Southern Orthopaedic Specialists PC
Plan context: Southern Orthopaedic Specialists PC. 401(K) Plan
EIN 63-1280331 • Birmingham, AL • 38 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$2,708,127
2024 Contributions
$92,817
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 21 | $2,708,127 | $92,817 | $4,420iApproximate average salary by contribution assumption: employee only about $110,496 at 4% or $73,664 at 6%; with 50% employer match about $73,664 at 4% or $49,110 at 6%; with 100% employer match about $55,248 at 4% or $36,832 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 21 | $2,708,127 | $92,817 | $4,420iApproximate average salary by contribution assumption: employee only about $110,496 at 4% or $73,664 at 6%; with 50% employer match about $73,664 at 4% or $49,110 at 6%; with 100% employer match about $55,248 at 4% or $36,832 at 6%. |
| 2023 | 1 | 17 | $2,440,781 | $89,791 | $5,282iApproximate average salary by contribution assumption: employee only about $132,046 at 4% or $88,030 at 6%; with 50% employer match about $88,030 at 4% or $58,687 at 6%; with 100% employer match about $66,023 at 4% or $44,015 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 17 | $2,440,781 | $89,791 | $5,282iApproximate average salary by contribution assumption: employee only about $132,046 at 4% or $88,030 at 6%; with 50% employer match about $88,030 at 4% or $58,687 at 6%; with 100% employer match about $66,023 at 4% or $44,015 at 6%. |
| 2022 | 1 | 16 | $2,172,797 | $74,590 | $4,662iApproximate average salary by contribution assumption: employee only about $116,547 at 4% or $77,698 at 6%; with 50% employer match about $77,698 at 4% or $51,799 at 6%; with 100% employer match about $58,273 at 4% or $38,849 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 16 | $2,172,797 | $74,590 | $4,662iApproximate average salary by contribution assumption: employee only about $116,547 at 4% or $77,698 at 6%; with 50% employer match about $77,698 at 4% or $51,799 at 6%; with 100% employer match about $58,273 at 4% or $38,849 at 6%. |
| 2021 | 1 | 16 | $2,161,153 | $87,587 | $5,474iApproximate average salary by contribution assumption: employee only about $136,855 at 4% or $91,236 at 6%; with 50% employer match about $91,236 at 4% or $60,824 at 6%; with 100% employer match about $68,427 at 4% or $45,618 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 16 | $2,161,153 | $87,587 | $5,474iApproximate average salary by contribution assumption: employee only about $136,855 at 4% or $91,236 at 6%; with 50% employer match about $91,236 at 4% or $60,824 at 6%; with 100% employer match about $68,427 at 4% or $45,618 at 6%. |
| 2020 | 1 | 16 | $2,018,102 | $59,153 | $3,697iApproximate average salary by contribution assumption: employee only about $92,427 at 4% or $61,618 at 6%; with 50% employer match about $61,618 at 4% or $41,078 at 6%; with 100% employer match about $46,213 at 4% or $30,809 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 16 | $2,018,102 | $59,153 | $3,697iApproximate average salary by contribution assumption: employee only about $92,427 at 4% or $61,618 at 6%; with 50% employer match about $61,618 at 4% or $41,078 at 6%; with 100% employer match about $46,213 at 4% or $30,809 at 6%. |
| 2019 | 1 | 14 | $1,966,126 | $79,887 | $5,706iApproximate average salary by contribution assumption: employee only about $142,655 at 4% or $95,104 at 6%; with 50% employer match about $95,104 at 4% or $63,402 at 6%; with 100% employer match about $71,328 at 4% or $47,552 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 14 | $1,966,126 | $79,887 | $5,706iApproximate average salary by contribution assumption: employee only about $142,655 at 4% or $95,104 at 6%; with 50% employer match about $95,104 at 4% or $63,402 at 6%; with 100% employer match about $71,328 at 4% or $47,552 at 6%. |
