A.M. Ortega Construction Inc.
Plan context: A.M. Ortega Construction Inc. 401(K) Plan
EIN 33-0118336 • Lakeside, CA • 19 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
64
2024 Assets
$2,748,671
2024 Contributions
$430,152
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 64 | $2,748,671 | $430,152 | $6,721iApproximate average salary by contribution assumption: employee only about $168,028 at 4% or $112,019 at 6%; with 50% employer match about $112,019 at 4% or $74,679 at 6%; with 100% employer match about $84,014 at 4% or $56,009 at 6%. |
| A.M. Ortega Construction Inc. 401(K) Plan | - | 64 | $2,748,671 | $430,152 | $6,721iApproximate average salary by contribution assumption: employee only about $168,028 at 4% or $112,019 at 6%; with 50% employer match about $112,019 at 4% or $74,679 at 6%; with 100% employer match about $84,014 at 4% or $56,009 at 6%. |
| 2023 | 3 | 220 | $2,199,579 | $270,782 | $1,231iApproximate average salary by contribution assumption: employee only about $30,771 at 4% or $20,514 at 6%; with 50% employer match about $20,514 at 4% or $13,676 at 6%; with 100% employer match about $15,385 at 4% or $10,257 at 6%. |
| A.M. Ortega Construction Inc. 401(K) Plan | - | 48 | $2,199,579 | $270,782 | $5,641iApproximate average salary by contribution assumption: employee only about $141,032 at 4% or $94,022 at 6%; with 50% employer match about $94,022 at 4% or $62,681 at 6%; with 100% employer match about $70,516 at 4% or $47,011 at 6%. |
| A.M. ORTEGA HEALTH & WELFARE PROGRAM | - | 178 | - | - | - |
| A.M. ORTEGA HEALTH & WELFARE PROGRAM | - | 220 | - | - | - |
| 2022 | 1 | 47 | $2,008,045 | $226,580 | $4,821iApproximate average salary by contribution assumption: employee only about $120,521 at 4% or $80,348 at 6%; with 50% employer match about $80,348 at 4% or $53,565 at 6%; with 100% employer match about $60,261 at 4% or $40,174 at 6%. |
| A.M. Ortega Construction Inc. 401(K) Plan | - | 47 | $2,008,045 | $226,580 | $4,821iApproximate average salary by contribution assumption: employee only about $120,521 at 4% or $80,348 at 6%; with 50% employer match about $80,348 at 4% or $53,565 at 6%; with 100% employer match about $60,261 at 4% or $40,174 at 6%. |
| 2021 | 1 | 50 | $2,677,665 | $279,653 | $5,593iApproximate average salary by contribution assumption: employee only about $139,827 at 4% or $93,218 at 6%; with 50% employer match about $93,218 at 4% or $62,145 at 6%; with 100% employer match about $69,913 at 4% or $46,609 at 6%. |
| A.M. Ortega Construction Inc. 401(K) Plan | - | 50 | $2,677,665 | $279,653 | $5,593iApproximate average salary by contribution assumption: employee only about $139,827 at 4% or $93,218 at 6%; with 50% employer match about $93,218 at 4% or $62,145 at 6%; with 100% employer match about $69,913 at 4% or $46,609 at 6%. |
| 2020 | 1 | 54 | $2,486,871 | $374,570 | $6,936iApproximate average salary by contribution assumption: employee only about $173,412 at 4% or $115,608 at 6%; with 50% employer match about $115,608 at 4% or $77,072 at 6%; with 100% employer match about $86,706 at 4% or $57,804 at 6%. |
| A.M. Ortega Construction Inc. 401(K) Plan | - | 54 | $2,486,871 | $374,570 | $6,936iApproximate average salary by contribution assumption: employee only about $173,412 at 4% or $115,608 at 6%; with 50% employer match about $115,608 at 4% or $77,072 at 6%; with 100% employer match about $86,706 at 4% or $57,804 at 6%. |
| 2019 | 1 | 63 | $2,113,950 | $378,560 | $6,009iApproximate average salary by contribution assumption: employee only about $150,222 at 4% or $100,148 at 6%; with 50% employer match about $100,148 at 4% or $66,765 at 6%; with 100% employer match about $75,111 at 4% or $50,074 at 6%. |
| A.M. Ortega Construction Inc. 401(K) Plan | - | 63 | $2,113,950 | $378,560 | $6,009iApproximate average salary by contribution assumption: employee only about $150,222 at 4% or $100,148 at 6%; with 50% employer match about $100,148 at 4% or $66,765 at 6%; with 100% employer match about $75,111 at 4% or $50,074 at 6%. |
| 2018 | 1 | 65 | $1,586,532 | $384,749 | $5,919iApproximate average salary by contribution assumption: employee only about $147,980 at 4% or $98,654 at 6%; with 50% employer match about $98,654 at 4% or $65,769 at 6%; with 100% employer match about $73,990 at 4% or $49,327 at 6%. |
| A.M. Ortega Construction Inc. 401(K) Plan | - | 65 | $1,586,532 | $384,749 | $5,919iApproximate average salary by contribution assumption: employee only about $147,980 at 4% or $98,654 at 6%; with 50% employer match about $98,654 at 4% or $65,769 at 6%; with 100% employer match about $73,990 at 4% or $49,327 at 6%. |
