ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN

Plan Contact

  • Address: 2500 EAST PROSPECT ROAD,FORT COLLINS,CO
  • Contact person: BRITT GONDREZICK
  • Phone: (970) 493-0112

Plan General Information

ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN is $76,479,793.00.This plan was established in 1970.

ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN is 667

ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN is $114,662.00

ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN is $4,157.00.

ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN is approximately $5,511.00
Investing in this additonal $5,511.00 for 20 years would give you extra $352,767.00, assuming a 10% annual return.

ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2023, ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN allocates $3,676,502.00 to match its employees' contributions, providing an employer match rate of 135.22% of their contributions

ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN is 13.29%.

ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN is 15.23%. This measures the effectiveness of the plan participants' investments in the year.

ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN is 0.12%.

Enrollment Features

ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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