Memorial Orthopaedic Surgical Group
Plan context: Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan
EIN 95-3171996 • Long Beach, CA • 37 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
68
2024 Assets
$14,137,312
2024 Contributions
$961,445
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 | 68 | $14,137,312 | $961,445 | $14,139iApproximate average salary by contribution assumption: employee only about $353,472 at 4% or $235,648 at 6%; with 50% employer match about $235,648 at 4% or $157,099 at 6%; with 100% employer match about $176,736 at 4% or $117,824 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 68 | $14,137,312 | $961,445 | $14,139iApproximate average salary by contribution assumption: employee only about $353,472 at 4% or $235,648 at 6%; with 50% employer match about $235,648 at 4% or $157,099 at 6%; with 100% employer match about $176,736 at 4% or $117,824 at 6%. |
| 2023 | 1 | 71 | $12,343,325 | $725,896 | $10,224iApproximate average salary by contribution assumption: employee only about $255,597 at 4% or $170,398 at 6%; with 50% employer match about $170,398 at 4% or $113,599 at 6%; with 100% employer match about $127,799 at 4% or $85,199 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 71 | $12,343,325 | $725,896 | $10,224iApproximate average salary by contribution assumption: employee only about $255,597 at 4% or $170,398 at 6%; with 50% employer match about $170,398 at 4% or $113,599 at 6%; with 100% employer match about $127,799 at 4% or $85,199 at 6%. |
| 2022 | 2 | 67 | $16,050,289 | $668,050 | $9,971iApproximate average salary by contribution assumption: employee only about $249,272 at 4% or $166,182 at 6%; with 50% employer match about $166,182 at 4% or $110,788 at 6%; with 100% employer match about $124,636 at 4% or $83,091 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 67 | $10,106,732 | $668,050 | $9,971iApproximate average salary by contribution assumption: employee only about $249,272 at 4% or $166,182 at 6%; with 50% employer match about $166,182 at 4% or $110,788 at 6%; with 100% employer match about $124,636 at 4% or $83,091 at 6%. |
| MONEY PURCHASE PENSION PLAN OF CURTIS W. SPENCER, III, M.D. | - | 1 | $5,943,557 | - | - |
| 2021 | 2 | 74 | $19,310,793 | $703,815 | $9,511iApproximate average salary by contribution assumption: employee only about $237,775 at 4% or $158,517 at 6%; with 50% employer match about $158,517 at 4% or $105,678 at 6%; with 100% employer match about $118,888 at 4% or $79,258 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 74 | $13,774,438 | $703,815 | $9,511iApproximate average salary by contribution assumption: employee only about $237,775 at 4% or $158,517 at 6%; with 50% employer match about $158,517 at 4% or $105,678 at 6%; with 100% employer match about $118,888 at 4% or $79,258 at 6%. |
| MONEY PURCHASE PENSION PLAN OF CURTIS W. SPENCER, III, M.D. | - | 1 | $5,536,355 | $0 | - |
| 2020 | 2 | 86 | $19,094,032 | $756,729 | $8,799iApproximate average salary by contribution assumption: employee only about $219,979 at 4% or $146,653 at 6%; with 50% employer match about $146,653 at 4% or $97,769 at 6%; with 100% employer match about $109,990 at 4% or $73,326 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 86 | $12,914,970 | $756,729 | $8,799iApproximate average salary by contribution assumption: employee only about $219,979 at 4% or $146,653 at 6%; with 50% employer match about $146,653 at 4% or $97,769 at 6%; with 100% employer match about $109,990 at 4% or $73,326 at 6%. |
| MONEY PURCHASE PENSION PLAN OF CURTIS W. SPENCER, III, M.D. | - | 1 | $6,179,062 | $0 | - |
| 2019 | 1 | 85 | $11,373,443 | $674,255 | $7,932iApproximate average salary by contribution assumption: employee only about $198,310 at 4% or $132,207 at 6%; with 50% employer match about $132,207 at 4% or $88,138 at 6%; with 100% employer match about $99,155 at 4% or $66,103 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 85 | $11,373,443 | $674,255 | $7,932iApproximate average salary by contribution assumption: employee only about $198,310 at 4% or $132,207 at 6%; with 50% employer match about $132,207 at 4% or $88,138 at 6%; with 100% employer match about $99,155 at 4% or $66,103 at 6%. |
| 2018 | 1 | 76 | $8,882,258 | $627,533 | $8,257iApproximate average salary by contribution assumption: employee only about $206,425 at 4% or $137,617 at 6%; with 50% employer match about $137,617 at 4% or $91,745 at 6%; with 100% employer match about $103,213 at 4% or $68,808 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 76 | $8,882,258 | $627,533 | $8,257iApproximate average salary by contribution assumption: employee only about $206,425 at 4% or $137,617 at 6%; with 50% employer match about $137,617 at 4% or $91,745 at 6%; with 100% employer match about $103,213 at 4% or $68,808 at 6%. |
