Tri State Orthopaedics LLC
Plan context: TRI-STATE ORTHOPAEDICS CASH BALANCE PENSION PLAN
EIN 82-0580917 • Germantown, TN • 29 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$8,323,828
2024 Contributions
$304,737
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 | 2 | 13 | $8,323,828 | $304,737 | $23,441iApproximate average salary by contribution assumption: employee only about $586,033 at 4% or $390,688 at 6%; with 50% employer match about $390,688 at 4% or $260,459 at 6%; with 100% employer match about $293,016 at 4% or $195,344 at 6%. |
| TRI-STATE ORTHOPAEDICS CASH BALANCE PENSION PLAN | - | 8 | $5,711,421 | $250,000 | $31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 13 | $2,612,407 | $54,737 | $4,211iApproximate average salary by contribution assumption: employee only about $105,263 at 4% or $70,176 at 6%; with 50% employer match about $70,176 at 4% or $46,784 at 6%; with 100% employer match about $52,632 at 4% or $35,088 at 6%. |
| 2023 | 2 | 12 | $6,811,453 | $528,912 | $44,076iApproximate average salary by contribution assumption: employee only about $1,101,900 at 4% or $734,600 at 6%; with 50% employer match about $734,600 at 4% or $489,733 at 6%; with 100% employer match about $550,950 at 4% or $367,300 at 6%. |
| TRI-STATE ORTHOPAEDICS CASH BALANCE PENSION PLAN | - | 6 | $4,685,740 | $482,950 | $80,492iApproximate average salary by contribution assumption: employee only about $2,012,292 at 4% or $1,341,528 at 6%; with 50% employer match about $1,341,528 at 4% or $894,352 at 6%; with 100% employer match about $1,006,146 at 4% or $670,764 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 12 | $2,125,713 | $45,962 | $3,830iApproximate average salary by contribution assumption: employee only about $95,754 at 4% or $63,836 at 6%; with 50% employer match about $63,836 at 4% or $42,557 at 6%; with 100% employer match about $47,877 at 4% or $31,918 at 6%. |
| 2022 | 2 | 11 | $5,474,639 | $596,313 | $54,210iApproximate average salary by contribution assumption: employee only about $1,355,257 at 4% or $903,505 at 6%; with 50% employer match about $903,505 at 4% or $602,336 at 6%; with 100% employer match about $677,628 at 4% or $451,752 at 6%. |
| TRI-STATE ORTHOPAEDICS CASH BALANCE PENSION PLAN | - | 5 | $3,552,107 | $483,267 | $96,653iApproximate average salary by contribution assumption: employee only about $2,416,335 at 4% or $1,610,890 at 6%; with 50% employer match about $1,610,890 at 4% or $1,073,927 at 6%; with 100% employer match about $1,208,168 at 4% or $805,445 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 11 | $1,922,532 | $113,046 | $10,277iApproximate average salary by contribution assumption: employee only about $256,923 at 4% or $171,282 at 6%; with 50% employer match about $171,282 at 4% or $114,188 at 6%; with 100% employer match about $128,461 at 4% or $85,641 at 6%. |
| 2021 | 2 | 13 | $6,202,481 | $620,012 | $47,693iApproximate average salary by contribution assumption: employee only about $1,192,331 at 4% or $794,887 at 6%; with 50% employer match about $794,887 at 4% or $529,925 at 6%; with 100% employer match about $596,165 at 4% or $397,444 at 6%. |
| TRI-STATE ORTHOPAEDICS CASH BALANCE PENSION PLAN | - | 5 | $3,883,151 | $503,734 | $100,747iApproximate average salary by contribution assumption: employee only about $2,518,670 at 4% or $1,679,113 at 6%; with 50% employer match about $1,679,113 at 4% or $1,119,409 at 6%; with 100% employer match about $1,259,335 at 4% or $839,557 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 13 | $2,319,330 | $116,278 | $8,944iApproximate average salary by contribution assumption: employee only about $223,612 at 4% or $149,074 at 6%; with 50% employer match about $149,074 at 4% or $99,383 at 6%; with 100% employer match about $111,806 at 4% or $74,537 at 6%. |
| 2020 | 2 | 15 | $4,261,928 | $390,385 | $26,026iApproximate average salary by contribution assumption: employee only about $650,642 at 4% or $433,761 at 6%; with 50% employer match about $433,761 at 4% or $289,174 at 6%; with 100% employer match about $325,321 at 4% or $216,881 at 6%. |
| TRI-STATE ORTHOPAEDICS CASH BALANCE PENSION PLAN | - | 5 | $2,906,101 | $277,258 | $55,452iApproximate average salary by contribution assumption: employee only about $1,386,290 at 4% or $924,193 at 6%; with 50% employer match about $924,193 at 4% or $616,129 at 6%; with 100% employer match about $693,145 at 4% or $462,097 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 15 | $1,355,827 | $113,127 | $7,542iApproximate average salary by contribution assumption: employee only about $188,545 at 4% or $125,697 at 6%; with 50% employer match about $125,697 at 4% or $83,798 at 6%; with 100% employer match about $94,273 at 4% or $62,848 at 6%. |
