Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$125,043
2024 Contributions
$177,600
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $125,043 | $0 | - |
| Co Ortiz Inc. Retirement Plan | - | 2 | $125,043 | - | - |
| 2023 | 1 | 2 | $1,616 | $0 | - |
| Co Ortiz Inc. Retirement Plan | - | 2 | $1,616 | - | - |
| 2022 | 1 | 1 | $177,600 | $177,600 | $177,600iApproximate average salary by contribution assumption: employee only about $4,440,000 at 4% or $2,960,000 at 6%; with 50% employer match about $2,960,000 at 4% or $1,973,333 at 6%; with 100% employer match about $2,220,000 at 4% or $1,480,000 at 6%. |
| Co Ortiz Inc. Retirement Plan | - | 1 | $177,600 | $177,600 | $177,600iApproximate average salary by contribution assumption: employee only about $4,440,000 at 4% or $2,960,000 at 6%; with 50% employer match about $2,960,000 at 4% or $1,973,333 at 6%; with 100% employer match about $2,220,000 at 4% or $1,480,000 at 6%. |