Civic Intelligence

L. Stephen Ortego, Dds

Plan context: L. Stephen Ortego, Dds 401(K) Plan

EIN 72-1406090 • Ball, LA • 21 filings • 3 plans

PO Box 7665813 Monroe HwyBall, LA 71405
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,795,226

2025 Contributions

$12,218

Historical Graphs

Total Assets Over Time

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

$1,795,226$897,613$0200420142025YearValue
$1,795,226Latest year 2025

Participants Over Time

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

740200420142025YearValue
6Latest year 2025

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
202516$1,795,226$12,218$2,036iApproximate average salary by contribution assumption: employee only about $50,908 at 4% or $33,939 at 6%; with 50% employer match about $33,939 at 4% or $22,626 at 6%; with 100% employer match about $25,454 at 4% or $16,969 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-6$1,795,226$12,218$2,036iApproximate average salary by contribution assumption: employee only about $50,908 at 4% or $33,939 at 6%; with 50% employer match about $33,939 at 4% or $22,626 at 6%; with 100% employer match about $25,454 at 4% or $16,969 at 6%.
202415$1,592,992$8,701$1,740iApproximate average salary by contribution assumption: employee only about $43,505 at 4% or $29,003 at 6%; with 50% employer match about $29,003 at 4% or $19,336 at 6%; with 100% employer match about $21,753 at 4% or $14,502 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-5$1,592,992$8,701$1,740iApproximate average salary by contribution assumption: employee only about $43,505 at 4% or $29,003 at 6%; with 50% employer match about $29,003 at 4% or $19,336 at 6%; with 100% employer match about $21,753 at 4% or $14,502 at 6%.
202215$1,127,205$31,973$6,395iApproximate average salary by contribution assumption: employee only about $159,865 at 4% or $106,577 at 6%; with 50% employer match about $106,577 at 4% or $71,051 at 6%; with 100% employer match about $79,933 at 4% or $53,288 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-5$1,127,205$31,973$6,395iApproximate average salary by contribution assumption: employee only about $159,865 at 4% or $106,577 at 6%; with 50% employer match about $106,577 at 4% or $71,051 at 6%; with 100% employer match about $79,933 at 4% or $53,288 at 6%.
202114$1,267,069$27,178$6,795iApproximate average salary by contribution assumption: employee only about $169,863 at 4% or $113,242 at 6%; with 50% employer match about $113,242 at 4% or $75,494 at 6%; with 100% employer match about $84,931 at 4% or $56,621 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-4$1,267,069$27,178$6,795iApproximate average salary by contribution assumption: employee only about $169,863 at 4% or $113,242 at 6%; with 50% employer match about $113,242 at 4% or $75,494 at 6%; with 100% employer match about $84,931 at 4% or $56,621 at 6%.
202014$1,010,706$27,540$6,885iApproximate average salary by contribution assumption: employee only about $172,125 at 4% or $114,750 at 6%; with 50% employer match about $114,750 at 4% or $76,500 at 6%; with 100% employer match about $86,063 at 4% or $57,375 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-4$1,010,706$27,540$6,885iApproximate average salary by contribution assumption: employee only about $172,125 at 4% or $114,750 at 6%; with 50% employer match about $114,750 at 4% or $76,500 at 6%; with 100% employer match about $86,063 at 4% or $57,375 at 6%.
201913$851,069$14,512$4,837iApproximate average salary by contribution assumption: employee only about $120,933 at 4% or $80,622 at 6%; with 50% employer match about $80,622 at 4% or $53,748 at 6%; with 100% employer match about $60,467 at 4% or $40,311 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-3$851,069$14,512$4,837iApproximate average salary by contribution assumption: employee only about $120,933 at 4% or $80,622 at 6%; with 50% employer match about $80,622 at 4% or $53,748 at 6%; with 100% employer match about $60,467 at 4% or $40,311 at 6%.
