Suarez, Ortiz & Vega CPA'S Pl
Plan context: Suarez, Ortiz & Vega CPA'S Pl 401 K Plan
EIN 46-4002335 • Coral Gables, FL • 6 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
5
2018 Assets
$1,652,264
2018 Contributions
$63,931
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Suarez, Ortiz & Vega CPA'S Pl 401 K Plan | - | 0 | $0 | - | - |
| 2017 | 1 | 5 | $1,652,264 | $63,931 | $12,786iApproximate average salary by contribution assumption: employee only about $319,655 at 4% or $213,103 at 6%; with 50% employer match about $213,103 at 4% or $142,069 at 6%; with 100% employer match about $159,828 at 4% or $106,552 at 6%. |
| Suarez, Ortiz & Vega CPA'S Pl 401 K Plan | - | 5 | $1,652,264 | $63,931 | $12,786iApproximate average salary by contribution assumption: employee only about $319,655 at 4% or $213,103 at 6%; with 50% employer match about $213,103 at 4% or $142,069 at 6%; with 100% employer match about $159,828 at 4% or $106,552 at 6%. |
| 2016 | 1 | 9 | $2,240,146 | $111,585 | $12,398iApproximate average salary by contribution assumption: employee only about $309,958 at 4% or $206,639 at 6%; with 50% employer match about $206,639 at 4% or $137,759 at 6%; with 100% employer match about $154,979 at 4% or $103,319 at 6%. |
| Suarez, Ortiz & Vega CPA'S Pl 401 K Plan | - | 9 | $2,240,146 | $111,585 | $12,398iApproximate average salary by contribution assumption: employee only about $309,958 at 4% or $206,639 at 6%; with 50% employer match about $206,639 at 4% or $137,759 at 6%; with 100% employer match about $154,979 at 4% or $103,319 at 6%. |
| 2015 | 1 | 8 | $1,985,380 | $107,808 | $13,476iApproximate average salary by contribution assumption: employee only about $336,900 at 4% or $224,600 at 6%; with 50% employer match about $224,600 at 4% or $149,733 at 6%; with 100% employer match about $168,450 at 4% or $112,300 at 6%. |
| Suarez, Ortiz & Vega CPA'S Pl 401 K Plan | - | 8 | $1,985,380 | $107,808 | $13,476iApproximate average salary by contribution assumption: employee only about $336,900 at 4% or $224,600 at 6%; with 50% employer match about $224,600 at 4% or $149,733 at 6%; with 100% employer match about $168,450 at 4% or $112,300 at 6%. |
| 2014 | 1 | 7 | $1,836,936 | $87,760 | $12,537iApproximate average salary by contribution assumption: employee only about $313,429 at 4% or $208,952 at 6%; with 50% employer match about $208,952 at 4% or $139,302 at 6%; with 100% employer match about $156,714 at 4% or $104,476 at 6%. |
| Suarez, Ortiz & Vega CPA'S Pl 401 K Plan | - | 7 | $1,836,936 | $87,760 | $12,537iApproximate average salary by contribution assumption: employee only about $313,429 at 4% or $208,952 at 6%; with 50% employer match about $208,952 at 4% or $139,302 at 6%; with 100% employer match about $156,714 at 4% or $104,476 at 6%. |
| 2013 | 1 | 10 | $1,981,241 | $117,556 | $11,756iApproximate average salary by contribution assumption: employee only about $293,890 at 4% or $195,927 at 6%; with 50% employer match about $195,927 at 4% or $130,618 at 6%; with 100% employer match about $146,945 at 4% or $97,963 at 6%. |
| Suarez, Ortiz & Vega CPA'S Pl 401 K Plan | - | 10 | $1,981,241 | $117,556 | $11,756iApproximate average salary by contribution assumption: employee only about $293,890 at 4% or $195,927 at 6%; with 50% employer match about $195,927 at 4% or $130,618 at 6%; with 100% employer match about $146,945 at 4% or $97,963 at 6%. |