Civic Intelligence

E. C. Ortiz & Co. LLP

Plan context: E. C. Ortiz & Co. LLP 401K Plan

EIN 43-1986718 • Chicago, IL • 20 filings • 5 plans

815 W. Van Buren St. Suite 500Chicago, IL 60607
Current Snapshot

Latest Year

2021

2021 Participants

46

2021 Assets

$4,529,007

2021 Contributions

$167,780

Historical Graphs

Total Assets Over Time

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

$4,529,007$2,264,504$0200320122020YearValue
$4,529,007Latest year 2020

Participants Over Time

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

72360200320122020YearValue
46Latest 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-
E. C. Ortiz & Co. LLP 401K Plan-0$0$0-
2020146$4,529,007$167,780$3,647iApproximate average salary by contribution assumption: employee only about $91,185 at 4% or $60,790 at 6%; with 50% employer match about $60,790 at 4% or $40,527 at 6%; with 100% employer match about $45,592 at 4% or $30,395 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-46$4,529,007$167,780$3,647iApproximate average salary by contribution assumption: employee only about $91,185 at 4% or $60,790 at 6%; with 50% employer match about $60,790 at 4% or $40,527 at 6%; with 100% employer match about $45,592 at 4% or $30,395 at 6%.
2019153$4,455,575$269,298$5,081iApproximate average salary by contribution assumption: employee only about $127,027 at 4% or $84,685 at 6%; with 50% employer match about $84,685 at 4% or $56,457 at 6%; with 100% employer match about $63,514 at 4% or $42,342 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-53$4,455,575$269,298$5,081iApproximate average salary by contribution assumption: employee only about $127,027 at 4% or $84,685 at 6%; with 50% employer match about $84,685 at 4% or $56,457 at 6%; with 100% employer match about $63,514 at 4% or $42,342 at 6%.
2018156$3,646,800$298,588$5,332iApproximate average salary by contribution assumption: employee only about $133,298 at 4% or $88,865 at 6%; with 50% employer match about $88,865 at 4% or $59,244 at 6%; with 100% employer match about $66,649 at 4% or $44,433 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-56$3,646,800$298,588$5,332iApproximate average salary by contribution assumption: employee only about $133,298 at 4% or $88,865 at 6%; with 50% employer match about $88,865 at 4% or $59,244 at 6%; with 100% employer match about $66,649 at 4% or $44,433 at 6%.
2017155$4,467,747$331,593$6,029iApproximate average salary by contribution assumption: employee only about $150,724 at 4% or $100,483 at 6%; with 50% employer match about $100,483 at 4% or $66,988 at 6%; with 100% employer match about $75,362 at 4% or $50,241 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-55$4,467,747$331,593$6,029iApproximate average salary by contribution assumption: employee only about $150,724 at 4% or $100,483 at 6%; with 50% employer match about $100,483 at 4% or $66,988 at 6%; with 100% employer match about $75,362 at 4% or $50,241 at 6%.
2016156$3,750,972$386,795$6,907iApproximate average salary by contribution assumption: employee only about $172,676 at 4% or $115,118 at 6%; with 50% employer match about $115,118 at 4% or $76,745 at 6%; with 100% employer match about $86,338 at 4% or $57,559 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-56$3,750,972$386,795$6,907iApproximate average salary by contribution assumption: employee only about $172,676 at 4% or $115,118 at 6%; with 50% employer match about $115,118 at 4% or $76,745 at 6%; with 100% employer match about $86,338 at 4% or $57,559 at 6%.
2015157$3,336,553$374,220$6,565iApproximate average salary by contribution assumption: employee only about $164,132 at 4% or $109,421 at 6%; with 50% employer match about $109,421 at 4% or $72,947 at 6%; with 100% employer match about $82,066 at 4% or $54,711 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-57$3,336,553$374,220$6,565iApproximate average salary by contribution assumption: employee only about $164,132 at 4% or $109,421 at 6%; with 50% employer match about $109,421 at 4% or $72,947 at 6%; with 100% employer match about $82,066 at 4% or $54,711 at 6%.
2014161$3,113,367$391,073$6,411iApproximate average salary by contribution assumption: employee only about $160,276 at 4% or $106,851 at 6%; with 50% employer match about $106,851 at 4% or $71,234 at 6%; with 100% employer match about $80,138 at 4% or $53,425 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-61$3,113,367$391,073$6,411iApproximate average salary by contribution assumption: employee only about $160,276 at 4% or $106,851 at 6%; with 50% employer match about $106,851 at 4% or $71,234 at 6%; with 100% employer match about $80,138 at 4% or $53,425 at 6%.
2013161$2,684,807$359,479$5,893iApproximate average salary by contribution assumption: employee only about $147,327 at 4% or $98,218 at 6%; with 50% employer match about $98,218 at 4% or $65,479 at 6%; with 100% employer match about $73,664 at 4% or $49,109 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-61$2,684,807$359,479$5,893iApproximate average salary by contribution assumption: employee only about $147,327 at 4% or $98,218 at 6%; with 50% employer match about $98,218 at 4% or $65,479 at 6%; with 100% employer match about $73,664 at 4% or $49,109 at 6%.
