Civic Intelligence

Ortega Plumbing & Heating Inc.

Plan context: Ortega Plumbing & Heating 401(K) Profit Sharing Plan

EIN 20-1521554 • Peralta, NM • 14 filings • 3 plans

P.O. Box 605Peralta, NM 87042
Current Snapshot

Latest Year

2024

2024 Participants

120

2024 Assets

$2,343,053

2024 Contributions

$257,850

Historical Graphs

Total Assets Over Time

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

$2,343,053$1,171,527$0201120182024YearValue
$2,343,053Latest year 2024

Participants Over Time

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

120600201120182024YearValue
120Latest 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
20241120$2,343,053$257,850$2,149iApproximate average salary by contribution assumption: employee only about $53,719 at 4% or $35,813 at 6%; with 50% employer match about $35,813 at 4% or $23,875 at 6%; with 100% employer match about $26,859 at 4% or $17,906 at 6%.
Ortega Plumbing & Heating 401(K) Profit Sharing Plan-120$2,343,053$257,850$2,149iApproximate average salary by contribution assumption: employee only about $53,719 at 4% or $35,813 at 6%; with 50% employer match about $35,813 at 4% or $23,875 at 6%; with 100% employer match about $26,859 at 4% or $17,906 at 6%.
20231117$2,109,393$94,623$809iApproximate average salary by contribution assumption: employee only about $20,219 at 4% or $13,479 at 6%; with 50% employer match about $13,479 at 4% or $8,986 at 6%; with 100% employer match about $10,109 at 4% or $6,740 at 6%.
Ortega Plumbing & Heating 401(K) Profit Sharing Plan-117$2,109,393$94,623$809iApproximate average salary by contribution assumption: employee only about $20,219 at 4% or $13,479 at 6%; with 50% employer match about $13,479 at 4% or $8,986 at 6%; with 100% employer match about $10,109 at 4% or $6,740 at 6%.
20221108$1,819,875$439,323$4,068iApproximate average salary by contribution assumption: employee only about $101,695 at 4% or $67,797 at 6%; with 50% employer match about $67,797 at 4% or $45,198 at 6%; with 100% employer match about $50,848 at 4% or $33,898 at 6%.
Ortega Plumbing & Heating 401(K) Profit Sharing Plan-108$1,819,875$439,323$4,068iApproximate average salary by contribution assumption: employee only about $101,695 at 4% or $67,797 at 6%; with 50% employer match about $67,797 at 4% or $45,198 at 6%; with 100% employer match about $50,848 at 4% or $33,898 at 6%.
2021177$2,056,306$340,870$4,427iApproximate average salary by contribution assumption: employee only about $110,672 at 4% or $73,781 at 6%; with 50% employer match about $73,781 at 4% or $49,188 at 6%; with 100% employer match about $55,336 at 4% or $36,891 at 6%.
Ortega Plumbing & Heating 401(K) Profit Sharing Plan-77$2,056,306$340,870$4,427iApproximate average salary by contribution assumption: employee only about $110,672 at 4% or $73,781 at 6%; with 50% employer match about $73,781 at 4% or $49,188 at 6%; with 100% employer match about $55,336 at 4% or $36,891 at 6%.
2020149$1,693,011$289,448$5,907iApproximate average salary by contribution assumption: employee only about $147,678 at 4% or $98,452 at 6%; with 50% employer match about $98,452 at 4% or $65,634 at 6%; with 100% employer match about $73,839 at 4% or $49,226 at 6%.
Ortega Plumbing & Heating 401(K) Profit Sharing Plan-49$1,693,011$289,448$5,907iApproximate average salary by contribution assumption: employee only about $147,678 at 4% or $98,452 at 6%; with 50% employer match about $98,452 at 4% or $65,634 at 6%; with 100% employer match about $73,839 at 4% or $49,226 at 6%.
2019157$1,257,688$261,821$4,593iApproximate average salary by contribution assumption: employee only about $114,834 at 4% or $76,556 at 6%; with 50% employer match about $76,556 at 4% or $51,037 at 6%; with 100% employer match about $57,417 at 4% or $38,278 at 6%.
Ortega Plumbing & Heating 401(K) Profit Sharing Plan-57$1,257,688$261,821$4,593iApproximate average salary by contribution assumption: employee only about $114,834 at 4% or $76,556 at 6%; with 50% employer match about $76,556 at 4% or $51,037 at 6%; with 100% employer match about $57,417 at 4% or $38,278 at 6%.
2018144$876,694$225,331$5,121iApproximate average salary by contribution assumption: employee only about $128,029 at 4% or $85,353 at 6%; with 50% employer match about $85,353 at 4% or $56,902 at 6%; with 100% employer match about $64,014 at 4% or $42,676 at 6%.
