Phoenix Orthopedic Group PC.
Plan context: Phoenix Orthopedic Group PC. 401K Plan
EIN 86-0220804 • Phoenix, AZ • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$2,097,187
2024 Contributions
$40,681
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 | 13 | $2,097,187 | $40,681 | $3,129iApproximate average salary by contribution assumption: employee only about $78,233 at 4% or $52,155 at 6%; with 50% employer match about $52,155 at 4% or $34,770 at 6%; with 100% employer match about $39,116 at 4% or $26,078 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 13 | $2,097,187 | $40,681 | $3,129iApproximate average salary by contribution assumption: employee only about $78,233 at 4% or $52,155 at 6%; with 50% employer match about $52,155 at 4% or $34,770 at 6%; with 100% employer match about $39,116 at 4% or $26,078 at 6%. |
| 2023 | 1 | 13 | $1,759,859 | $42,446 | $3,265iApproximate average salary by contribution assumption: employee only about $81,627 at 4% or $54,418 at 6%; with 50% employer match about $54,418 at 4% or $36,279 at 6%; with 100% employer match about $40,813 at 4% or $27,209 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 13 | $1,759,859 | $42,446 | $3,265iApproximate average salary by contribution assumption: employee only about $81,627 at 4% or $54,418 at 6%; with 50% employer match about $54,418 at 4% or $36,279 at 6%; with 100% employer match about $40,813 at 4% or $27,209 at 6%. |
| 2022 | 1 | 12 | $1,445,523 | $35,194 | $2,933iApproximate average salary by contribution assumption: employee only about $73,321 at 4% or $48,881 at 6%; with 50% employer match about $48,881 at 4% or $32,587 at 6%; with 100% employer match about $36,660 at 4% or $24,440 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 12 | $1,445,523 | $35,194 | $2,933iApproximate average salary by contribution assumption: employee only about $73,321 at 4% or $48,881 at 6%; with 50% employer match about $48,881 at 4% or $32,587 at 6%; with 100% employer match about $36,660 at 4% or $24,440 at 6%. |
| 2021 | 1 | 13 | $1,830,335 | $48,284 | $3,714iApproximate average salary by contribution assumption: employee only about $92,854 at 4% or $61,903 at 6%; with 50% employer match about $61,903 at 4% or $41,268 at 6%; with 100% employer match about $46,427 at 4% or $30,951 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 13 | $1,830,335 | $48,284 | $3,714iApproximate average salary by contribution assumption: employee only about $92,854 at 4% or $61,903 at 6%; with 50% employer match about $61,903 at 4% or $41,268 at 6%; with 100% employer match about $46,427 at 4% or $30,951 at 6%. |
| 2020 | 1 | 12 | $1,520,747 | $34,546 | $2,879iApproximate average salary by contribution assumption: employee only about $71,971 at 4% or $47,981 at 6%; with 50% employer match about $47,981 at 4% or $31,987 at 6%; with 100% employer match about $35,985 at 4% or $23,990 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 12 | $1,520,747 | $34,546 | $2,879iApproximate average salary by contribution assumption: employee only about $71,971 at 4% or $47,981 at 6%; with 50% employer match about $47,981 at 4% or $31,987 at 6%; with 100% employer match about $35,985 at 4% or $23,990 at 6%. |
| 2019 | 1 | 12 | $1,264,330 | $33,817 | $2,818iApproximate average salary by contribution assumption: employee only about $70,452 at 4% or $46,968 at 6%; with 50% employer match about $46,968 at 4% or $31,312 at 6%; with 100% employer match about $35,226 at 4% or $23,484 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 12 | $1,264,330 | $33,817 | $2,818iApproximate average salary by contribution assumption: employee only about $70,452 at 4% or $46,968 at 6%; with 50% employer match about $46,968 at 4% or $31,312 at 6%; with 100% employer match about $35,226 at 4% or $23,484 at 6%. |
