Civic Intelligence

Upper Valley Orthopedics PLLC

Plan context: Upper Valley Orthopedics PLLC Profit Sharing Plan

EIN 82-0505476 • Rexburg, ID • 30 filings • 3 plans

360 E. Main StreetRexburg, ID 83440
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$7,527,119

2024 Contributions

$8,008

Historical Graphs

Total Assets Over Time

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

$7,527,119$3,763,560$0199920122023YearValue
$7,527,119Latest year 2023

Participants Over Time

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

1680199920112023YearValue
16Latest year 2023

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
202410$0$8,008-
Upper Valley Orthopedics PLLC Profit Sharing Plan-0$0$8,008-
2023116$7,527,119$254,841$15,928iApproximate average salary by contribution assumption: employee only about $398,189 at 4% or $265,459 at 6%; with 50% employer match about $265,459 at 4% or $176,973 at 6%; with 100% employer match about $199,095 at 4% or $132,730 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-16$7,527,119$254,841$15,928iApproximate average salary by contribution assumption: employee only about $398,189 at 4% or $265,459 at 6%; with 50% employer match about $265,459 at 4% or $176,973 at 6%; with 100% employer match about $199,095 at 4% or $132,730 at 6%.
2022114$6,259,915$214,607$15,329iApproximate average salary by contribution assumption: employee only about $383,227 at 4% or $255,485 at 6%; with 50% employer match about $255,485 at 4% or $170,323 at 6%; with 100% employer match about $191,613 at 4% or $127,742 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-14$6,259,915$214,607$15,329iApproximate average salary by contribution assumption: employee only about $383,227 at 4% or $255,485 at 6%; with 50% employer match about $255,485 at 4% or $170,323 at 6%; with 100% employer match about $191,613 at 4% or $127,742 at 6%.
2021112$7,508,817$238,151$19,846iApproximate average salary by contribution assumption: employee only about $496,148 at 4% or $330,765 at 6%; with 50% employer match about $330,765 at 4% or $220,510 at 6%; with 100% employer match about $248,074 at 4% or $165,383 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-12$7,508,817$238,151$19,846iApproximate average salary by contribution assumption: employee only about $496,148 at 4% or $330,765 at 6%; with 50% employer match about $330,765 at 4% or $220,510 at 6%; with 100% employer match about $248,074 at 4% or $165,383 at 6%.
2020112$7,025,669$246,595$20,550iApproximate average salary by contribution assumption: employee only about $513,740 at 4% or $342,493 at 6%; with 50% employer match about $342,493 at 4% or $228,329 at 6%; with 100% employer match about $256,870 at 4% or $171,247 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-12$7,025,669$246,595$20,550iApproximate average salary by contribution assumption: employee only about $513,740 at 4% or $342,493 at 6%; with 50% employer match about $342,493 at 4% or $228,329 at 6%; with 100% employer match about $256,870 at 4% or $171,247 at 6%.
2019111$5,913,552$252,306$22,937iApproximate average salary by contribution assumption: employee only about $573,423 at 4% or $382,282 at 6%; with 50% employer match about $382,282 at 4% or $254,855 at 6%; with 100% employer match about $286,711 at 4% or $191,141 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-11$5,913,552$252,306$22,937iApproximate average salary by contribution assumption: employee only about $573,423 at 4% or $382,282 at 6%; with 50% employer match about $382,282 at 4% or $254,855 at 6%; with 100% employer match about $286,711 at 4% or $191,141 at 6%.
2018113$4,641,073$241,004$18,539iApproximate average salary by contribution assumption: employee only about $463,469 at 4% or $308,979 at 6%; with 50% employer match about $308,979 at 4% or $205,986 at 6%; with 100% employer match about $231,735 at 4% or $154,490 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-13$4,641,073$241,004$18,539iApproximate average salary by contribution assumption: employee only about $463,469 at 4% or $308,979 at 6%; with 50% employer match about $308,979 at 4% or $205,986 at 6%; with 100% employer match about $231,735 at 4% or $154,490 at 6%.
2017111$4,711,561$231,729$21,066iApproximate average salary by contribution assumption: employee only about $526,657 at 4% or $351,105 at 6%; with 50% employer match about $351,105 at 4% or $234,070 at 6%; with 100% employer match about $263,328 at 4% or $175,552 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-11$4,711,561$231,729$21,066iApproximate average salary by contribution assumption: employee only about $526,657 at 4% or $351,105 at 6%; with 50% employer match about $351,105 at 4% or $234,070 at 6%; with 100% employer match about $263,328 at 4% or $175,552 at 6%.