201813$654,475$22,436$7,479iApproximate average salary by contribution assumption: employee only about $186,967 at 4% or $124,644 at 6%; with 50% employer match about $124,644 at 4% or $83,096 at 6%; with 100% employer match about $93,483 at 4% or $62,322 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-3$654,475$22,436$7,479iApproximate average salary by contribution assumption: employee only about $186,967 at 4% or $124,644 at 6%; with 50% employer match about $124,644 at 4% or $83,096 at 6%; with 100% employer match about $93,483 at 4% or $62,322 at 6%.
201712$702,202$39,243$19,622iApproximate average salary by contribution assumption: employee only about $490,538 at 4% or $327,025 at 6%; with 50% employer match about $327,025 at 4% or $218,017 at 6%; with 100% employer match about $245,269 at 4% or $163,513 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-2$702,202$39,243$19,622iApproximate average salary by contribution assumption: employee only about $490,538 at 4% or $327,025 at 6%; with 50% employer match about $327,025 at 4% or $218,017 at 6%; with 100% employer match about $245,269 at 4% or $163,513 at 6%.
201612$574,325$4,868$2,434iApproximate average salary by contribution assumption: employee only about $60,850 at 4% or $40,567 at 6%; with 50% employer match about $40,567 at 4% or $27,044 at 6%; with 100% employer match about $30,425 at 4% or $20,283 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-2$574,325$4,868$2,434iApproximate average salary by contribution assumption: employee only about $60,850 at 4% or $40,567 at 6%; with 50% employer match about $40,567 at 4% or $27,044 at 6%; with 100% employer match about $30,425 at 4% or $20,283 at 6%.
201512$505,363$6,990$3,495iApproximate average salary by contribution assumption: employee only about $87,375 at 4% or $58,250 at 6%; with 50% employer match about $58,250 at 4% or $38,833 at 6%; with 100% employer match about $43,688 at 4% or $29,125 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-2$505,363$6,990$3,495iApproximate average salary by contribution assumption: employee only about $87,375 at 4% or $58,250 at 6%; with 50% employer match about $58,250 at 4% or $38,833 at 6%; with 100% employer match about $43,688 at 4% or $29,125 at 6%.
201412$501,260$16,385$8,193iApproximate average salary by contribution assumption: employee only about $204,813 at 4% or $136,542 at 6%; with 50% employer match about $136,542 at 4% or $91,028 at 6%; with 100% employer match about $102,406 at 4% or $68,271 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-2$501,260$16,385$8,193iApproximate average salary by contribution assumption: employee only about $204,813 at 4% or $136,542 at 6%; with 50% employer match about $136,542 at 4% or $91,028 at 6%; with 100% employer match about $102,406 at 4% or $68,271 at 6%.
201314$494,274$27,620$6,905iApproximate average salary by contribution assumption: employee only about $172,625 at 4% or $115,083 at 6%; with 50% employer match about $115,083 at 4% or $76,722 at 6%; with 100% employer match about $86,313 at 4% or $57,542 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-4$494,274$27,620$6,905iApproximate average salary by contribution assumption: employee only about $172,625 at 4% or $115,083 at 6%; with 50% employer match about $115,083 at 4% or $76,722 at 6%; with 100% employer match about $86,313 at 4% or $57,542 at 6%.
201215$400,977$35,322$7,064iApproximate average salary by contribution assumption: employee only about $176,610 at 4% or $117,740 at 6%; with 50% employer match about $117,740 at 4% or $78,493 at 6%; with 100% employer match about $88,305 at 4% or $58,870 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-5$400,977$35,322$7,064iApproximate average salary by contribution assumption: employee only about $176,610 at 4% or $117,740 at 6%; with 50% employer match about $117,740 at 4% or $78,493 at 6%; with 100% employer match about $88,305 at 4% or $58,870 at 6%.
201115$318,283$41,609$8,322iApproximate average salary by contribution assumption: employee only about $208,045 at 4% or $138,697 at 6%; with 50% employer match about $138,697 at 4% or $92,464 at 6%; with 100% employer match about $104,022 at 4% or $69,348 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-5$318,283$41,609$8,322iApproximate average salary by contribution assumption: employee only about $208,045 at 4% or $138,697 at 6%; with 50% employer match about $138,697 at 4% or $92,464 at 6%; with 100% employer match about $104,022 at 4% or $69,348 at 6%.
