Civic Intelligence

William R. Gallivan, Jr., M.D. Inc.

Plan context: Orthopedic Institute - Gallivan 401(K) Profit Sharing Plan

EIN 77-0451442 • Santa Barbara, CA • 13 filings • 2 plans

146 Canon DriveSanta Barbara, CA 93105
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$3,553,823

2024 Contributions

$268,809

Historical Graphs

Total Assets Over Time

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

$3,553,823$1,776,912$0201820212024YearValue
$3,553,823Latest year 2024

Participants Over Time

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

20100201820212024YearValue
16Latest 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
2024216$3,553,823$268,809$16,801iApproximate average salary by contribution assumption: employee only about $420,014 at 4% or $280,009 at 6%; with 50% employer match about $280,009 at 4% or $186,673 at 6%; with 100% employer match about $210,007 at 4% or $140,005 at 6%.
Orthopedic Institute - Gallivan 401(K) Profit Sharing Plan-16$2,099,974$78,855$4,928iApproximate average salary by contribution assumption: employee only about $123,211 at 4% or $82,141 at 6%; with 50% employer match about $82,141 at 4% or $54,760 at 6%; with 100% employer match about $61,605 at 4% or $41,070 at 6%.
Orthopedic Institute - Gallivan Defined Benefit Pension Plan-6$1,453,849$189,954$31,659iApproximate average salary by contribution assumption: employee only about $791,475 at 4% or $527,650 at 6%; with 50% employer match about $527,650 at 4% or $351,767 at 6%; with 100% employer match about $395,738 at 4% or $263,825 at 6%.
2023216$3,057,949$225,662$14,104iApproximate average salary by contribution assumption: employee only about $352,597 at 4% or $235,065 at 6%; with 50% employer match about $235,065 at 4% or $156,710 at 6%; with 100% employer match about $176,298 at 4% or $117,532 at 6%.
Orthopedic Institute - Gallivan 401(K) Profit Sharing Plan-16$1,878,201$81,179$5,074iApproximate average salary by contribution assumption: employee only about $126,842 at 4% or $84,561 at 6%; with 50% employer match about $84,561 at 4% or $56,374 at 6%; with 100% employer match about $63,421 at 4% or $42,281 at 6%.
Orthopedic Institute - Gallivan Defined Benefit Pension Plan-7$1,179,748$144,483$20,640iApproximate average salary by contribution assumption: employee only about $516,011 at 4% or $344,007 at 6%; with 50% employer match about $344,007 at 4% or $229,338 at 6%; with 100% employer match about $258,005 at 4% or $172,004 at 6%.
2022219$2,624,616$212,381$11,178iApproximate average salary by contribution assumption: employee only about $279,449 at 4% or $186,299 at 6%; with 50% employer match about $186,299 at 4% or $124,199 at 6%; with 100% employer match about $139,724 at 4% or $93,150 at 6%.
Orthopedic Institute - Gallivan 401(K) Profit Sharing Plan-19$1,666,835$55,412$2,916iApproximate average salary by contribution assumption: employee only about $72,911 at 4% or $48,607 at 6%; with 50% employer match about $48,607 at 4% or $32,405 at 6%; with 100% employer match about $36,455 at 4% or $24,304 at 6%.
Orthopedic Institute - Gallivan Defined Benefit Pension Plan-6$957,781$156,969$26,162iApproximate average salary by contribution assumption: employee only about $654,038 at 4% or $436,025 at 6%; with 50% employer match about $436,025 at 4% or $290,683 at 6%; with 100% employer match about $327,019 at 4% or $218,013 at 6%.
2021218$2,538,893$272,765$15,154iApproximate average salary by contribution assumption: employee only about $378,840 at 4% or $252,560 at 6%; with 50% employer match about $252,560 at 4% or $168,373 at 6%; with 100% employer match about $189,420 at 4% or $126,280 at 6%.
Orthopedic Institute - Gallivan 401(K) Profit Sharing Plan-18$1,756,063$22,765$1,265iApproximate average salary by contribution assumption: employee only about $31,618 at 4% or $21,079 at 6%; with 50% employer match about $21,079 at 4% or $14,052 at 6%; with 100% employer match about $15,809 at 4% or $10,539 at 6%.
Orthopedic Institute - Gallivan Defined Benefit Pension Plan-6$782,830$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
2020220$2,174,161$278,918$13,946iApproximate average salary by contribution assumption: employee only about $348,648 at 4% or $232,432 at 6%; with 50% employer match about $232,432 at 4% or $154,954 at 6%; with 100% employer match about $174,324 at 4% or $116,216 at 6%.
Orthopedic Institute - Gallivan 401(K) Profit Sharing Plan-20$1,668,328$26,918$1,346iApproximate average salary by contribution assumption: employee only about $33,648 at 4% or $22,432 at 6%; with 50% employer match about $22,432 at 4% or $14,954 at 6%; with 100% employer match about $16,824 at 4% or $11,216 at 6%.
Orthopedic Institute - Gallivan Defined Benefit Pension Plan-4$505,833$252,000$63,000iApproximate average salary by contribution assumption: employee only about $1,575,000 at 4% or $1,050,000 at 6%; with 50% employer match about $1,050,000 at 4% or $700,000 at 6%; with 100% employer match about $787,500 at 4% or $525,000 at 6%.
2019216$1,840,487$287,211$17,951iApproximate average salary by contribution assumption: employee only about $448,767 at 4% or $299,178 at 6%; with 50% employer match about $299,178 at 4% or $199,452 at 6%; with 100% employer match about $224,384 at 4% or $149,589 at 6%.
Orthopedic Institute - Gallivan 401(K) Profit Sharing Plan-16$1,590,487$37,211$2,326iApproximate average salary by contribution assumption: employee only about $58,142 at 4% or $38,761 at 6%; with 50% employer match about $38,761 at 4% or $25,841 at 6%; with 100% employer match about $29,071 at 4% or $19,381 at 6%.
Orthopedic Institute - Gallivan Defined Benefit Pension Plan-3$250,000$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
2018117$1,401,600$129,027$7,590iApproximate average salary by contribution assumption: employee only about $189,746 at 4% or $126,497 at 6%; with 50% employer match about $126,497 at 4% or $84,331 at 6%; with 100% employer match about $94,873 at 4% or $63,249 at 6%.
Orthopedic Institute - Gallivan 401(K) Profit Sharing Plan-17$1,401,600$129,027$7,590iApproximate average salary by contribution assumption: employee only about $189,746 at 4% or $126,497 at 6%; with 50% employer match about $126,497 at 4% or $84,331 at 6%; with 100% employer match about $94,873 at 4% or $63,249 at 6%.