Civic Intelligence

Dr. Javier Ortiz

Plan context: Dr. Javier Ortiz Retirement Plan Series 94-897

EIN 06-1431774 • Isla Verde, PR • 26 filings • 2 plans

Cond. GalaxyApt 1105Isla Verde, PR 00979
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$522,053

2024 Contributions

$17,325

Historical Graphs

Total Assets Over Time

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

$577,951$288,976$0199920142024YearValue
$522,053Latest year 2024

Participants Over Time

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

210199920122024YearValue
1Latest 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
202411$522,053$0-
Dr. Javier Ortiz Retirement Plan Series 94-897-1$522,053--
202311$471,436$0-
Dr. Javier Ortiz Retirement Plan Series 94-897-1$471,436--
202212$460,579$0-
Dr. Javier Ortiz Retirement Plan Series 94-897-2$460,579--
202112$577,951$0-
Dr. Javier Ortiz Retirement Plan Series 94-897-2$577,951--
202012$534,654$0-
Dr. Javier Ortiz Retirement Plan Series 94-897-2$534,654--
201912$468,619$0-
Dr. Javier Ortiz Retirement Plan Series 94-897-2$468,619--
201812$363,294$17,325$8,663iApproximate average salary by contribution assumption: employee only about $216,563 at 4% or $144,375 at 6%; with 50% employer match about $144,375 at 4% or $96,250 at 6%; with 100% employer match about $108,281 at 4% or $72,188 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$363,294$17,325$8,663iApproximate average salary by contribution assumption: employee only about $216,563 at 4% or $144,375 at 6%; with 50% employer match about $144,375 at 4% or $96,250 at 6%; with 100% employer match about $108,281 at 4% or $72,188 at 6%.
201712$397,711$17,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$397,711$17,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
201612$357,426$22,650$11,325iApproximate average salary by contribution assumption: employee only about $283,125 at 4% or $188,750 at 6%; with 50% employer match about $188,750 at 4% or $125,833 at 6%; with 100% employer match about $141,563 at 4% or $94,375 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$357,426$22,650$11,325iApproximate average salary by contribution assumption: employee only about $283,125 at 4% or $188,750 at 6%; with 50% employer match about $188,750 at 4% or $125,833 at 6%; with 100% employer match about $141,563 at 4% or $94,375 at 6%.
201512$285,546$23,314$11,657iApproximate average salary by contribution assumption: employee only about $291,425 at 4% or $194,283 at 6%; with 50% employer match about $194,283 at 4% or $129,522 at 6%; with 100% employer match about $145,713 at 4% or $97,142 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$285,546$23,314$11,657iApproximate average salary by contribution assumption: employee only about $291,425 at 4% or $194,283 at 6%; with 50% employer match about $194,283 at 4% or $129,522 at 6%; with 100% employer match about $145,713 at 4% or $97,142 at 6%.
201412$331,838$27,582$13,791iApproximate average salary by contribution assumption: employee only about $344,775 at 4% or $229,850 at 6%; with 50% employer match about $229,850 at 4% or $153,233 at 6%; with 100% employer match about $172,388 at 4% or $114,925 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$331,838$27,582$13,791iApproximate average salary by contribution assumption: employee only about $344,775 at 4% or $229,850 at 6%; with 50% employer match about $229,850 at 4% or $153,233 at 6%; with 100% employer match about $172,388 at 4% or $114,925 at 6%.
201312$338,994$32,774$16,387iApproximate average salary by contribution assumption: employee only about $409,675 at 4% or $273,117 at 6%; with 50% employer match about $273,117 at 4% or $182,078 at 6%; with 100% employer match about $204,838 at 4% or $136,558 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$338,994$32,774$16,387iApproximate average salary by contribution assumption: employee only about $409,675 at 4% or $273,117 at 6%; with 50% employer match about $273,117 at 4% or $182,078 at 6%; with 100% employer match about $204,838 at 4% or $136,558 at 6%.
201212$262,118$38,959$19,480iApproximate average salary by contribution assumption: employee only about $486,988 at 4% or $324,658 at 6%; with 50% employer match about $324,658 at 4% or $216,439 at 6%; with 100% employer match about $243,494 at 4% or $162,329 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$262,118$38,959$19,480iApproximate average salary by contribution assumption: employee only about $486,988 at 4% or $324,658 at 6%; with 50% employer match about $324,658 at 4% or $216,439 at 6%; with 100% employer match about $243,494 at 4% or $162,329 at 6%.
