ORTHOPAEDIC EDUCATION AND RESE
Plan context: ORTHOPAEDIC EDUCATION AND RESE 401(K) PROFIT SHARING PLAN & TRUST
EIN 75-3078627 • Orange, CA • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
41
2024 Assets
$304,584
2024 Contributions
$83,706
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 | 41 | $304,584 | $83,706 | $2,042iApproximate average salary by contribution assumption: employee only about $51,040 at 4% or $34,027 at 6%; with 50% employer match about $34,027 at 4% or $22,685 at 6%; with 100% employer match about $25,520 at 4% or $17,013 at 6%. |
| ORTHOPAEDIC EDUCATION AND RESE 401(K) PROFIT SHARING PLAN & TRUST | - | 41 | $304,584 | $83,706 | $2,042iApproximate average salary by contribution assumption: employee only about $51,040 at 4% or $34,027 at 6%; with 50% employer match about $34,027 at 4% or $22,685 at 6%; with 100% employer match about $25,520 at 4% or $17,013 at 6%. |
| 2023 | 1 | 38 | $199,005 | $83,278 | $2,192iApproximate average salary by contribution assumption: employee only about $54,788 at 4% or $36,525 at 6%; with 50% employer match about $36,525 at 4% or $24,350 at 6%; with 100% employer match about $27,394 at 4% or $18,263 at 6%. |
| ORTHOPAEDIC EDUCATION AND RESE 401(K) PROFIT SHARING PLAN & TRUST | - | 38 | $199,005 | $83,278 | $2,192iApproximate average salary by contribution assumption: employee only about $54,788 at 4% or $36,525 at 6%; with 50% employer match about $36,525 at 4% or $24,350 at 6%; with 100% employer match about $27,394 at 4% or $18,263 at 6%. |
| 2022 | 1 | 30 | $95,885 | $48,943 | $1,631iApproximate average salary by contribution assumption: employee only about $40,786 at 4% or $27,191 at 6%; with 50% employer match about $27,191 at 4% or $18,127 at 6%; with 100% employer match about $20,393 at 4% or $13,595 at 6%. |
| ORTHOPAEDIC EDUCATION AND RESE 401(K) PROFIT SHARING PLAN & TRUST | - | 30 | $95,885 | $48,943 | $1,631iApproximate average salary by contribution assumption: employee only about $40,786 at 4% or $27,191 at 6%; with 50% employer match about $27,191 at 4% or $18,127 at 6%; with 100% employer match about $20,393 at 4% or $13,595 at 6%. |
| 2021 | 1 | 25 | $64,373 | $30,393 | $1,216iApproximate average salary by contribution assumption: employee only about $30,393 at 4% or $20,262 at 6%; with 50% employer match about $20,262 at 4% or $13,508 at 6%; with 100% employer match about $15,197 at 4% or $10,131 at 6%. |
| ORTHOPAEDIC EDUCATION AND RESE 401(K) PROFIT SHARING PLAN & TRUST | - | 25 | $64,373 | $30,393 | $1,216iApproximate average salary by contribution assumption: employee only about $30,393 at 4% or $20,262 at 6%; with 50% employer match about $20,262 at 4% or $13,508 at 6%; with 100% employer match about $15,197 at 4% or $10,131 at 6%. |
| 2020 | 1 | 18 | $34,239 | $22,624 | $1,257iApproximate average salary by contribution assumption: employee only about $31,422 at 4% or $20,948 at 6%; with 50% employer match about $20,948 at 4% or $13,965 at 6%; with 100% employer match about $15,711 at 4% or $10,474 at 6%. |
| ORTHOPAEDIC EDUCATION AND RESE 401(K) PROFIT SHARING PLAN & TRUST | - | 18 | $34,239 | $22,624 | $1,257iApproximate average salary by contribution assumption: employee only about $31,422 at 4% or $20,948 at 6%; with 50% employer match about $20,948 at 4% or $13,965 at 6%; with 100% employer match about $15,711 at 4% or $10,474 at 6%. |
| 2019 | 1 | 10 | $21,360 | $13,711 | $1,371iApproximate average salary by contribution assumption: employee only about $34,278 at 4% or $22,852 at 6%; with 50% employer match about $22,852 at 4% or $15,234 at 6%; with 100% employer match about $17,139 at 4% or $11,426 at 6%. |
| ORTHOPAEDIC EDUCATION AND RESE 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $21,360 | $13,711 | $1,371iApproximate average salary by contribution assumption: employee only about $34,278 at 4% or $22,852 at 6%; with 50% employer match about $22,852 at 4% or $15,234 at 6%; with 100% employer match about $17,139 at 4% or $11,426 at 6%. |
| 2018 | 1 | 7 | $5,623 | $6,137 | $877iApproximate average salary by contribution assumption: employee only about $21,918 at 4% or $14,612 at 6%; with 50% employer match about $14,612 at 4% or $9,741 at 6%; with 100% employer match about $10,959 at 4% or $7,306 at 6%. |
| ORTHOPAEDIC EDUCATION AND RESE 401 K PROFIT SHARING PLAN TRUST | - | 7 | $5,623 | $6,137 | $877iApproximate average salary by contribution assumption: employee only about $21,918 at 4% or $14,612 at 6%; with 50% employer match about $14,612 at 4% or $9,741 at 6%; with 100% employer match about $10,959 at 4% or $7,306 at 6%. |