Civic Intelligence

Cheryl D. Ortel, M.D., P.A.

Plan context: Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust

EIN 52-1478243 • Easton, MD • 18 filings • 7 plans

598 Cynwood Dr. Suite 103Easton, MD 21601
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$435,117

2015 Contributions

$12,981

Historical Graphs

Total Assets Over Time

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

$435,117$217,559$0200520102014YearValue
$435,117Latest year 2014

Participants Over Time

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

630200020072014YearValue
4Latest year 2014

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
201510$0-$15,898-
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-0$0-$15,898-
201424$435,117$12,981$3,245iApproximate average salary by contribution assumption: employee only about $81,131 at 4% or $54,088 at 6%; with 50% employer match about $54,088 at 4% or $36,058 at 6%; with 100% employer match about $40,566 at 4% or $27,044 at 6%.
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$435,117$28,879$7,220iApproximate average salary by contribution assumption: employee only about $180,494 at 4% or $120,329 at 6%; with 50% employer match about $120,329 at 4% or $80,219 at 6%; with 100% employer match about $90,247 at 4% or $60,165 at 6%.
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-0$0-$15,898-
201314$372,154$20,500$5,125iApproximate average salary by contribution assumption: employee only about $128,125 at 4% or $85,417 at 6%; with 50% employer match about $85,417 at 4% or $56,944 at 6%; with 100% employer match about $64,063 at 4% or $42,708 at 6%.
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$372,154$20,500$5,125iApproximate average salary by contribution assumption: employee only about $128,125 at 4% or $85,417 at 6%; with 50% employer match about $85,417 at 4% or $56,944 at 6%; with 100% employer match about $64,063 at 4% or $42,708 at 6%.
201215$308,027$29,663$5,933iApproximate average salary by contribution assumption: employee only about $148,315 at 4% or $98,877 at 6%; with 50% employer match about $98,877 at 4% or $65,918 at 6%; with 100% employer match about $74,158 at 4% or $49,438 at 6%.
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-5$308,027$29,663$5,933iApproximate average salary by contribution assumption: employee only about $148,315 at 4% or $98,877 at 6%; with 50% employer match about $98,877 at 4% or $65,918 at 6%; with 100% employer match about $74,158 at 4% or $49,438 at 6%.
201116$250,041$23,391$3,899iApproximate average salary by contribution assumption: employee only about $97,463 at 4% or $64,975 at 6%; with 50% employer match about $64,975 at 4% or $43,317 at 6%; with 100% employer match about $48,731 at 4% or $32,488 at 6%.
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-6$250,041$23,391$3,899iApproximate average salary by contribution assumption: employee only about $97,463 at 4% or $64,975 at 6%; with 50% employer match about $64,975 at 4% or $43,317 at 6%; with 100% employer match about $48,731 at 4% or $32,488 at 6%.
201016$232,902$25,495$4,249iApproximate average salary by contribution assumption: employee only about $106,229 at 4% or $70,819 at 6%; with 50% employer match about $70,819 at 4% or $47,213 at 6%; with 100% employer match about $53,115 at 4% or $35,410 at 6%.
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-6$232,902$25,495$4,249iApproximate average salary by contribution assumption: employee only about $106,229 at 4% or $70,819 at 6%; with 50% employer match about $70,819 at 4% or $47,213 at 6%; with 100% employer match about $53,115 at 4% or $35,410 at 6%.
200916$180,264$27,157$4,526iApproximate average salary by contribution assumption: employee only about $113,154 at 4% or $75,436 at 6%; with 50% employer match about $75,436 at 4% or $50,291 at 6%; with 100% employer match about $56,577 at 4% or $37,718 at 6%.
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-6$180,264$27,157$4,526iApproximate average salary by contribution assumption: employee only about $113,154 at 4% or $75,436 at 6%; with 50% employer match about $75,436 at 4% or $50,291 at 6%; with 100% employer match about $56,577 at 4% or $37,718 at 6%.
200814$125,996$25,765$6,441iApproximate average salary by contribution assumption: employee only about $161,031 at 4% or $107,354 at 6%; with 50% employer match about $107,354 at 4% or $71,569 at 6%; with 100% employer match about $80,516 at 4% or $53,677 at 6%.
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$125,996$25,765$6,441iApproximate average salary by contribution assumption: employee only about $161,031 at 4% or $107,354 at 6%; with 50% employer match about $107,354 at 4% or $71,569 at 6%; with 100% employer match about $80,516 at 4% or $53,677 at 6%.
200714$0$0-
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4---
200614$128,544$24,724$6,181iApproximate average salary by contribution assumption: employee only about $154,525 at 4% or $103,017 at 6%; with 50% employer match about $103,017 at 4% or $68,678 at 6%; with 100% employer match about $77,263 at 4% or $51,508 at 6%.
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$128,544$24,724$6,181iApproximate average salary by contribution assumption: employee only about $154,525 at 4% or $103,017 at 6%; with 50% employer match about $103,017 at 4% or $68,678 at 6%; with 100% employer match about $77,263 at 4% or $51,508 at 6%.
200514$99,054$0-
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$99,054--
200414$0$0-
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4---
200313$0$0-
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-3---
200212$0$0-
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-2---
200111$0$0-
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-1---
200022$0$0-
JOHN A. HAWKINSON, MD, PA MONEY PURCHASE PENSION PLAN-2---
Cheryl D. Ortel, M.D., P.A. 401(K) Profit Sharing Plan and Trust-2---