Civic Intelligence

Herron Ortiz P.A.

Plan context: Herron Ortiz, P. a. 401K Plan

EIN 35-2258285 • Miami, FL • 14 filings • 4 plans

1200 Four Seasons Tower1441 Brickell AvenueMiami, FL 33131
Current Snapshot

Latest Year

2021

2021 Participants

7

2021 Assets

$1,169,552

2021 Contributions

$1,242

Historical Graphs

Total Assets Over Time

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

$1,169,552$584,776$0200820142020YearValue
$1,169,552Latest year 2020

Participants Over Time

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

840200820142020YearValue
7Latest year 2020

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
202110$0$0-
Herron Ortiz, P. a. 401K Plan-0$0$0-
202017$1,169,552$0-
Herron Ortiz, P. a. 401K Plan-7$1,169,552$0-
201917$1,017,829$1,242$177iApproximate average salary by contribution assumption: employee only about $4,436 at 4% or $2,957 at 6%; with 50% employer match about $2,957 at 4% or $1,971 at 6%; with 100% employer match about $2,218 at 4% or $1,479 at 6%.
Herron Ortiz, P. a. 401K Plan-7$1,017,829$1,242$177iApproximate average salary by contribution assumption: employee only about $4,436 at 4% or $2,957 at 6%; with 50% employer match about $2,957 at 4% or $1,971 at 6%; with 100% employer match about $2,218 at 4% or $1,479 at 6%.
201816$808,373$66,278$11,046iApproximate average salary by contribution assumption: employee only about $276,158 at 4% or $184,106 at 6%; with 50% employer match about $184,106 at 4% or $122,737 at 6%; with 100% employer match about $138,079 at 4% or $92,053 at 6%.
Herron Ortiz, P. a. 401K Plan-6$808,373$66,278$11,046iApproximate average salary by contribution assumption: employee only about $276,158 at 4% or $184,106 at 6%; with 50% employer match about $184,106 at 4% or $122,737 at 6%; with 100% employer match about $138,079 at 4% or $92,053 at 6%.
201718$872,900$54,772$6,847iApproximate average salary by contribution assumption: employee only about $171,163 at 4% or $114,108 at 6%; with 50% employer match about $114,108 at 4% or $76,072 at 6%; with 100% employer match about $85,581 at 4% or $57,054 at 6%.
Herron Ortiz, P. a. 401K Plan-8$872,900$54,772$6,847iApproximate average salary by contribution assumption: employee only about $171,163 at 4% or $114,108 at 6%; with 50% employer match about $114,108 at 4% or $76,072 at 6%; with 100% employer match about $85,581 at 4% or $57,054 at 6%.
201618$657,146$43,314$5,414iApproximate average salary by contribution assumption: employee only about $135,356 at 4% or $90,238 at 6%; with 50% employer match about $90,238 at 4% or $60,158 at 6%; with 100% employer match about $67,678 at 4% or $45,119 at 6%.
Herron Ortiz, P. a. 401K Plan-8$657,146$43,314$5,414iApproximate average salary by contribution assumption: employee only about $135,356 at 4% or $90,238 at 6%; with 50% employer match about $90,238 at 4% or $60,158 at 6%; with 100% employer match about $67,678 at 4% or $45,119 at 6%.
201518$568,662$45,266$5,658iApproximate average salary by contribution assumption: employee only about $141,456 at 4% or $94,304 at 6%; with 50% employer match about $94,304 at 4% or $62,869 at 6%; with 100% employer match about $70,728 at 4% or $47,152 at 6%.
Herron Ortiz, P. a. 401K Plan-8$568,662$45,266$5,658iApproximate average salary by contribution assumption: employee only about $141,456 at 4% or $94,304 at 6%; with 50% employer match about $94,304 at 4% or $62,869 at 6%; with 100% employer match about $70,728 at 4% or $47,152 at 6%.
201417$516,566$54,994$7,856iApproximate average salary by contribution assumption: employee only about $196,407 at 4% or $130,938 at 6%; with 50% employer match about $130,938 at 4% or $87,292 at 6%; with 100% employer match about $98,204 at 4% or $65,469 at 6%.
