Civic Intelligence

Roger Ortiz, D.D.S. Inc.

Plan context: Roger Ortiz, Dds Inc. Money Purchase Plan & Trust

EIN 74-1745925 • El Paso, TX • 25 filings • 3 plans

6000 Northern PassBuilding D, Suite BEl Paso, TX 79911
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,009,091

2024 Contributions

$12,148

Historical Graphs

Total Assets Over Time

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

$1,481,489$740,745$0199920132024YearValue
$1,009,091Latest year 2024

Participants Over Time

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

630199920122024YearValue
5Latest year 2024

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
202415$1,009,091$12,148$2,430iApproximate average salary by contribution assumption: employee only about $60,740 at 4% or $40,493 at 6%; with 50% employer match about $40,493 at 4% or $26,996 at 6%; with 100% employer match about $30,370 at 4% or $20,247 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-5$1,009,091$12,148$2,430iApproximate average salary by contribution assumption: employee only about $60,740 at 4% or $40,493 at 6%; with 50% employer match about $40,493 at 4% or $26,996 at 6%; with 100% employer match about $30,370 at 4% or $20,247 at 6%.
202314$903,975$14,190$3,548iApproximate average salary by contribution assumption: employee only about $88,688 at 4% or $59,125 at 6%; with 50% employer match about $59,125 at 4% or $39,417 at 6%; with 100% employer match about $44,344 at 4% or $29,563 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-4$903,975$14,190$3,548iApproximate average salary by contribution assumption: employee only about $88,688 at 4% or $59,125 at 6%; with 50% employer match about $59,125 at 4% or $39,417 at 6%; with 100% employer match about $44,344 at 4% or $29,563 at 6%.
202214$777,810$10,999$2,750iApproximate average salary by contribution assumption: employee only about $68,744 at 4% or $45,829 at 6%; with 50% employer match about $45,829 at 4% or $30,553 at 6%; with 100% employer match about $34,372 at 4% or $22,915 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-4$777,810$10,999$2,750iApproximate average salary by contribution assumption: employee only about $68,744 at 4% or $45,829 at 6%; with 50% employer match about $45,829 at 4% or $30,553 at 6%; with 100% employer match about $34,372 at 4% or $22,915 at 6%.
202114$1,481,489$13,004$3,251iApproximate average salary by contribution assumption: employee only about $81,275 at 4% or $54,183 at 6%; with 50% employer match about $54,183 at 4% or $36,122 at 6%; with 100% employer match about $40,638 at 4% or $27,092 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-4$1,481,489$13,004$3,251iApproximate average salary by contribution assumption: employee only about $81,275 at 4% or $54,183 at 6%; with 50% employer match about $54,183 at 4% or $36,122 at 6%; with 100% employer match about $40,638 at 4% or $27,092 at 6%.
202014$1,331,396$22,752$5,688iApproximate average salary by contribution assumption: employee only about $142,200 at 4% or $94,800 at 6%; with 50% employer match about $94,800 at 4% or $63,200 at 6%; with 100% employer match about $71,100 at 4% or $47,400 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-4$1,331,396$22,752$5,688iApproximate average salary by contribution assumption: employee only about $142,200 at 4% or $94,800 at 6%; with 50% employer match about $94,800 at 4% or $63,200 at 6%; with 100% employer match about $71,100 at 4% or $47,400 at 6%.
201914$1,145,980$23,605$5,901iApproximate average salary by contribution assumption: employee only about $147,531 at 4% or $98,354 at 6%; with 50% employer match about $98,354 at 4% or $65,569 at 6%; with 100% employer match about $73,766 at 4% or $49,177 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-4$1,145,980$23,605$5,901iApproximate average salary by contribution assumption: employee only about $147,531 at 4% or $98,354 at 6%; with 50% employer match about $98,354 at 4% or $65,569 at 6%; with 100% employer match about $73,766 at 4% or $49,177 at 6%.
201814$950,368$25,824$6,456iApproximate average salary by contribution assumption: employee only about $161,400 at 4% or $107,600 at 6%; with 50% employer match about $107,600 at 4% or $71,733 at 6%; with 100% employer match about $80,700 at 4% or $53,800 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-4$950,368$25,824$6,456iApproximate average salary by contribution assumption: employee only about $161,400 at 4% or $107,600 at 6%; with 50% employer match about $107,600 at 4% or $71,733 at 6%; with 100% employer match about $80,700 at 4% or $53,800 at 6%.