2016111$3,882,933$211,514$19,229iApproximate average salary by contribution assumption: employee only about $480,714 at 4% or $320,476 at 6%; with 50% employer match about $320,476 at 4% or $213,651 at 6%; with 100% employer match about $240,357 at 4% or $160,238 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-11$3,882,933$211,514$19,229iApproximate average salary by contribution assumption: employee only about $480,714 at 4% or $320,476 at 6%; with 50% employer match about $320,476 at 4% or $213,651 at 6%; with 100% employer match about $240,357 at 4% or $160,238 at 6%.
2015110$3,386,526$178,645$17,865iApproximate average salary by contribution assumption: employee only about $446,613 at 4% or $297,742 at 6%; with 50% employer match about $297,742 at 4% or $198,494 at 6%; with 100% employer match about $223,306 at 4% or $148,871 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-10$3,386,526$178,645$17,865iApproximate average salary by contribution assumption: employee only about $446,613 at 4% or $297,742 at 6%; with 50% employer match about $297,742 at 4% or $198,494 at 6%; with 100% employer match about $223,306 at 4% or $148,871 at 6%.
201418$3,215,263$141,787$17,723iApproximate average salary by contribution assumption: employee only about $443,084 at 4% or $295,390 at 6%; with 50% employer match about $295,390 at 4% or $196,926 at 6%; with 100% employer match about $221,542 at 4% or $147,695 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-8$3,215,263$141,787$17,723iApproximate average salary by contribution assumption: employee only about $443,084 at 4% or $295,390 at 6%; with 50% employer match about $295,390 at 4% or $196,926 at 6%; with 100% employer match about $221,542 at 4% or $147,695 at 6%.
201318$2,923,755$116,869$14,609iApproximate average salary by contribution assumption: employee only about $365,216 at 4% or $243,477 at 6%; with 50% employer match about $243,477 at 4% or $162,318 at 6%; with 100% employer match about $182,608 at 4% or $121,739 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-8$2,923,755$116,869$14,609iApproximate average salary by contribution assumption: employee only about $365,216 at 4% or $243,477 at 6%; with 50% employer match about $243,477 at 4% or $162,318 at 6%; with 100% employer match about $182,608 at 4% or $121,739 at 6%.
201216$2,193,450$110,933$18,489iApproximate average salary by contribution assumption: employee only about $462,221 at 4% or $308,147 at 6%; with 50% employer match about $308,147 at 4% or $205,431 at 6%; with 100% employer match about $231,110 at 4% or $154,074 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-6$2,193,450$110,933$18,489iApproximate average salary by contribution assumption: employee only about $462,221 at 4% or $308,147 at 6%; with 50% employer match about $308,147 at 4% or $205,431 at 6%; with 100% employer match about $231,110 at 4% or $154,074 at 6%.
201116$1,881,444$106,719$17,787iApproximate average salary by contribution assumption: employee only about $444,663 at 4% or $296,442 at 6%; with 50% employer match about $296,442 at 4% or $197,628 at 6%; with 100% employer match about $222,331 at 4% or $148,221 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-6$1,881,444$106,719$17,787iApproximate average salary by contribution assumption: employee only about $444,663 at 4% or $296,442 at 6%; with 50% employer match about $296,442 at 4% or $197,628 at 6%; with 100% employer match about $222,331 at 4% or $148,221 at 6%.
201016$1,851,861$104,619$17,437iApproximate average salary by contribution assumption: employee only about $435,913 at 4% or $290,608 at 6%; with 50% employer match about $290,608 at 4% or $193,739 at 6%; with 100% employer match about $217,956 at 4% or $145,304 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-6$1,851,861$104,619$17,437iApproximate average salary by contribution assumption: employee only about $435,913 at 4% or $290,608 at 6%; with 50% employer match about $290,608 at 4% or $193,739 at 6%; with 100% employer match about $217,956 at 4% or $145,304 at 6%.
200917$1,632,571$107,558$15,365iApproximate average salary by contribution assumption: employee only about $384,136 at 4% or $256,090 at 6%; with 50% employer match about $256,090 at 4% or $170,727 at 6%; with 100% employer match about $192,068 at 4% or $128,045 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-7$1,632,571$107,558$15,365iApproximate average salary by contribution assumption: employee only about $384,136 at 4% or $256,090 at 6%; with 50% employer match about $256,090 at 4% or $170,727 at 6%; with 100% employer match about $192,068 at 4% or $128,045 at 6%.
200816$0$0-
Upper Valley Orthopedics PLLC Profit Sharing Plan-6---
200716$0$0-
Upper Valley Orthopedics PLLC Profit Sharing Plan-6---
200616$1,389,714$110,070$18,345iApproximate average salary by contribution assumption: employee only about $458,625 at 4% or $305,750 at 6%; with 50% employer match about $305,750 at 4% or $203,833 at 6%; with 100% employer match about $229,313 at 4% or $152,875 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-6$1,389,714$110,070$18,345iApproximate average salary by contribution assumption: employee only about $458,625 at 4% or $305,750 at 6%; with 50% employer match about $305,750 at 4% or $203,833 at 6%; with 100% employer match about $229,313 at 4% or $152,875 at 6%.