| 2019 | 2 | 19 | $3,804,894 | $504,555 | $26,556iApproximate average salary by contribution assumption: employee only about $663,888 at 4% or $442,592 at 6%; with 50% employer match about $442,592 at 4% or $295,061 at 6%; with 100% employer match about $331,944 at 4% or $221,296 at 6%. |
| TRI-STATE ORTHOPAEDICS CASH BALANCE PENSION PLAN | - | 5 | $2,209,588 | $400,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 19 | $1,595,306 | $104,555 | $5,503iApproximate average salary by contribution assumption: employee only about $137,572 at 4% or $91,715 at 6%; with 50% employer match about $91,715 at 4% or $61,143 at 6%; with 100% employer match about $68,786 at 4% or $45,857 at 6%. |
| 2018 | 2 | 19 | $2,753,404 | $499,912 | $26,311iApproximate average salary by contribution assumption: employee only about $657,779 at 4% or $438,519 at 6%; with 50% employer match about $438,519 at 4% or $292,346 at 6%; with 100% employer match about $328,889 at 4% or $219,260 at 6%. |
| TRI-STATE ORTHOPAEDICS CASH BALANCE PENSION PLAN | - | 6 | $1,521,258 | $400,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 19 | $1,232,146 | $99,912 | $5,259iApproximate average salary by contribution assumption: employee only about $131,463 at 4% or $87,642 at 6%; with 50% employer match about $87,642 at 4% or $58,428 at 6%; with 100% employer match about $65,732 at 4% or $43,821 at 6%. |
| 2017 | 2 | 17 | $2,489,558 | $473,554 | $27,856iApproximate average salary by contribution assumption: employee only about $696,403 at 4% or $464,269 at 6%; with 50% employer match about $464,269 at 4% or $309,512 at 6%; with 100% employer match about $348,201 at 4% or $232,134 at 6%. |
| TRI-STATE ORTHOPAEDICS CASH BALANCE PENSION PLAN | - | 6 | $1,252,154 | $326,774 | $54,462iApproximate average salary by contribution assumption: employee only about $1,361,558 at 4% or $907,706 at 6%; with 50% employer match about $907,706 at 4% or $605,137 at 6%; with 100% employer match about $680,779 at 4% or $453,853 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 17 | $1,237,404 | $146,780 | $8,634iApproximate average salary by contribution assumption: employee only about $215,853 at 4% or $143,902 at 6%; with 50% employer match about $143,902 at 4% or $95,935 at 6%; with 100% employer match about $107,926 at 4% or $71,951 at 6%. |
| 2016 | 2 | 15 | $1,777,300 | $293,071 | $19,538iApproximate average salary by contribution assumption: employee only about $488,452 at 4% or $325,634 at 6%; with 50% employer match about $325,634 at 4% or $217,090 at 6%; with 100% employer match about $244,226 at 4% or $162,817 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 15 | $958,464 | $3,368 | $225iApproximate average salary by contribution assumption: employee only about $5,613 at 4% or $3,742 at 6%; with 50% employer match about $3,742 at 4% or $2,495 at 6%; with 100% employer match about $2,807 at 4% or $1,871 at 6%. |
| TRI-STATE ORTHOPAEDICS CASH BALANCE PENSION PLAN | - | 6 | $818,836 | $289,703 | $48,284iApproximate average salary by contribution assumption: employee only about $1,207,096 at 4% or $804,731 at 6%; with 50% employer match about $804,731 at 4% or $536,487 at 6%; with 100% employer match about $603,548 at 4% or $402,365 at 6%. |
| 2015 | 2 | 9 | $1,458,349 | $510,096 | $56,677iApproximate average salary by contribution assumption: employee only about $1,416,933 at 4% or $944,622 at 6%; with 50% employer match about $944,622 at 4% or $629,748 at 6%; with 100% employer match about $708,467 at 4% or $472,311 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 9 | $956,066 | $243,845 | $27,094iApproximate average salary by contribution assumption: employee only about $677,347 at 4% or $451,565 at 6%; with 50% employer match about $451,565 at 4% or $301,043 at 6%; with 100% employer match about $338,674 at 4% or $225,782 at 6%. |
| TRI-STATE ORTHOPAEDICS CASH BALANCE PENSION PLAN | - | 6 | $502,283 | $266,251 | $44,375iApproximate average salary by contribution assumption: employee only about $1,109,379 at 4% or $739,586 at 6%; with 50% employer match about $739,586 at 4% or $493,057 at 6%; with 100% employer match about $554,690 at 4% or $369,793 at 6%. |
