Civic Intelligence

Applegate Orthopedic Spine Center PC.

Plan context: Applegate Orthopedic Spine Center 401(K) Plan

EIN 61-1562999 • Westbrook, CT • 14 filings • 2 plans

5 Pequot Park Rd Ste 201 AWestbrook, CT 06498
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$720,664

2025 Contributions

$16,438

Historical Graphs

Total Assets Over Time

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

$756,171$378,086$0200920152021YearValue
$720,664Latest year 2021

Participants Over Time

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

530200920152021YearValue
4Latest year 2021

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
202510$0$16,438-
Applegate Orthopedic Spine Center 401(K) Plan-0$0$16,438-
202114$720,664$42,125$10,531iApproximate average salary by contribution assumption: employee only about $263,281 at 4% or $175,521 at 6%; with 50% employer match about $175,521 at 4% or $117,014 at 6%; with 100% employer match about $131,641 at 4% or $87,760 at 6%.
Applegate Orthopedic Spine Center 401(K) Plan-4$720,664$42,125$10,531iApproximate average salary by contribution assumption: employee only about $263,281 at 4% or $175,521 at 6%; with 50% employer match about $175,521 at 4% or $117,014 at 6%; with 100% employer match about $131,641 at 4% or $87,760 at 6%.
202014$575,731$41,318$10,330iApproximate average salary by contribution assumption: employee only about $258,238 at 4% or $172,158 at 6%; with 50% employer match about $172,158 at 4% or $114,772 at 6%; with 100% employer match about $129,119 at 4% or $86,079 at 6%.
Applegate Orthopedic Spine Center 401(K) Plan-4$575,731$41,318$10,330iApproximate average salary by contribution assumption: employee only about $258,238 at 4% or $172,158 at 6%; with 50% employer match about $172,158 at 4% or $114,772 at 6%; with 100% employer match about $129,119 at 4% or $86,079 at 6%.
201915$756,171$55,575$11,115iApproximate average salary by contribution assumption: employee only about $277,875 at 4% or $185,250 at 6%; with 50% employer match about $185,250 at 4% or $123,500 at 6%; with 100% employer match about $138,938 at 4% or $92,625 at 6%.
Applegate Orthopedic Spine Center 401(K) Plan-5$756,171$55,575$11,115iApproximate average salary by contribution assumption: employee only about $277,875 at 4% or $185,250 at 6%; with 50% employer match about $185,250 at 4% or $123,500 at 6%; with 100% employer match about $138,938 at 4% or $92,625 at 6%.
201815$556,794$58,012$11,602iApproximate average salary by contribution assumption: employee only about $290,060 at 4% or $193,373 at 6%; with 50% employer match about $193,373 at 4% or $128,916 at 6%; with 100% employer match about $145,030 at 4% or $96,687 at 6%.
Applegate Orthopedic Spine Center 401(K) Plan-5$556,794$58,012$11,602iApproximate average salary by contribution assumption: employee only about $290,060 at 4% or $193,373 at 6%; with 50% employer match about $193,373 at 4% or $128,916 at 6%; with 100% employer match about $145,030 at 4% or $96,687 at 6%.
201714$555,381$61,184$15,296iApproximate average salary by contribution assumption: employee only about $382,400 at 4% or $254,933 at 6%; with 50% employer match about $254,933 at 4% or $169,956 at 6%; with 100% employer match about $191,200 at 4% or $127,467 at 6%.
Applegate Orthopedic Spine Center 401(K) Plan-4$555,381$61,184$15,296iApproximate average salary by contribution assumption: employee only about $382,400 at 4% or $254,933 at 6%; with 50% employer match about $254,933 at 4% or $169,956 at 6%; with 100% employer match about $191,200 at 4% or $127,467 at 6%.
201614$409,484$42,830$10,708iApproximate average salary by contribution assumption: employee only about $267,688 at 4% or $178,458 at 6%; with 50% employer match about $178,458 at 4% or $118,972 at 6%; with 100% employer match about $133,844 at 4% or $89,229 at 6%.
Applegate Orthopedic Spine Center 401(K) Plan-4$409,484$42,830$10,708iApproximate average salary by contribution assumption: employee only about $267,688 at 4% or $178,458 at 6%; with 50% employer match about $178,458 at 4% or $118,972 at 6%; with 100% employer match about $133,844 at 4% or $89,229 at 6%.
