Pearson/Ortiz Inc.
Plan context: Pearson/Ortiz Inc. DBA Kit Carson Lodge Safe Harbor 401(K) Profit-Sharing Plan and Trust
EIN 68-0113734 • 7 filings • 6 plans
Current Snapshot
Latest Year
2011
2011 Participants
6
2011 Assets
$413,058
2011 Contributions
$2,594
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $2,594 | - |
| Pearson/Ortiz Inc. DBA Kit Carson Lodge Safe Harbor 401(K) Profit-Sharing Plan and Trust | - | 0 | - | $2,594 | - |
| 2010 | 1 | 6 | $413,058 | $55,892 | $9,315iApproximate average salary by contribution assumption: employee only about $232,883 at 4% or $155,256 at 6%; with 50% employer match about $155,256 at 4% or $103,504 at 6%; with 100% employer match about $116,442 at 4% or $77,628 at 6%. |
| Pearson/Ortiz Inc. DBA Kit Carson Lodge Safe Harbor 401(K) Profit-Sharing Plan and Trust | - | 6 | $413,058 | $55,892 | $9,315iApproximate average salary by contribution assumption: employee only about $232,883 at 4% or $155,256 at 6%; with 50% employer match about $155,256 at 4% or $103,504 at 6%; with 100% employer match about $116,442 at 4% or $77,628 at 6%. |
| 2009 | 1 | 5 | $348,455 | $53,892 | $10,778iApproximate average salary by contribution assumption: employee only about $269,460 at 4% or $179,640 at 6%; with 50% employer match about $179,640 at 4% or $119,760 at 6%; with 100% employer match about $134,730 at 4% or $89,820 at 6%. |
| Pearson/Ortiz Inc. DBA Kit Carson Lodge Safe Harbor 401(K) Profit-Sharing Plan and Trust | - | 5 | $348,455 | $53,892 | $10,778iApproximate average salary by contribution assumption: employee only about $269,460 at 4% or $179,640 at 6%; with 50% employer match about $179,640 at 4% or $119,760 at 6%; with 100% employer match about $134,730 at 4% or $89,820 at 6%. |
| 2008 | 1 | 0 | $0 | $41,000 | - |
| ET,IKZUN /UK 1 16 UW NLI T-A L I | - | 0 | - | $41,000 | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Pearson/Ortiz Inc. DBA Kit Carson Lodge Safe Harbor 401(K) Profit-Sharing Plan and Trust | - | 2 | - | - | - |
| 2006 | 1 | 4 | $160,366 | $47,126 | $11,782iApproximate average salary by contribution assumption: employee only about $294,538 at 4% or $196,358 at 6%; with 50% employer match about $196,358 at 4% or $130,906 at 6%; with 100% employer match about $147,269 at 4% or $98,179 at 6%. |
| Pearson/Ortiz Inc. DBA Kit Carson Lodge Safe Harbor 401(K) Profit-Sharing Plan and Trust | - | 4 | $160,366 | $47,126 | $11,782iApproximate average salary by contribution assumption: employee only about $294,538 at 4% or $196,358 at 6%; with 50% employer match about $196,358 at 4% or $130,906 at 6%; with 100% employer match about $147,269 at 4% or $98,179 at 6%. |
| 2005 | 1 | 3 | $105,298 | $98,019 | $32,673iApproximate average salary by contribution assumption: employee only about $816,825 at 4% or $544,550 at 6%; with 50% employer match about $544,550 at 4% or $363,033 at 6%; with 100% employer match about $408,413 at 4% or $272,275 at 6%. |
| Pearson/Ortiz Inc. DBA Kit Carson Lodge Safe Harbor 401(K) Profit-Sharing Plan and Trust | - | 3 | $105,298 | $98,019 | $32,673iApproximate average salary by contribution assumption: employee only about $816,825 at 4% or $544,550 at 6%; with 50% employer match about $544,550 at 4% or $363,033 at 6%; with 100% employer match about $408,413 at 4% or $272,275 at 6%. |