Tri-State Orthopedic Institute PC
Plan context: TRI-STATE ORTHOPEDIC INSTITUTE 401(K) PROFIT SHARING PLAN
EIN 86-0729474 • Bullhead City, AZ • 26 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
11
2023 Assets
$4,991,152
2023 Contributions
$12,806
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 11 | $4,991,152 | $12,806 | $1,164iApproximate average salary by contribution assumption: employee only about $29,105 at 4% or $19,403 at 6%; with 50% employer match about $19,403 at 4% or $12,935 at 6%; with 100% employer match about $14,552 at 4% or $9,702 at 6%. |
| TRI-STATE ORTHOPEDIC INSTITUTE 401(K) PROFIT SHARING PLAN | - | 11 | $4,991,152 | $12,806 | $1,164iApproximate average salary by contribution assumption: employee only about $29,105 at 4% or $19,403 at 6%; with 50% employer match about $19,403 at 4% or $12,935 at 6%; with 100% employer match about $14,552 at 4% or $9,702 at 6%. |
| 2022 | 1 | 13 | $4,304,435 | $80,962 | $6,228iApproximate average salary by contribution assumption: employee only about $155,696 at 4% or $103,797 at 6%; with 50% employer match about $103,797 at 4% or $69,198 at 6%; with 100% employer match about $77,848 at 4% or $51,899 at 6%. |
| TRI-STATE ORTHOPEDIC INSTITUTE 401(K) PROFIT SHARING PLAN | - | 13 | $4,304,435 | $80,962 | $6,228iApproximate average salary by contribution assumption: employee only about $155,696 at 4% or $103,797 at 6%; with 50% employer match about $103,797 at 4% or $69,198 at 6%; with 100% employer match about $77,848 at 4% or $51,899 at 6%. |
| 2021 | 1 | 8 | $5,115,470 | $75,381 | $9,423iApproximate average salary by contribution assumption: employee only about $235,566 at 4% or $157,044 at 6%; with 50% employer match about $157,044 at 4% or $104,696 at 6%; with 100% employer match about $117,783 at 4% or $78,522 at 6%. |
| TRI-STATE ORTHOPEDIC INSTITUTE 401(K) PROFIT SHARING PLAN | - | 8 | $5,115,470 | $75,381 | $9,423iApproximate average salary by contribution assumption: employee only about $235,566 at 4% or $157,044 at 6%; with 50% employer match about $157,044 at 4% or $104,696 at 6%; with 100% employer match about $117,783 at 4% or $78,522 at 6%. |
| 2020 | 1 | 10 | $4,443,123 | $71,481 | $7,148iApproximate average salary by contribution assumption: employee only about $178,703 at 4% or $119,135 at 6%; with 50% employer match about $119,135 at 4% or $79,423 at 6%; with 100% employer match about $89,351 at 4% or $59,568 at 6%. |
| TRI-STATE ORTHOPEDIC INSTITUTE 401(K) PROFIT SHARING PLAN | - | 10 | $4,443,123 | $71,481 | $7,148iApproximate average salary by contribution assumption: employee only about $178,703 at 4% or $119,135 at 6%; with 50% employer match about $119,135 at 4% or $79,423 at 6%; with 100% employer match about $89,351 at 4% or $59,568 at 6%. |
| 2019 | 1 | 8 | $3,736,573 | $76,543 | $9,568iApproximate average salary by contribution assumption: employee only about $239,197 at 4% or $159,465 at 6%; with 50% employer match about $159,465 at 4% or $106,310 at 6%; with 100% employer match about $119,598 at 4% or $79,732 at 6%. |
| TRI-STATE ORTHOPEDIC INSTITUTE 401(K) PROFIT SHARING PLAN | - | 8 | $3,736,573 | $76,543 | $9,568iApproximate average salary by contribution assumption: employee only about $239,197 at 4% or $159,465 at 6%; with 50% employer match about $159,465 at 4% or $106,310 at 6%; with 100% employer match about $119,598 at 4% or $79,732 at 6%. |
| 2018 | 1 | 9 | $2,971,540 | $120,676 | $13,408iApproximate average salary by contribution assumption: employee only about $335,211 at 4% or $223,474 at 6%; with 50% employer match about $223,474 at 4% or $148,983 at 6%; with 100% employer match about $167,606 at 4% or $111,737 at 6%. |