2012158$2,204,918$325,697$5,615iApproximate average salary by contribution assumption: employee only about $140,387 at 4% or $93,591 at 6%; with 50% employer match about $93,591 at 4% or $62,394 at 6%; with 100% employer match about $70,193 at 4% or $46,796 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-58$2,204,918$325,697$5,615iApproximate average salary by contribution assumption: employee only about $140,387 at 4% or $93,591 at 6%; with 50% employer match about $93,591 at 4% or $62,394 at 6%; with 100% employer match about $70,193 at 4% or $46,796 at 6%.
2011272$3,344,516$716,310$9,949iApproximate average salary by contribution assumption: employee only about $248,719 at 4% or $165,813 at 6%; with 50% employer match about $165,813 at 4% or $110,542 at 6%; with 100% employer match about $124,359 at 4% or $82,906 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-72$1,672,258$358,155$4,974iApproximate average salary by contribution assumption: employee only about $124,359 at 4% or $82,906 at 6%; with 50% employer match about $82,906 at 4% or $55,271 at 6%; with 100% employer match about $62,180 at 4% or $41,453 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-67$1,672,258$358,155$5,346iApproximate average salary by contribution assumption: employee only about $133,640 at 4% or $89,093 at 6%; with 50% employer match about $89,093 at 4% or $59,396 at 6%; with 100% employer match about $66,820 at 4% or $44,547 at 6%.
2010154$1,727,204$314,479$5,824iApproximate average salary by contribution assumption: employee only about $145,592 at 4% or $97,061 at 6%; with 50% employer match about $97,061 at 4% or $64,708 at 6%; with 100% employer match about $72,796 at 4% or $48,531 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-54$1,727,204$314,479$5,824iApproximate average salary by contribution assumption: employee only about $145,592 at 4% or $97,061 at 6%; with 50% employer match about $97,061 at 4% or $64,708 at 6%; with 100% employer match about $72,796 at 4% or $48,531 at 6%.
2009144$1,230,629$257,045$5,842iApproximate average salary by contribution assumption: employee only about $146,048 at 4% or $97,366 at 6%; with 50% employer match about $97,366 at 4% or $64,910 at 6%; with 100% employer match about $73,024 at 4% or $48,683 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-44$1,230,629$257,045$5,842iApproximate average salary by contribution assumption: employee only about $146,048 at 4% or $97,366 at 6%; with 50% employer match about $97,366 at 4% or $64,910 at 6%; with 100% employer match about $73,024 at 4% or $48,683 at 6%.
200810$744,340$263,009-
E. C. Ortiz & Co. LLP 401K Plan-0$744,340$263,009-
2007133$844,304$235,433$7,134iApproximate average salary by contribution assumption: employee only about $178,358 at 4% or $118,906 at 6%; with 50% employer match about $118,906 at 4% or $79,270 at 6%; with 100% employer match about $89,179 at 4% or $59,453 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-33$844,304$235,433$7,134iApproximate average salary by contribution assumption: employee only about $178,358 at 4% or $118,906 at 6%; with 50% employer match about $118,906 at 4% or $79,270 at 6%; with 100% employer match about $89,179 at 4% or $59,453 at 6%.
2006123$602,954$189,931$8,258iApproximate average salary by contribution assumption: employee only about $206,447 at 4% or $137,631 at 6%; with 50% employer match about $137,631 at 4% or $91,754 at 6%; with 100% employer match about $103,223 at 4% or $68,816 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-23$602,954$189,931$8,258iApproximate average salary by contribution assumption: employee only about $206,447 at 4% or $137,631 at 6%; with 50% employer match about $137,631 at 4% or $91,754 at 6%; with 100% employer match about $103,223 at 4% or $68,816 at 6%.
2005117$371,038$143,808$8,459iApproximate average salary by contribution assumption: employee only about $211,482 at 4% or $140,988 at 6%; with 50% employer match about $140,988 at 4% or $93,992 at 6%; with 100% employer match about $105,741 at 4% or $70,494 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-17$371,038$143,808$8,459iApproximate average salary by contribution assumption: employee only about $211,482 at 4% or $140,988 at 6%; with 50% employer match about $140,988 at 4% or $93,992 at 6%; with 100% employer match about $105,741 at 4% or $70,494 at 6%.
2004128$267,053$114,543$4,091iApproximate average salary by contribution assumption: employee only about $102,271 at 4% or $68,180 at 6%; with 50% employer match about $68,180 at 4% or $45,454 at 6%; with 100% employer match about $51,135 at 4% or $34,090 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-28$267,053$114,543$4,091iApproximate average salary by contribution assumption: employee only about $102,271 at 4% or $68,180 at 6%; with 50% employer match about $68,180 at 4% or $45,454 at 6%; with 100% employer match about $51,135 at 4% or $34,090 at 6%.
2003117$163,663$175,917$10,348iApproximate average salary by contribution assumption: employee only about $258,701 at 4% or $172,468 at 6%; with 50% employer match about $172,468 at 4% or $114,978 at 6%; with 100% employer match about $129,351 at 4% or $86,234 at 6%.
E. C. Ortiz & Co. LLP 401K Plan-17$163,663$175,917$10,348iApproximate average salary by contribution assumption: employee only about $258,701 at 4% or $172,468 at 6%; with 50% employer match about $172,468 at 4% or $114,978 at 6%; with 100% employer match about $129,351 at 4% or $86,234 at 6%.