200515$1,135,977$98,719$19,744iApproximate average salary by contribution assumption: employee only about $493,595 at 4% or $329,063 at 6%; with 50% employer match about $329,063 at 4% or $219,376 at 6%; with 100% employer match about $246,798 at 4% or $164,532 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-5$1,135,977$98,719$19,744iApproximate average salary by contribution assumption: employee only about $493,595 at 4% or $329,063 at 6%; with 50% employer match about $329,063 at 4% or $219,376 at 6%; with 100% employer match about $246,798 at 4% or $164,532 at 6%.
200413$971,233$93,535$31,178iApproximate average salary by contribution assumption: employee only about $779,458 at 4% or $519,639 at 6%; with 50% employer match about $519,639 at 4% or $346,426 at 6%; with 100% employer match about $389,729 at 4% or $259,819 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-3$971,233$93,535$31,178iApproximate average salary by contribution assumption: employee only about $779,458 at 4% or $519,639 at 6%; with 50% employer match about $519,639 at 4% or $346,426 at 6%; with 100% employer match about $389,729 at 4% or $259,819 at 6%.
200315$809,411$98,724$19,745iApproximate average salary by contribution assumption: employee only about $493,620 at 4% or $329,080 at 6%; with 50% employer match about $329,080 at 4% or $219,387 at 6%; with 100% employer match about $246,810 at 4% or $164,540 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-5$809,411$98,724$19,745iApproximate average salary by contribution assumption: employee only about $493,620 at 4% or $329,080 at 6%; with 50% employer match about $329,080 at 4% or $219,387 at 6%; with 100% employer match about $246,810 at 4% or $164,540 at 6%.
200225$561,435$99,133$19,827iApproximate average salary by contribution assumption: employee only about $495,665 at 4% or $330,443 at 6%; with 50% employer match about $330,443 at 4% or $220,296 at 6%; with 100% employer match about $247,832 at 4% or $165,222 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-5$561,435$49,566$9,913iApproximate average salary by contribution assumption: employee only about $247,830 at 4% or $165,220 at 6%; with 50% employer match about $165,220 at 4% or $110,147 at 6%; with 100% employer match about $123,915 at 4% or $82,610 at 6%.
Upper Valley Orthopedics PLLC Money Purchase Pension Plan-0-$49,567-
200125$582,835$89,136$17,827iApproximate average salary by contribution assumption: employee only about $445,680 at 4% or $297,120 at 6%; with 50% employer match about $297,120 at 4% or $198,080 at 6%; with 100% employer match about $222,840 at 4% or $148,560 at 6%.
Upper Valley Orthopedics PLLC Money Purchase Pension Plan-5$336,620$43,295$8,659iApproximate average salary by contribution assumption: employee only about $216,475 at 4% or $144,317 at 6%; with 50% employer match about $144,317 at 4% or $96,211 at 6%; with 100% employer match about $108,238 at 4% or $72,158 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-5$246,215$45,841$9,168iApproximate average salary by contribution assumption: employee only about $229,205 at 4% or $152,803 at 6%; with 50% employer match about $152,803 at 4% or $101,869 at 6%; with 100% employer match about $114,603 at 4% or $76,402 at 6%.
200025$575,765$75,605$15,121iApproximate average salary by contribution assumption: employee only about $378,025 at 4% or $252,017 at 6%; with 50% employer match about $252,017 at 4% or $168,011 at 6%; with 100% employer match about $189,013 at 4% or $126,008 at 6%.
Upper Valley Orthopedics PLLC Money Purchase Pension Plan-5$342,202$42,843$8,569iApproximate average salary by contribution assumption: employee only about $214,215 at 4% or $142,810 at 6%; with 50% employer match about $142,810 at 4% or $95,207 at 6%; with 100% employer match about $107,108 at 4% or $71,405 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-5$233,563$32,762$6,552iApproximate average salary by contribution assumption: employee only about $163,810 at 4% or $109,207 at 6%; with 50% employer match about $109,207 at 4% or $72,804 at 6%; with 100% employer match about $81,905 at 4% or $54,603 at 6%.
199925$934,492$65,441$13,088iApproximate average salary by contribution assumption: employee only about $327,205 at 4% or $218,137 at 6%; with 50% employer match about $218,137 at 4% or $145,424 at 6%; with 100% employer match about $163,603 at 4% or $109,068 at 6%.
Upper Valley Orthopedics PLLC Money Purchase Pension Plan-5$562,781$35,413$7,083iApproximate average salary by contribution assumption: employee only about $177,065 at 4% or $118,043 at 6%; with 50% employer match about $118,043 at 4% or $78,696 at 6%; with 100% employer match about $88,533 at 4% or $59,022 at 6%.
Upper Valley Orthopedics PLLC Profit Sharing Plan-5$371,711$30,028$6,006iApproximate average salary by contribution assumption: employee only about $150,140 at 4% or $100,093 at 6%; with 50% employer match about $100,093 at 4% or $66,729 at 6%; with 100% employer match about $75,070 at 4% or $50,047 at 6%.