Civic Intelligence

Mountain Machine

Plan context: Steven Ortner 401K Profit Sharing Plan & Trust

EIN 38-3514036 • Belleville, MI • 19 filings • 3 plans

7850 Rawsonville RdBelleville, MI 48111
Current Snapshot

Latest Year

2023

2023 Participants

15

2023 Assets

$884,392

2023 Contributions

$39,793

Historical Graphs

Total Assets Over Time

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

$884,392$442,196$0200520152023YearValue
$884,392Latest year 2023

Participants Over Time

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

1580200520142023YearValue
15Latest year 2023

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
2023115$884,392$39,793$2,653iApproximate average salary by contribution assumption: employee only about $66,322 at 4% or $44,214 at 6%; with 50% employer match about $44,214 at 4% or $29,476 at 6%; with 100% employer match about $33,161 at 4% or $22,107 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-15$884,392$39,793$2,653iApproximate average salary by contribution assumption: employee only about $66,322 at 4% or $44,214 at 6%; with 50% employer match about $44,214 at 4% or $29,476 at 6%; with 100% employer match about $33,161 at 4% or $22,107 at 6%.
2022115$747,014$30,429$2,029iApproximate average salary by contribution assumption: employee only about $50,715 at 4% or $33,810 at 6%; with 50% employer match about $33,810 at 4% or $22,540 at 6%; with 100% employer match about $25,358 at 4% or $16,905 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-15$747,014$30,429$2,029iApproximate average salary by contribution assumption: employee only about $50,715 at 4% or $33,810 at 6%; with 50% employer match about $33,810 at 4% or $22,540 at 6%; with 100% employer match about $25,358 at 4% or $16,905 at 6%.
2021114$874,627$28,280$2,020iApproximate average salary by contribution assumption: employee only about $50,500 at 4% or $33,667 at 6%; with 50% employer match about $33,667 at 4% or $22,444 at 6%; with 100% employer match about $25,250 at 4% or $16,833 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-14$874,627$28,280$2,020iApproximate average salary by contribution assumption: employee only about $50,500 at 4% or $33,667 at 6%; with 50% employer match about $33,667 at 4% or $22,444 at 6%; with 100% employer match about $25,250 at 4% or $16,833 at 6%.
2020113$760,031$23,170$1,782iApproximate average salary by contribution assumption: employee only about $44,558 at 4% or $29,705 at 6%; with 50% employer match about $29,705 at 4% or $19,803 at 6%; with 100% employer match about $22,279 at 4% or $14,853 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-13$760,031$23,170$1,782iApproximate average salary by contribution assumption: employee only about $44,558 at 4% or $29,705 at 6%; with 50% employer match about $29,705 at 4% or $19,803 at 6%; with 100% employer match about $22,279 at 4% or $14,853 at 6%.
2019113$669,627$53,180$4,091iApproximate average salary by contribution assumption: employee only about $102,269 at 4% or $68,179 at 6%; with 50% employer match about $68,179 at 4% or $45,453 at 6%; with 100% employer match about $51,135 at 4% or $34,090 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-13$669,627$53,180$4,091iApproximate average salary by contribution assumption: employee only about $102,269 at 4% or $68,179 at 6%; with 50% employer match about $68,179 at 4% or $45,453 at 6%; with 100% employer match about $51,135 at 4% or $34,090 at 6%.
2018114$587,775$55,434$3,960iApproximate average salary by contribution assumption: employee only about $98,989 at 4% or $65,993 at 6%; with 50% employer match about $65,993 at 4% or $43,995 at 6%; with 100% employer match about $49,495 at 4% or $32,996 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-14$587,775$55,434$3,960iApproximate average salary by contribution assumption: employee only about $98,989 at 4% or $65,993 at 6%; with 50% employer match about $65,993 at 4% or $43,995 at 6%; with 100% employer match about $49,495 at 4% or $32,996 at 6%.
2017113$582,925$76,503$5,885iApproximate average salary by contribution assumption: employee only about $147,121 at 4% or $98,081 at 6%; with 50% employer match about $98,081 at 4% or $65,387 at 6%; with 100% employer match about $73,561 at 4% or $49,040 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-13$582,925$76,503$5,885iApproximate average salary by contribution assumption: employee only about $147,121 at 4% or $98,081 at 6%; with 50% employer match about $98,081 at 4% or $65,387 at 6%; with 100% employer match about $73,561 at 4% or $49,040 at 6%.
2016115$443,465$37,264$2,484iApproximate average salary by contribution assumption: employee only about $62,107 at 4% or $41,404 at 6%; with 50% employer match about $41,404 at 4% or $27,603 at 6%; with 100% employer match about $31,053 at 4% or $20,702 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-15$443,465$37,264$2,484iApproximate average salary by contribution assumption: employee only about $62,107 at 4% or $41,404 at 6%; with 50% employer match about $41,404 at 4% or $27,603 at 6%; with 100% employer match about $31,053 at 4% or $20,702 at 6%.
