Carlos Bartolomei Ortiz
Plan context: Carlos Bartolomei Ortiz Retirement Plan
EIN 66-1000409 • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$275,000
2024 Contributions
$229,107
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $275,000 | $0 | - |
| Carlos Bartolomei Ortiz Retirement Plan | - | 1 | $275,000 | - | - |
| 2023 | 1 | 1 | $252,534 | $0 | - |
| Carlos Bartolomei Ortiz Retirement Plan | - | 1 | $252,534 | - | - |
| 2022 | 1 | 1 | $229,107 | $229,107 | $229,107iApproximate average salary by contribution assumption: employee only about $5,727,675 at 4% or $3,818,450 at 6%; with 50% employer match about $3,818,450 at 4% or $2,545,633 at 6%; with 100% employer match about $2,863,838 at 4% or $1,909,225 at 6%. |
| Carlos Bartolomei Ortiz Retirement Plan | - | 1 | $229,107 | $229,107 | $229,107iApproximate average salary by contribution assumption: employee only about $5,727,675 at 4% or $3,818,450 at 6%; with 50% employer match about $3,818,450 at 4% or $2,545,633 at 6%; with 100% employer match about $2,863,838 at 4% or $1,909,225 at 6%. |