| 2018 | 1 | 14 | $1,275,063 | $34,571 | $2,469iApproximate average salary by contribution assumption: employee only about $61,734 at 4% or $41,156 at 6%; with 50% employer match about $41,156 at 4% or $27,437 at 6%; with 100% employer match about $30,867 at 4% or $20,578 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 14 | $1,275,063 | $34,571 | $2,469iApproximate average salary by contribution assumption: employee only about $61,734 at 4% or $41,156 at 6%; with 50% employer match about $41,156 at 4% or $27,437 at 6%; with 100% employer match about $30,867 at 4% or $20,578 at 6%. |
| 2017 | 1 | 17 | $1,366,781 | $24,800 | $1,459iApproximate average salary by contribution assumption: employee only about $36,471 at 4% or $24,314 at 6%; with 50% employer match about $24,314 at 4% or $16,209 at 6%; with 100% employer match about $18,235 at 4% or $12,157 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 17 | $1,366,781 | $24,800 | $1,459iApproximate average salary by contribution assumption: employee only about $36,471 at 4% or $24,314 at 6%; with 50% employer match about $24,314 at 4% or $16,209 at 6%; with 100% employer match about $18,235 at 4% or $12,157 at 6%. |
| 2016 | 1 | 23 | $1,385,867 | $31,164 | $1,355iApproximate average salary by contribution assumption: employee only about $33,874 at 4% or $22,583 at 6%; with 50% employer match about $22,583 at 4% or $15,055 at 6%; with 100% employer match about $16,937 at 4% or $11,291 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 23 | $1,385,867 | $31,164 | $1,355iApproximate average salary by contribution assumption: employee only about $33,874 at 4% or $22,583 at 6%; with 50% employer match about $22,583 at 4% or $15,055 at 6%; with 100% employer match about $16,937 at 4% or $11,291 at 6%. |
| 2015 | 1 | 22 | $1,268,604 | $41,036 | $1,865iApproximate average salary by contribution assumption: employee only about $46,632 at 4% or $31,088 at 6%; with 50% employer match about $31,088 at 4% or $20,725 at 6%; with 100% employer match about $23,316 at 4% or $15,544 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 22 | $1,268,604 | $41,036 | $1,865iApproximate average salary by contribution assumption: employee only about $46,632 at 4% or $31,088 at 6%; with 50% employer match about $31,088 at 4% or $20,725 at 6%; with 100% employer match about $23,316 at 4% or $15,544 at 6%. |
| 2014 | 1 | 23 | $1,302,043 | $76,828 | $3,340iApproximate average salary by contribution assumption: employee only about $83,509 at 4% or $55,672 at 6%; with 50% employer match about $55,672 at 4% or $37,115 at 6%; with 100% employer match about $41,754 at 4% or $27,836 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 23 | $1,302,043 | $76,828 | $3,340iApproximate average salary by contribution assumption: employee only about $83,509 at 4% or $55,672 at 6%; with 50% employer match about $55,672 at 4% or $37,115 at 6%; with 100% employer match about $41,754 at 4% or $27,836 at 6%. |
| 2013 | 1 | 26 | $1,181,632 | $49,427 | $1,901iApproximate average salary by contribution assumption: employee only about $47,526 at 4% or $31,684 at 6%; with 50% employer match about $31,684 at 4% or $21,123 at 6%; with 100% employer match about $23,763 at 4% or $15,842 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 26 | $1,181,632 | $49,427 | $1,901iApproximate average salary by contribution assumption: employee only about $47,526 at 4% or $31,684 at 6%; with 50% employer match about $31,684 at 4% or $21,123 at 6%; with 100% employer match about $23,763 at 4% or $15,842 at 6%. |
| 2012 | 1 | 28 | $999,640 | $46,369 | $1,656iApproximate average salary by contribution assumption: employee only about $41,401 at 4% or $27,601 at 6%; with 50% employer match about $27,601 at 4% or $18,400 at 6%; with 100% employer match about $20,700 at 4% or $13,800 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 28 | $999,640 | $46,369 | $1,656iApproximate average salary by contribution assumption: employee only about $41,401 at 4% or $27,601 at 6%; with 50% employer match about $27,601 at 4% or $18,400 at 6%; with 100% employer match about $20,700 at 4% or $13,800 at 6%. |