| TRI-STATE ORTHOPEDIC INSTITUTE 401(K) PROFIT SHARING PLAN | - | 9 | $2,971,540 | $120,676 | $13,408iApproximate average salary by contribution assumption: employee only about $335,211 at 4% or $223,474 at 6%; with 50% employer match about $223,474 at 4% or $148,983 at 6%; with 100% employer match about $167,606 at 4% or $111,737 at 6%. |
| 2017 | 1 | 13 | $3,342,547 | $85,784 | $6,599iApproximate average salary by contribution assumption: employee only about $164,969 at 4% or $109,979 at 6%; with 50% employer match about $109,979 at 4% or $73,320 at 6%; with 100% employer match about $82,485 at 4% or $54,990 at 6%. |
| TRI-STATE ORTHOPEDIC INSTITUTE 401(K) PROFIT SHARING PLAN | - | 13 | $3,342,547 | $85,784 | $6,599iApproximate average salary by contribution assumption: employee only about $164,969 at 4% or $109,979 at 6%; with 50% employer match about $109,979 at 4% or $73,320 at 6%; with 100% employer match about $82,485 at 4% or $54,990 at 6%. |
| 2016 | 1 | 15 | $2,699,357 | $92,158 | $6,144iApproximate average salary by contribution assumption: employee only about $153,597 at 4% or $102,398 at 6%; with 50% employer match about $102,398 at 4% or $68,265 at 6%; with 100% employer match about $76,798 at 4% or $51,199 at 6%. |
| TRI-STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN | - | 15 | $2,699,357 | $92,158 | $6,144iApproximate average salary by contribution assumption: employee only about $153,597 at 4% or $102,398 at 6%; with 50% employer match about $102,398 at 4% or $68,265 at 6%; with 100% employer match about $76,798 at 4% or $51,199 at 6%. |
| 2015 | 1 | 13 | $2,476,617 | $136,394 | $10,492iApproximate average salary by contribution assumption: employee only about $262,296 at 4% or $174,864 at 6%; with 50% employer match about $174,864 at 4% or $116,576 at 6%; with 100% employer match about $131,148 at 4% or $87,432 at 6%. |
| TRI-STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN | - | 13 | $2,476,617 | $136,394 | $10,492iApproximate average salary by contribution assumption: employee only about $262,296 at 4% or $174,864 at 6%; with 50% employer match about $174,864 at 4% or $116,576 at 6%; with 100% employer match about $131,148 at 4% or $87,432 at 6%. |
| 2014 | 1 | 13 | $2,618,079 | $142,930 | $10,995iApproximate average salary by contribution assumption: employee only about $274,865 at 4% or $183,244 at 6%; with 50% employer match about $183,244 at 4% or $122,162 at 6%; with 100% employer match about $137,433 at 4% or $91,622 at 6%. |
| TRI-STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN | - | 13 | $2,618,079 | $142,930 | $10,995iApproximate average salary by contribution assumption: employee only about $274,865 at 4% or $183,244 at 6%; with 50% employer match about $183,244 at 4% or $122,162 at 6%; with 100% employer match about $137,433 at 4% or $91,622 at 6%. |
| 2013 | 1 | 16 | $2,415,246 | $153,703 | $9,606iApproximate average salary by contribution assumption: employee only about $240,161 at 4% or $160,107 at 6%; with 50% employer match about $160,107 at 4% or $106,738 at 6%; with 100% employer match about $120,080 at 4% or $80,054 at 6%. |
| TRI-STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN | - | 16 | $2,415,246 | $153,703 | $9,606iApproximate average salary by contribution assumption: employee only about $240,161 at 4% or $160,107 at 6%; with 50% employer match about $160,107 at 4% or $106,738 at 6%; with 100% employer match about $120,080 at 4% or $80,054 at 6%. |
