Civic Intelligence

Burke & Lockstadt, Psc

Plan context: Bluegrass Orthopaedics 401K Psp

EIN 61-1226500 • Lexington, KY • 21 filings • 4 plans

3480 Yorkshire Medical ParkLexington, KY 40509
Current Snapshot

Latest Year

2016

2016 Participants

73

2016 Assets

$5,036,429

2016 Contributions

$472,781

Historical Graphs

Total Assets Over Time

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

$6,475,001$3,237,501$0199920092016YearValue
$5,036,429Latest year 2016

Participants Over Time

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

90450199920082016YearValue
73Latest year 2016

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
2016173$5,036,429$472,781$6,476iApproximate average salary by contribution assumption: employee only about $161,911 at 4% or $107,941 at 6%; with 50% employer match about $107,941 at 4% or $71,961 at 6%; with 100% employer match about $80,956 at 4% or $53,970 at 6%.
Bluegrass Orthopaedics 401K Psp-73$5,036,429$472,781$6,476iApproximate average salary by contribution assumption: employee only about $161,911 at 4% or $107,941 at 6%; with 50% employer match about $107,941 at 4% or $71,961 at 6%; with 100% employer match about $80,956 at 4% or $53,970 at 6%.
2015171$6,453,112$623,500$8,782iApproximate average salary by contribution assumption: employee only about $219,542 at 4% or $146,362 at 6%; with 50% employer match about $146,362 at 4% or $97,574 at 6%; with 100% employer match about $109,771 at 4% or $73,181 at 6%.
Bluegrass Orthopaedics 401K Psp-71$6,453,112$623,500$8,782iApproximate average salary by contribution assumption: employee only about $219,542 at 4% or $146,362 at 6%; with 50% employer match about $146,362 at 4% or $97,574 at 6%; with 100% employer match about $109,771 at 4% or $73,181 at 6%.
2014173$6,475,001$573,379$7,855iApproximate average salary by contribution assumption: employee only about $196,363 at 4% or $130,908 at 6%; with 50% employer match about $130,908 at 4% or $87,272 at 6%; with 100% employer match about $98,181 at 4% or $65,454 at 6%.
Bluegrass Orthopaedics 401K Psp-73$6,475,001$573,379$7,855iApproximate average salary by contribution assumption: employee only about $196,363 at 4% or $130,908 at 6%; with 50% employer match about $130,908 at 4% or $87,272 at 6%; with 100% employer match about $98,181 at 4% or $65,454 at 6%.
2013174$6,091,037$405,766$5,483iApproximate average salary by contribution assumption: employee only about $137,083 at 4% or $91,389 at 6%; with 50% employer match about $91,389 at 4% or $60,926 at 6%; with 100% employer match about $68,542 at 4% or $45,694 at 6%.
Bluegrass Orthopaedics 401K Psp-74$6,091,037$405,766$5,483iApproximate average salary by contribution assumption: employee only about $137,083 at 4% or $91,389 at 6%; with 50% employer match about $91,389 at 4% or $60,926 at 6%; with 100% employer match about $68,542 at 4% or $45,694 at 6%.
2012173$5,124,888$472,781$6,476iApproximate average salary by contribution assumption: employee only about $161,911 at 4% or $107,941 at 6%; with 50% employer match about $107,941 at 4% or $71,961 at 6%; with 100% employer match about $80,956 at 4% or $53,970 at 6%.
Bluegrass Orthopaedics 401K Psp-73$5,124,888$472,781$6,476iApproximate average salary by contribution assumption: employee only about $161,911 at 4% or $107,941 at 6%; with 50% employer match about $107,941 at 4% or $71,961 at 6%; with 100% employer match about $80,956 at 4% or $53,970 at 6%.
2011188$4,392,182$476,588$5,416iApproximate average salary by contribution assumption: employee only about $135,394 at 4% or $90,263 at 6%; with 50% employer match about $90,263 at 4% or $60,175 at 6%; with 100% employer match about $67,697 at 4% or $45,131 at 6%.
Bluegrass Orthopaedics 401K Psp-88$4,392,182$476,588$5,416iApproximate average salary by contribution assumption: employee only about $135,394 at 4% or $90,263 at 6%; with 50% employer match about $90,263 at 4% or $60,175 at 6%; with 100% employer match about $67,697 at 4% or $45,131 at 6%.
2010173$4,036,201$449,262$6,154iApproximate average salary by contribution assumption: employee only about $153,857 at 4% or $102,571 at 6%; with 50% employer match about $102,571 at 4% or $68,381 at 6%; with 100% employer match about $76,928 at 4% or $51,286 at 6%.
Bluegrass Orthopaedics 401K Psp-73$4,036,201$449,262$6,154iApproximate average salary by contribution assumption: employee only about $153,857 at 4% or $102,571 at 6%; with 50% employer match about $102,571 at 4% or $68,381 at 6%; with 100% employer match about $76,928 at 4% or $51,286 at 6%.
2009174$2,910,829$444,353$6,005iApproximate average salary by contribution assumption: employee only about $150,119 at 4% or $100,080 at 6%; with 50% employer match about $100,080 at 4% or $66,720 at 6%; with 100% employer match about $75,060 at 4% or $50,040 at 6%.
Bluegrass Orthopaedics 401K Psp-74$2,910,829$444,353$6,005iApproximate average salary by contribution assumption: employee only about $150,119 at 4% or $100,080 at 6%; with 50% employer match about $100,080 at 4% or $66,720 at 6%; with 100% employer match about $75,060 at 4% or $50,040 at 6%.
