Karen Suzette Rivera Ortiz
Plan context: K. Rivera Ortiz Retirement Plan
EIN 66-6047790 • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$104,592
2025 Contributions
$20,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $104,592 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| K. Rivera Ortiz Retirement Plan | - | 1 | $104,592 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2024 | 1 | 1 | $66,659 | $0 | - |
| K. Rivera Ortiz Retirement Plan | - | 1 | $66,659 | - | - |
| 2023 | 1 | 1 | $54,987 | $0 | - |
| K. Rivera Ortiz Retirement Plan | - | 1 | $54,987 | - | - |
| 2022 | 1 | 1 | $41,943 | $0 | - |
| K. Rivera Ortiz Retirement Plan | - | 1 | $41,943 | - | - |
| 2021 | 1 | 1 | $53,825 | $25,164 | $25,164iApproximate average salary by contribution assumption: employee only about $629,100 at 4% or $419,400 at 6%; with 50% employer match about $419,400 at 4% or $279,600 at 6%; with 100% employer match about $314,550 at 4% or $209,700 at 6%. |
| K. Rivera Ortiz Retirement Plan | - | 1 | $53,825 | $25,164 | $25,164iApproximate average salary by contribution assumption: employee only about $629,100 at 4% or $419,400 at 6%; with 50% employer match about $419,400 at 4% or $279,600 at 6%; with 100% employer match about $314,550 at 4% or $209,700 at 6%. |
| 2020 | 1 | 1 | $23,021 | $23,021 | $23,021iApproximate average salary by contribution assumption: employee only about $575,525 at 4% or $383,683 at 6%; with 50% employer match about $383,683 at 4% or $255,789 at 6%; with 100% employer match about $287,763 at 4% or $191,842 at 6%. |
| K. Rivera Ortiz Retirement Plan | - | 1 | $23,021 | $23,021 | $23,021iApproximate average salary by contribution assumption: employee only about $575,525 at 4% or $383,683 at 6%; with 50% employer match about $383,683 at 4% or $255,789 at 6%; with 100% employer match about $287,763 at 4% or $191,842 at 6%. |