Civic Intelligence

Cortez Heating & Air Conditioning,

Plan context: Cortez Employee Stock Ownership Plan

EIN 65-0379797 • Sarasota, FL • 24 filings • 6 plans

1018 Pomelo AveSarasota, FL 34236-8438
Current Snapshot

Latest Year

2022

2022 Participants

17

2022 Assets

$373,986

2022 Contributions

$568,843

Historical Graphs

Total Assets Over Time

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

$3,350,537$1,675,269$0200520142021YearValue
$373,986Latest year 2021

Participants Over Time

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

45230200520132021YearValue
17Latest year 2021

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
202210$0$0-
Cortez Employee Stock Ownership Plan-0---
2021117$373,986$0-
Cortez Employee Stock Ownership Plan-17$373,986--
2020234$3,350,537$568,843$16,731iApproximate average salary by contribution assumption: employee only about $418,267 at 4% or $278,845 at 6%; with 50% employer match about $278,845 at 4% or $185,896 at 6%; with 100% employer match about $209,133 at 4% or $139,422 at 6%.
CORTEZ HEATING & AIR CONDITION 401(K) PROFIT SHARING PLAN & TRUST-34$1,813,873$143,843$4,231iApproximate average salary by contribution assumption: employee only about $105,767 at 4% or $70,511 at 6%; with 50% employer match about $70,511 at 4% or $47,008 at 6%; with 100% employer match about $52,883 at 4% or $35,256 at 6%.
Cortez Employee Stock Ownership Plan-23$1,536,664$425,000$18,478iApproximate average salary by contribution assumption: employee only about $461,957 at 4% or $307,971 at 6%; with 50% employer match about $307,971 at 4% or $205,314 at 6%; with 100% employer match about $230,978 at 4% or $153,986 at 6%.
2019230$2,939,455$312,884$10,429iApproximate average salary by contribution assumption: employee only about $260,737 at 4% or $173,824 at 6%; with 50% employer match about $173,824 at 4% or $115,883 at 6%; with 100% employer match about $130,368 at 4% or $86,912 at 6%.
CORTEZ HEATING & AIR CONDITION 401(K) PROFIT SHARING PLAN & TRUST-30$1,770,250$162,884$5,429iApproximate average salary by contribution assumption: employee only about $135,737 at 4% or $90,491 at 6%; with 50% employer match about $90,491 at 4% or $60,327 at 6%; with 100% employer match about $67,868 at 4% or $45,246 at 6%.
Cortez Employee Stock Ownership Plan-22$1,169,205$150,000$6,818iApproximate average salary by contribution assumption: employee only about $170,455 at 4% or $113,636 at 6%; with 50% employer match about $113,636 at 4% or $75,758 at 6%; with 100% employer match about $85,227 at 4% or $56,818 at 6%.
2018230$2,430,618$354,633$11,821iApproximate average salary by contribution assumption: employee only about $295,528 at 4% or $197,018 at 6%; with 50% employer match about $197,018 at 4% or $131,346 at 6%; with 100% employer match about $147,764 at 4% or $98,509 at 6%.
CORTEZ HEATING AIR CONDITION 401 K PROFIT SHARING PLAN TRUST-30$1,489,598$232,133$7,738iApproximate average salary by contribution assumption: employee only about $193,444 at 4% or $128,963 at 6%; with 50% employer match about $128,963 at 4% or $85,975 at 6%; with 100% employer match about $96,722 at 4% or $64,481 at 6%.
Cortez Employee Stock Ownership Plan-24$941,020$122,500$5,104iApproximate average salary by contribution assumption: employee only about $127,604 at 4% or $85,069 at 6%; with 50% employer match about $85,069 at 4% or $56,713 at 6%; with 100% employer match about $63,802 at 4% or $42,535 at 6%.
2017227$3,010,241$360,550$13,354iApproximate average salary by contribution assumption: employee only about $333,843 at 4% or $222,562 at 6%; with 50% employer match about $222,562 at 4% or $148,374 at 6%; with 100% employer match about $166,921 at 4% or $111,281 at 6%.