2008190$2,721,661$411,118$4,568iApproximate average salary by contribution assumption: employee only about $114,199 at 4% or $76,133 at 6%; with 50% employer match about $76,133 at 4% or $50,755 at 6%; with 100% employer match about $57,100 at 4% or $38,066 at 6%.
Bluegrass Orthopaedics 401K Psp-90$2,721,661$411,118$4,568iApproximate average salary by contribution assumption: employee only about $114,199 at 4% or $76,133 at 6%; with 50% employer match about $76,133 at 4% or $50,755 at 6%; with 100% employer match about $57,100 at 4% or $38,066 at 6%.
2007160$0$0-
Bluegrass Orthopaedics 401K Psp-60---
2006150$3,055,148$302,182$6,044iApproximate average salary by contribution assumption: employee only about $151,091 at 4% or $100,727 at 6%; with 50% employer match about $100,727 at 4% or $67,152 at 6%; with 100% employer match about $75,546 at 4% or $50,364 at 6%.
Bluegrass Orthopaedics 401K Psp-50$3,055,148$302,182$6,044iApproximate average salary by contribution assumption: employee only about $151,091 at 4% or $100,727 at 6%; with 50% employer match about $100,727 at 4% or $67,152 at 6%; with 100% employer match about $75,546 at 4% or $50,364 at 6%.
2005148$2,599,782$333,378$6,945iApproximate average salary by contribution assumption: employee only about $173,634 at 4% or $115,756 at 6%; with 50% employer match about $115,756 at 4% or $77,171 at 6%; with 100% employer match about $86,817 at 4% or $57,878 at 6%.
Bluegrass Orthopaedics 401K Psp-48$2,599,782$333,378$6,945iApproximate average salary by contribution assumption: employee only about $173,634 at 4% or $115,756 at 6%; with 50% employer match about $115,756 at 4% or $77,171 at 6%; with 100% employer match about $86,817 at 4% or $57,878 at 6%.
2004140$2,295,208$256,353$6,409iApproximate average salary by contribution assumption: employee only about $160,221 at 4% or $106,814 at 6%; with 50% employer match about $106,814 at 4% or $71,209 at 6%; with 100% employer match about $80,110 at 4% or $53,407 at 6%.
Bluegrass Orthopaedics 401K Psp-40$2,295,208$256,353$6,409iApproximate average salary by contribution assumption: employee only about $160,221 at 4% or $106,814 at 6%; with 50% employer match about $106,814 at 4% or $71,209 at 6%; with 100% employer match about $80,110 at 4% or $53,407 at 6%.
2003137$2,031,856$378,781$10,237iApproximate average salary by contribution assumption: employee only about $255,933 at 4% or $170,622 at 6%; with 50% employer match about $170,622 at 4% or $113,748 at 6%; with 100% employer match about $127,967 at 4% or $85,311 at 6%.
Bluegrass Orthopaedics 401K Psp-37$2,031,856$378,781$10,237iApproximate average salary by contribution assumption: employee only about $255,933 at 4% or $170,622 at 6%; with 50% employer match about $170,622 at 4% or $113,748 at 6%; with 100% employer match about $127,967 at 4% or $85,311 at 6%.
2002244$1,470,295$934,502$21,239iApproximate average salary by contribution assumption: employee only about $530,967 at 4% or $353,978 at 6%; with 50% employer match about $353,978 at 4% or $235,985 at 6%; with 100% employer match about $265,484 at 4% or $176,989 at 6%.
Bluegrass Orthopaedics 401K Psp-44$1,470,295$934,502$21,239iApproximate average salary by contribution assumption: employee only about $530,967 at 4% or $353,978 at 6%; with 50% employer match about $353,978 at 4% or $235,985 at 6%; with 100% employer match about $265,484 at 4% or $176,989 at 6%.
Bluegrass Orthopaedics Money Purchase Pension Plan-0---
2001239$0$0-
Bluegrass Orthopaedics 401K Psp-39---
Bluegrass Orthopaedics Money Purchase Pension Plan-39---
2000231$1,192,278$235,183$7,587iApproximate average salary by contribution assumption: employee only about $189,664 at 4% or $126,442 at 6%; with 50% employer match about $126,442 at 4% or $84,295 at 6%; with 100% employer match about $94,832 at 4% or $63,221 at 6%.
Bluegrass Orthopaedics 401K Psp-31$619,945$104,034$3,356iApproximate average salary by contribution assumption: employee only about $83,898 at 4% or $55,932 at 6%; with 50% employer match about $55,932 at 4% or $37,288 at 6%; with 100% employer match about $41,949 at 4% or $27,966 at 6%.
Bluegrass Orthopaedics Money Purchase Pension Plan-31$572,333$131,149$4,231iApproximate average salary by contribution assumption: employee only about $105,765 at 4% or $70,510 at 6%; with 50% employer match about $70,510 at 4% or $47,007 at 6%; with 100% employer match about $52,883 at 4% or $35,255 at 6%.
1999130$501,895$122,599$4,087iApproximate average salary by contribution assumption: employee only about $102,166 at 4% or $68,111 at 6%; with 50% employer match about $68,111 at 4% or $45,407 at 6%; with 100% employer match about $51,083 at 4% or $34,055 at 6%.
Bluegrass Orthopaedics Money Purchase Pension Plan-30$501,895$122,599$4,087iApproximate average salary by contribution assumption: employee only about $102,166 at 4% or $68,111 at 6%; with 50% employer match about $68,111 at 4% or $45,407 at 6%; with 100% employer match about $51,083 at 4% or $34,055 at 6%.