201514$476,467$45,038$11,260iApproximate average salary by contribution assumption: employee only about $281,488 at 4% or $187,658 at 6%; with 50% employer match about $187,658 at 4% or $125,106 at 6%; with 100% employer match about $140,744 at 4% or $93,829 at 6%.
Applegate Orthopedic Spine Center 401(K) Plan-4$476,467$45,038$11,260iApproximate average salary by contribution assumption: employee only about $281,488 at 4% or $187,658 at 6%; with 50% employer match about $187,658 at 4% or $125,106 at 6%; with 100% employer match about $140,744 at 4% or $93,829 at 6%.
201414$439,074$42,929$10,732iApproximate average salary by contribution assumption: employee only about $268,306 at 4% or $178,871 at 6%; with 50% employer match about $178,871 at 4% or $119,247 at 6%; with 100% employer match about $134,153 at 4% or $89,435 at 6%.
Applegate Orthopedic Spine Center 401(K) Plan-4$439,074$42,929$10,732iApproximate average salary by contribution assumption: employee only about $268,306 at 4% or $178,871 at 6%; with 50% employer match about $178,871 at 4% or $119,247 at 6%; with 100% employer match about $134,153 at 4% or $89,435 at 6%.
201314$371,117$45,476$11,369iApproximate average salary by contribution assumption: employee only about $284,225 at 4% or $189,483 at 6%; with 50% employer match about $189,483 at 4% or $126,322 at 6%; with 100% employer match about $142,113 at 4% or $94,742 at 6%.
Applegate Orthopedic Spine Center 401(K) Plan-4$371,117$45,476$11,369iApproximate average salary by contribution assumption: employee only about $284,225 at 4% or $189,483 at 6%; with 50% employer match about $189,483 at 4% or $126,322 at 6%; with 100% employer match about $142,113 at 4% or $94,742 at 6%.
201214$265,515$45,450$11,363iApproximate average salary by contribution assumption: employee only about $284,063 at 4% or $189,375 at 6%; with 50% employer match about $189,375 at 4% or $126,250 at 6%; with 100% employer match about $142,031 at 4% or $94,688 at 6%.
Applegate Orthopedic Spine Center 401(K) Plan-4$265,515$45,450$11,363iApproximate average salary by contribution assumption: employee only about $284,063 at 4% or $189,375 at 6%; with 50% employer match about $189,375 at 4% or $126,250 at 6%; with 100% employer match about $142,031 at 4% or $94,688 at 6%.
201114$201,389$115,975$28,994iApproximate average salary by contribution assumption: employee only about $724,844 at 4% or $483,229 at 6%; with 50% employer match about $483,229 at 4% or $322,153 at 6%; with 100% employer match about $362,422 at 4% or $241,615 at 6%.
Applegate Orthopedic Spine Center 401(K) Plan-4$201,389$115,975$28,994iApproximate average salary by contribution assumption: employee only about $724,844 at 4% or $483,229 at 6%; with 50% employer match about $483,229 at 4% or $322,153 at 6%; with 100% employer match about $362,422 at 4% or $241,615 at 6%.
201014$89,131$37,852$9,463iApproximate average salary by contribution assumption: employee only about $236,575 at 4% or $157,717 at 6%; with 50% employer match about $157,717 at 4% or $105,144 at 6%; with 100% employer match about $118,288 at 4% or $78,858 at 6%.
Applegate Orthopedic Spine Center 401(K) Plan-4$89,131$37,852$9,463iApproximate average salary by contribution assumption: employee only about $236,575 at 4% or $157,717 at 6%; with 50% employer match about $157,717 at 4% or $105,144 at 6%; with 100% employer match about $118,288 at 4% or $78,858 at 6%.
200913$41,828$39,623$13,208iApproximate average salary by contribution assumption: employee only about $330,192 at 4% or $220,128 at 6%; with 50% employer match about $220,128 at 4% or $146,752 at 6%; with 100% employer match about $165,096 at 4% or $110,064 at 6%.
Applegate Orthopedic Spine Center 401(K) Plan-3$41,828$39,623$13,208iApproximate average salary by contribution assumption: employee only about $330,192 at 4% or $220,128 at 6%; with 50% employer match about $220,128 at 4% or $146,752 at 6%; with 100% employer match about $165,096 at 4% or $110,064 at 6%.