Herron Ortiz, P. a. 401K Plan-7$516,566$54,994$7,856iApproximate average salary by contribution assumption: employee only about $196,407 at 4% or $130,938 at 6%; with 50% employer match about $130,938 at 4% or $87,292 at 6%; with 100% employer match about $98,204 at 4% or $65,469 at 6%.
201317$597,558$78,532$11,219iApproximate average salary by contribution assumption: employee only about $280,471 at 4% or $186,981 at 6%; with 50% employer match about $186,981 at 4% or $124,654 at 6%; with 100% employer match about $140,236 at 4% or $93,490 at 6%.
Herron Ortiz, P. a. 401K Plan-7$597,558$78,532$11,219iApproximate average salary by contribution assumption: employee only about $280,471 at 4% or $186,981 at 6%; with 50% employer match about $186,981 at 4% or $124,654 at 6%; with 100% employer match about $140,236 at 4% or $93,490 at 6%.
201217$427,862$87,886$12,555iApproximate average salary by contribution assumption: employee only about $313,879 at 4% or $209,252 at 6%; with 50% employer match about $209,252 at 4% or $139,502 at 6%; with 100% employer match about $156,939 at 4% or $104,626 at 6%.
Herron Ortiz, P. a. 401K Plan-7$427,862$87,886$12,555iApproximate average salary by contribution assumption: employee only about $313,879 at 4% or $209,252 at 6%; with 50% employer match about $209,252 at 4% or $139,502 at 6%; with 100% employer match about $156,939 at 4% or $104,626 at 6%.
201116$295,529$78,746$13,124iApproximate average salary by contribution assumption: employee only about $328,108 at 4% or $218,739 at 6%; with 50% employer match about $218,739 at 4% or $145,826 at 6%; with 100% employer match about $164,054 at 4% or $109,369 at 6%.
Herron Ortiz, P. a. 401K Plan-6$295,529$78,746$13,124iApproximate average salary by contribution assumption: employee only about $328,108 at 4% or $218,739 at 6%; with 50% employer match about $218,739 at 4% or $145,826 at 6%; with 100% employer match about $164,054 at 4% or $109,369 at 6%.
201018$256,049$52,139$6,517iApproximate average salary by contribution assumption: employee only about $162,934 at 4% or $108,623 at 6%; with 50% employer match about $108,623 at 4% or $72,415 at 6%; with 100% employer match about $81,467 at 4% or $54,311 at 6%.
Herron Ortiz, P. a. 401K Plan-8$256,049$52,139$6,517iApproximate average salary by contribution assumption: employee only about $162,934 at 4% or $108,623 at 6%; with 50% employer match about $108,623 at 4% or $72,415 at 6%; with 100% employer match about $81,467 at 4% or $54,311 at 6%.
200917$175,364$105,742$15,106iApproximate average salary by contribution assumption: employee only about $377,650 at 4% or $251,767 at 6%; with 50% employer match about $251,767 at 4% or $167,844 at 6%; with 100% employer match about $188,825 at 4% or $125,883 at 6%.
Herron Ortiz, P. a. 401K Plan-7$175,364$105,742$15,106iApproximate average salary by contribution assumption: employee only about $377,650 at 4% or $251,767 at 6%; with 50% employer match about $251,767 at 4% or $167,844 at 6%; with 100% employer match about $188,825 at 4% or $125,883 at 6%.
200817$45,406$60,105$8,586iApproximate average salary by contribution assumption: employee only about $214,661 at 4% or $143,107 at 6%; with 50% employer match about $143,107 at 4% or $95,405 at 6%; with 100% employer match about $107,330 at 4% or $71,554 at 6%.
Herron Ortiz, P. a. 401K Plan-7$45,406$60,105$8,586iApproximate average salary by contribution assumption: employee only about $214,661 at 4% or $143,107 at 6%; with 50% employer match about $143,107 at 4% or $95,405 at 6%; with 100% employer match about $107,330 at 4% or $71,554 at 6%.