Civic Intelligence

Ortiz & Schick PLLC

Plan context: Ortiz & Schick PLLC Retirement Plan

EIN 22-3933888 • Raleigh, NC • 19 filings • 2 plans

2840 Plaza Place, Ste. 300Raleigh, NC 27612
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,794,121

2024 Contributions

$56,061

Historical Graphs

Total Assets Over Time

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

$1,794,121$897,061$0200620152024YearValue
$1,794,121Latest year 2024

Participants Over Time

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

840200620152024YearValue
7Latest 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
202417$1,794,121$56,061$8,009iApproximate average salary by contribution assumption: employee only about $200,218 at 4% or $133,479 at 6%; with 50% employer match about $133,479 at 4% or $88,986 at 6%; with 100% employer match about $100,109 at 4% or $66,739 at 6%.
Ortiz & Schick PLLC Retirement Plan-7$1,794,121$56,061$8,009iApproximate average salary by contribution assumption: employee only about $200,218 at 4% or $133,479 at 6%; with 50% employer match about $133,479 at 4% or $88,986 at 6%; with 100% employer match about $100,109 at 4% or $66,739 at 6%.
202317$1,565,607$56,741$8,106iApproximate average salary by contribution assumption: employee only about $202,646 at 4% or $135,098 at 6%; with 50% employer match about $135,098 at 4% or $90,065 at 6%; with 100% employer match about $101,323 at 4% or $67,549 at 6%.
Ortiz & Schick PLLC Retirement Plan-7$1,565,607$56,741$8,106iApproximate average salary by contribution assumption: employee only about $202,646 at 4% or $135,098 at 6%; with 50% employer match about $135,098 at 4% or $90,065 at 6%; with 100% employer match about $101,323 at 4% or $67,549 at 6%.
202217$1,273,886$57,490$8,213iApproximate average salary by contribution assumption: employee only about $205,321 at 4% or $136,881 at 6%; with 50% employer match about $136,881 at 4% or $91,254 at 6%; with 100% employer match about $102,661 at 4% or $68,440 at 6%.
Ortiz & Schick PLLC Retirement Plan-7$1,273,886$57,490$8,213iApproximate average salary by contribution assumption: employee only about $205,321 at 4% or $136,881 at 6%; with 50% employer match about $136,881 at 4% or $91,254 at 6%; with 100% employer match about $102,661 at 4% or $68,440 at 6%.
202116$1,518,415$55,967$9,328iApproximate average salary by contribution assumption: employee only about $233,196 at 4% or $155,464 at 6%; with 50% employer match about $155,464 at 4% or $103,643 at 6%; with 100% employer match about $116,598 at 4% or $77,732 at 6%.
Ortiz & Schick PLLC Retirement Plan-6$1,518,415$55,967$9,328iApproximate average salary by contribution assumption: employee only about $233,196 at 4% or $155,464 at 6%; with 50% employer match about $155,464 at 4% or $103,643 at 6%; with 100% employer match about $116,598 at 4% or $77,732 at 6%.
202016$1,284,779$60,162$10,027iApproximate average salary by contribution assumption: employee only about $250,675 at 4% or $167,117 at 6%; with 50% employer match about $167,117 at 4% or $111,411 at 6%; with 100% employer match about $125,338 at 4% or $83,558 at 6%.
Ortiz & Schick PLLC Retirement Plan-6$1,284,779$60,162$10,027iApproximate average salary by contribution assumption: employee only about $250,675 at 4% or $167,117 at 6%; with 50% employer match about $167,117 at 4% or $111,411 at 6%; with 100% employer match about $125,338 at 4% or $83,558 at 6%.
201917$1,057,519$64,830$9,261iApproximate average salary by contribution assumption: employee only about $231,536 at 4% or $154,357 at 6%; with 50% employer match about $154,357 at 4% or $102,905 at 6%; with 100% employer match about $115,768 at 4% or $77,179 at 6%.
