Kelley E. Heal-Ortiz, Dds
Plan context: Kelley E. Heal-Ortiz, Dds Profit Sharing Plan
EIN 55-0696500 • 4 filings • 1 plans
Current Snapshot
Latest Year
2007
2007 Participants
2
2007 Assets
$91,815
2007 Contributions
$1,088
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| Kelley E. Heal-Ortiz, Dds Profit Sharing Plan | - | 0 | - | - | - |
| 2006 | 1 | 2 | $91,815 | $0 | - |
| Kelley E. Heal-Ortiz, Dds Profit Sharing Plan | - | 2 | $91,815 | - | - |
| 2005 | 1 | 3 | $92,739 | $1,088 | $363iApproximate average salary by contribution assumption: employee only about $9,067 at 4% or $6,044 at 6%; with 50% employer match about $6,044 at 4% or $4,030 at 6%; with 100% employer match about $4,533 at 4% or $3,022 at 6%. |
| Kelley E. Heal-Ortiz, Dds Profit Sharing Plan | - | 3 | $92,739 | $1,088 | $363iApproximate average salary by contribution assumption: employee only about $9,067 at 4% or $6,044 at 6%; with 50% employer match about $6,044 at 4% or $4,030 at 6%; with 100% employer match about $4,533 at 4% or $3,022 at 6%. |
| 2004 | 1 | 3 | $82,249 | $1,090 | $363iApproximate average salary by contribution assumption: employee only about $9,083 at 4% or $6,056 at 6%; with 50% employer match about $6,056 at 4% or $4,037 at 6%; with 100% employer match about $4,542 at 4% or $3,028 at 6%. |
| Kelley E. Heal-Ortiz, Dds Profit Sharing Plan | - | 3 | $82,249 | $1,090 | $363iApproximate average salary by contribution assumption: employee only about $9,083 at 4% or $6,056 at 6%; with 50% employer match about $6,056 at 4% or $4,037 at 6%; with 100% employer match about $4,542 at 4% or $3,028 at 6%. |