| 2018 | 1 | 11 | $1,568,586 | $72,539 | $6,594iApproximate average salary by contribution assumption: employee only about $164,861 at 4% or $109,908 at 6%; with 50% employer match about $109,908 at 4% or $73,272 at 6%; with 100% employer match about $82,431 at 4% or $54,954 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 11 | $1,568,586 | $72,539 | $6,594iApproximate average salary by contribution assumption: employee only about $164,861 at 4% or $109,908 at 6%; with 50% employer match about $109,908 at 4% or $73,272 at 6%; with 100% employer match about $82,431 at 4% or $54,954 at 6%. |
| 2017 | 2 | 7 | $1,582,207 | $125,935 | $17,991iApproximate average salary by contribution assumption: employee only about $449,768 at 4% or $299,845 at 6%; with 50% employer match about $299,845 at 4% or $199,897 at 6%; with 100% employer match about $224,884 at 4% or $149,923 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 7 | $1,582,207 | $62,821 | $8,974iApproximate average salary by contribution assumption: employee only about $224,361 at 4% or $149,574 at 6%; with 50% employer match about $149,574 at 4% or $99,716 at 6%; with 100% employer match about $112,180 at 4% or $74,787 at 6%. |
| Southern Orthopaedic Specialists PC Cash Balance Plan | - | 0 | - | $63,114 | - |
| 2016 | 2 | 5 | $2,469,658 | $193,614 | $38,723iApproximate average salary by contribution assumption: employee only about $968,070 at 4% or $645,380 at 6%; with 50% employer match about $645,380 at 4% or $430,253 at 6%; with 100% employer match about $484,035 at 4% or $322,690 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 5 | $1,412,488 | $66,290 | $13,258iApproximate average salary by contribution assumption: employee only about $331,450 at 4% or $220,967 at 6%; with 50% employer match about $220,967 at 4% or $147,311 at 6%; with 100% employer match about $165,725 at 4% or $110,483 at 6%. |
| Southern Orthopaedic Specialists PC Cash Balance Plan | - | 5 | $1,057,170 | $127,324 | $25,465iApproximate average salary by contribution assumption: employee only about $636,620 at 4% or $424,413 at 6%; with 50% employer match about $424,413 at 4% or $282,942 at 6%; with 100% employer match about $318,310 at 4% or $212,207 at 6%. |
| 2015 | 2 | 7 | $2,298,899 | $174,037 | $24,862iApproximate average salary by contribution assumption: employee only about $621,561 at 4% or $414,374 at 6%; with 50% employer match about $414,374 at 4% or $276,249 at 6%; with 100% employer match about $310,780 at 4% or $207,187 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 7 | $1,398,752 | $74,037 | $10,577iApproximate average salary by contribution assumption: employee only about $264,418 at 4% or $176,279 at 6%; with 50% employer match about $176,279 at 4% or $117,519 at 6%; with 100% employer match about $132,209 at 4% or $88,139 at 6%. |
| Southern Orthopaedic Specialists PC Cash Balance Plan | - | 7 | $900,147 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 2014 | 2 | 5 | $2,161,481 | $128,182 | $25,636iApproximate average salary by contribution assumption: employee only about $640,910 at 4% or $427,273 at 6%; with 50% employer match about $427,273 at 4% or $284,849 at 6%; with 100% employer match about $320,455 at 4% or $213,637 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 5 | $1,340,804 | $73,032 | $14,606iApproximate average salary by contribution assumption: employee only about $365,160 at 4% or $243,440 at 6%; with 50% employer match about $243,440 at 4% or $162,293 at 6%; with 100% employer match about $182,580 at 4% or $121,720 at 6%. |
| Southern Orthopaedic Specialists PC Cash Balance Plan | - | 5 | $820,677 | $55,150 | $11,030iApproximate average salary by contribution assumption: employee only about $275,750 at 4% or $183,833 at 6%; with 50% employer match about $183,833 at 4% or $122,556 at 6%; with 100% employer match about $137,875 at 4% or $91,917 at 6%. |
| 2013 | 2 | 7 | $1,927,248 | $139,713 | $19,959iApproximate average salary by contribution assumption: employee only about $498,975 at 4% or $332,650 at 6%; with 50% employer match about $332,650 at 4% or $221,767 at 6%; with 100% employer match about $249,488 at 4% or $166,325 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 7 | $1,183,994 | $83,437 | $11,920iApproximate average salary by contribution assumption: employee only about $297,989 at 4% or $198,660 at 6%; with 50% employer match about $198,660 at 4% or $132,440 at 6%; with 100% employer match about $148,995 at 4% or $99,330 at 6%. |