Ortega Plumbing & Heating 401(K) Profit Sharing Plan-44$876,694$225,331$5,121iApproximate average salary by contribution assumption: employee only about $128,029 at 4% or $85,353 at 6%; with 50% employer match about $85,353 at 4% or $56,902 at 6%; with 100% employer match about $64,014 at 4% or $42,676 at 6%.
2017134$728,274$202,588$5,958iApproximate average salary by contribution assumption: employee only about $148,962 at 4% or $99,308 at 6%; with 50% employer match about $99,308 at 4% or $66,205 at 6%; with 100% employer match about $74,481 at 4% or $49,654 at 6%.
Ortega Plumbing & Heating 401(K) Profit Sharing Plan-34$728,274$202,588$5,958iApproximate average salary by contribution assumption: employee only about $148,962 at 4% or $99,308 at 6%; with 50% employer match about $99,308 at 4% or $66,205 at 6%; with 100% employer match about $74,481 at 4% or $49,654 at 6%.
2016147$512,942$247,990$5,276iApproximate average salary by contribution assumption: employee only about $131,910 at 4% or $87,940 at 6%; with 50% employer match about $87,940 at 4% or $58,626 at 6%; with 100% employer match about $65,955 at 4% or $43,970 at 6%.
Ortega Plumbing & Heating 401(K) Profit Sharing Plan-47$512,942$247,990$5,276iApproximate average salary by contribution assumption: employee only about $131,910 at 4% or $87,940 at 6%; with 50% employer match about $87,940 at 4% or $58,626 at 6%; with 100% employer match about $65,955 at 4% or $43,970 at 6%.
2015135$255,555$131,086$3,745iApproximate average salary by contribution assumption: employee only about $93,633 at 4% or $62,422 at 6%; with 50% employer match about $62,422 at 4% or $41,615 at 6%; with 100% employer match about $46,816 at 4% or $31,211 at 6%.
Ortega Plumbing & Heating 401(K) Profit Sharing Plan-35$255,555$131,086$3,745iApproximate average salary by contribution assumption: employee only about $93,633 at 4% or $62,422 at 6%; with 50% employer match about $62,422 at 4% or $41,615 at 6%; with 100% employer match about $46,816 at 4% or $31,211 at 6%.
2014113$137,831$96,772$7,444iApproximate average salary by contribution assumption: employee only about $186,100 at 4% or $124,067 at 6%; with 50% employer match about $124,067 at 4% or $82,711 at 6%; with 100% employer match about $93,050 at 4% or $62,033 at 6%.
Ortega Plumbing & Heating 401(K) Profit Sharing Plan-13$137,831$96,772$7,444iApproximate average salary by contribution assumption: employee only about $186,100 at 4% or $124,067 at 6%; with 50% employer match about $124,067 at 4% or $82,711 at 6%; with 100% employer match about $93,050 at 4% or $62,033 at 6%.
201319$110,790$83,658$9,295iApproximate average salary by contribution assumption: employee only about $232,383 at 4% or $154,922 at 6%; with 50% employer match about $154,922 at 4% or $103,281 at 6%; with 100% employer match about $116,192 at 4% or $77,461 at 6%.
Ortega Plumbing & Heating 401(K) Profit Sharing Plan-9$110,790$83,658$9,295iApproximate average salary by contribution assumption: employee only about $232,383 at 4% or $154,922 at 6%; with 50% employer match about $154,922 at 4% or $103,281 at 6%; with 100% employer match about $116,192 at 4% or $77,461 at 6%.
201216$89,394$151,752$25,292iApproximate average salary by contribution assumption: employee only about $632,300 at 4% or $421,533 at 6%; with 50% employer match about $421,533 at 4% or $281,022 at 6%; with 100% employer match about $316,150 at 4% or $210,767 at 6%.
Ortega Plumbing & Heating 401(K) Profit Sharing Plan-6$89,394$151,752$25,292iApproximate average salary by contribution assumption: employee only about $632,300 at 4% or $421,533 at 6%; with 50% employer match about $421,533 at 4% or $281,022 at 6%; with 100% employer match about $316,150 at 4% or $210,767 at 6%.
201118$45,092$102,408$12,801iApproximate average salary by contribution assumption: employee only about $320,025 at 4% or $213,350 at 6%; with 50% employer match about $213,350 at 4% or $142,233 at 6%; with 100% employer match about $160,013 at 4% or $106,675 at 6%.
Ortega Plumbing & Heating 401(K) Profit Sharing Plan-8$45,092$102,408$12,801iApproximate average salary by contribution assumption: employee only about $320,025 at 4% or $213,350 at 6%; with 50% employer match about $213,350 at 4% or $142,233 at 6%; with 100% employer match about $160,013 at 4% or $106,675 at 6%.