Civic Intelligence

San Mateo Orthopedic

Plan context: San Mateo Orthopedic 401K Profit Sharing Plan & Trust

EIN 94-1725546 • San Mateo, CA • 11 filings • 2 plans

100 S Ellsworth AvenueSuite 301San Mateo, CA 94401
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$799,695

2024 Contributions

$136,522

Historical Graphs

Total Assets Over Time

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

$799,695$399,848$0199920192024YearValue
$799,695Latest year 2024

Participants Over Time

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

1790199920192024YearValue
10Latest 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
2024110$799,695$136,522$13,652iApproximate average salary by contribution assumption: employee only about $341,305 at 4% or $227,537 at 6%; with 50% employer match about $227,537 at 4% or $151,691 at 6%; with 100% employer match about $170,653 at 4% or $113,768 at 6%.
San Mateo Orthopedic 401K Profit Sharing Plan & Trust-10$799,695$136,522$13,652iApproximate average salary by contribution assumption: employee only about $341,305 at 4% or $227,537 at 6%; with 50% employer match about $227,537 at 4% or $151,691 at 6%; with 100% employer match about $170,653 at 4% or $113,768 at 6%.
202318$587,590$99,751$12,469iApproximate average salary by contribution assumption: employee only about $311,722 at 4% or $207,815 at 6%; with 50% employer match about $207,815 at 4% or $138,543 at 6%; with 100% employer match about $155,861 at 4% or $103,907 at 6%.
San Mateo Orthopedic 401K Profit Sharing Plan & Trust-8$587,590$99,751$12,469iApproximate average salary by contribution assumption: employee only about $311,722 at 4% or $207,815 at 6%; with 50% employer match about $207,815 at 4% or $138,543 at 6%; with 100% employer match about $155,861 at 4% or $103,907 at 6%.
202218$413,253$55,402$6,925iApproximate average salary by contribution assumption: employee only about $173,131 at 4% or $115,421 at 6%; with 50% employer match about $115,421 at 4% or $76,947 at 6%; with 100% employer match about $86,566 at 4% or $57,710 at 6%.
San Mateo Orthopedic 401K Profit Sharing Plan & Trust-8$413,253$55,402$6,925iApproximate average salary by contribution assumption: employee only about $173,131 at 4% or $115,421 at 6%; with 50% employer match about $115,421 at 4% or $76,947 at 6%; with 100% employer match about $86,566 at 4% or $57,710 at 6%.
2021112$471,052$85,467$7,122iApproximate average salary by contribution assumption: employee only about $178,056 at 4% or $118,704 at 6%; with 50% employer match about $118,704 at 4% or $79,136 at 6%; with 100% employer match about $89,028 at 4% or $59,352 at 6%.
San Mateo Orthopedic 401K Profit Sharing Plan & Trust-12$471,052$85,467$7,122iApproximate average salary by contribution assumption: employee only about $178,056 at 4% or $118,704 at 6%; with 50% employer match about $118,704 at 4% or $79,136 at 6%; with 100% employer match about $89,028 at 4% or $59,352 at 6%.
2020111$490,419$82,577$7,507iApproximate average salary by contribution assumption: employee only about $187,675 at 4% or $125,117 at 6%; with 50% employer match about $125,117 at 4% or $83,411 at 6%; with 100% employer match about $93,838 at 4% or $62,558 at 6%.
San Mateo Orthopedic 401K Profit Sharing Plan & Trust-11$490,419$82,577$7,507iApproximate average salary by contribution assumption: employee only about $187,675 at 4% or $125,117 at 6%; with 50% employer match about $125,117 at 4% or $83,411 at 6%; with 100% employer match about $93,838 at 4% or $62,558 at 6%.
2019112$361,150$101,762$8,480iApproximate average salary by contribution assumption: employee only about $212,004 at 4% or $141,336 at 6%; with 50% employer match about $141,336 at 4% or $94,224 at 6%; with 100% employer match about $106,002 at 4% or $70,668 at 6%.
San Mateo Orthopedic 401K Profit Sharing Plan & Trust-12$361,150$101,762$8,480iApproximate average salary by contribution assumption: employee only about $212,004 at 4% or $141,336 at 6%; with 50% employer match about $141,336 at 4% or $94,224 at 6%; with 100% employer match about $106,002 at 4% or $70,668 at 6%.
2018112$205,535$116,504$9,709iApproximate average salary by contribution assumption: employee only about $242,717 at 4% or $161,811 at 6%; with 50% employer match about $161,811 at 4% or $107,874 at 6%; with 100% employer match about $121,358 at 4% or $80,906 at 6%.
San Mateo Orthopedic 401K Profit Sharing Plan & Trust-12$205,535$116,504$9,709iApproximate average salary by contribution assumption: employee only about $242,717 at 4% or $161,811 at 6%; with 50% employer match about $161,811 at 4% or $107,874 at 6%; with 100% employer match about $121,358 at 4% or $80,906 at 6%.
2017112$110,492$106,480$8,873iApproximate average salary by contribution assumption: employee only about $221,833 at 4% or $147,889 at 6%; with 50% employer match about $147,889 at 4% or $98,593 at 6%; with 100% employer match about $110,917 at 4% or $73,944 at 6%.
San Mateo Orthopedic 401K Profit Sharing Plan & Trust-12$110,492$106,480$8,873iApproximate average salary by contribution assumption: employee only about $221,833 at 4% or $147,889 at 6%; with 50% employer match about $147,889 at 4% or $98,593 at 6%; with 100% employer match about $110,917 at 4% or $73,944 at 6%.
2001112$227,872$30,091$2,508iApproximate average salary by contribution assumption: employee only about $62,690 at 4% or $41,793 at 6%; with 50% employer match about $41,793 at 4% or $27,862 at 6%; with 100% employer match about $31,345 at 4% or $20,897 at 6%.
San Mateo Orthopedic 401K Profit Sharing Plan & Trust-12$227,872$30,091$2,508iApproximate average salary by contribution assumption: employee only about $62,690 at 4% or $41,793 at 6%; with 50% employer match about $41,793 at 4% or $27,862 at 6%; with 100% employer match about $31,345 at 4% or $20,897 at 6%.
2000115$214,120$47,652$3,177iApproximate average salary by contribution assumption: employee only about $79,420 at 4% or $52,947 at 6%; with 50% employer match about $52,947 at 4% or $35,298 at 6%; with 100% employer match about $39,710 at 4% or $26,473 at 6%.
San Mateo Orthopedic 401K Profit Sharing Plan & Trust-15$214,120$47,652$3,177iApproximate average salary by contribution assumption: employee only about $79,420 at 4% or $52,947 at 6%; with 50% employer match about $52,947 at 4% or $35,298 at 6%; with 100% employer match about $39,710 at 4% or $26,473 at 6%.
1999117$202,943$49,813$2,930iApproximate average salary by contribution assumption: employee only about $73,254 at 4% or $48,836 at 6%; with 50% employer match about $48,836 at 4% or $32,558 at 6%; with 100% employer match about $36,627 at 4% or $24,418 at 6%.
San Mateo Orthopedic 401K Profit Sharing Plan & Trust-17$202,943$49,813$2,930iApproximate average salary by contribution assumption: employee only about $73,254 at 4% or $48,836 at 6%; with 50% employer match about $48,836 at 4% or $32,558 at 6%; with 100% employer match about $36,627 at 4% or $24,418 at 6%.