| 2014 | 2 | 11 | $996,135 | $383,614 | $34,874iApproximate average salary by contribution assumption: employee only about $871,850 at 4% or $581,233 at 6%; with 50% employer match about $581,233 at 4% or $387,489 at 6%; with 100% employer match about $435,925 at 4% or $290,617 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 11 | $750,090 | $137,569 | $12,506iApproximate average salary by contribution assumption: employee only about $312,657 at 4% or $208,438 at 6%; with 50% employer match about $208,438 at 4% or $138,959 at 6%; with 100% employer match about $156,328 at 4% or $104,219 at 6%. |
| TRI-STATE ORTHOPAEDICS CASH BALANCE PENSION PLAN | - | 4 | $246,045 | $246,045 | $61,511iApproximate average salary by contribution assumption: employee only about $1,537,781 at 4% or $1,025,188 at 6%; with 50% employer match about $1,025,188 at 4% or $683,458 at 6%; with 100% employer match about $768,891 at 4% or $512,594 at 6%. |
| 2013 | 1 | 10 | $597,425 | $126,875 | $12,688iApproximate average salary by contribution assumption: employee only about $317,188 at 4% or $211,458 at 6%; with 50% employer match about $211,458 at 4% or $140,972 at 6%; with 100% employer match about $158,594 at 4% or $105,729 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 10 | $597,425 | $126,875 | $12,688iApproximate average salary by contribution assumption: employee only about $317,188 at 4% or $211,458 at 6%; with 50% employer match about $211,458 at 4% or $140,972 at 6%; with 100% employer match about $158,594 at 4% or $105,729 at 6%. |
| 2012 | 1 | 9 | $459,432 | $110,874 | $12,319iApproximate average salary by contribution assumption: employee only about $307,983 at 4% or $205,322 at 6%; with 50% employer match about $205,322 at 4% or $136,881 at 6%; with 100% employer match about $153,992 at 4% or $102,661 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 9 | $459,432 | $110,874 | $12,319iApproximate average salary by contribution assumption: employee only about $307,983 at 4% or $205,322 at 6%; with 50% employer match about $205,322 at 4% or $136,881 at 6%; with 100% employer match about $153,992 at 4% or $102,661 at 6%. |
| 2011 | 1 | 6 | $314,729 | $108,120 | $18,020iApproximate average salary by contribution assumption: employee only about $450,500 at 4% or $300,333 at 6%; with 50% employer match about $300,333 at 4% or $200,222 at 6%; with 100% employer match about $225,250 at 4% or $150,167 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 6 | $314,729 | $108,120 | $18,020iApproximate average salary by contribution assumption: employee only about $450,500 at 4% or $300,333 at 6%; with 50% employer match about $300,333 at 4% or $200,222 at 6%; with 100% employer match about $225,250 at 4% or $150,167 at 6%. |
| 2010 | 1 | 7 | $221,587 | $34,830 | $4,976iApproximate average salary by contribution assumption: employee only about $124,393 at 4% or $82,929 at 6%; with 50% employer match about $82,929 at 4% or $55,286 at 6%; with 100% employer match about $62,196 at 4% or $41,464 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 7 | $221,587 | $34,830 | $4,976iApproximate average salary by contribution assumption: employee only about $124,393 at 4% or $82,929 at 6%; with 50% employer match about $82,929 at 4% or $55,286 at 6%; with 100% employer match about $62,196 at 4% or $41,464 at 6%. |
| 2009 | 1 | 5 | $167,033 | $20,438 | $4,088iApproximate average salary by contribution assumption: employee only about $102,190 at 4% or $68,127 at 6%; with 50% employer match about $68,127 at 4% or $45,418 at 6%; with 100% employer match about $51,095 at 4% or $34,063 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 5 | $167,033 | $20,438 | $4,088iApproximate average salary by contribution assumption: employee only about $102,190 at 4% or $68,127 at 6%; with 50% employer match about $68,127 at 4% or $45,418 at 6%; with 100% employer match about $51,095 at 4% or $34,063 at 6%. |
| 2008 | 1 | 4 | $123,136 | $58,537 | $14,634iApproximate average salary by contribution assumption: employee only about $365,856 at 4% or $243,904 at 6%; with 50% employer match about $243,904 at 4% or $162,603 at 6%; with 100% employer match about $182,928 at 4% or $121,952 at 6%. |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 4 | $123,136 | $58,537 | $14,634iApproximate average salary by contribution assumption: employee only about $365,856 at 4% or $243,904 at 6%; with 50% employer match about $243,904 at 4% or $162,603 at 6%; with 100% employer match about $182,928 at 4% or $121,952 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Tri State Orthopaedics LLC 401(K) Ps Plan | - | 5 | - | - | - |