| Southern Orthopaedic Specialists PC Cash Balance Plan | - | 7 | $743,254 | $56,276 | $8,039iApproximate average salary by contribution assumption: employee only about $200,986 at 4% or $133,990 at 6%; with 50% employer match about $133,990 at 4% or $89,327 at 6%; with 100% employer match about $100,493 at 4% or $66,995 at 6%. |
| 2012 | 2 | 8 | $1,572,614 | $133,326 | $16,666iApproximate average salary by contribution assumption: employee only about $416,644 at 4% or $277,763 at 6%; with 50% employer match about $277,763 at 4% or $185,175 at 6%; with 100% employer match about $208,322 at 4% or $138,881 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 8 | $912,804 | $78,187 | $9,773iApproximate average salary by contribution assumption: employee only about $244,334 at 4% or $162,890 at 6%; with 50% employer match about $162,890 at 4% or $108,593 at 6%; with 100% employer match about $122,167 at 4% or $81,445 at 6%. |
| Southern Orthopaedic Specialists PC Cash Balance Plan | - | 7 | $659,810 | $55,139 | $7,877iApproximate average salary by contribution assumption: employee only about $196,925 at 4% or $131,283 at 6%; with 50% employer match about $131,283 at 4% or $87,522 at 6%; with 100% employer match about $98,463 at 4% or $65,642 at 6%. |
| 2011 | 2 | 6 | $1,308,412 | $122,993 | $20,499iApproximate average salary by contribution assumption: employee only about $512,471 at 4% or $341,647 at 6%; with 50% employer match about $341,647 at 4% or $227,765 at 6%; with 100% employer match about $256,235 at 4% or $170,824 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 5 | $742,302 | $68,388 | $13,678iApproximate average salary by contribution assumption: employee only about $341,940 at 4% or $227,960 at 6%; with 50% employer match about $227,960 at 4% or $151,973 at 6%; with 100% employer match about $170,970 at 4% or $113,980 at 6%. |
| Southern Orthopaedic Specialists PC Cash Balance Plan | - | 6 | $566,110 | $54,605 | $9,101iApproximate average salary by contribution assumption: employee only about $227,521 at 4% or $151,681 at 6%; with 50% employer match about $151,681 at 4% or $101,120 at 6%; with 100% employer match about $113,760 at 4% or $75,840 at 6%. |
| 2010 | 2 | 8 | $2,125,670 | $198,438 | $24,805iApproximate average salary by contribution assumption: employee only about $620,119 at 4% or $413,413 at 6%; with 50% employer match about $413,413 at 4% or $275,608 at 6%; with 100% employer match about $310,059 at 4% or $206,706 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 8 | $1,317,930 | $89,879 | $11,235iApproximate average salary by contribution assumption: employee only about $280,872 at 4% or $187,248 at 6%; with 50% employer match about $187,248 at 4% or $124,832 at 6%; with 100% employer match about $140,436 at 4% or $93,624 at 6%. |
| Southern Orthopaedic Specialists PC Cash Balance Plan | - | 8 | $807,740 | $108,559 | $13,570iApproximate average salary by contribution assumption: employee only about $339,247 at 4% or $226,165 at 6%; with 50% employer match about $226,165 at 4% or $150,776 at 6%; with 100% employer match about $169,623 at 4% or $113,082 at 6%. |
| 2009 | 2 | 10 | $1,768,156 | $302,954 | $30,295iApproximate average salary by contribution assumption: employee only about $757,385 at 4% or $504,923 at 6%; with 50% employer match about $504,923 at 4% or $336,616 at 6%; with 100% employer match about $378,693 at 4% or $252,462 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 10 | $1,098,967 | $148,907 | $14,891iApproximate average salary by contribution assumption: employee only about $372,268 at 4% or $248,178 at 6%; with 50% employer match about $248,178 at 4% or $165,452 at 6%; with 100% employer match about $186,134 at 4% or $124,089 at 6%. |
| Southern Orthopaedic Specialists PC Cash Balance Plan | - | 10 | $669,189 | $154,047 | $15,405iApproximate average salary by contribution assumption: employee only about $385,118 at 4% or $256,745 at 6%; with 50% employer match about $256,745 at 4% or $171,163 at 6%; with 100% employer match about $192,559 at 4% or $128,373 at 6%. |
