Civic Intelligence

Drs Ortiz and Heal-Ortiz Inc

Plan context: Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan

EIN 20-5867928 • Bridgeport, WV • 19 filings • 2 plans

11 Oak LaneBridgeport, WV 26330-1385
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,318,784

2024 Contributions

$75,289

Historical Graphs

Total Assets Over Time

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

$1,318,784$659,392$0200620152023YearValue
$1,318,784Latest year 2023

Participants Over Time

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

740200620152023YearValue
4Latest year 2023

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
202410$0$75,289-
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-0$0$75,289-
202314$1,318,784$66,486$16,622iApproximate average salary by contribution assumption: employee only about $415,538 at 4% or $277,025 at 6%; with 50% employer match about $277,025 at 4% or $184,683 at 6%; with 100% employer match about $207,769 at 4% or $138,513 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-4$1,318,784$66,486$16,622iApproximate average salary by contribution assumption: employee only about $415,538 at 4% or $277,025 at 6%; with 50% employer match about $277,025 at 4% or $184,683 at 6%; with 100% employer match about $207,769 at 4% or $138,513 at 6%.
202216$1,224,218$59,929$9,988iApproximate average salary by contribution assumption: employee only about $249,704 at 4% or $166,469 at 6%; with 50% employer match about $166,469 at 4% or $110,980 at 6%; with 100% employer match about $124,852 at 4% or $83,235 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-6$1,224,218$59,929$9,988iApproximate average salary by contribution assumption: employee only about $249,704 at 4% or $166,469 at 6%; with 50% employer match about $166,469 at 4% or $110,980 at 6%; with 100% employer match about $124,852 at 4% or $83,235 at 6%.
202116$1,145,992$60,947$10,158iApproximate average salary by contribution assumption: employee only about $253,946 at 4% or $169,297 at 6%; with 50% employer match about $169,297 at 4% or $112,865 at 6%; with 100% employer match about $126,973 at 4% or $84,649 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-6$1,145,992$60,947$10,158iApproximate average salary by contribution assumption: employee only about $253,946 at 4% or $169,297 at 6%; with 50% employer match about $169,297 at 4% or $112,865 at 6%; with 100% employer match about $126,973 at 4% or $84,649 at 6%.
202015$1,058,839$45,672$9,134iApproximate average salary by contribution assumption: employee only about $228,360 at 4% or $152,240 at 6%; with 50% employer match about $152,240 at 4% or $101,493 at 6%; with 100% employer match about $114,180 at 4% or $76,120 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-5$1,058,839$45,672$9,134iApproximate average salary by contribution assumption: employee only about $228,360 at 4% or $152,240 at 6%; with 50% employer match about $152,240 at 4% or $101,493 at 6%; with 100% employer match about $114,180 at 4% or $76,120 at 6%.
201914$1,229,281$54,196$13,549iApproximate average salary by contribution assumption: employee only about $338,725 at 4% or $225,817 at 6%; with 50% employer match about $225,817 at 4% or $150,544 at 6%; with 100% employer match about $169,363 at 4% or $112,908 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-4$1,229,281$54,196$13,549iApproximate average salary by contribution assumption: employee only about $338,725 at 4% or $225,817 at 6%; with 50% employer match about $225,817 at 4% or $150,544 at 6%; with 100% employer match about $169,363 at 4% or $112,908 at 6%.
201815$941,927$54,724$10,945iApproximate average salary by contribution assumption: employee only about $273,620 at 4% or $182,413 at 6%; with 50% employer match about $182,413 at 4% or $121,609 at 6%; with 100% employer match about $136,810 at 4% or $91,207 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-5$941,927$54,724$10,945iApproximate average salary by contribution assumption: employee only about $273,620 at 4% or $182,413 at 6%; with 50% employer match about $182,413 at 4% or $121,609 at 6%; with 100% employer match about $136,810 at 4% or $91,207 at 6%.
201715$955,806$63,432$12,686iApproximate average salary by contribution assumption: employee only about $317,160 at 4% or $211,440 at 6%; with 50% employer match about $211,440 at 4% or $140,960 at 6%; with 100% employer match about $158,580 at 4% or $105,720 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-5$955,806$63,432$12,686iApproximate average salary by contribution assumption: employee only about $317,160 at 4% or $211,440 at 6%; with 50% employer match about $211,440 at 4% or $140,960 at 6%; with 100% employer match about $158,580 at 4% or $105,720 at 6%.
201615$776,253$54,401$10,880iApproximate average salary by contribution assumption: employee only about $272,005 at 4% or $181,337 at 6%; with 50% employer match about $181,337 at 4% or $120,891 at 6%; with 100% employer match about $136,003 at 4% or $90,668 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-5$776,253$54,401$10,880iApproximate average salary by contribution assumption: employee only about $272,005 at 4% or $181,337 at 6%; with 50% employer match about $181,337 at 4% or $120,891 at 6%; with 100% employer match about $136,003 at 4% or $90,668 at 6%.