CORTEZ HEATING AIR CONDITION 401 K PROFIT SHARING PLAN TRUST-27$1,637,520$131,550$4,872iApproximate average salary by contribution assumption: employee only about $121,806 at 4% or $81,204 at 6%; with 50% employer match about $81,204 at 4% or $54,136 at 6%; with 100% employer match about $60,903 at 4% or $40,602 at 6%.
Cortez Employee Stock Ownership Plan-21$1,372,721$229,000$10,905iApproximate average salary by contribution assumption: employee only about $272,619 at 4% or $181,746 at 6%; with 50% employer match about $181,746 at 4% or $121,164 at 6%; with 100% employer match about $136,310 at 4% or $90,873 at 6%.
2016227$1,968,131$169,192$6,266iApproximate average salary by contribution assumption: employee only about $156,659 at 4% or $104,440 at 6%; with 50% employer match about $104,440 at 4% or $69,626 at 6%; with 100% employer match about $78,330 at 4% or $52,220 at 6%.
CORTEZ HEATING & AIR CONDITIONING, INC. RETIREMENT TRUST-26$1,668,012$169,192$6,507iApproximate average salary by contribution assumption: employee only about $162,685 at 4% or $108,456 at 6%; with 50% employer match about $108,456 at 4% or $72,304 at 6%; with 100% employer match about $81,342 at 4% or $54,228 at 6%.
Cortez Employee Stock Ownership Plan-27$300,119--
2015245$1,697,871$422,535$9,390iApproximate average salary by contribution assumption: employee only about $234,742 at 4% or $156,494 at 6%; with 50% employer match about $156,494 at 4% or $104,330 at 6%; with 100% employer match about $117,371 at 4% or $78,247 at 6%.
CORTEZ HEATING & AIR CONDITIONING, INC. RETIREMENT TRUST-26$1,397,871$122,535$4,713iApproximate average salary by contribution assumption: employee only about $117,822 at 4% or $78,548 at 6%; with 50% employer match about $78,548 at 4% or $52,365 at 6%; with 100% employer match about $58,911 at 4% or $39,274 at 6%.
Cortez Employee Stock Ownership Plan-45$300,000$300,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
2014129$1,401,756$148,774$5,130iApproximate average salary by contribution assumption: employee only about $128,253 at 4% or $85,502 at 6%; with 50% employer match about $85,502 at 4% or $57,002 at 6%; with 100% employer match about $64,127 at 4% or $42,751 at 6%.
CORTEZ HEATING & AIR CONDITIONING, INC. RETIREMENT TRUST-29$1,401,756$148,774$5,130iApproximate average salary by contribution assumption: employee only about $128,253 at 4% or $85,502 at 6%; with 50% employer match about $85,502 at 4% or $57,002 at 6%; with 100% employer match about $64,127 at 4% or $42,751 at 6%.
2013134$1,318,525$188,485$5,544iApproximate average salary by contribution assumption: employee only about $138,592 at 4% or $92,395 at 6%; with 50% employer match about $92,395 at 4% or $61,596 at 6%; with 100% employer match about $69,296 at 4% or $46,197 at 6%.
CORTEZ HEATING & AIR CONDITIONING, INC. RETIREMENT TRUST-34$1,318,525$188,485$5,544iApproximate average salary by contribution assumption: employee only about $138,592 at 4% or $92,395 at 6%; with 50% employer match about $92,395 at 4% or $61,596 at 6%; with 100% employer match about $69,296 at 4% or $46,197 at 6%.
2012137$1,932,045$220,233$5,952iApproximate average salary by contribution assumption: employee only about $148,806 at 4% or $99,204 at 6%; with 50% employer match about $99,204 at 4% or $66,136 at 6%; with 100% employer match about $74,403 at 4% or $49,602 at 6%.
CORTEZ HEATING & AIR CONDITIONING, INC. RETIREMENT TRUST-37$1,932,045$220,233$5,952iApproximate average salary by contribution assumption: employee only about $148,806 at 4% or $99,204 at 6%; with 50% employer match about $99,204 at 4% or $66,136 at 6%; with 100% employer match about $74,403 at 4% or $49,602 at 6%.
