ORTIZ CAPITAL LLC
Plan context: ORTIZ CAPITAL LLC - 401K
EIN 81-4977453 • Webster, NY • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$5,188
2025 Contributions
$4,865
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| ORTIZ CAPITAL LLC - 401K | - | 0 | $0 | - | - |
| 2024 | 1 | 1 | $5,188 | $4,865 | $4,865iApproximate average salary by contribution assumption: employee only about $121,625 at 4% or $81,083 at 6%; with 50% employer match about $81,083 at 4% or $54,056 at 6%; with 100% employer match about $60,813 at 4% or $40,542 at 6%. |
| ORTIZ CAPITAL LLC - 401K | - | 1 | $5,188 | $4,865 | $4,865iApproximate average salary by contribution assumption: employee only about $121,625 at 4% or $81,083 at 6%; with 50% employer match about $81,083 at 4% or $54,056 at 6%; with 100% employer match about $60,813 at 4% or $40,542 at 6%. |