201713$1,052,215$28,836$9,612iApproximate average salary by contribution assumption: employee only about $240,300 at 4% or $160,200 at 6%; with 50% employer match about $160,200 at 4% or $106,800 at 6%; with 100% employer match about $120,150 at 4% or $80,100 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-3$1,052,215$28,836$9,612iApproximate average salary by contribution assumption: employee only about $240,300 at 4% or $160,200 at 6%; with 50% employer match about $160,200 at 4% or $106,800 at 6%; with 100% employer match about $120,150 at 4% or $80,100 at 6%.
201614$964,769$28,971$7,243iApproximate average salary by contribution assumption: employee only about $181,069 at 4% or $120,713 at 6%; with 50% employer match about $120,713 at 4% or $80,475 at 6%; with 100% employer match about $90,534 at 4% or $60,356 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-4$964,769$28,971$7,243iApproximate average salary by contribution assumption: employee only about $181,069 at 4% or $120,713 at 6%; with 50% employer match about $120,713 at 4% or $80,475 at 6%; with 100% employer match about $90,534 at 4% or $60,356 at 6%.
201514$886,845$27,154$6,789iApproximate average salary by contribution assumption: employee only about $169,713 at 4% or $113,142 at 6%; with 50% employer match about $113,142 at 4% or $75,428 at 6%; with 100% employer match about $84,856 at 4% or $56,571 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-4$886,845$27,154$6,789iApproximate average salary by contribution assumption: employee only about $169,713 at 4% or $113,142 at 6%; with 50% employer match about $113,142 at 4% or $75,428 at 6%; with 100% employer match about $84,856 at 4% or $56,571 at 6%.
201414$882,235$24,061$6,015iApproximate average salary by contribution assumption: employee only about $150,381 at 4% or $100,254 at 6%; with 50% employer match about $100,254 at 4% or $66,836 at 6%; with 100% employer match about $75,191 at 4% or $50,127 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-4$882,235$24,061$6,015iApproximate average salary by contribution assumption: employee only about $150,381 at 4% or $100,254 at 6%; with 50% employer match about $100,254 at 4% or $66,836 at 6%; with 100% employer match about $75,191 at 4% or $50,127 at 6%.
201314$833,325$24,925$6,231iApproximate average salary by contribution assumption: employee only about $155,781 at 4% or $103,854 at 6%; with 50% employer match about $103,854 at 4% or $69,236 at 6%; with 100% employer match about $77,891 at 4% or $51,927 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-4$833,325$24,925$6,231iApproximate average salary by contribution assumption: employee only about $155,781 at 4% or $103,854 at 6%; with 50% employer match about $103,854 at 4% or $69,236 at 6%; with 100% employer match about $77,891 at 4% or $51,927 at 6%.
201214$710,551$24,552$6,138iApproximate average salary by contribution assumption: employee only about $153,450 at 4% or $102,300 at 6%; with 50% employer match about $102,300 at 4% or $68,200 at 6%; with 100% employer match about $76,725 at 4% or $51,150 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-4$710,551$24,552$6,138iApproximate average salary by contribution assumption: employee only about $153,450 at 4% or $102,300 at 6%; with 50% employer match about $102,300 at 4% or $68,200 at 6%; with 100% employer match about $76,725 at 4% or $51,150 at 6%.
201114$612,418$24,272$6,068iApproximate average salary by contribution assumption: employee only about $151,700 at 4% or $101,133 at 6%; with 50% employer match about $101,133 at 4% or $67,422 at 6%; with 100% employer match about $75,850 at 4% or $50,567 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-4$612,418$24,272$6,068iApproximate average salary by contribution assumption: employee only about $151,700 at 4% or $101,133 at 6%; with 50% employer match about $101,133 at 4% or $67,422 at 6%; with 100% employer match about $75,850 at 4% or $50,567 at 6%.
201014$606,581$24,375$6,094iApproximate average salary by contribution assumption: employee only about $152,344 at 4% or $101,563 at 6%; with 50% employer match about $101,563 at 4% or $67,708 at 6%; with 100% employer match about $76,172 at 4% or $50,781 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-4$606,581$24,375$6,094iApproximate average salary by contribution assumption: employee only about $152,344 at 4% or $101,563 at 6%; with 50% employer match about $101,563 at 4% or $67,708 at 6%; with 100% employer match about $76,172 at 4% or $50,781 at 6%.
