Civic Intelligence

Brown & Ortiz PC.

Plan context: Brown & Ortiz PC. 401K Profit Sharing Plan

EIN 84-1651986 • San Antonio, TX • 16 filings • 4 plans

112 E. Pecan StreetSuite 1360San Antonio, TX 78205
Current Snapshot

Latest Year

2022

2022 Participants

9

2022 Assets

$1,210,026

2022 Contributions

$124,463

Historical Graphs

Total Assets Over Time

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

$1,339,305$669,653$0200620152022YearValue
$1,210,026Latest year 2022

Participants Over Time

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

950200620152022YearValue
9Latest year 2022

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
202219$1,210,026$124,463$13,829iApproximate average salary by contribution assumption: employee only about $345,731 at 4% or $230,487 at 6%; with 50% employer match about $230,487 at 4% or $153,658 at 6%; with 100% employer match about $172,865 at 4% or $115,244 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-9$1,210,026$124,463$13,829iApproximate average salary by contribution assumption: employee only about $345,731 at 4% or $230,487 at 6%; with 50% employer match about $230,487 at 4% or $153,658 at 6%; with 100% employer match about $172,865 at 4% or $115,244 at 6%.
202119$1,339,305$116,413$12,935iApproximate average salary by contribution assumption: employee only about $323,369 at 4% or $215,580 at 6%; with 50% employer match about $215,580 at 4% or $143,720 at 6%; with 100% employer match about $161,685 at 4% or $107,790 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-9$1,339,305$116,413$12,935iApproximate average salary by contribution assumption: employee only about $323,369 at 4% or $215,580 at 6%; with 50% employer match about $215,580 at 4% or $143,720 at 6%; with 100% employer match about $161,685 at 4% or $107,790 at 6%.
202019$1,033,273$113,486$12,610iApproximate average salary by contribution assumption: employee only about $315,239 at 4% or $210,159 at 6%; with 50% employer match about $210,159 at 4% or $140,106 at 6%; with 100% employer match about $157,619 at 4% or $105,080 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-9$1,033,273$113,486$12,610iApproximate average salary by contribution assumption: employee only about $315,239 at 4% or $210,159 at 6%; with 50% employer match about $210,159 at 4% or $140,106 at 6%; with 100% employer match about $157,619 at 4% or $105,080 at 6%.
201919$780,503$119,413$13,268iApproximate average salary by contribution assumption: employee only about $331,703 at 4% or $221,135 at 6%; with 50% employer match about $221,135 at 4% or $147,423 at 6%; with 100% employer match about $165,851 at 4% or $110,568 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-9$780,503$119,413$13,268iApproximate average salary by contribution assumption: employee only about $331,703 at 4% or $221,135 at 6%; with 50% employer match about $221,135 at 4% or $147,423 at 6%; with 100% employer match about $165,851 at 4% or $110,568 at 6%.
201818$516,581$108,504$13,563iApproximate average salary by contribution assumption: employee only about $339,075 at 4% or $226,050 at 6%; with 50% employer match about $226,050 at 4% or $150,700 at 6%; with 100% employer match about $169,538 at 4% or $113,025 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-8$516,581$108,504$13,563iApproximate average salary by contribution assumption: employee only about $339,075 at 4% or $226,050 at 6%; with 50% employer match about $226,050 at 4% or $150,700 at 6%; with 100% employer match about $169,538 at 4% or $113,025 at 6%.
201718$481,754$90,307$11,288iApproximate average salary by contribution assumption: employee only about $282,209 at 4% or $188,140 at 6%; with 50% employer match about $188,140 at 4% or $125,426 at 6%; with 100% employer match about $141,105 at 4% or $94,070 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-8$481,754$90,307$11,288iApproximate average salary by contribution assumption: employee only about $282,209 at 4% or $188,140 at 6%; with 50% employer match about $188,140 at 4% or $125,426 at 6%; with 100% employer match about $141,105 at 4% or $94,070 at 6%.
201618$327,762$83,803$10,475iApproximate average salary by contribution assumption: employee only about $261,884 at 4% or $174,590 at 6%; with 50% employer match about $174,590 at 4% or $116,393 at 6%; with 100% employer match about $130,942 at 4% or $87,295 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-8$327,762$83,803$10,475iApproximate average salary by contribution assumption: employee only about $261,884 at 4% or $174,590 at 6%; with 50% employer match about $174,590 at 4% or $116,393 at 6%; with 100% employer match about $130,942 at 4% or $87,295 at 6%.
