Eric Ortiz & Associates
Plan context: Eric Ortiz & Associates 401(K) Profit Sharing Plan
EIN 27-4173559 • Albuquerque, NM • 4 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
4
2018 Assets
$186,967
2018 Contributions
$1,365
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $1,365 | - |
| Eric Ortiz & Associates 401(K) Profit Sharing Plan | - | 0 | $0 | $1,365 | - |
| 2017 | 1 | 4 | $186,967 | $37,816 | $9,454iApproximate average salary by contribution assumption: employee only about $236,350 at 4% or $157,567 at 6%; with 50% employer match about $157,567 at 4% or $105,044 at 6%; with 100% employer match about $118,175 at 4% or $78,783 at 6%. |
| Eric Ortiz & Associates 401(K) Profit Sharing Plan | - | 4 | $186,967 | $37,816 | $9,454iApproximate average salary by contribution assumption: employee only about $236,350 at 4% or $157,567 at 6%; with 50% employer match about $157,567 at 4% or $105,044 at 6%; with 100% employer match about $118,175 at 4% or $78,783 at 6%. |
| 2016 | 1 | 6 | $206,419 | $112,232 | $18,705iApproximate average salary by contribution assumption: employee only about $467,633 at 4% or $311,756 at 6%; with 50% employer match about $311,756 at 4% or $207,837 at 6%; with 100% employer match about $233,817 at 4% or $155,878 at 6%. |
| Eric Ortiz & Associates 401(K) Profit Sharing Plan | - | 6 | $206,419 | $112,232 | $18,705iApproximate average salary by contribution assumption: employee only about $467,633 at 4% or $311,756 at 6%; with 50% employer match about $311,756 at 4% or $207,837 at 6%; with 100% employer match about $233,817 at 4% or $155,878 at 6%. |
| 2015 | 1 | 6 | $93,658 | $93,658 | $15,610iApproximate average salary by contribution assumption: employee only about $390,242 at 4% or $260,161 at 6%; with 50% employer match about $260,161 at 4% or $173,441 at 6%; with 100% employer match about $195,121 at 4% or $130,081 at 6%. |
| Eric Ortiz & Associates 401(K) Profit Sharing Plan | - | 6 | $93,658 | $93,658 | $15,610iApproximate average salary by contribution assumption: employee only about $390,242 at 4% or $260,161 at 6%; with 50% employer match about $260,161 at 4% or $173,441 at 6%; with 100% employer match about $195,121 at 4% or $130,081 at 6%. |