2015115$384,929$55,445$3,696iApproximate average salary by contribution assumption: employee only about $92,408 at 4% or $61,606 at 6%; with 50% employer match about $61,606 at 4% or $41,070 at 6%; with 100% employer match about $46,204 at 4% or $30,803 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-15$384,929$55,445$3,696iApproximate average salary by contribution assumption: employee only about $92,408 at 4% or $61,606 at 6%; with 50% employer match about $61,606 at 4% or $41,070 at 6%; with 100% employer match about $46,204 at 4% or $30,803 at 6%.
201419$311,283$59,888$6,654iApproximate average salary by contribution assumption: employee only about $166,356 at 4% or $110,904 at 6%; with 50% employer match about $110,904 at 4% or $73,936 at 6%; with 100% employer match about $83,178 at 4% or $55,452 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-9$311,283$59,888$6,654iApproximate average salary by contribution assumption: employee only about $166,356 at 4% or $110,904 at 6%; with 50% employer match about $110,904 at 4% or $73,936 at 6%; with 100% employer match about $83,178 at 4% or $55,452 at 6%.
2013110$244,802$56,147$5,615iApproximate average salary by contribution assumption: employee only about $140,368 at 4% or $93,578 at 6%; with 50% employer match about $93,578 at 4% or $62,386 at 6%; with 100% employer match about $70,184 at 4% or $46,789 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-10$244,802$56,147$5,615iApproximate average salary by contribution assumption: employee only about $140,368 at 4% or $93,578 at 6%; with 50% employer match about $93,578 at 4% or $62,386 at 6%; with 100% employer match about $70,184 at 4% or $46,789 at 6%.
2012110$155,328$39,443$3,944iApproximate average salary by contribution assumption: employee only about $98,608 at 4% or $65,738 at 6%; with 50% employer match about $65,738 at 4% or $43,826 at 6%; with 100% employer match about $49,304 at 4% or $32,869 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-10$155,328$39,443$3,944iApproximate average salary by contribution assumption: employee only about $98,608 at 4% or $65,738 at 6%; with 50% employer match about $65,738 at 4% or $43,826 at 6%; with 100% employer match about $49,304 at 4% or $32,869 at 6%.
201115$172,568$26,042$5,208iApproximate average salary by contribution assumption: employee only about $130,210 at 4% or $86,807 at 6%; with 50% employer match about $86,807 at 4% or $57,871 at 6%; with 100% employer match about $65,105 at 4% or $43,403 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-5$172,568$26,042$5,208iApproximate average salary by contribution assumption: employee only about $130,210 at 4% or $86,807 at 6%; with 50% employer match about $86,807 at 4% or $57,871 at 6%; with 100% employer match about $65,105 at 4% or $43,403 at 6%.
201016$165,632$24,775$4,129iApproximate average salary by contribution assumption: employee only about $103,229 at 4% or $68,819 at 6%; with 50% employer match about $68,819 at 4% or $45,880 at 6%; with 100% employer match about $51,615 at 4% or $34,410 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-6$165,632$24,775$4,129iApproximate average salary by contribution assumption: employee only about $103,229 at 4% or $68,819 at 6%; with 50% employer match about $68,819 at 4% or $45,880 at 6%; with 100% employer match about $51,615 at 4% or $34,410 at 6%.
200916$122,870$21,197$3,533iApproximate average salary by contribution assumption: employee only about $88,321 at 4% or $58,881 at 6%; with 50% employer match about $58,881 at 4% or $39,254 at 6%; with 100% employer match about $44,160 at 4% or $29,440 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-6$122,870$21,197$3,533iApproximate average salary by contribution assumption: employee only about $88,321 at 4% or $58,881 at 6%; with 50% employer match about $58,881 at 4% or $39,254 at 6%; with 100% employer match about $44,160 at 4% or $29,440 at 6%.
200819$83,574$32,484$3,609iApproximate average salary by contribution assumption: employee only about $90,233 at 4% or $60,156 at 6%; with 50% employer match about $60,156 at 4% or $40,104 at 6%; with 100% employer match about $45,117 at 4% or $30,078 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-9$83,574$32,484$3,609iApproximate average salary by contribution assumption: employee only about $90,233 at 4% or $60,156 at 6%; with 50% employer match about $60,156 at 4% or $40,104 at 6%; with 100% employer match about $45,117 at 4% or $30,078 at 6%.
200719$0$0-
Steven Ortner 401K Profit Sharing Plan & Trust-9---
200618$56,675$24,904$3,113iApproximate average salary by contribution assumption: employee only about $77,825 at 4% or $51,883 at 6%; with 50% employer match about $51,883 at 4% or $34,589 at 6%; with 100% employer match about $38,913 at 4% or $25,942 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-8$56,675$24,904$3,113iApproximate average salary by contribution assumption: employee only about $77,825 at 4% or $51,883 at 6%; with 50% employer match about $51,883 at 4% or $34,589 at 6%; with 100% employer match about $38,913 at 4% or $25,942 at 6%.
200518$25,950$24,359$3,045iApproximate average salary by contribution assumption: employee only about $76,122 at 4% or $50,748 at 6%; with 50% employer match about $50,748 at 4% or $33,832 at 6%; with 100% employer match about $38,061 at 4% or $25,374 at 6%.
Steven Ortner 401K Profit Sharing Plan & Trust-8$25,950$24,359$3,045iApproximate average salary by contribution assumption: employee only about $76,122 at 4% or $50,748 at 6%; with 50% employer match about $50,748 at 4% or $33,832 at 6%; with 100% employer match about $38,061 at 4% or $25,374 at 6%.