Ortiz & Schick PLLC Retirement Plan-7$1,057,519$64,830$9,261iApproximate average salary by contribution assumption: employee only about $231,536 at 4% or $154,357 at 6%; with 50% employer match about $154,357 at 4% or $102,905 at 6%; with 100% employer match about $115,768 at 4% or $77,179 at 6%.
201818$888,914$66,089$8,261iApproximate average salary by contribution assumption: employee only about $206,528 at 4% or $137,685 at 6%; with 50% employer match about $137,685 at 4% or $91,790 at 6%; with 100% employer match about $103,264 at 4% or $68,843 at 6%.
Ortiz & Schick PLLC Retirement Plan-8$888,914$66,089$8,261iApproximate average salary by contribution assumption: employee only about $206,528 at 4% or $137,685 at 6%; with 50% employer match about $137,685 at 4% or $91,790 at 6%; with 100% employer match about $103,264 at 4% or $68,843 at 6%.
201717$919,859$154,121$22,017iApproximate average salary by contribution assumption: employee only about $550,432 at 4% or $366,955 at 6%; with 50% employer match about $366,955 at 4% or $244,637 at 6%; with 100% employer match about $275,216 at 4% or $183,477 at 6%.
Ortiz & Schick PLLC Retirement Plan-7$919,859$154,121$22,017iApproximate average salary by contribution assumption: employee only about $550,432 at 4% or $366,955 at 6%; with 50% employer match about $366,955 at 4% or $244,637 at 6%; with 100% employer match about $275,216 at 4% or $183,477 at 6%.
201617$1,406,856$157,560$22,509iApproximate average salary by contribution assumption: employee only about $562,714 at 4% or $375,143 at 6%; with 50% employer match about $375,143 at 4% or $250,095 at 6%; with 100% employer match about $281,357 at 4% or $187,571 at 6%.
Ortiz & Schick PLLC Retirement Plan-7$1,406,856$157,560$22,509iApproximate average salary by contribution assumption: employee only about $562,714 at 4% or $375,143 at 6%; with 50% employer match about $375,143 at 4% or $250,095 at 6%; with 100% employer match about $281,357 at 4% or $187,571 at 6%.
201517$1,169,848$159,079$22,726iApproximate average salary by contribution assumption: employee only about $568,139 at 4% or $378,760 at 6%; with 50% employer match about $378,760 at 4% or $252,506 at 6%; with 100% employer match about $284,070 at 4% or $189,380 at 6%.
Ortiz & Schick PLLC Retirement Plan-7$1,169,848$159,079$22,726iApproximate average salary by contribution assumption: employee only about $568,139 at 4% or $378,760 at 6%; with 50% employer match about $378,760 at 4% or $252,506 at 6%; with 100% employer match about $284,070 at 4% or $189,380 at 6%.
201417$1,182,350$95,895$13,699iApproximate average salary by contribution assumption: employee only about $342,482 at 4% or $228,321 at 6%; with 50% employer match about $228,321 at 4% or $152,214 at 6%; with 100% employer match about $171,241 at 4% or $114,161 at 6%.
Ortiz & Schick PLLC Retirement Plan-7$1,182,350$95,895$13,699iApproximate average salary by contribution assumption: employee only about $342,482 at 4% or $228,321 at 6%; with 50% employer match about $228,321 at 4% or $152,214 at 6%; with 100% employer match about $171,241 at 4% or $114,161 at 6%.
201317$1,113,898$100,938$14,420iApproximate average salary by contribution assumption: employee only about $360,493 at 4% or $240,329 at 6%; with 50% employer match about $240,329 at 4% or $160,219 at 6%; with 100% employer match about $180,246 at 4% or $120,164 at 6%.
Ortiz & Schick PLLC Retirement Plan-7$1,113,898$100,938$14,420iApproximate average salary by contribution assumption: employee only about $360,493 at 4% or $240,329 at 6%; with 50% employer match about $240,329 at 4% or $160,219 at 6%; with 100% employer match about $180,246 at 4% or $120,164 at 6%.
201217$885,556$92,985$13,284iApproximate average salary by contribution assumption: employee only about $332,089 at 4% or $221,393 at 6%; with 50% employer match about $221,393 at 4% or $147,595 at 6%; with 100% employer match about $166,045 at 4% or $110,696 at 6%.