| 2017 | 1 | 94 | $8,951,017 | $605,718 | $6,444iApproximate average salary by contribution assumption: employee only about $161,095 at 4% or $107,397 at 6%; with 50% employer match about $107,397 at 4% or $71,598 at 6%; with 100% employer match about $80,548 at 4% or $53,698 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 94 | $8,951,017 | $605,718 | $6,444iApproximate average salary by contribution assumption: employee only about $161,095 at 4% or $107,397 at 6%; with 50% employer match about $107,397 at 4% or $71,598 at 6%; with 100% employer match about $80,548 at 4% or $53,698 at 6%. |
| 2016 | 1 | 86 | $7,560,419 | $519,668 | $6,043iApproximate average salary by contribution assumption: employee only about $151,066 at 4% or $100,711 at 6%; with 50% employer match about $100,711 at 4% or $67,141 at 6%; with 100% employer match about $75,533 at 4% or $50,355 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 86 | $7,560,419 | $519,668 | $6,043iApproximate average salary by contribution assumption: employee only about $151,066 at 4% or $100,711 at 6%; with 50% employer match about $100,711 at 4% or $67,141 at 6%; with 100% employer match about $75,533 at 4% or $50,355 at 6%. |
| 2015 | 1 | 87 | $6,747,517 | $611,326 | $7,027iApproximate average salary by contribution assumption: employee only about $175,668 at 4% or $117,112 at 6%; with 50% employer match about $117,112 at 4% or $78,075 at 6%; with 100% employer match about $87,834 at 4% or $58,556 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 87 | $6,747,517 | $611,326 | $7,027iApproximate average salary by contribution assumption: employee only about $175,668 at 4% or $117,112 at 6%; with 50% employer match about $117,112 at 4% or $78,075 at 6%; with 100% employer match about $87,834 at 4% or $58,556 at 6%. |
| 2014 | 1 | 83 | $7,449,299 | $515,538 | $6,211iApproximate average salary by contribution assumption: employee only about $155,283 at 4% or $103,522 at 6%; with 50% employer match about $103,522 at 4% or $69,014 at 6%; with 100% employer match about $77,641 at 4% or $51,761 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 83 | $7,449,299 | $515,538 | $6,211iApproximate average salary by contribution assumption: employee only about $155,283 at 4% or $103,522 at 6%; with 50% employer match about $103,522 at 4% or $69,014 at 6%; with 100% employer match about $77,641 at 4% or $51,761 at 6%. |
| 2013 | 1 | 75 | $6,594,657 | $503,755 | $6,717iApproximate average salary by contribution assumption: employee only about $167,918 at 4% or $111,946 at 6%; with 50% employer match about $111,946 at 4% or $74,630 at 6%; with 100% employer match about $83,959 at 4% or $55,973 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 75 | $6,594,657 | $503,755 | $6,717iApproximate average salary by contribution assumption: employee only about $167,918 at 4% or $111,946 at 6%; with 50% employer match about $111,946 at 4% or $74,630 at 6%; with 100% employer match about $83,959 at 4% or $55,973 at 6%. |
| 2012 | 1 | 71 | $5,266,629 | $475,426 | $6,696iApproximate average salary by contribution assumption: employee only about $167,404 at 4% or $111,602 at 6%; with 50% employer match about $111,602 at 4% or $74,402 at 6%; with 100% employer match about $83,702 at 4% or $55,801 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 71 | $5,266,629 | $475,426 | $6,696iApproximate average salary by contribution assumption: employee only about $167,404 at 4% or $111,602 at 6%; with 50% employer match about $111,602 at 4% or $74,402 at 6%; with 100% employer match about $83,702 at 4% or $55,801 at 6%. |
| 2011 | 1 | 74 | $4,344,176 | $551,742 | $7,456iApproximate average salary by contribution assumption: employee only about $186,399 at 4% or $124,266 at 6%; with 50% employer match about $124,266 at 4% or $82,844 at 6%; with 100% employer match about $93,200 at 4% or $62,133 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 74 | $4,344,176 | $551,742 | $7,456iApproximate average salary by contribution assumption: employee only about $186,399 at 4% or $124,266 at 6%; with 50% employer match about $124,266 at 4% or $82,844 at 6%; with 100% employer match about $93,200 at 4% or $62,133 at 6%. |
