David Heekin, M.D., P.A. Retirement Plan-12$873,577$166,193$13,849iApproximate average salary by contribution assumption: employee only about $346,235 at 4% or $230,824 at 6%; with 50% employer match about $230,824 at 4% or $153,882 at 6%; with 100% employer match about $173,118 at 4% or $115,412 at 6%.
200519$604,231$147,096$16,344iApproximate average salary by contribution assumption: employee only about $408,600 at 4% or $272,400 at 6%; with 50% employer match about $272,400 at 4% or $181,600 at 6%; with 100% employer match about $204,300 at 4% or $136,200 at 6%.
R. David Heekin, M.D., P.A. Retirement Plan-9$604,231$147,096$16,344iApproximate average salary by contribution assumption: employee only about $408,600 at 4% or $272,400 at 6%; with 50% employer match about $272,400 at 4% or $181,600 at 6%; with 100% employer match about $204,300 at 4% or $136,200 at 6%.
200419$408,669$98,126$10,903iApproximate average salary by contribution assumption: employee only about $272,572 at 4% or $181,715 at 6%; with 50% employer match about $181,715 at 4% or $121,143 at 6%; with 100% employer match about $136,286 at 4% or $90,857 at 6%.
R. David Heekin, M.D., P.A. Retirement Plan-9$408,669$98,126$10,903iApproximate average salary by contribution assumption: employee only about $272,572 at 4% or $181,715 at 6%; with 50% employer match about $181,715 at 4% or $121,143 at 6%; with 100% employer match about $136,286 at 4% or $90,857 at 6%.
200315$263,939$110,817$22,163iApproximate average salary by contribution assumption: employee only about $554,085 at 4% or $369,390 at 6%; with 50% employer match about $369,390 at 4% or $246,260 at 6%; with 100% employer match about $277,043 at 4% or $184,695 at 6%.
R. David Heekin, M.D., P.A. Retirement Plan-5$263,939$110,817$22,163iApproximate average salary by contribution assumption: employee only about $554,085 at 4% or $369,390 at 6%; with 50% employer match about $369,390 at 4% or $246,260 at 6%; with 100% employer match about $277,043 at 4% or $184,695 at 6%.
200215$109,388$110,751$22,150iApproximate average salary by contribution assumption: employee only about $553,755 at 4% or $369,170 at 6%; with 50% employer match about $369,170 at 4% or $246,113 at 6%; with 100% employer match about $276,878 at 4% or $184,585 at 6%.
R. David Heekin, M.D., P.A. Retirement Plan-5$109,388$110,751$22,150iApproximate average salary by contribution assumption: employee only about $553,755 at 4% or $369,170 at 6%; with 50% employer match about $369,170 at 4% or $246,113 at 6%; with 100% employer match about $276,878 at 4% or $184,585 at 6%.