201015$288,200$33,119$6,624iApproximate average salary by contribution assumption: employee only about $165,595 at 4% or $110,397 at 6%; with 50% employer match about $110,397 at 4% or $73,598 at 6%; with 100% employer match about $82,798 at 4% or $55,198 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-5$288,200$33,119$6,624iApproximate average salary by contribution assumption: employee only about $165,595 at 4% or $110,397 at 6%; with 50% employer match about $110,397 at 4% or $73,598 at 6%; with 100% employer match about $82,798 at 4% or $55,198 at 6%.
200915$218,061$66,130$13,226iApproximate average salary by contribution assumption: employee only about $330,650 at 4% or $220,433 at 6%; with 50% employer match about $220,433 at 4% or $146,956 at 6%; with 100% employer match about $165,325 at 4% or $110,217 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-5$218,061$66,130$13,226iApproximate average salary by contribution assumption: employee only about $330,650 at 4% or $220,433 at 6%; with 50% employer match about $220,433 at 4% or $146,956 at 6%; with 100% employer match about $165,325 at 4% or $110,217 at 6%.
200815$104,587$37,865$7,573iApproximate average salary by contribution assumption: employee only about $189,325 at 4% or $126,217 at 6%; with 50% employer match about $126,217 at 4% or $84,144 at 6%; with 100% employer match about $94,663 at 4% or $63,108 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-5$104,587$37,865$7,573iApproximate average salary by contribution assumption: employee only about $189,325 at 4% or $126,217 at 6%; with 50% employer match about $126,217 at 4% or $84,144 at 6%; with 100% employer match about $94,663 at 4% or $63,108 at 6%.
200714$125,528$8,758$2,190iApproximate average salary by contribution assumption: employee only about $54,738 at 4% or $36,492 at 6%; with 50% employer match about $36,492 at 4% or $24,328 at 6%; with 100% employer match about $27,369 at 4% or $18,246 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-4$125,528$8,758$2,190iApproximate average salary by contribution assumption: employee only about $54,738 at 4% or $36,492 at 6%; with 50% employer match about $36,492 at 4% or $24,328 at 6%; with 100% employer match about $27,369 at 4% or $18,246 at 6%.
200615$116,325$53,064$10,613iApproximate average salary by contribution assumption: employee only about $265,320 at 4% or $176,880 at 6%; with 50% employer match about $176,880 at 4% or $117,920 at 6%; with 100% employer match about $132,660 at 4% or $88,440 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-5$116,325$53,064$10,613iApproximate average salary by contribution assumption: employee only about $265,320 at 4% or $176,880 at 6%; with 50% employer match about $176,880 at 4% or $117,920 at 6%; with 100% employer match about $132,660 at 4% or $88,440 at 6%.
200516$59,207$39,077$6,513iApproximate average salary by contribution assumption: employee only about $162,821 at 4% or $108,547 at 6%; with 50% employer match about $108,547 at 4% or $72,365 at 6%; with 100% employer match about $81,410 at 4% or $54,274 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-6$59,207$39,077$6,513iApproximate average salary by contribution assumption: employee only about $162,821 at 4% or $108,547 at 6%; with 50% employer match about $108,547 at 4% or $72,365 at 6%; with 100% employer match about $81,410 at 4% or $54,274 at 6%.
200417$15,310$14,578$2,083iApproximate average salary by contribution assumption: employee only about $52,064 at 4% or $34,710 at 6%; with 50% employer match about $34,710 at 4% or $23,140 at 6%; with 100% employer match about $26,032 at 4% or $17,355 at 6%.
L. Stephen Ortego, Dds 401(K) Plan-7$15,310$14,578$2,083iApproximate average salary by contribution assumption: employee only about $52,064 at 4% or $34,710 at 6%; with 50% employer match about $34,710 at 4% or $23,140 at 6%; with 100% employer match about $26,032 at 4% or $17,355 at 6%.