2011137$1,684,481$284,867$7,699iApproximate average salary by contribution assumption: employee only about $192,478 at 4% or $128,318 at 6%; with 50% employer match about $128,318 at 4% or $85,546 at 6%; with 100% employer match about $96,239 at 4% or $64,159 at 6%.
CORTEZ HEATING & AIR CONDITIONING, INC. RETIREMEN TRUST-37$1,684,481$284,867$7,699iApproximate average salary by contribution assumption: employee only about $192,478 at 4% or $128,318 at 6%; with 50% employer match about $128,318 at 4% or $85,546 at 6%; with 100% employer match about $96,239 at 4% or $64,159 at 6%.
2010128$1,170,405$155,609$5,557iApproximate average salary by contribution assumption: employee only about $138,937 at 4% or $92,624 at 6%; with 50% employer match about $92,624 at 4% or $61,750 at 6%; with 100% employer match about $69,468 at 4% or $46,312 at 6%.
CORTEZ HEATING & AIR CONDITIONING, INC. RETIREMENT TRUST-28$1,170,405$155,609$5,557iApproximate average salary by contribution assumption: employee only about $138,937 at 4% or $92,624 at 6%; with 50% employer match about $92,624 at 4% or $61,750 at 6%; with 100% employer match about $69,468 at 4% or $46,312 at 6%.
2009130$975,060$159,850$5,328iApproximate average salary by contribution assumption: employee only about $133,208 at 4% or $88,806 at 6%; with 50% employer match about $88,806 at 4% or $59,204 at 6%; with 100% employer match about $66,604 at 4% or $44,403 at 6%.
CORTEZ HEATING & AIR CONDITIONING, INC. RETIREMENT TRUST-30$975,060$159,850$5,328iApproximate average salary by contribution assumption: employee only about $133,208 at 4% or $88,806 at 6%; with 50% employer match about $88,806 at 4% or $59,204 at 6%; with 100% employer match about $66,604 at 4% or $44,403 at 6%.
2008123$745,652$164,385$7,147iApproximate average salary by contribution assumption: employee only about $178,679 at 4% or $119,120 at 6%; with 50% employer match about $119,120 at 4% or $79,413 at 6%; with 100% employer match about $89,340 at 4% or $59,560 at 6%.
CORTEZ HEATING & AIR CONDITIONING, INC. RETIREMENT TRUST-23$745,652$164,385$7,147iApproximate average salary by contribution assumption: employee only about $178,679 at 4% or $119,120 at 6%; with 50% employer match about $119,120 at 4% or $79,413 at 6%; with 100% employer match about $89,340 at 4% or $59,560 at 6%.
2007121$0$0-
CORTEZ HEATING & AIR CONDITIONING, INC. RETIREMENT TRUST-21---
2006115$1,003,702$872,981$58,199iApproximate average salary by contribution assumption: employee only about $1,454,968 at 4% or $969,979 at 6%; with 50% employer match about $969,979 at 4% or $646,653 at 6%; with 100% employer match about $727,484 at 4% or $484,989 at 6%.
CORTEZ HEATING & AIR CONDITIONING, INC. RETIREMENT TRUST-15$1,003,702$872,981$58,199iApproximate average salary by contribution assumption: employee only about $1,454,968 at 4% or $969,979 at 6%; with 50% employer match about $969,979 at 4% or $646,653 at 6%; with 100% employer match about $727,484 at 4% or $484,989 at 6%.
2005123$68,948$65,590$2,852iApproximate average salary by contribution assumption: employee only about $71,293 at 4% or $47,529 at 6%; with 50% employer match about $47,529 at 4% or $31,686 at 6%; with 100% employer match about $35,647 at 4% or $23,764 at 6%.
CORTEZ HEATING AIR CONDITIONING, INC. RETIREMENT TRUST-23$68,948$65,590$2,852iApproximate average salary by contribution assumption: employee only about $71,293 at 4% or $47,529 at 6%; with 50% employer match about $47,529 at 4% or $31,686 at 6%; with 100% employer match about $35,647 at 4% or $23,764 at 6%.