201112$218,810$29,690$14,845iApproximate average salary by contribution assumption: employee only about $371,125 at 4% or $247,417 at 6%; with 50% employer match about $247,417 at 4% or $164,944 at 6%; with 100% employer match about $185,563 at 4% or $123,708 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$218,810$29,690$14,845iApproximate average salary by contribution assumption: employee only about $371,125 at 4% or $247,417 at 6%; with 50% employer match about $247,417 at 4% or $164,944 at 6%; with 100% employer match about $185,563 at 4% or $123,708 at 6%.
201012$252,353$35,270$17,635iApproximate average salary by contribution assumption: employee only about $440,875 at 4% or $293,917 at 6%; with 50% employer match about $293,917 at 4% or $195,944 at 6%; with 100% employer match about $220,438 at 4% or $146,958 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$252,353$35,270$17,635iApproximate average salary by contribution assumption: employee only about $440,875 at 4% or $293,917 at 6%; with 50% employer match about $293,917 at 4% or $195,944 at 6%; with 100% employer match about $220,438 at 4% or $146,958 at 6%.
200912$251,895$32,665$16,333iApproximate average salary by contribution assumption: employee only about $408,313 at 4% or $272,208 at 6%; with 50% employer match about $272,208 at 4% or $181,472 at 6%; with 100% employer match about $204,156 at 4% or $136,104 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$251,895$32,665$16,333iApproximate average salary by contribution assumption: employee only about $408,313 at 4% or $272,208 at 6%; with 50% employer match about $272,208 at 4% or $181,472 at 6%; with 100% employer match about $204,156 at 4% or $136,104 at 6%.
200812$123,535$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$123,535$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200712$0$0-
Dr. Javier Ortiz Retirement Plan Series 94-897-2---
200612$227,543$35,077$17,539iApproximate average salary by contribution assumption: employee only about $438,463 at 4% or $292,308 at 6%; with 50% employer match about $292,308 at 4% or $194,872 at 6%; with 100% employer match about $219,231 at 4% or $146,154 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$227,543$35,077$17,539iApproximate average salary by contribution assumption: employee only about $438,463 at 4% or $292,308 at 6%; with 50% employer match about $292,308 at 4% or $194,872 at 6%; with 100% employer match about $219,231 at 4% or $146,154 at 6%.
200512$484,268$33,547$16,774iApproximate average salary by contribution assumption: employee only about $419,338 at 4% or $279,558 at 6%; with 50% employer match about $279,558 at 4% or $186,372 at 6%; with 100% employer match about $209,669 at 4% or $139,779 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$484,268$33,547$16,774iApproximate average salary by contribution assumption: employee only about $419,338 at 4% or $279,558 at 6%; with 50% employer match about $279,558 at 4% or $186,372 at 6%; with 100% employer match about $209,669 at 4% or $139,779 at 6%.
200412$526,040$32,880$16,440iApproximate average salary by contribution assumption: employee only about $411,000 at 4% or $274,000 at 6%; with 50% employer match about $274,000 at 4% or $182,667 at 6%; with 100% employer match about $205,500 at 4% or $137,000 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$526,040$32,880$16,440iApproximate average salary by contribution assumption: employee only about $411,000 at 4% or $274,000 at 6%; with 50% employer match about $274,000 at 4% or $182,667 at 6%; with 100% employer match about $205,500 at 4% or $137,000 at 6%.
200312$436,559$39,546$19,773iApproximate average salary by contribution assumption: employee only about $494,325 at 4% or $329,550 at 6%; with 50% employer match about $329,550 at 4% or $219,700 at 6%; with 100% employer match about $247,163 at 4% or $164,775 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$436,559$39,546$19,773iApproximate average salary by contribution assumption: employee only about $494,325 at 4% or $329,550 at 6%; with 50% employer match about $329,550 at 4% or $219,700 at 6%; with 100% employer match about $247,163 at 4% or $164,775 at 6%.
200212$0$0-
Dr. Javier Ortiz Retirement Plan Series 94-897-2---
200112$0$0-
Dr. Javier Ortiz Retirement Plan Series 94-897-2---
200012$0$0-
Dr. Javier Ortiz Retirement Plan Series 94-897-2---
199912$245,547$29,092$14,546iApproximate average salary by contribution assumption: employee only about $363,650 at 4% or $242,433 at 6%; with 50% employer match about $242,433 at 4% or $161,622 at 6%; with 100% employer match about $181,825 at 4% or $121,217 at 6%.
Dr. Javier Ortiz Retirement Plan Series 94-897-2$245,547$29,092$14,546iApproximate average salary by contribution assumption: employee only about $363,650 at 4% or $242,433 at 6%; with 50% employer match about $242,433 at 4% or $161,622 at 6%; with 100% employer match about $181,825 at 4% or $121,217 at 6%.