| 2011 | 1 | 34 | $973,257 | $96,884 | $2,850iApproximate average salary by contribution assumption: employee only about $71,238 at 4% or $47,492 at 6%; with 50% employer match about $47,492 at 4% or $31,661 at 6%; with 100% employer match about $35,619 at 4% or $23,746 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 34 | $973,257 | $96,884 | $2,850iApproximate average salary by contribution assumption: employee only about $71,238 at 4% or $47,492 at 6%; with 50% employer match about $47,492 at 4% or $31,661 at 6%; with 100% employer match about $35,619 at 4% or $23,746 at 6%. |
| 2010 | 1 | 37 | $1,149,868 | $121,528 | $3,285iApproximate average salary by contribution assumption: employee only about $82,114 at 4% or $54,742 at 6%; with 50% employer match about $54,742 at 4% or $36,495 at 6%; with 100% employer match about $41,057 at 4% or $27,371 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 37 | $1,149,868 | $121,528 | $3,285iApproximate average salary by contribution assumption: employee only about $82,114 at 4% or $54,742 at 6%; with 50% employer match about $54,742 at 4% or $36,495 at 6%; with 100% employer match about $41,057 at 4% or $27,371 at 6%. |
| 2009 | 1 | 40 | $958,391 | $28,585 | $715iApproximate average salary by contribution assumption: employee only about $17,866 at 4% or $11,910 at 6%; with 50% employer match about $11,910 at 4% or $7,940 at 6%; with 100% employer match about $8,933 at 4% or $5,955 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 40 | $958,391 | $28,585 | $715iApproximate average salary by contribution assumption: employee only about $17,866 at 4% or $11,910 at 6%; with 50% employer match about $11,910 at 4% or $7,940 at 6%; with 100% employer match about $8,933 at 4% or $5,955 at 6%. |
| 2008 | 1 | 34 | $919,260 | $173,135 | $5,092iApproximate average salary by contribution assumption: employee only about $127,305 at 4% or $84,870 at 6%; with 50% employer match about $84,870 at 4% or $56,580 at 6%; with 100% employer match about $63,653 at 4% or $42,435 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 34 | $919,260 | $173,135 | $5,092iApproximate average salary by contribution assumption: employee only about $127,305 at 4% or $84,870 at 6%; with 50% employer match about $84,870 at 4% or $56,580 at 6%; with 100% employer match about $63,653 at 4% or $42,435 at 6%. |
| 2007 | 1 | 34 | $1,391,659 | $139,828 | $4,113iApproximate average salary by contribution assumption: employee only about $102,815 at 4% or $68,543 at 6%; with 50% employer match about $68,543 at 4% or $45,695 at 6%; with 100% employer match about $51,407 at 4% or $34,272 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 34 | $1,391,659 | $139,828 | $4,113iApproximate average salary by contribution assumption: employee only about $102,815 at 4% or $68,543 at 6%; with 50% employer match about $68,543 at 4% or $45,695 at 6%; with 100% employer match about $51,407 at 4% or $34,272 at 6%. |
| 2006 | 1 | 27 | $1,327,574 | $98,603 | $3,652iApproximate average salary by contribution assumption: employee only about $91,299 at 4% or $60,866 at 6%; with 50% employer match about $60,866 at 4% or $40,577 at 6%; with 100% employer match about $45,650 at 4% or $30,433 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 27 | $1,327,574 | $98,603 | $3,652iApproximate average salary by contribution assumption: employee only about $91,299 at 4% or $60,866 at 6%; with 50% employer match about $60,866 at 4% or $40,577 at 6%; with 100% employer match about $45,650 at 4% or $30,433 at 6%. |
