Civic Intelligence

Raul a Ortiz DMD Pa

Plan context: Raul a Ortiz DMD Pa 401K Profit Share Plan

EIN 46-0756945 • Sarasota, FL • 10 filings • 2 plans

1515 S Osprey Ave A-2Sarasota, FL 34239
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$896,485

2023 Contributions

$70,525

Historical Graphs

Total Assets Over Time

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

$896,485$448,243$0201220162021YearValue
$896,485Latest year 2021

Participants Over Time

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

630201220162021YearValue
5Latest year 2021

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
202310$0$0-
Raul a Ortiz DMD Pa 401K Profit Share Plan-0$0--
202115$896,485$70,525$14,105iApproximate average salary by contribution assumption: employee only about $352,625 at 4% or $235,083 at 6%; with 50% employer match about $235,083 at 4% or $156,722 at 6%; with 100% employer match about $176,313 at 4% or $117,542 at 6%.
Raul a Ortiz DMD Pa 401K Profit Share Plan-5$896,485$70,525$14,105iApproximate average salary by contribution assumption: employee only about $352,625 at 4% or $235,083 at 6%; with 50% employer match about $235,083 at 4% or $156,722 at 6%; with 100% employer match about $176,313 at 4% or $117,542 at 6%.
202015$680,968$61,873$12,375iApproximate average salary by contribution assumption: employee only about $309,365 at 4% or $206,243 at 6%; with 50% employer match about $206,243 at 4% or $137,496 at 6%; with 100% employer match about $154,683 at 4% or $103,122 at 6%.
Raul a Ortiz DMD Pa 401K Profit Share Plan-5$680,968$61,873$12,375iApproximate average salary by contribution assumption: employee only about $309,365 at 4% or $206,243 at 6%; with 50% employer match about $206,243 at 4% or $137,496 at 6%; with 100% employer match about $154,683 at 4% or $103,122 at 6%.
201814$355,827$53,516$13,379iApproximate average salary by contribution assumption: employee only about $334,475 at 4% or $222,983 at 6%; with 50% employer match about $222,983 at 4% or $148,656 at 6%; with 100% employer match about $167,238 at 4% or $111,492 at 6%.
Raul a Ortiz DMD Pa 401K Profit Share Plan-4$355,827$53,516$13,379iApproximate average salary by contribution assumption: employee only about $334,475 at 4% or $222,983 at 6%; with 50% employer match about $222,983 at 4% or $148,656 at 6%; with 100% employer match about $167,238 at 4% or $111,492 at 6%.
201716$358,592$81,610$13,602iApproximate average salary by contribution assumption: employee only about $340,042 at 4% or $226,694 at 6%; with 50% employer match about $226,694 at 4% or $151,130 at 6%; with 100% employer match about $170,021 at 4% or $113,347 at 6%.
Raul a Ortiz DMD Pa 401K Profit Share Plan-6$358,592$81,610$13,602iApproximate average salary by contribution assumption: employee only about $340,042 at 4% or $226,694 at 6%; with 50% employer match about $226,694 at 4% or $151,130 at 6%; with 100% employer match about $170,021 at 4% or $113,347 at 6%.
201616$224,776$51,874$8,646iApproximate average salary by contribution assumption: employee only about $216,142 at 4% or $144,094 at 6%; with 50% employer match about $144,094 at 4% or $96,063 at 6%; with 100% employer match about $108,071 at 4% or $72,047 at 6%.
Raul a Ortiz DMD Pa 401K Profit Share Plan-6$224,776$51,874$8,646iApproximate average salary by contribution assumption: employee only about $216,142 at 4% or $144,094 at 6%; with 50% employer match about $144,094 at 4% or $96,063 at 6%; with 100% employer match about $108,071 at 4% or $72,047 at 6%.
201516$149,953$50,448$8,408iApproximate average salary by contribution assumption: employee only about $210,200 at 4% or $140,133 at 6%; with 50% employer match about $140,133 at 4% or $93,422 at 6%; with 100% employer match about $105,100 at 4% or $70,067 at 6%.
Raul a Ortiz DMD Pa 401K Profit Share Plan-6$149,953$50,448$8,408iApproximate average salary by contribution assumption: employee only about $210,200 at 4% or $140,133 at 6%; with 50% employer match about $140,133 at 4% or $93,422 at 6%; with 100% employer match about $105,100 at 4% or $70,067 at 6%.
201416$103,641$37,707$6,285iApproximate average salary by contribution assumption: employee only about $157,113 at 4% or $104,742 at 6%; with 50% employer match about $104,742 at 4% or $69,828 at 6%; with 100% employer match about $78,556 at 4% or $52,371 at 6%.
Raul a Ortiz DMD Pa 401K Profit Share Plan-6$103,641$37,707$6,285iApproximate average salary by contribution assumption: employee only about $157,113 at 4% or $104,742 at 6%; with 50% employer match about $104,742 at 4% or $69,828 at 6%; with 100% employer match about $78,556 at 4% or $52,371 at 6%.
201315$59,699$43,762$8,752iApproximate average salary by contribution assumption: employee only about $218,810 at 4% or $145,873 at 6%; with 50% employer match about $145,873 at 4% or $97,249 at 6%; with 100% employer match about $109,405 at 4% or $72,937 at 6%.
Raul a Ortiz DMD Pa 401K Profit Share Plan-5$59,699$43,762$8,752iApproximate average salary by contribution assumption: employee only about $218,810 at 4% or $145,873 at 6%; with 50% employer match about $145,873 at 4% or $97,249 at 6%; with 100% employer match about $109,405 at 4% or $72,937 at 6%.
201215$8,223$8,048$1,610iApproximate average salary by contribution assumption: employee only about $40,240 at 4% or $26,827 at 6%; with 50% employer match about $26,827 at 4% or $17,884 at 6%; with 100% employer match about $20,120 at 4% or $13,413 at 6%.
Raul a Ortiz DMD Pa 401K Profit Share Plan-5$8,223$8,048$1,610iApproximate average salary by contribution assumption: employee only about $40,240 at 4% or $26,827 at 6%; with 50% employer match about $26,827 at 4% or $17,884 at 6%; with 100% employer match about $20,120 at 4% or $13,413 at 6%.