Current Snapshot
Latest Year
2002
2002 Participants
8
2002 Assets
$71,232
2002 Contributions
$71,978
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 8 | $0 | $71,978 | $8,997iApproximate average salary by contribution assumption: employee only about $224,931 at 4% or $149,954 at 6%; with 50% employer match about $149,954 at 4% or $99,969 at 6%; with 100% employer match about $112,466 at 4% or $74,977 at 6%. |
| E C Ortiz & Co Cpas 401K Plan | - | 8 | - | $71,978 | $8,997iApproximate average salary by contribution assumption: employee only about $224,931 at 4% or $149,954 at 6%; with 50% employer match about $149,954 at 4% or $99,969 at 6%; with 100% employer match about $112,466 at 4% or $74,977 at 6%. |
| 2001 | 1 | 11 | $71,232 | $38,764 | $3,524iApproximate average salary by contribution assumption: employee only about $88,100 at 4% or $58,733 at 6%; with 50% employer match about $58,733 at 4% or $39,156 at 6%; with 100% employer match about $44,050 at 4% or $29,367 at 6%. |
| E C Ortiz & Co Cpas 401K Plan | - | 11 | $71,232 | $38,764 | $3,524iApproximate average salary by contribution assumption: employee only about $88,100 at 4% or $58,733 at 6%; with 50% employer match about $58,733 at 4% or $39,156 at 6%; with 100% employer match about $44,050 at 4% or $29,367 at 6%. |
| 2000 | 1 | 11 | $43,854 | $40,364 | $3,669iApproximate average salary by contribution assumption: employee only about $91,736 at 4% or $61,158 at 6%; with 50% employer match about $61,158 at 4% or $40,772 at 6%; with 100% employer match about $45,868 at 4% or $30,579 at 6%. |
| E C Ortiz & Co Cpas 401K Plan | - | 11 | $43,854 | $40,364 | $3,669iApproximate average salary by contribution assumption: employee only about $91,736 at 4% or $61,158 at 6%; with 50% employer match about $61,158 at 4% or $40,772 at 6%; with 100% employer match about $45,868 at 4% or $30,579 at 6%. |
| 1999 | 1 | 6 | $10,866 | $12,023 | $2,004iApproximate average salary by contribution assumption: employee only about $50,096 at 4% or $33,397 at 6%; with 50% employer match about $33,397 at 4% or $22,265 at 6%; with 100% employer match about $25,048 at 4% or $16,699 at 6%. |
| E C Ortiz & Co Cpas 401K Plan | - | 6 | $10,866 | $12,023 | $2,004iApproximate average salary by contribution assumption: employee only about $50,096 at 4% or $33,397 at 6%; with 50% employer match about $33,397 at 4% or $22,265 at 6%; with 100% employer match about $25,048 at 4% or $16,699 at 6%. |