| 2017 | 1 | 51 | $1,269,845 | $269,492 | $5,284iApproximate average salary by contribution assumption: employee only about $132,104 at 4% or $88,069 at 6%; with 50% employer match about $88,069 at 4% or $58,713 at 6%; with 100% employer match about $66,052 at 4% or $44,035 at 6%. |
| A.M. Ortega Construction Inc. 401(K) Plan | - | 51 | $1,269,845 | $269,492 | $5,284iApproximate average salary by contribution assumption: employee only about $132,104 at 4% or $88,069 at 6%; with 50% employer match about $88,069 at 4% or $58,713 at 6%; with 100% employer match about $66,052 at 4% or $44,035 at 6%. |
| 2016 | 1 | 39 | $1,001,200 | $183,860 | $4,714iApproximate average salary by contribution assumption: employee only about $117,859 at 4% or $78,573 at 6%; with 50% employer match about $78,573 at 4% or $52,382 at 6%; with 100% employer match about $58,929 at 4% or $39,286 at 6%. |
| A.M. Ortega Construction Inc. 401(K) Plan | - | 39 | $1,001,200 | $183,860 | $4,714iApproximate average salary by contribution assumption: employee only about $117,859 at 4% or $78,573 at 6%; with 50% employer match about $78,573 at 4% or $52,382 at 6%; with 100% employer match about $58,929 at 4% or $39,286 at 6%. |
| 2015 | 1 | 34 | $882,854 | $370,270 | $10,890iApproximate average salary by contribution assumption: employee only about $272,257 at 4% or $181,505 at 6%; with 50% employer match about $181,505 at 4% or $121,003 at 6%; with 100% employer match about $136,129 at 4% or $90,752 at 6%. |
| A.M. Ortega Construction Inc. 401(K) Plan | - | 34 | $882,854 | $370,270 | $10,890iApproximate average salary by contribution assumption: employee only about $272,257 at 4% or $181,505 at 6%; with 50% employer match about $181,505 at 4% or $121,003 at 6%; with 100% employer match about $136,129 at 4% or $90,752 at 6%. |
| 2014 | 1 | 33 | $875,936 | $173,493 | $5,257iApproximate average salary by contribution assumption: employee only about $131,434 at 4% or $87,623 at 6%; with 50% employer match about $87,623 at 4% or $58,415 at 6%; with 100% employer match about $65,717 at 4% or $43,811 at 6%. |
| A.M. Ortega Construction Inc. 401(K) Plan | - | 33 | $875,936 | $173,493 | $5,257iApproximate average salary by contribution assumption: employee only about $131,434 at 4% or $87,623 at 6%; with 50% employer match about $87,623 at 4% or $58,415 at 6%; with 100% employer match about $65,717 at 4% or $43,811 at 6%. |
| 2013 | 1 | 21 | $791,409 | $99,917 | $4,758iApproximate average salary by contribution assumption: employee only about $118,949 at 4% or $79,299 at 6%; with 50% employer match about $79,299 at 4% or $52,866 at 6%; with 100% employer match about $59,474 at 4% or $39,650 at 6%. |
| A.M. Ortega Construction Inc. 401(K) Plan | - | 21 | $791,409 | $99,917 | $4,758iApproximate average salary by contribution assumption: employee only about $118,949 at 4% or $79,299 at 6%; with 50% employer match about $79,299 at 4% or $52,866 at 6%; with 100% employer match about $59,474 at 4% or $39,650 at 6%. |
| 2012 | 1 | 20 | $672,854 | $52,177 | $2,609iApproximate average salary by contribution assumption: employee only about $65,221 at 4% or $43,481 at 6%; with 50% employer match about $43,481 at 4% or $28,987 at 6%; with 100% employer match about $32,611 at 4% or $21,740 at 6%. |
| A.M. Ortega Construction Inc. 401(K) Plan | - | 20 | $672,854 | $52,177 | $2,609iApproximate average salary by contribution assumption: employee only about $65,221 at 4% or $43,481 at 6%; with 50% employer match about $43,481 at 4% or $28,987 at 6%; with 100% employer match about $32,611 at 4% or $21,740 at 6%. |
| 2008 | 1 | 6 | $3,514 | $0 | - |
| A.M. ORTEGA CONSTRUCTION, INC. 401K PROFIT SHARING PLAN | - | 6 | $3,514 | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| A.M. ORTEGA CONSTRUCTION, INC. 401K PROFIT SHARING PLAN | - | 6 | - | - | - |
| 2006 | 1 | 6 | $5,089 | $0 | - |
| A.M. ORTEGA CONSTRUCTION, INC. 401K PROFIT SHARING PLAN | - | 6 | $5,089 | - | - |
| 2005 | 1 | 6 | $4,744 | $4,735 | $789iApproximate average salary by contribution assumption: employee only about $19,729 at 4% or $13,153 at 6%; with 50% employer match about $13,153 at 4% or $8,769 at 6%; with 100% employer match about $9,865 at 4% or $6,576 at 6%. |
| A.M. ORTEGA CONSTRUCTION, INC. 401K PROFIT SHARING PLAN | - | 6 | $4,744 | $4,735 | $789iApproximate average salary by contribution assumption: employee only about $19,729 at 4% or $13,153 at 6%; with 50% employer match about $13,153 at 4% or $8,769 at 6%; with 100% employer match about $9,865 at 4% or $6,576 at 6%. |