| 2012 | 1 | 15 | $1,852,192 | $153,596 | $10,240iApproximate average salary by contribution assumption: employee only about $255,993 at 4% or $170,662 at 6%; with 50% employer match about $170,662 at 4% or $113,775 at 6%; with 100% employer match about $127,997 at 4% or $85,331 at 6%. |
| TRI-STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN | - | 15 | $1,852,192 | $153,596 | $10,240iApproximate average salary by contribution assumption: employee only about $255,993 at 4% or $170,662 at 6%; with 50% employer match about $170,662 at 4% or $113,775 at 6%; with 100% employer match about $127,997 at 4% or $85,331 at 6%. |
| 2011 | 1 | 14 | $1,517,209 | $141,614 | $10,115iApproximate average salary by contribution assumption: employee only about $252,882 at 4% or $168,588 at 6%; with 50% employer match about $168,588 at 4% or $112,392 at 6%; with 100% employer match about $126,441 at 4% or $84,294 at 6%. |
| TRI-STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN | - | 14 | $1,517,209 | $141,614 | $10,115iApproximate average salary by contribution assumption: employee only about $252,882 at 4% or $168,588 at 6%; with 50% employer match about $168,588 at 4% or $112,392 at 6%; with 100% employer match about $126,441 at 4% or $84,294 at 6%. |
| 2010 | 1 | 12 | $2,359,469 | $131,296 | $10,941iApproximate average salary by contribution assumption: employee only about $273,533 at 4% or $182,356 at 6%; with 50% employer match about $182,356 at 4% or $121,570 at 6%; with 100% employer match about $136,767 at 4% or $91,178 at 6%. |
| TRI-STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN | - | 12 | $2,359,469 | $131,296 | $10,941iApproximate average salary by contribution assumption: employee only about $273,533 at 4% or $182,356 at 6%; with 50% employer match about $182,356 at 4% or $121,570 at 6%; with 100% employer match about $136,767 at 4% or $91,178 at 6%. |
| 2009 | 1 | 18 | $2,013,395 | $173,913 | $9,662iApproximate average salary by contribution assumption: employee only about $241,546 at 4% or $161,031 at 6%; with 50% employer match about $161,031 at 4% or $107,354 at 6%; with 100% employer match about $120,773 at 4% or $80,515 at 6%. |
| TRI-STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN | - | 18 | $2,013,395 | $173,913 | $9,662iApproximate average salary by contribution assumption: employee only about $241,546 at 4% or $161,031 at 6%; with 50% employer match about $161,031 at 4% or $107,354 at 6%; with 100% employer match about $120,773 at 4% or $80,515 at 6%. |
| 2008 | 1 | 22 | $0 | $0 | - |
| TRI-STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN | - | 22 | - | - | - |
| 2007 | 1 | 19 | $0 | $0 | - |
| TRI-STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN | - | 19 | - | - | - |
| 2006 | 1 | 16 | $1,626,513 | $147,497 | $9,219iApproximate average salary by contribution assumption: employee only about $230,464 at 4% or $153,643 at 6%; with 50% employer match about $153,643 at 4% or $102,428 at 6%; with 100% employer match about $115,232 at 4% or $76,821 at 6%. |
| TRI STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN | - | 16 | $1,626,513 | $147,497 | $9,219iApproximate average salary by contribution assumption: employee only about $230,464 at 4% or $153,643 at 6%; with 50% employer match about $153,643 at 4% or $102,428 at 6%; with 100% employer match about $115,232 at 4% or $76,821 at 6%. |
| 2005 | 1 | 17 | $1,487,669 | $162,523 | $9,560iApproximate average salary by contribution assumption: employee only about $239,004 at 4% or $159,336 at 6%; with 50% employer match about $159,336 at 4% or $106,224 at 6%; with 100% employer match about $119,502 at 4% or $79,668 at 6%. |