| 2010 | 1 | 76 | $4,729,243 | $528,948 | $6,960iApproximate average salary by contribution assumption: employee only about $173,996 at 4% or $115,997 at 6%; with 50% employer match about $115,997 at 4% or $77,332 at 6%; with 100% employer match about $86,998 at 4% or $57,999 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 76 | $4,729,243 | $528,948 | $6,960iApproximate average salary by contribution assumption: employee only about $173,996 at 4% or $115,997 at 6%; with 50% employer match about $115,997 at 4% or $77,332 at 6%; with 100% employer match about $86,998 at 4% or $57,999 at 6%. |
| 2009 | 1 | 75 | $3,750,761 | $652,113 | $8,695iApproximate average salary by contribution assumption: employee only about $217,371 at 4% or $144,914 at 6%; with 50% employer match about $144,914 at 4% or $96,609 at 6%; with 100% employer match about $108,686 at 4% or $72,457 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 75 | $3,750,761 | $652,113 | $8,695iApproximate average salary by contribution assumption: employee only about $217,371 at 4% or $144,914 at 6%; with 50% employer match about $144,914 at 4% or $96,609 at 6%; with 100% employer match about $108,686 at 4% or $72,457 at 6%. |
| 2008 | 2 | 65 | $2,519,373 | $608,845 | $9,367iApproximate average salary by contribution assumption: employee only about $234,171 at 4% or $156,114 at 6%; with 50% employer match about $156,114 at 4% or $104,076 at 6%; with 100% employer match about $117,086 at 4% or $78,057 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 65 | $2,519,373 | $608,845 | $9,367iApproximate average salary by contribution assumption: employee only about $234,171 at 4% or $156,114 at 6%; with 50% employer match about $156,114 at 4% or $104,076 at 6%; with 100% employer match about $117,086 at 4% or $78,057 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 1 | - | - | - |
| 2007 | 2 | 56 | $0 | $0 | - |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 1 | - | - | - |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 56 | - | - | - |
| 2006 | 2 | 73 | $5,463,086 | $86,527 | $1,185iApproximate average salary by contribution assumption: employee only about $29,633 at 4% or $19,755 at 6%; with 50% employer match about $19,755 at 4% or $13,170 at 6%; with 100% employer match about $14,816 at 4% or $9,878 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 1 | $3,042,317 | - | - |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 73 | $2,420,769 | $86,527 | $1,185iApproximate average salary by contribution assumption: employee only about $29,633 at 4% or $19,755 at 6%; with 50% employer match about $19,755 at 4% or $13,170 at 6%; with 100% employer match about $14,816 at 4% or $9,878 at 6%. |
| 2005 | 2 | 64 | $4,765,607 | $438,711 | $6,855iApproximate average salary by contribution assumption: employee only about $171,371 at 4% or $114,248 at 6%; with 50% employer match about $114,248 at 4% or $76,165 at 6%; with 100% employer match about $85,686 at 4% or $57,124 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 1 | $2,507,091 | - | - |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 64 | $2,258,516 | $438,711 | $6,855iApproximate average salary by contribution assumption: employee only about $171,371 at 4% or $114,248 at 6%; with 50% employer match about $114,248 at 4% or $76,165 at 6%; with 100% employer match about $85,686 at 4% or $57,124 at 6%. |
| 2004 | 2 | 63 | $4,056,208 | $304,501 | $4,833iApproximate average salary by contribution assumption: employee only about $120,834 at 4% or $80,556 at 6%; with 50% employer match about $80,556 at 4% or $53,704 at 6%; with 100% employer match about $60,417 at 4% or $40,278 at 6%. |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 1 | $2,218,128 | - | - |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 63 | $1,838,080 | $304,501 | $4,833iApproximate average salary by contribution assumption: employee only about $120,834 at 4% or $80,556 at 6%; with 50% employer match about $80,556 at 4% or $53,704 at 6%; with 100% employer match about $60,417 at 4% or $40,278 at 6%. |
| 2003 | 2 | 72 | $1,969,205 | $0 | - |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 1 | $1,969,205 | - | - |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 72 | - | - | - |
| 2002 | 2 | 57 | $1,598,302 | $0 | - |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 1 | $1,598,302 | - | - |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 57 | - | - | - |
| 2001 | 2 | 57 | $0 | $0 | - |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 57 | - | - | - |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 2 | 52 | $0 | $0 | - |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 52 | - | - | - |
| Memorial Orthopaedic Surgical Group Inc. 401(K) Profit Sharing Plan | - | 1 | - | - | - |