| 2005 | 1 | 22 | $1,114,490 | $208,560 | $9,480iApproximate average salary by contribution assumption: employee only about $237,000 at 4% or $158,000 at 6%; with 50% employer match about $158,000 at 4% or $105,333 at 6%; with 100% employer match about $118,500 at 4% or $79,000 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 22 | $1,114,490 | $208,560 | $9,480iApproximate average salary by contribution assumption: employee only about $237,000 at 4% or $158,000 at 6%; with 50% employer match about $158,000 at 4% or $105,333 at 6%; with 100% employer match about $118,500 at 4% or $79,000 at 6%. |
| 2004 | 1 | 25 | $891,906 | $149,859 | $5,994iApproximate average salary by contribution assumption: employee only about $149,859 at 4% or $99,906 at 6%; with 50% employer match about $99,906 at 4% or $66,604 at 6%; with 100% employer match about $74,930 at 4% or $49,953 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 25 | $891,906 | $149,859 | $5,994iApproximate average salary by contribution assumption: employee only about $149,859 at 4% or $99,906 at 6%; with 50% employer match about $99,906 at 4% or $66,604 at 6%; with 100% employer match about $74,930 at 4% or $49,953 at 6%. |
| 2003 | 1 | 26 | $790,108 | $266,014 | $10,231iApproximate average salary by contribution assumption: employee only about $255,783 at 4% or $170,522 at 6%; with 50% employer match about $170,522 at 4% or $113,681 at 6%; with 100% employer match about $127,891 at 4% or $85,261 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 26 | $790,108 | $266,014 | $10,231iApproximate average salary by contribution assumption: employee only about $255,783 at 4% or $170,522 at 6%; with 50% employer match about $170,522 at 4% or $113,681 at 6%; with 100% employer match about $127,891 at 4% or $85,261 at 6%. |
| 2002 | 1 | 29 | $460,791 | $200,511 | $6,914iApproximate average salary by contribution assumption: employee only about $172,854 at 4% or $115,236 at 6%; with 50% employer match about $115,236 at 4% or $76,824 at 6%; with 100% employer match about $86,427 at 4% or $57,618 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 29 | $460,791 | $200,511 | $6,914iApproximate average salary by contribution assumption: employee only about $172,854 at 4% or $115,236 at 6%; with 50% employer match about $115,236 at 4% or $76,824 at 6%; with 100% employer match about $86,427 at 4% or $57,618 at 6%. |
| 2001 | 1 | 27 | $347,606 | $182,839 | $6,772iApproximate average salary by contribution assumption: employee only about $169,295 at 4% or $112,864 at 6%; with 50% employer match about $112,864 at 4% or $75,242 at 6%; with 100% employer match about $84,648 at 4% or $56,432 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 27 | $347,606 | $182,839 | $6,772iApproximate average salary by contribution assumption: employee only about $169,295 at 4% or $112,864 at 6%; with 50% employer match about $112,864 at 4% or $75,242 at 6%; with 100% employer match about $84,648 at 4% or $56,432 at 6%. |
| 2000 | 1 | 21 | $213,403 | $65,006 | $3,096iApproximate average salary by contribution assumption: employee only about $77,388 at 4% or $51,592 at 6%; with 50% employer match about $51,592 at 4% or $34,395 at 6%; with 100% employer match about $38,694 at 4% or $25,796 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 21 | $213,403 | $65,006 | $3,096iApproximate average salary by contribution assumption: employee only about $77,388 at 4% or $51,592 at 6%; with 50% employer match about $51,592 at 4% or $34,395 at 6%; with 100% employer match about $38,694 at 4% or $25,796 at 6%. |
| 1999 | 1 | 24 | $240,649 | $82,908 | $3,455iApproximate average salary by contribution assumption: employee only about $86,363 at 4% or $57,575 at 6%; with 50% employer match about $57,575 at 4% or $38,383 at 6%; with 100% employer match about $43,181 at 4% or $28,788 at 6%. |
| Phoenix Orthopedic Group PC. 401K Plan | - | 24 | $240,649 | $82,908 | $3,455iApproximate average salary by contribution assumption: employee only about $86,363 at 4% or $57,575 at 6%; with 50% employer match about $57,575 at 4% or $38,383 at 6%; with 100% employer match about $43,181 at 4% or $28,788 at 6%. |