| TRI STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN | - | 17 | $1,487,669 | $162,523 | $9,560iApproximate average salary by contribution assumption: employee only about $239,004 at 4% or $159,336 at 6%; with 50% employer match about $159,336 at 4% or $106,224 at 6%; with 100% employer match about $119,502 at 4% or $79,668 at 6%. |
| 2004 | 1 | 17 | $1,428,981 | $195,805 | $11,518iApproximate average salary by contribution assumption: employee only about $287,949 at 4% or $191,966 at 6%; with 50% employer match about $191,966 at 4% or $127,977 at 6%; with 100% employer match about $143,974 at 4% or $95,983 at 6%. |
| TRI STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN | - | 17 | $1,428,981 | $195,805 | $11,518iApproximate average salary by contribution assumption: employee only about $287,949 at 4% or $191,966 at 6%; with 50% employer match about $191,966 at 4% or $127,977 at 6%; with 100% employer match about $143,974 at 4% or $95,983 at 6%. |
| 2003 | 1 | 16 | $1,196,002 | $175,472 | $10,967iApproximate average salary by contribution assumption: employee only about $274,175 at 4% or $182,783 at 6%; with 50% employer match about $182,783 at 4% or $121,856 at 6%; with 100% employer match about $137,088 at 4% or $91,392 at 6%. |
| TRI STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN | - | 16 | $1,196,002 | $175,472 | $10,967iApproximate average salary by contribution assumption: employee only about $274,175 at 4% or $182,783 at 6%; with 50% employer match about $182,783 at 4% or $121,856 at 6%; with 100% employer match about $137,088 at 4% or $91,392 at 6%. |
| 2002 | 2 | 16 | $919,626 | $214,602 | $13,413iApproximate average salary by contribution assumption: employee only about $335,316 at 4% or $223,544 at 6%; with 50% employer match about $223,544 at 4% or $149,029 at 6%; with 100% employer match about $167,658 at 4% or $111,772 at 6%. |
| TRI STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN | - | 16 | $919,626 | $214,602 | $13,413iApproximate average salary by contribution assumption: employee only about $335,316 at 4% or $223,544 at 6%; with 50% employer match about $223,544 at 4% or $149,029 at 6%; with 100% employer match about $167,658 at 4% or $111,772 at 6%. |
| Tri-State Orthopedic Institute PC. Money Purchase Plan | - | 0 | - | - | - |
| 2001 | 1 | 16 | $0 | $0 | - |
| Tri-State Orthopedic Institute PC. Money Purchase Plan | - | 16 | - | - | - |
| 2000 | 1 | 10 | $712,007 | $125,934 | $12,593iApproximate average salary by contribution assumption: employee only about $314,835 at 4% or $209,890 at 6%; with 50% employer match about $209,890 at 4% or $139,927 at 6%; with 100% employer match about $157,418 at 4% or $104,945 at 6%. |
| Tri-State Orthopedic Institute PC. Money Purchase Plan | - | 10 | $712,007 | $125,934 | $12,593iApproximate average salary by contribution assumption: employee only about $314,835 at 4% or $209,890 at 6%; with 50% employer match about $209,890 at 4% or $139,927 at 6%; with 100% employer match about $157,418 at 4% or $104,945 at 6%. |
| 1999 | 1 | 11 | $620,820 | $132,304 | $12,028iApproximate average salary by contribution assumption: employee only about $300,691 at 4% or $200,461 at 6%; with 50% employer match about $200,461 at 4% or $133,640 at 6%; with 100% employer match about $150,345 at 4% or $100,230 at 6%. |
| Tri-State Orthopedic Institute PC. Money Purchase Plan | - | 11 | $620,820 | $132,304 | $12,028iApproximate average salary by contribution assumption: employee only about $300,691 at 4% or $200,461 at 6%; with 50% employer match about $200,461 at 4% or $133,640 at 6%; with 100% employer match about $150,345 at 4% or $100,230 at 6%. |