201514$692,908$43,433$10,858iApproximate average salary by contribution assumption: employee only about $271,456 at 4% or $180,971 at 6%; with 50% employer match about $180,971 at 4% or $120,647 at 6%; with 100% employer match about $135,728 at 4% or $90,485 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-4$692,908$43,433$10,858iApproximate average salary by contribution assumption: employee only about $271,456 at 4% or $180,971 at 6%; with 50% employer match about $180,971 at 4% or $120,647 at 6%; with 100% employer match about $135,728 at 4% or $90,485 at 6%.
201415$649,105$52,325$10,465iApproximate average salary by contribution assumption: employee only about $261,625 at 4% or $174,417 at 6%; with 50% employer match about $174,417 at 4% or $116,278 at 6%; with 100% employer match about $130,813 at 4% or $87,208 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-5$649,105$52,325$10,465iApproximate average salary by contribution assumption: employee only about $261,625 at 4% or $174,417 at 6%; with 50% employer match about $174,417 at 4% or $116,278 at 6%; with 100% employer match about $130,813 at 4% or $87,208 at 6%.
201315$572,247$51,153$10,231iApproximate average salary by contribution assumption: employee only about $255,765 at 4% or $170,510 at 6%; with 50% employer match about $170,510 at 4% or $113,673 at 6%; with 100% employer match about $127,883 at 4% or $85,255 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-5$572,247$51,153$10,231iApproximate average salary by contribution assumption: employee only about $255,765 at 4% or $170,510 at 6%; with 50% employer match about $170,510 at 4% or $113,673 at 6%; with 100% employer match about $127,883 at 4% or $85,255 at 6%.
201216$433,849$48,102$8,017iApproximate average salary by contribution assumption: employee only about $200,425 at 4% or $133,617 at 6%; with 50% employer match about $133,617 at 4% or $89,078 at 6%; with 100% employer match about $100,213 at 4% or $66,808 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-6$433,849$48,102$8,017iApproximate average salary by contribution assumption: employee only about $200,425 at 4% or $133,617 at 6%; with 50% employer match about $133,617 at 4% or $89,078 at 6%; with 100% employer match about $100,213 at 4% or $66,808 at 6%.
201116$363,476$38,143$6,357iApproximate average salary by contribution assumption: employee only about $158,929 at 4% or $105,953 at 6%; with 50% employer match about $105,953 at 4% or $70,635 at 6%; with 100% employer match about $79,465 at 4% or $52,976 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-6$363,476$38,143$6,357iApproximate average salary by contribution assumption: employee only about $158,929 at 4% or $105,953 at 6%; with 50% employer match about $105,953 at 4% or $70,635 at 6%; with 100% employer match about $79,465 at 4% or $52,976 at 6%.
201017$347,700$40,995$5,856iApproximate average salary by contribution assumption: employee only about $146,411 at 4% or $97,607 at 6%; with 50% employer match about $97,607 at 4% or $65,071 at 6%; with 100% employer match about $73,205 at 4% or $48,804 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-7$347,700$40,995$5,856iApproximate average salary by contribution assumption: employee only about $146,411 at 4% or $97,607 at 6%; with 50% employer match about $97,607 at 4% or $65,071 at 6%; with 100% employer match about $73,205 at 4% or $48,804 at 6%.
200917$277,583$37,114$5,302iApproximate average salary by contribution assumption: employee only about $132,550 at 4% or $88,367 at 6%; with 50% employer match about $88,367 at 4% or $58,911 at 6%; with 100% employer match about $66,275 at 4% or $44,183 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-7$277,583$37,114$5,302iApproximate average salary by contribution assumption: employee only about $132,550 at 4% or $88,367 at 6%; with 50% employer match about $88,367 at 4% or $58,911 at 6%; with 100% employer match about $66,275 at 4% or $44,183 at 6%.
200816$186,505$38,996$6,499iApproximate average salary by contribution assumption: employee only about $162,483 at 4% or $108,322 at 6%; with 50% employer match about $108,322 at 4% or $72,215 at 6%; with 100% employer match about $81,242 at 4% or $54,161 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-6$186,505$38,996$6,499iApproximate average salary by contribution assumption: employee only about $162,483 at 4% or $108,322 at 6%; with 50% employer match about $108,322 at 4% or $72,215 at 6%; with 100% employer match about $81,242 at 4% or $54,161 at 6%.
200717$262,862$134,031$19,147iApproximate average salary by contribution assumption: employee only about $478,682 at 4% or $319,121 at 6%; with 50% employer match about $319,121 at 4% or $212,748 at 6%; with 100% employer match about $239,341 at 4% or $159,561 at 6%.
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-7$262,862$134,031$19,147iApproximate average salary by contribution assumption: employee only about $478,682 at 4% or $319,121 at 6%; with 50% employer match about $319,121 at 4% or $212,748 at 6%; with 100% employer match about $239,341 at 4% or $159,561 at 6%.
200617$105,033$0-
Drs Ortiz and Heal-Ortiz Inc Profit Sharing Plan-7$105,033--