Suarez, Ceballos & Ortiz CPA
Plan context: Suarez, Ceballos and Ortiz CPA 401K Plan
EIN 65-0047867 • Coral Gables, FL • 13 filings • 2 plans
Current Snapshot
Latest Year
2012
2012 Participants
10
2012 Assets
$1,547,042
2012 Contributions
$116,604
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 10 | $1,547,042 | $116,604 | $11,660iApproximate average salary by contribution assumption: employee only about $291,510 at 4% or $194,340 at 6%; with 50% employer match about $194,340 at 4% or $129,560 at 6%; with 100% employer match about $145,755 at 4% or $97,170 at 6%. |
| Suarez, Ceballos and Ortiz CPA 401K Plan | - | 10 | $1,547,042 | $116,604 | $11,660iApproximate average salary by contribution assumption: employee only about $291,510 at 4% or $194,340 at 6%; with 50% employer match about $194,340 at 4% or $129,560 at 6%; with 100% employer match about $145,755 at 4% or $97,170 at 6%. |
| 2011 | 1 | 9 | $1,276,836 | $112,002 | $12,445iApproximate average salary by contribution assumption: employee only about $311,117 at 4% or $207,411 at 6%; with 50% employer match about $207,411 at 4% or $138,274 at 6%; with 100% employer match about $155,558 at 4% or $103,706 at 6%. |
| Suarez, Ceballos and Ortiz CPA 401K Plan | - | 9 | $1,276,836 | $112,002 | $12,445iApproximate average salary by contribution assumption: employee only about $311,117 at 4% or $207,411 at 6%; with 50% employer match about $207,411 at 4% or $138,274 at 6%; with 100% employer match about $155,558 at 4% or $103,706 at 6%. |
| 2010 | 1 | 9 | $1,200,769 | $111,320 | $12,369iApproximate average salary by contribution assumption: employee only about $309,222 at 4% or $206,148 at 6%; with 50% employer match about $206,148 at 4% or $137,432 at 6%; with 100% employer match about $154,611 at 4% or $103,074 at 6%. |
| Suarez, Ceballos and Ortiz CPA 401K Plan | - | 9 | $1,200,769 | $111,320 | $12,369iApproximate average salary by contribution assumption: employee only about $309,222 at 4% or $206,148 at 6%; with 50% employer match about $206,148 at 4% or $137,432 at 6%; with 100% employer match about $154,611 at 4% or $103,074 at 6%. |
| 2009 | 1 | 9 | $982,215 | $110,426 | $12,270iApproximate average salary by contribution assumption: employee only about $306,739 at 4% or $204,493 at 6%; with 50% employer match about $204,493 at 4% or $136,328 at 6%; with 100% employer match about $153,369 at 4% or $102,246 at 6%. |
| Suarez, Ceballos and Ortiz CPA 401K Plan | - | 9 | $982,215 | $110,426 | $12,270iApproximate average salary by contribution assumption: employee only about $306,739 at 4% or $204,493 at 6%; with 50% employer match about $204,493 at 4% or $136,328 at 6%; with 100% employer match about $153,369 at 4% or $102,246 at 6%. |
| 2008 | 1 | 9 | $692,805 | $105,850 | $11,761iApproximate average salary by contribution assumption: employee only about $294,028 at 4% or $196,019 at 6%; with 50% employer match about $196,019 at 4% or $130,679 at 6%; with 100% employer match about $147,014 at 4% or $98,009 at 6%. |
| Suarez, Ceballos and Ortiz CPA 401K Plan | - | 9 | $692,805 | $105,850 | $11,761iApproximate average salary by contribution assumption: employee only about $294,028 at 4% or $196,019 at 6%; with 50% employer match about $196,019 at 4% or $130,679 at 6%; with 100% employer match about $147,014 at 4% or $98,009 at 6%. |
| 2007 | 1 | 9 | $863,336 | $124,481 | $13,831iApproximate average salary by contribution assumption: employee only about $345,781 at 4% or $230,520 at 6%; with 50% employer match about $230,520 at 4% or $153,680 at 6%; with 100% employer match about $172,890 at 4% or $115,260 at 6%. |
| Suarez, Ceballos and Ortiz CPA 401K Plan | - | 9 | $863,336 | $124,481 | $13,831iApproximate average salary by contribution assumption: employee only about $345,781 at 4% or $230,520 at 6%; with 50% employer match about $230,520 at 4% or $153,680 at 6%; with 100% employer match about $172,890 at 4% or $115,260 at 6%. |