200915$517,832$23,940$4,788iApproximate average salary by contribution assumption: employee only about $119,700 at 4% or $79,800 at 6%; with 50% employer match about $79,800 at 4% or $53,200 at 6%; with 100% employer match about $59,850 at 4% or $39,900 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-5$517,832$23,940$4,788iApproximate average salary by contribution assumption: employee only about $119,700 at 4% or $79,800 at 6%; with 50% employer match about $79,800 at 4% or $53,200 at 6%; with 100% employer match about $59,850 at 4% or $39,900 at 6%.
200715$0$0-
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-5---
200615$473,290$25,416$5,083iApproximate average salary by contribution assumption: employee only about $127,080 at 4% or $84,720 at 6%; with 50% employer match about $84,720 at 4% or $56,480 at 6%; with 100% employer match about $63,540 at 4% or $42,360 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-5$473,290$25,416$5,083iApproximate average salary by contribution assumption: employee only about $127,080 at 4% or $84,720 at 6%; with 50% employer match about $84,720 at 4% or $56,480 at 6%; with 100% employer match about $63,540 at 4% or $42,360 at 6%.
200515$409,894$23,806$4,761iApproximate average salary by contribution assumption: employee only about $119,030 at 4% or $79,353 at 6%; with 50% employer match about $79,353 at 4% or $52,902 at 6%; with 100% employer match about $59,515 at 4% or $39,677 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-5$409,894$23,806$4,761iApproximate average salary by contribution assumption: employee only about $119,030 at 4% or $79,353 at 6%; with 50% employer match about $79,353 at 4% or $52,902 at 6%; with 100% employer match about $59,515 at 4% or $39,677 at 6%.
200415$383,711$24,659$4,932iApproximate average salary by contribution assumption: employee only about $123,295 at 4% or $82,197 at 6%; with 50% employer match about $82,197 at 4% or $54,798 at 6%; with 100% employer match about $61,648 at 4% or $41,098 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-5$383,711$24,659$4,932iApproximate average salary by contribution assumption: employee only about $123,295 at 4% or $82,197 at 6%; with 50% employer match about $82,197 at 4% or $54,798 at 6%; with 100% employer match about $61,648 at 4% or $41,098 at 6%.
200316$908,002$30,562$5,094iApproximate average salary by contribution assumption: employee only about $127,342 at 4% or $84,894 at 6%; with 50% employer match about $84,894 at 4% or $56,596 at 6%; with 100% employer match about $63,671 at 4% or $42,447 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-6$908,002$30,562$5,094iApproximate average salary by contribution assumption: employee only about $127,342 at 4% or $84,894 at 6%; with 50% employer match about $84,894 at 4% or $56,596 at 6%; with 100% employer match about $63,671 at 4% or $42,447 at 6%.
200216$747,022$32,594$5,432iApproximate average salary by contribution assumption: employee only about $135,808 at 4% or $90,539 at 6%; with 50% employer match about $90,539 at 4% or $60,359 at 6%; with 100% employer match about $67,904 at 4% or $45,269 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-6$747,022$32,594$5,432iApproximate average salary by contribution assumption: employee only about $135,808 at 4% or $90,539 at 6%; with 50% employer match about $90,539 at 4% or $60,359 at 6%; with 100% employer match about $67,904 at 4% or $45,269 at 6%.
200116$0$0-
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-6---
200016$999,338$30,023$5,004iApproximate average salary by contribution assumption: employee only about $125,096 at 4% or $83,397 at 6%; with 50% employer match about $83,397 at 4% or $55,598 at 6%; with 100% employer match about $62,548 at 4% or $41,699 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-6$999,338$30,023$5,004iApproximate average salary by contribution assumption: employee only about $125,096 at 4% or $83,397 at 6%; with 50% employer match about $83,397 at 4% or $55,598 at 6%; with 100% employer match about $62,548 at 4% or $41,699 at 6%.
199916$1,047,623$27,805$4,634iApproximate average salary by contribution assumption: employee only about $115,854 at 4% or $77,236 at 6%; with 50% employer match about $77,236 at 4% or $51,491 at 6%; with 100% employer match about $57,927 at 4% or $38,618 at 6%.
Roger Ortiz, Dds Inc. Money Purchase Plan & Trust-6$1,047,623$27,805$4,634iApproximate average salary by contribution assumption: employee only about $115,854 at 4% or $77,236 at 6%; with 50% employer match about $77,236 at 4% or $51,491 at 6%; with 100% employer match about $57,927 at 4% or $38,618 at 6%.