Civic Intelligence

Jennifer L. Ortega, D.M.D., P.A.

Plan context: Jennifer Ortega, D.M.D., P.A. 401(K) Profit Sharing Plan

EIN 46-2046975 • Winter Park, FL • 11 filings • 1 plans

201 Moray Lane, Suite AWinter Park, FL 32792
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$942,019

2024 Contributions

$50,808

Historical Graphs

Total Assets Over Time

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

$942,019$471,010$0201420192024YearValue
$942,019Latest year 2024

Participants Over Time

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

530201420192024YearValue
5Latest year 2024

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
202415$942,019$50,808$10,162iApproximate average salary by contribution assumption: employee only about $254,040 at 4% or $169,360 at 6%; with 50% employer match about $169,360 at 4% or $112,907 at 6%; with 100% employer match about $127,020 at 4% or $84,680 at 6%.
Jennifer Ortega, D.M.D., P.A. 401(K) Profit Sharing Plan-5$942,019$50,808$10,162iApproximate average salary by contribution assumption: employee only about $254,040 at 4% or $169,360 at 6%; with 50% employer match about $169,360 at 4% or $112,907 at 6%; with 100% employer match about $127,020 at 4% or $84,680 at 6%.
202314$770,552$47,787$11,947iApproximate average salary by contribution assumption: employee only about $298,669 at 4% or $199,113 at 6%; with 50% employer match about $199,113 at 4% or $132,742 at 6%; with 100% employer match about $149,334 at 4% or $99,556 at 6%.
Jennifer Ortega, D.M.D., P.A. 401(K) Profit Sharing Plan-4$770,552$47,787$11,947iApproximate average salary by contribution assumption: employee only about $298,669 at 4% or $199,113 at 6%; with 50% employer match about $199,113 at 4% or $132,742 at 6%; with 100% employer match about $149,334 at 4% or $99,556 at 6%.
202214$673,938$44,673$11,168iApproximate average salary by contribution assumption: employee only about $279,206 at 4% or $186,138 at 6%; with 50% employer match about $186,138 at 4% or $124,092 at 6%; with 100% employer match about $139,603 at 4% or $93,069 at 6%.
Jennifer Ortega, D.M.D., P.A. 401(K) Profit Sharing Plan-4$673,938$44,673$11,168iApproximate average salary by contribution assumption: employee only about $279,206 at 4% or $186,138 at 6%; with 50% employer match about $186,138 at 4% or $124,092 at 6%; with 100% employer match about $139,603 at 4% or $93,069 at 6%.
202114$710,939$42,732$10,683iApproximate average salary by contribution assumption: employee only about $267,075 at 4% or $178,050 at 6%; with 50% employer match about $178,050 at 4% or $118,700 at 6%; with 100% employer match about $133,538 at 4% or $89,025 at 6%.
Jennifer Ortega, D.M.D., P.A. 401(K) Profit Sharing Plan-4$710,939$42,732$10,683iApproximate average salary by contribution assumption: employee only about $267,075 at 4% or $178,050 at 6%; with 50% employer match about $178,050 at 4% or $118,700 at 6%; with 100% employer match about $133,538 at 4% or $89,025 at 6%.
202014$530,204$41,513$10,378iApproximate average salary by contribution assumption: employee only about $259,456 at 4% or $172,971 at 6%; with 50% employer match about $172,971 at 4% or $115,314 at 6%; with 100% employer match about $129,728 at 4% or $86,485 at 6%.
Jennifer Ortega, D.M.D., P.A. 401(K) Profit Sharing Plan-4$530,204$41,513$10,378iApproximate average salary by contribution assumption: employee only about $259,456 at 4% or $172,971 at 6%; with 50% employer match about $172,971 at 4% or $115,314 at 6%; with 100% employer match about $129,728 at 4% or $86,485 at 6%.
201914$380,874$41,896$10,474iApproximate average salary by contribution assumption: employee only about $261,850 at 4% or $174,567 at 6%; with 50% employer match about $174,567 at 4% or $116,378 at 6%; with 100% employer match about $130,925 at 4% or $87,283 at 6%.
Jennifer Ortega, D.M.D., P.A. 401(K) Profit Sharing Plan-4$380,874$41,896$10,474iApproximate average salary by contribution assumption: employee only about $261,850 at 4% or $174,567 at 6%; with 50% employer match about $174,567 at 4% or $116,378 at 6%; with 100% employer match about $130,925 at 4% or $87,283 at 6%.
201814$261,841$40,100$10,025iApproximate average salary by contribution assumption: employee only about $250,625 at 4% or $167,083 at 6%; with 50% employer match about $167,083 at 4% or $111,389 at 6%; with 100% employer match about $125,313 at 4% or $83,542 at 6%.
Jennifer Ortega, D.M.D., P.A. 401(K) Profit Sharing Plan-4$261,841$40,100$10,025iApproximate average salary by contribution assumption: employee only about $250,625 at 4% or $167,083 at 6%; with 50% employer match about $167,083 at 4% or $111,389 at 6%; with 100% employer match about $125,313 at 4% or $83,542 at 6%.
201714$236,541$40,244$10,061iApproximate average salary by contribution assumption: employee only about $251,525 at 4% or $167,683 at 6%; with 50% employer match about $167,683 at 4% or $111,789 at 6%; with 100% employer match about $125,763 at 4% or $83,842 at 6%.
Jennifer Ortega, D.M.D., P.A. 401(K) Profit Sharing Plan-4$236,541$40,244$10,061iApproximate average salary by contribution assumption: employee only about $251,525 at 4% or $167,683 at 6%; with 50% employer match about $167,683 at 4% or $111,789 at 6%; with 100% employer match about $125,763 at 4% or $83,842 at 6%.
201615$166,126$40,642$8,128iApproximate average salary by contribution assumption: employee only about $203,210 at 4% or $135,473 at 6%; with 50% employer match about $135,473 at 4% or $90,316 at 6%; with 100% employer match about $101,605 at 4% or $67,737 at 6%.
Jennifer Ortega, D.M.D., P.A. 401(K) Profit Sharing Plan-5$166,126$40,642$8,128iApproximate average salary by contribution assumption: employee only about $203,210 at 4% or $135,473 at 6%; with 50% employer match about $135,473 at 4% or $90,316 at 6%; with 100% employer match about $101,605 at 4% or $67,737 at 6%.
201515$111,657$41,087$8,217iApproximate average salary by contribution assumption: employee only about $205,435 at 4% or $136,957 at 6%; with 50% employer match about $136,957 at 4% or $91,304 at 6%; with 100% employer match about $102,718 at 4% or $68,478 at 6%.
Jennifer Ortega, D.M.D., P.A. 401(K) Profit Sharing Plan-5$111,657$41,087$8,217iApproximate average salary by contribution assumption: employee only about $205,435 at 4% or $136,957 at 6%; with 50% employer match about $136,957 at 4% or $91,304 at 6%; with 100% employer match about $102,718 at 4% or $68,478 at 6%.
201415$70,844$71,084$14,217iApproximate average salary by contribution assumption: employee only about $355,420 at 4% or $236,947 at 6%; with 50% employer match about $236,947 at 4% or $157,964 at 6%; with 100% employer match about $177,710 at 4% or $118,473 at 6%.
Jennifer Ortega, D.M.D., P.A. 401(K) Profit Sharing Plan-5$70,844$71,084$14,217iApproximate average salary by contribution assumption: employee only about $355,420 at 4% or $236,947 at 6%; with 50% employer match about $236,947 at 4% or $157,964 at 6%; with 100% employer match about $177,710 at 4% or $118,473 at 6%.