Civic Intelligence

Eric G. Castrodad Ortiz

Plan context: Eric G. Castrodad Ortiz Retirement Plan Series 96-1208

EIN 22-3550072 • 30 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$405,396

2024 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$5,121,486$2,560,743$0199920122024YearValue
$405,396Latest year 2024

Participants Over Time

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

530199920122024YearValue
4Latest 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
202414$405,396$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-4$405,396$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
202314$388,136$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-4$388,136$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
202211$369,774$0-
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-1$369,774--
202111$372,244$0-
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-1$372,244--
202011$360,892$0-
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-1$360,892--
201911$347,655$0-
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-1$347,655--
201811$348,074$0-
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-1$348,074--
201711$335,217$0-
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-1$335,217--
201611$322,867$0-
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-1$322,867--
201511$310,793$0-
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-1$310,793--
201411$318,097$0-
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-1$318,097--
201311$307,882$0-
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-1$307,882--
201211$283,722$0-
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-1$283,722--
201112$267,529$13,709$6,855iApproximate average salary by contribution assumption: employee only about $171,363 at 4% or $114,242 at 6%; with 50% employer match about $114,242 at 4% or $76,161 at 6%; with 100% employer match about $85,681 at 4% or $57,121 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-2$267,529$13,709$6,855iApproximate average salary by contribution assumption: employee only about $171,363 at 4% or $114,242 at 6%; with 50% employer match about $114,242 at 4% or $76,161 at 6%; with 100% employer match about $85,681 at 4% or $57,121 at 6%.
201012$260,123$15,145$7,573iApproximate average salary by contribution assumption: employee only about $189,313 at 4% or $126,208 at 6%; with 50% employer match about $126,208 at 4% or $84,139 at 6%; with 100% employer match about $94,656 at 4% or $63,104 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-2$260,123$15,145$7,573iApproximate average salary by contribution assumption: employee only about $189,313 at 4% or $126,208 at 6%; with 50% employer match about $126,208 at 4% or $84,139 at 6%; with 100% employer match about $94,656 at 4% or $63,104 at 6%.
200913$234,047$12,609$4,203iApproximate average salary by contribution assumption: employee only about $105,075 at 4% or $70,050 at 6%; with 50% employer match about $70,050 at 4% or $46,700 at 6%; with 100% employer match about $52,538 at 4% or $35,025 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-3$234,047$12,609$4,203iApproximate average salary by contribution assumption: employee only about $105,075 at 4% or $70,050 at 6%; with 50% employer match about $70,050 at 4% or $46,700 at 6%; with 100% employer match about $52,538 at 4% or $35,025 at 6%.
200813$205,100$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-3$205,100$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200723$265,453$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-3$265,453$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-0---
200623$5,121,486$210,401$70,134iApproximate average salary by contribution assumption: employee only about $1,753,342 at 4% or $1,168,894 at 6%; with 50% employer match about $1,168,894 at 4% or $779,263 at 6%; with 100% employer match about $876,671 at 4% or $584,447 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-1$4,883,601$185,401$185,401iApproximate average salary by contribution assumption: employee only about $4,635,025 at 4% or $3,090,017 at 6%; with 50% employer match about $3,090,017 at 4% or $2,060,011 at 6%; with 100% employer match about $2,317,513 at 4% or $1,545,008 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-3$237,885$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200523$195,309$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-3$195,309$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-1---
200423$168,026$13,012$4,337iApproximate average salary by contribution assumption: employee only about $108,433 at 4% or $72,289 at 6%; with 50% employer match about $72,289 at 4% or $48,193 at 6%; with 100% employer match about $54,217 at 4% or $36,144 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-3$168,026$13,012$4,337iApproximate average salary by contribution assumption: employee only about $108,433 at 4% or $72,289 at 6%; with 50% employer match about $72,289 at 4% or $48,193 at 6%; with 100% employer match about $54,217 at 4% or $36,144 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-1---
200313$141,283$14,536$4,845iApproximate average salary by contribution assumption: employee only about $121,133 at 4% or $80,756 at 6%; with 50% employer match about $80,756 at 4% or $53,837 at 6%; with 100% employer match about $60,567 at 4% or $40,378 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-3$141,283$14,536$4,845iApproximate average salary by contribution assumption: employee only about $121,133 at 4% or $80,756 at 6%; with 50% employer match about $80,756 at 4% or $53,837 at 6%; with 100% employer match about $60,567 at 4% or $40,378 at 6%.
200214$104,585$14,451$3,613iApproximate average salary by contribution assumption: employee only about $90,319 at 4% or $60,213 at 6%; with 50% employer match about $60,213 at 4% or $40,142 at 6%; with 100% employer match about $45,159 at 4% or $30,106 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-4$104,585$14,451$3,613iApproximate average salary by contribution assumption: employee only about $90,319 at 4% or $60,213 at 6%; with 50% employer match about $60,213 at 4% or $40,142 at 6%; with 100% employer match about $45,159 at 4% or $30,106 at 6%.
200114$124,325$26,067$6,517iApproximate average salary by contribution assumption: employee only about $162,919 at 4% or $108,613 at 6%; with 50% employer match about $108,613 at 4% or $72,408 at 6%; with 100% employer match about $81,459 at 4% or $54,306 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-4$124,325$26,067$6,517iApproximate average salary by contribution assumption: employee only about $162,919 at 4% or $108,613 at 6%; with 50% employer match about $108,613 at 4% or $72,408 at 6%; with 100% employer match about $81,459 at 4% or $54,306 at 6%.
200014$103,836$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-4$103,836$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
199915$97,095$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Eric G. Castrodad Ortiz Retirement Plan Series 96-1208-5$97,095$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.