Russ Ortisi Dds Anthony Abate PLLC
Plan context: Ortisi & Abate 401(K)Profit Sharing Plan
EIN 38-3485037 • 14 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
16
2019 Assets
$1,700,339
2019 Contributions
$285,104
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 |
|---|---|---|---|---|---|
| 2019 | 2 | 0 | $0 | $285,104 | - |
| Ortisi & Abate 401(K)Profit Sharing Plan | - | 0 | - | $157,316 | - |
| Ortisi & Abate Cash Balance Plan | - | 0 | - | $127,788 | - |
| 2018 | 2 | 16 | $1,700,339 | $293,494 | $18,343iApproximate average salary by contribution assumption: employee only about $458,584 at 4% or $305,723 at 6%; with 50% employer match about $305,723 at 4% or $203,815 at 6%; with 100% employer match about $229,292 at 4% or $152,861 at 6%. |
| Ortisi & Abate 401(K)Profit Sharing Plan | - | 15 | $914,696 | $122,060 | $8,137iApproximate average salary by contribution assumption: employee only about $203,433 at 4% or $135,622 at 6%; with 50% employer match about $135,622 at 4% or $90,415 at 6%; with 100% employer match about $101,717 at 4% or $67,811 at 6%. |
| Ortisi & Abate Cash Balance Plan | - | 16 | $785,643 | $171,434 | $10,715iApproximate average salary by contribution assumption: employee only about $267,866 at 4% or $178,577 at 6%; with 50% employer match about $178,577 at 4% or $119,051 at 6%; with 100% employer match about $133,933 at 4% or $89,289 at 6%. |
| 2017 | 2 | 18 | $1,502,358 | $331,667 | $18,426iApproximate average salary by contribution assumption: employee only about $460,649 at 4% or $307,099 at 6%; with 50% employer match about $307,099 at 4% or $204,733 at 6%; with 100% employer match about $230,324 at 4% or $153,550 at 6%. |
| Ortisi & Abate 401(K)Profit Sharing Plan | - | 11 | $887,394 | $161,322 | $14,666iApproximate average salary by contribution assumption: employee only about $366,641 at 4% or $244,427 at 6%; with 50% employer match about $244,427 at 4% or $162,952 at 6%; with 100% employer match about $183,320 at 4% or $122,214 at 6%. |
| Ortisi & Abate Cash Balance Plan | - | 18 | $614,964 | $170,345 | $9,464iApproximate average salary by contribution assumption: employee only about $236,590 at 4% or $157,727 at 6%; with 50% employer match about $157,727 at 4% or $105,151 at 6%; with 100% employer match about $118,295 at 4% or $78,863 at 6%. |
| 2016 | 2 | 16 | $1,093,940 | $317,484 | $19,843iApproximate average salary by contribution assumption: employee only about $496,069 at 4% or $330,713 at 6%; with 50% employer match about $330,713 at 4% or $220,475 at 6%; with 100% employer match about $248,034 at 4% or $165,356 at 6%. |
| Ortisi & Abate 401(K)Profit Sharing Plan | - | 12 | $650,426 | $162,907 | $13,576iApproximate average salary by contribution assumption: employee only about $339,390 at 4% or $226,260 at 6%; with 50% employer match about $226,260 at 4% or $150,840 at 6%; with 100% employer match about $169,695 at 4% or $113,130 at 6%. |
| Ortisi & Abate Cash Balance Plan | - | 16 | $443,514 | $154,577 | $9,661iApproximate average salary by contribution assumption: employee only about $241,527 at 4% or $161,018 at 6%; with 50% employer match about $161,018 at 4% or $107,345 at 6%; with 100% employer match about $120,763 at 4% or $80,509 at 6%. |
| 2015 | 2 | 16 | $719,616 | $319,120 | $19,945iApproximate average salary by contribution assumption: employee only about $498,625 at 4% or $332,417 at 6%; with 50% employer match about $332,417 at 4% or $221,611 at 6%; with 100% employer match about $249,313 at 4% or $166,208 at 6%. |
| Ortisi & Abate 401(K)Profit Sharing Plan | - | 14 | $433,293 | $165,480 | $11,820iApproximate average salary by contribution assumption: employee only about $295,500 at 4% or $197,000 at 6%; with 50% employer match about $197,000 at 4% or $131,333 at 6%; with 100% employer match about $147,750 at 4% or $98,500 at 6%. |
| Ortisi & Abate Cash Balance Plan | - | 16 | $286,323 | $153,640 | $9,603iApproximate average salary by contribution assumption: employee only about $240,063 at 4% or $160,042 at 6%; with 50% employer match about $160,042 at 4% or $106,694 at 6%; with 100% employer match about $120,031 at 4% or $80,021 at 6%. |
| 2014 | 2 | 17 | $415,690 | $225,425 | $13,260iApproximate average salary by contribution assumption: employee only about $331,507 at 4% or $221,005 at 6%; with 50% employer match about $221,005 at 4% or $147,337 at 6%; with 100% employer match about $165,754 at 4% or $110,502 at 6%. |
| Ortisi & Abate 401(K)Profit Sharing Plan | - | 17 | $282,525 | $151,133 | $8,890iApproximate average salary by contribution assumption: employee only about $222,254 at 4% or $148,170 at 6%; with 50% employer match about $148,170 at 4% or $98,780 at 6%; with 100% employer match about $111,127 at 4% or $74,085 at 6%. |
| Ortisi & Abate Cash Balance Plan | - | 0 | $133,165 | $74,292 | - |
| 2013 | 2 | 17 | $195,160 | $194,793 | $11,458iApproximate average salary by contribution assumption: employee only about $286,460 at 4% or $190,974 at 6%; with 50% employer match about $190,974 at 4% or $127,316 at 6%; with 100% employer match about $143,230 at 4% or $95,487 at 6%. |
| Ortisi & Abate 401(K)Profit Sharing Plan | - | 17 | $135,160 | $134,793 | $7,929iApproximate average salary by contribution assumption: employee only about $198,225 at 4% or $132,150 at 6%; with 50% employer match about $132,150 at 4% or $88,100 at 6%; with 100% employer match about $99,113 at 4% or $66,075 at 6%. |
| Ortisi & Abate Cash Balance Plan | - | 17 | $60,000 | $60,000 | $3,529iApproximate average salary by contribution assumption: employee only about $88,235 at 4% or $58,824 at 6%; with 50% employer match about $58,824 at 4% or $39,216 at 6%; with 100% employer match about $44,118 at 4% or $29,412 at 6%. |