Civic Intelligence

Rall & Ortiz LLC

Plan context: Rall & Ortiz LLC Profit Sharing Plan

EIN 81-4567838 • Portland, OR • 8 filings • 1 plans

9700 Southwest Capitol Hwy #120Portland, OR 97219
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,585,451

2024 Contributions

$14,795

Historical Graphs

Total Assets Over Time

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

$1,585,451$792,726$0201720212024YearValue
$1,585,451Latest year 2024

Participants Over Time

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

1370201720212024YearValue
11Latest 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
2024111$1,585,451$14,795$1,345iApproximate average salary by contribution assumption: employee only about $33,625 at 4% or $22,417 at 6%; with 50% employer match about $22,417 at 4% or $14,944 at 6%; with 100% employer match about $16,813 at 4% or $11,208 at 6%.
Rall & Ortiz LLC Profit Sharing Plan-11$1,585,451$14,795$1,345iApproximate average salary by contribution assumption: employee only about $33,625 at 4% or $22,417 at 6%; with 50% employer match about $22,417 at 4% or $14,944 at 6%; with 100% employer match about $16,813 at 4% or $11,208 at 6%.
2023111$1,391,941$24,581$2,235iApproximate average salary by contribution assumption: employee only about $55,866 at 4% or $37,244 at 6%; with 50% employer match about $37,244 at 4% or $24,829 at 6%; with 100% employer match about $27,933 at 4% or $18,622 at 6%.
Rall & Ortiz LLC Profit Sharing Plan-11$1,391,941$24,581$2,235iApproximate average salary by contribution assumption: employee only about $55,866 at 4% or $37,244 at 6%; with 50% employer match about $37,244 at 4% or $24,829 at 6%; with 100% employer match about $27,933 at 4% or $18,622 at 6%.
2022111$1,190,379$18,945$1,722iApproximate average salary by contribution assumption: employee only about $43,057 at 4% or $28,705 at 6%; with 50% employer match about $28,705 at 4% or $19,136 at 6%; with 100% employer match about $21,528 at 4% or $14,352 at 6%.
Rall & Ortiz LLC Profit Sharing Plan-11$1,190,379$18,945$1,722iApproximate average salary by contribution assumption: employee only about $43,057 at 4% or $28,705 at 6%; with 50% employer match about $28,705 at 4% or $19,136 at 6%; with 100% employer match about $21,528 at 4% or $14,352 at 6%.
2021110$1,345,831$14,382$1,438iApproximate average salary by contribution assumption: employee only about $35,955 at 4% or $23,970 at 6%; with 50% employer match about $23,970 at 4% or $15,980 at 6%; with 100% employer match about $17,978 at 4% or $11,985 at 6%.
Rall & Ortiz LLC Profit Sharing Plan-10$1,345,831$14,382$1,438iApproximate average salary by contribution assumption: employee only about $35,955 at 4% or $23,970 at 6%; with 50% employer match about $23,970 at 4% or $15,980 at 6%; with 100% employer match about $17,978 at 4% or $11,985 at 6%.
2020111$1,149,847$16,112$1,465iApproximate average salary by contribution assumption: employee only about $36,618 at 4% or $24,412 at 6%; with 50% employer match about $24,412 at 4% or $16,275 at 6%; with 100% employer match about $18,309 at 4% or $12,206 at 6%.
Rall & Ortiz LLC Profit Sharing Plan-11$1,149,847$16,112$1,465iApproximate average salary by contribution assumption: employee only about $36,618 at 4% or $24,412 at 6%; with 50% employer match about $24,412 at 4% or $16,275 at 6%; with 100% employer match about $18,309 at 4% or $12,206 at 6%.
2019111$1,020,588$15,371$1,397iApproximate average salary by contribution assumption: employee only about $34,934 at 4% or $23,289 at 6%; with 50% employer match about $23,289 at 4% or $15,526 at 6%; with 100% employer match about $17,467 at 4% or $11,645 at 6%.
Rall & Ortiz LLC Profit Sharing Plan-11$1,020,588$15,371$1,397iApproximate average salary by contribution assumption: employee only about $34,934 at 4% or $23,289 at 6%; with 50% employer match about $23,289 at 4% or $15,526 at 6%; with 100% employer match about $17,467 at 4% or $11,645 at 6%.
2018112$846,904$15,133$1,261iApproximate average salary by contribution assumption: employee only about $31,527 at 4% or $21,018 at 6%; with 50% employer match about $21,018 at 4% or $14,012 at 6%; with 100% employer match about $15,764 at 4% or $10,509 at 6%.
Rall & Ortiz LLC Profit Sharing Plan-12$846,904$15,133$1,261iApproximate average salary by contribution assumption: employee only about $31,527 at 4% or $21,018 at 6%; with 50% employer match about $21,018 at 4% or $14,012 at 6%; with 100% employer match about $15,764 at 4% or $10,509 at 6%.
2017113$902,705$12,246$942iApproximate average salary by contribution assumption: employee only about $23,550 at 4% or $15,700 at 6%; with 50% employer match about $15,700 at 4% or $10,467 at 6%; with 100% employer match about $11,775 at 4% or $7,850 at 6%.
Rall & Ortiz LLC Profit Sharing Plan-13$902,705$12,246$942iApproximate average salary by contribution assumption: employee only about $23,550 at 4% or $15,700 at 6%; with 50% employer match about $15,700 at 4% or $10,467 at 6%; with 100% employer match about $11,775 at 4% or $7,850 at 6%.