Civic Intelligence

Ortega Center Inc.

Plan context: Ortega Center Inc. Retirement Plan

EIN 80-0520334 • San Juan Capistrano, CA • 11 filings • 1 plans

27101 Ortega HwySan Juan Capistrano, CA 92675
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$652,915

2024 Contributions

$65,557

Historical Graphs

Total Assets Over Time

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

$652,915$326,458$0201420192024YearValue
$652,915Latest year 2024

Participants Over Time

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

210201420192024YearValue
2Latest 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
202412$652,915$65,557$32,779iApproximate average salary by contribution assumption: employee only about $819,463 at 4% or $546,308 at 6%; with 50% employer match about $546,308 at 4% or $364,206 at 6%; with 100% employer match about $409,731 at 4% or $273,154 at 6%.
Ortega Center Inc. Retirement Plan-2$652,915$65,557$32,779iApproximate average salary by contribution assumption: employee only about $819,463 at 4% or $546,308 at 6%; with 50% employer match about $546,308 at 4% or $364,206 at 6%; with 100% employer match about $409,731 at 4% or $273,154 at 6%.
202312$563,200$63,744$31,872iApproximate average salary by contribution assumption: employee only about $796,800 at 4% or $531,200 at 6%; with 50% employer match about $531,200 at 4% or $354,133 at 6%; with 100% employer match about $398,400 at 4% or $265,600 at 6%.
Ortega Center Inc. Retirement Plan-2$563,200$63,744$31,872iApproximate average salary by contribution assumption: employee only about $796,800 at 4% or $531,200 at 6%; with 50% employer match about $531,200 at 4% or $354,133 at 6%; with 100% employer match about $398,400 at 4% or $265,600 at 6%.
202212$474,306$58,883$29,442iApproximate average salary by contribution assumption: employee only about $736,038 at 4% or $490,692 at 6%; with 50% employer match about $490,692 at 4% or $327,128 at 6%; with 100% employer match about $368,019 at 4% or $245,346 at 6%.
Ortega Center Inc. Retirement Plan-2$474,306$58,883$29,442iApproximate average salary by contribution assumption: employee only about $736,038 at 4% or $490,692 at 6%; with 50% employer match about $490,692 at 4% or $327,128 at 6%; with 100% employer match about $368,019 at 4% or $245,346 at 6%.
202112$508,049$48,905$24,453iApproximate average salary by contribution assumption: employee only about $611,313 at 4% or $407,542 at 6%; with 50% employer match about $407,542 at 4% or $271,694 at 6%; with 100% employer match about $305,656 at 4% or $203,771 at 6%.
Ortega Center Inc. Retirement Plan-2$508,049$48,905$24,453iApproximate average salary by contribution assumption: employee only about $611,313 at 4% or $407,542 at 6%; with 50% employer match about $407,542 at 4% or $271,694 at 6%; with 100% employer match about $305,656 at 4% or $203,771 at 6%.
202012$408,604$53,298$26,649iApproximate average salary by contribution assumption: employee only about $666,225 at 4% or $444,150 at 6%; with 50% employer match about $444,150 at 4% or $296,100 at 6%; with 100% employer match about $333,113 at 4% or $222,075 at 6%.
Ortega Center Inc. Retirement Plan-2$408,604$53,298$26,649iApproximate average salary by contribution assumption: employee only about $666,225 at 4% or $444,150 at 6%; with 50% employer match about $444,150 at 4% or $296,100 at 6%; with 100% employer match about $333,113 at 4% or $222,075 at 6%.
201912$327,380$51,927$25,964iApproximate average salary by contribution assumption: employee only about $649,088 at 4% or $432,725 at 6%; with 50% employer match about $432,725 at 4% or $288,483 at 6%; with 100% employer match about $324,544 at 4% or $216,363 at 6%.
Ortega Center Inc. Retirement Plan-2$327,380$51,927$25,964iApproximate average salary by contribution assumption: employee only about $649,088 at 4% or $432,725 at 6%; with 50% employer match about $432,725 at 4% or $288,483 at 6%; with 100% employer match about $324,544 at 4% or $216,363 at 6%.
201812$268,004$50,643$25,322iApproximate average salary by contribution assumption: employee only about $633,038 at 4% or $422,025 at 6%; with 50% employer match about $422,025 at 4% or $281,350 at 6%; with 100% employer match about $316,519 at 4% or $211,013 at 6%.
Ortega Center Inc. Retirement Plan-2$268,004$50,643$25,322iApproximate average salary by contribution assumption: employee only about $633,038 at 4% or $422,025 at 6%; with 50% employer match about $422,025 at 4% or $281,350 at 6%; with 100% employer match about $316,519 at 4% or $211,013 at 6%.
201712$212,461$49,597$24,799iApproximate average salary by contribution assumption: employee only about $619,963 at 4% or $413,308 at 6%; with 50% employer match about $413,308 at 4% or $275,539 at 6%; with 100% employer match about $309,981 at 4% or $206,654 at 6%.
Ortega Center Inc. Retirement Plan-2$212,461$49,597$24,799iApproximate average salary by contribution assumption: employee only about $619,963 at 4% or $413,308 at 6%; with 50% employer match about $413,308 at 4% or $275,539 at 6%; with 100% employer match about $309,981 at 4% or $206,654 at 6%.
201612$181,135$49,357$24,679iApproximate average salary by contribution assumption: employee only about $616,963 at 4% or $411,308 at 6%; with 50% employer match about $411,308 at 4% or $274,206 at 6%; with 100% employer match about $308,481 at 4% or $205,654 at 6%.
Ortega Center Inc. Retirement Plan-2$181,135$49,357$24,679iApproximate average salary by contribution assumption: employee only about $616,963 at 4% or $411,308 at 6%; with 50% employer match about $411,308 at 4% or $274,206 at 6%; with 100% employer match about $308,481 at 4% or $205,654 at 6%.
201512$93,353$49,837$24,919iApproximate average salary by contribution assumption: employee only about $622,963 at 4% or $415,308 at 6%; with 50% employer match about $415,308 at 4% or $276,872 at 6%; with 100% employer match about $311,481 at 4% or $207,654 at 6%.
Ortega Center Inc. Retirement Plan-2$93,353$49,837$24,919iApproximate average salary by contribution assumption: employee only about $622,963 at 4% or $415,308 at 6%; with 50% employer match about $415,308 at 4% or $276,872 at 6%; with 100% employer match about $311,481 at 4% or $207,654 at 6%.
201412$48,033$48,033$24,017iApproximate average salary by contribution assumption: employee only about $600,413 at 4% or $400,275 at 6%; with 50% employer match about $400,275 at 4% or $266,850 at 6%; with 100% employer match about $300,206 at 4% or $200,138 at 6%.
Ortega Center Inc. Retirement Plan-2$48,033$48,033$24,017iApproximate average salary by contribution assumption: employee only about $600,413 at 4% or $400,275 at 6%; with 50% employer match about $400,275 at 4% or $266,850 at 6%; with 100% employer match about $300,206 at 4% or $200,138 at 6%.