| 2006 | 1 | 8 | $690,932 | $167,613 | $20,952iApproximate average salary by contribution assumption: employee only about $523,791 at 4% or $349,194 at 6%; with 50% employer match about $349,194 at 4% or $232,796 at 6%; with 100% employer match about $261,895 at 4% or $174,597 at 6%. |
| Suarez, Ceballos and Ortiz CPA 401K Plan | - | 8 | $690,932 | $167,613 | $20,952iApproximate average salary by contribution assumption: employee only about $523,791 at 4% or $349,194 at 6%; with 50% employer match about $349,194 at 4% or $232,796 at 6%; with 100% employer match about $261,895 at 4% or $174,597 at 6%. |
| 2005 | 1 | 8 | $543,723 | $96,256 | $12,032iApproximate average salary by contribution assumption: employee only about $300,800 at 4% or $200,533 at 6%; with 50% employer match about $200,533 at 4% or $133,689 at 6%; with 100% employer match about $150,400 at 4% or $100,267 at 6%. |
| Suarez, Ceballos and Ortiz CPA 401K Plan | - | 8 | $543,723 | $96,256 | $12,032iApproximate average salary by contribution assumption: employee only about $300,800 at 4% or $200,533 at 6%; with 50% employer match about $200,533 at 4% or $133,689 at 6%; with 100% employer match about $150,400 at 4% or $100,267 at 6%. |
| 2004 | 1 | 8 | $428,047 | $83,273 | $10,409iApproximate average salary by contribution assumption: employee only about $260,228 at 4% or $173,485 at 6%; with 50% employer match about $173,485 at 4% or $115,657 at 6%; with 100% employer match about $130,114 at 4% or $86,743 at 6%. |
| Suarez, Ceballos and Ortiz CPA 401K Plan | - | 8 | $428,047 | $83,273 | $10,409iApproximate average salary by contribution assumption: employee only about $260,228 at 4% or $173,485 at 6%; with 50% employer match about $173,485 at 4% or $115,657 at 6%; with 100% employer match about $130,114 at 4% or $86,743 at 6%. |
| 2003 | 1 | 8 | $320,602 | $65,150 | $8,144iApproximate average salary by contribution assumption: employee only about $203,594 at 4% or $135,729 at 6%; with 50% employer match about $135,729 at 4% or $90,486 at 6%; with 100% employer match about $101,797 at 4% or $67,865 at 6%. |
| Suarez, Ceballos and Ortiz CPA 401K Plan | - | 8 | $320,602 | $65,150 | $8,144iApproximate average salary by contribution assumption: employee only about $203,594 at 4% or $135,729 at 6%; with 50% employer match about $135,729 at 4% or $90,486 at 6%; with 100% employer match about $101,797 at 4% or $67,865 at 6%. |
| 2002 | 1 | 7 | $211,031 | $49,974 | $7,139iApproximate average salary by contribution assumption: employee only about $178,479 at 4% or $118,986 at 6%; with 50% employer match about $118,986 at 4% or $79,324 at 6%; with 100% employer match about $89,239 at 4% or $59,493 at 6%. |
| Suarez, Ceballos and Ortiz CPA 401K Plan | - | 7 | $211,031 | $49,974 | $7,139iApproximate average salary by contribution assumption: employee only about $178,479 at 4% or $118,986 at 6%; with 50% employer match about $118,986 at 4% or $79,324 at 6%; with 100% employer match about $89,239 at 4% or $59,493 at 6%. |
| 2001 | 1 | 0 | $202,245 | $47,678 | - |
| Suarez, Ceballos and Ortiz CPA 401K Plan | - | 0 | $202,245 | $47,678 | - |
| 1999 | 1 | 8 | $203,162 | $43,374 | $5,422iApproximate average salary by contribution assumption: employee only about $135,544 at 4% or $90,363 at 6%; with 50% employer match about $90,363 at 4% or $60,242 at 6%; with 100% employer match about $67,772 at 4% or $45,181 at 6%. |
| Suarez, Ceballos and Ortiz CPA 401K Plan | - | 8 | $203,162 | $43,374 | $5,422iApproximate average salary by contribution assumption: employee only about $135,544 at 4% or $90,363 at 6%; with 50% employer match about $90,363 at 4% or $60,242 at 6%; with 100% employer match about $67,772 at 4% or $45,181 at 6%. |