FERNANDO L ORTIZ PA
Plan context: FERNANDO L ORTIZ PA 401(K) PROFIT SHARING PLAN & TRUST
EIN 01-0937954 • Coral Gables, FL • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$822,219
2025 Contributions
$94,428
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $822,219 | $94,428 | $10,492iApproximate average salary by contribution assumption: employee only about $262,300 at 4% or $174,867 at 6%; with 50% employer match about $174,867 at 4% or $116,578 at 6%; with 100% employer match about $131,150 at 4% or $87,433 at 6%. |
| FERNANDO L ORTIZ PA 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $822,219 | $94,428 | $10,492iApproximate average salary by contribution assumption: employee only about $262,300 at 4% or $174,867 at 6%; with 50% employer match about $174,867 at 4% or $116,578 at 6%; with 100% employer match about $131,150 at 4% or $87,433 at 6%. |
| 2024 | 1 | 9 | $629,033 | $114,499 | $12,722iApproximate average salary by contribution assumption: employee only about $318,053 at 4% or $212,035 at 6%; with 50% employer match about $212,035 at 4% or $141,357 at 6%; with 100% employer match about $159,026 at 4% or $106,018 at 6%. |
| FERNANDO L ORTIZ PA 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $629,033 | $114,499 | $12,722iApproximate average salary by contribution assumption: employee only about $318,053 at 4% or $212,035 at 6%; with 50% employer match about $212,035 at 4% or $141,357 at 6%; with 100% employer match about $159,026 at 4% or $106,018 at 6%. |
| 2023 | 1 | 8 | $440,907 | $101,012 | $12,627iApproximate average salary by contribution assumption: employee only about $315,663 at 4% or $210,442 at 6%; with 50% employer match about $210,442 at 4% or $140,294 at 6%; with 100% employer match about $157,831 at 4% or $105,221 at 6%. |
| FERNANDO L ORTIZ PA 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $440,907 | $101,012 | $12,627iApproximate average salary by contribution assumption: employee only about $315,663 at 4% or $210,442 at 6%; with 50% employer match about $210,442 at 4% or $140,294 at 6%; with 100% employer match about $157,831 at 4% or $105,221 at 6%. |
| 2022 | 1 | 9 | $291,493 | $82,367 | $9,152iApproximate average salary by contribution assumption: employee only about $228,797 at 4% or $152,531 at 6%; with 50% employer match about $152,531 at 4% or $101,688 at 6%; with 100% employer match about $114,399 at 4% or $76,266 at 6%. |
| FERNANDO L ORTIZ PA 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $291,493 | $82,367 | $9,152iApproximate average salary by contribution assumption: employee only about $228,797 at 4% or $152,531 at 6%; with 50% employer match about $152,531 at 4% or $101,688 at 6%; with 100% employer match about $114,399 at 4% or $76,266 at 6%. |
| 2021 | 1 | 8 | $239,084 | $62,535 | $7,817iApproximate average salary by contribution assumption: employee only about $195,422 at 4% or $130,281 at 6%; with 50% employer match about $130,281 at 4% or $86,854 at 6%; with 100% employer match about $97,711 at 4% or $65,141 at 6%. |
| FERNANDO L ORTIZ PA 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $239,084 | $62,535 | $7,817iApproximate average salary by contribution assumption: employee only about $195,422 at 4% or $130,281 at 6%; with 50% employer match about $130,281 at 4% or $86,854 at 6%; with 100% employer match about $97,711 at 4% or $65,141 at 6%. |
| 2020 | 1 | 7 | $141,312 | $62,347 | $8,907iApproximate average salary by contribution assumption: employee only about $222,668 at 4% or $148,445 at 6%; with 50% employer match about $148,445 at 4% or $98,963 at 6%; with 100% employer match about $111,334 at 4% or $74,223 at 6%. |
| FERNANDO L ORTIZ PA 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $141,312 | $62,347 | $8,907iApproximate average salary by contribution assumption: employee only about $222,668 at 4% or $148,445 at 6%; with 50% employer match about $148,445 at 4% or $98,963 at 6%; with 100% employer match about $111,334 at 4% or $74,223 at 6%. |
| 2019 | 1 | 8 | $64,160 | $61,618 | $7,702iApproximate average salary by contribution assumption: employee only about $192,556 at 4% or $128,371 at 6%; with 50% employer match about $128,371 at 4% or $85,581 at 6%; with 100% employer match about $96,278 at 4% or $64,185 at 6%. |
| FERNANDO L ORTIZ PA 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $64,160 | $61,618 | $7,702iApproximate average salary by contribution assumption: employee only about $192,556 at 4% or $128,371 at 6%; with 50% employer match about $128,371 at 4% or $85,581 at 6%; with 100% employer match about $96,278 at 4% or $64,185 at 6%. |