Ortiz & Schick PLLC Retirement Plan-7$885,556$92,985$13,284iApproximate average salary by contribution assumption: employee only about $332,089 at 4% or $221,393 at 6%; with 50% employer match about $221,393 at 4% or $147,595 at 6%; with 100% employer match about $166,045 at 4% or $110,696 at 6%.
201117$673,697$90,168$12,881iApproximate average salary by contribution assumption: employee only about $322,029 at 4% or $214,686 at 6%; with 50% employer match about $214,686 at 4% or $143,124 at 6%; with 100% employer match about $161,014 at 4% or $107,343 at 6%.
Ortiz & Schick PLLC Retirement Plan-7$673,697$90,168$12,881iApproximate average salary by contribution assumption: employee only about $322,029 at 4% or $214,686 at 6%; with 50% employer match about $214,686 at 4% or $143,124 at 6%; with 100% employer match about $161,014 at 4% or $107,343 at 6%.
201017$644,481$107,388$15,341iApproximate average salary by contribution assumption: employee only about $383,529 at 4% or $255,686 at 6%; with 50% employer match about $255,686 at 4% or $170,457 at 6%; with 100% employer match about $191,764 at 4% or $127,843 at 6%.
Ortiz & Schick PLLC Retirement Plan-7$644,481$107,388$15,341iApproximate average salary by contribution assumption: employee only about $383,529 at 4% or $255,686 at 6%; with 50% employer match about $255,686 at 4% or $170,457 at 6%; with 100% employer match about $191,764 at 4% or $127,843 at 6%.
200915$473,906$67,393$13,479iApproximate average salary by contribution assumption: employee only about $336,965 at 4% or $224,643 at 6%; with 50% employer match about $224,643 at 4% or $149,762 at 6%; with 100% employer match about $168,483 at 4% or $112,322 at 6%.
Ortiz & Schick PLLC Retirement Plan-5$473,906$67,393$13,479iApproximate average salary by contribution assumption: employee only about $336,965 at 4% or $224,643 at 6%; with 50% employer match about $224,643 at 4% or $149,762 at 6%; with 100% employer match about $168,483 at 4% or $112,322 at 6%.
200814$318,382$60,386$15,097iApproximate average salary by contribution assumption: employee only about $377,413 at 4% or $251,608 at 6%; with 50% employer match about $251,608 at 4% or $167,739 at 6%; with 100% employer match about $188,706 at 4% or $125,804 at 6%.
Ortiz & Schick PLLC Retirement Plan-4$318,382$60,386$15,097iApproximate average salary by contribution assumption: employee only about $377,413 at 4% or $251,608 at 6%; with 50% employer match about $251,608 at 4% or $167,739 at 6%; with 100% employer match about $188,706 at 4% or $125,804 at 6%.
200714$336,815$281,306$70,327iApproximate average salary by contribution assumption: employee only about $1,758,163 at 4% or $1,172,108 at 6%; with 50% employer match about $1,172,108 at 4% or $781,406 at 6%; with 100% employer match about $879,081 at 4% or $586,054 at 6%.
Ortiz & Schick PLLC Retirement Plan-4$336,815$281,306$70,327iApproximate average salary by contribution assumption: employee only about $1,758,163 at 4% or $1,172,108 at 6%; with 50% employer match about $1,172,108 at 4% or $781,406 at 6%; with 100% employer match about $879,081 at 4% or $586,054 at 6%.
200615$40,722$40,722$8,144iApproximate average salary by contribution assumption: employee only about $203,610 at 4% or $135,740 at 6%; with 50% employer match about $135,740 at 4% or $90,493 at 6%; with 100% employer match about $101,805 at 4% or $67,870 at 6%.
Ortiz & Schick PLLC Retirement Plan-5$40,722$40,722$8,144iApproximate average salary by contribution assumption: employee only about $203,610 at 4% or $135,740 at 6%; with 50% employer match about $135,740 at 4% or $90,493 at 6%; with 100% employer match about $101,805 at 4% or $67,870 at 6%.