Civic Intelligence

William Rivera-Ortiz, M.D. Inc.

Plan context: William Rivera-Ortiz, M.D. Inc. Profit Sharing Plan

EIN 33-0442143 • Apple Valley, CA • 15 filings • 3 plans

18484 Highway 18, Suite 225Apple Valley, CA 92307
Current Snapshot

Latest Year

2010

2010 Participants

8

2010 Assets

$207,202

2010 Contributions

$82,079

Historical Graphs

Total Assets Over Time

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

$478,241$239,121$0199920052009YearValue
$207,202Latest year 2009

Participants Over Time

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

1050199920052009YearValue
8Latest year 2009

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
201010$0$0-
William Rivera-Ortiz, M.D. Inc. Profit Sharing Plan-0$0$0-
200918$207,202$0-
William Rivera-Ortiz, M.D. Inc. Profit Sharing Plan-8$207,202$0-
200819$178,989$0-
William Rivera-Ortiz, M.D. Inc. Profit Sharing Plan-9$178,989--
200718$0$0-
William Rivera-Ortiz, M.D. Inc. Profit Sharing Plan-8---
200618$286,852$0-
William Rivera-Ortiz, M.D. Inc. Profit Sharing Plan-8$286,852--
2005110$326,584$0-
William Rivera-Ortiz, M.D. Inc. Profit Sharing Plan-10$326,584--
200417$330,913$0-
William Rivera-Ortiz, M.D. Inc. Profit Sharing Plan-7$330,913--
200326$326,011$82,079$13,680iApproximate average salary by contribution assumption: employee only about $341,996 at 4% or $227,997 at 6%; with 50% employer match about $227,997 at 4% or $151,998 at 6%; with 100% employer match about $170,998 at 4% or $113,999 at 6%.
William Rivera-Ortiz, M.D. Inc. Profit Sharing Plan-6$326,011$82,079$13,680iApproximate average salary by contribution assumption: employee only about $341,996 at 4% or $227,997 at 6%; with 50% employer match about $227,997 at 4% or $151,998 at 6%; with 100% employer match about $170,998 at 4% or $113,999 at 6%.
William Rivera-Ortiz, M.D. Inc. Money Purchase Pension Plan-0---
200228$294,930$53,000$6,625iApproximate average salary by contribution assumption: employee only about $165,625 at 4% or $110,417 at 6%; with 50% employer match about $110,417 at 4% or $73,611 at 6%; with 100% employer match about $82,813 at 4% or $55,208 at 6%.
William Rivera-Ortiz, M.D. Inc. Profit Sharing Plan-7$205,512$53,000$7,571iApproximate average salary by contribution assumption: employee only about $189,286 at 4% or $126,190 at 6%; with 50% employer match about $126,190 at 4% or $84,127 at 6%; with 100% employer match about $94,643 at 4% or $63,095 at 6%.
William Rivera-Ortiz, M.D. Inc. Money Purchase Pension Plan-8$89,418--
200127$0$0-
William Rivera-Ortiz, M.D. Inc. Profit Sharing Plan-7---
William Rivera-Ortiz, M.D. Inc. Money Purchase Pension Plan-7---
199926$478,241$0-
William Rivera-Ortiz, M.D. Inc. Profit Sharing Plan-6$249,654--
William Rivera-Ortiz, M.D. Inc. Money Purchase Pension Plan-6$228,587--