201517$252,404$69,169$9,881iApproximate average salary by contribution assumption: employee only about $247,032 at 4% or $164,688 at 6%; with 50% employer match about $164,688 at 4% or $109,792 at 6%; with 100% employer match about $123,516 at 4% or $82,344 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-7$252,404$69,169$9,881iApproximate average salary by contribution assumption: employee only about $247,032 at 4% or $164,688 at 6%; with 50% employer match about $164,688 at 4% or $109,792 at 6%; with 100% employer match about $123,516 at 4% or $82,344 at 6%.
201416$201,233$53,626$8,938iApproximate average salary by contribution assumption: employee only about $223,442 at 4% or $148,961 at 6%; with 50% employer match about $148,961 at 4% or $99,307 at 6%; with 100% employer match about $111,721 at 4% or $74,481 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-6$201,233$53,626$8,938iApproximate average salary by contribution assumption: employee only about $223,442 at 4% or $148,961 at 6%; with 50% employer match about $148,961 at 4% or $99,307 at 6%; with 100% employer match about $111,721 at 4% or $74,481 at 6%.
201316$158,329$53,374$8,896iApproximate average salary by contribution assumption: employee only about $222,392 at 4% or $148,261 at 6%; with 50% employer match about $148,261 at 4% or $98,841 at 6%; with 100% employer match about $111,196 at 4% or $74,131 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-6$158,329$53,374$8,896iApproximate average salary by contribution assumption: employee only about $222,392 at 4% or $148,261 at 6%; with 50% employer match about $148,261 at 4% or $98,841 at 6%; with 100% employer match about $111,196 at 4% or $74,131 at 6%.
201217$128,639$68,661$9,809iApproximate average salary by contribution assumption: employee only about $245,218 at 4% or $163,479 at 6%; with 50% employer match about $163,479 at 4% or $108,986 at 6%; with 100% employer match about $122,609 at 4% or $81,739 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-7$128,639$68,661$9,809iApproximate average salary by contribution assumption: employee only about $245,218 at 4% or $163,479 at 6%; with 50% employer match about $163,479 at 4% or $108,986 at 6%; with 100% employer match about $122,609 at 4% or $81,739 at 6%.
201114$71,604$59,026$14,757iApproximate average salary by contribution assumption: employee only about $368,913 at 4% or $245,942 at 6%; with 50% employer match about $245,942 at 4% or $163,961 at 6%; with 100% employer match about $184,456 at 4% or $122,971 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-4$71,604$59,026$14,757iApproximate average salary by contribution assumption: employee only about $368,913 at 4% or $245,942 at 6%; with 50% employer match about $245,942 at 4% or $163,961 at 6%; with 100% employer match about $184,456 at 4% or $122,971 at 6%.
201014$13,795$13,582$3,396iApproximate average salary by contribution assumption: employee only about $84,888 at 4% or $56,592 at 6%; with 50% employer match about $56,592 at 4% or $37,728 at 6%; with 100% employer match about $42,444 at 4% or $28,296 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-4$13,795$13,582$3,396iApproximate average salary by contribution assumption: employee only about $84,888 at 4% or $56,592 at 6%; with 50% employer match about $56,592 at 4% or $37,728 at 6%; with 100% employer match about $42,444 at 4% or $28,296 at 6%.
200816$85,597$50,767$8,461iApproximate average salary by contribution assumption: employee only about $211,529 at 4% or $141,019 at 6%; with 50% employer match about $141,019 at 4% or $94,013 at 6%; with 100% employer match about $105,765 at 4% or $70,510 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-6$85,597$50,767$8,461iApproximate average salary by contribution assumption: employee only about $211,529 at 4% or $141,019 at 6%; with 50% employer match about $141,019 at 4% or $94,013 at 6%; with 100% employer match about $105,765 at 4% or $70,510 at 6%.
200717$100,548$58,798$8,400iApproximate average salary by contribution assumption: employee only about $209,993 at 4% or $139,995 at 6%; with 50% employer match about $139,995 at 4% or $93,330 at 6%; with 100% employer match about $104,996 at 4% or $69,998 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-7$100,548$58,798$8,400iApproximate average salary by contribution assumption: employee only about $209,993 at 4% or $139,995 at 6%; with 50% employer match about $139,995 at 4% or $93,330 at 6%; with 100% employer match about $104,996 at 4% or $69,998 at 6%.
200618$38,511$38,256$4,782iApproximate average salary by contribution assumption: employee only about $119,550 at 4% or $79,700 at 6%; with 50% employer match about $79,700 at 4% or $53,133 at 6%; with 100% employer match about $59,775 at 4% or $39,850 at 6%.
Brown & Ortiz PC. 401K Profit Sharing Plan-8$38,511$38,256$4,782iApproximate average salary by contribution assumption: employee only about $119,550 at 4% or $79,700 at 6%; with 50% employer match about $79,700 at 4% or $53,133 at 6%; with 100% employer match about $59,775 at 4% or $39,850 at 6%.