| 2008 | 2 | 11 | $0 | $0 | - |
| Southern Orthopaedic Specialists PC Cash Balance Plan | - | 0 | - | - | - |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 11 | - | - | - |
| 2007 | 2 | 13 | $0 | $0 | - |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 12 | - | - | - |
| Southern Orthopaedic Specialists PC Cash Balance Plan | - | 13 | - | - | - |
| 2006 | 2 | 12 | $1,047,338 | $264,067 | $22,006iApproximate average salary by contribution assumption: employee only about $550,140 at 4% or $366,760 at 6%; with 50% employer match about $366,760 at 4% or $244,506 at 6%; with 100% employer match about $275,070 at 4% or $183,380 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 12 | $753,510 | $155,965 | $12,997iApproximate average salary by contribution assumption: employee only about $324,927 at 4% or $216,618 at 6%; with 50% employer match about $216,618 at 4% or $144,412 at 6%; with 100% employer match about $162,464 at 4% or $108,309 at 6%. |
| Southern Orthopaedic Specialists PC Cash Balance Plan | - | 12 | $293,828 | $108,102 | $9,009iApproximate average salary by contribution assumption: employee only about $225,213 at 4% or $150,142 at 6%; with 50% employer match about $150,142 at 4% or $100,094 at 6%; with 100% employer match about $112,606 at 4% or $75,071 at 6%. |
| 2005 | 2 | 8 | $752,433 | $204,104 | $25,513iApproximate average salary by contribution assumption: employee only about $637,825 at 4% or $425,217 at 6%; with 50% employer match about $425,217 at 4% or $283,478 at 6%; with 100% employer match about $318,913 at 4% or $212,608 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 6 | $575,632 | $143,853 | $23,976iApproximate average salary by contribution assumption: employee only about $599,388 at 4% or $399,592 at 6%; with 50% employer match about $399,592 at 4% or $266,394 at 6%; with 100% employer match about $299,694 at 4% or $199,796 at 6%. |
| Southern Orthopaedic Specialists PC Cash Balance Plan | - | 8 | $176,801 | $60,251 | $7,531iApproximate average salary by contribution assumption: employee only about $188,284 at 4% or $125,523 at 6%; with 50% employer match about $125,523 at 4% or $83,682 at 6%; with 100% employer match about $94,142 at 4% or $62,761 at 6%. |
| 2004 | 2 | 7 | $549,506 | $195,530 | $27,933iApproximate average salary by contribution assumption: employee only about $698,321 at 4% or $465,548 at 6%; with 50% employer match about $465,548 at 4% or $310,365 at 6%; with 100% employer match about $349,161 at 4% or $232,774 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 7 | $434,836 | $137,772 | $19,682iApproximate average salary by contribution assumption: employee only about $492,043 at 4% or $328,029 at 6%; with 50% employer match about $328,029 at 4% or $218,686 at 6%; with 100% employer match about $246,021 at 4% or $164,014 at 6%. |
| Southern Orthopaedic Specialists PC Cash Balance Plan | - | 6 | $114,670 | $57,758 | $9,626iApproximate average salary by contribution assumption: employee only about $240,658 at 4% or $160,439 at 6%; with 50% employer match about $160,439 at 4% or $106,959 at 6%; with 100% employer match about $120,329 at 4% or $80,219 at 6%. |
| 2003 | 2 | 6 | $268,248 | $199,454 | $33,242iApproximate average salary by contribution assumption: employee only about $831,058 at 4% or $554,039 at 6%; with 50% employer match about $554,039 at 4% or $369,359 at 6%; with 100% employer match about $415,529 at 4% or $277,019 at 6%. |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 6 | $268,248 | $199,454 | $33,242iApproximate average salary by contribution assumption: employee only about $831,058 at 4% or $554,039 at 6%; with 50% employer match about $554,039 at 4% or $369,359 at 6%; with 100% employer match about $415,529 at 4% or $277,019 at 6%. |
| Southern Orthopaedic Specialists PC Cash Balance Plan | - | 6 | - | - | - |
| 2002 | 1 | 0 | $44,970 | $44,970 | - |
| Southern Orthopaedic Specialists PC. 401(K) Plan | - | 0 | $44,970 | $44,970 | - |