Civic Intelligence

Paul E Ortiz DMD PC

Plan context: PAUL E ORTIZ DMD PC 401 K PROFIT SHARING PLAN TRUST

EIN 93-1165902 • Tualatin, OR • 18 filings • 8 plans

21740 SW 109th TerTualatin, OR 97062-6009
Current Snapshot

Latest Year

2020

2020 Participants

7

2020 Assets

$117,081

2020 Contributions

$1,503

Historical Graphs

Total Assets Over Time

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

$306,307$153,154$0199920112016YearValue
$117,081Latest year 2016

Participants Over Time

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

740199920092016YearValue
7Latest year 2016

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
202010$0$0-
PAUL E ORTIZ DMD PC-0$0--
201710$0$1,503-
PAUL E ORTIZ DMD PC 401 K PROFIT SHARING PLAN TRUST-0$0$1,503-
201617$117,081$18,138$2,591iApproximate average salary by contribution assumption: employee only about $64,779 at 4% or $43,186 at 6%; with 50% employer match about $43,186 at 4% or $28,790 at 6%; with 100% employer match about $32,389 at 4% or $21,593 at 6%.
PAUL E ORTIZ DMD PC 401 K PROFIT SHARING PLAN TRUST-7$117,081$18,138$2,591iApproximate average salary by contribution assumption: employee only about $64,779 at 4% or $43,186 at 6%; with 50% employer match about $43,186 at 4% or $28,790 at 6%; with 100% employer match about $32,389 at 4% or $21,593 at 6%.
201512$96,203$13,203$6,602iApproximate average salary by contribution assumption: employee only about $165,038 at 4% or $110,025 at 6%; with 50% employer match about $110,025 at 4% or $73,350 at 6%; with 100% employer match about $82,519 at 4% or $55,013 at 6%.
PAUL E ORTIZ DMD PC 401 K PROFIT SHARING PLAN TRUST-2$96,203$13,203$6,602iApproximate average salary by contribution assumption: employee only about $165,038 at 4% or $110,025 at 6%; with 50% employer match about $110,025 at 4% or $73,350 at 6%; with 100% employer match about $82,519 at 4% or $55,013 at 6%.
201411$82,563$9,209$9,209iApproximate average salary by contribution assumption: employee only about $230,225 at 4% or $153,483 at 6%; with 50% employer match about $153,483 at 4% or $102,322 at 6%; with 100% employer match about $115,113 at 4% or $76,742 at 6%.
PAUL E ORTIZ DMD PC 401 K PROFIT SHARING PLAN TRUST-1$82,563$9,209$9,209iApproximate average salary by contribution assumption: employee only about $230,225 at 4% or $153,483 at 6%; with 50% employer match about $153,483 at 4% or $102,322 at 6%; with 100% employer match about $115,113 at 4% or $76,742 at 6%.
201313$178,098$8,786$2,929iApproximate average salary by contribution assumption: employee only about $73,217 at 4% or $48,811 at 6%; with 50% employer match about $48,811 at 4% or $32,541 at 6%; with 100% employer match about $36,608 at 4% or $24,406 at 6%.
PAUL E ORTIZ DMD PC 401 K PROFIT SHARING PLAN TRUST-3$178,098$8,786$2,929iApproximate average salary by contribution assumption: employee only about $73,217 at 4% or $48,811 at 6%; with 50% employer match about $48,811 at 4% or $32,541 at 6%; with 100% employer match about $36,608 at 4% or $24,406 at 6%.
201213$306,307$8,538$2,846iApproximate average salary by contribution assumption: employee only about $71,150 at 4% or $47,433 at 6%; with 50% employer match about $47,433 at 4% or $31,622 at 6%; with 100% employer match about $35,575 at 4% or $23,717 at 6%.
PAUL E ORTIZ DMD PC 401 K PROFIT SHARING PLAN TRUST-3$306,307$8,538$2,846iApproximate average salary by contribution assumption: employee only about $71,150 at 4% or $47,433 at 6%; with 50% employer match about $47,433 at 4% or $31,622 at 6%; with 100% employer match about $35,575 at 4% or $23,717 at 6%.
201113$280,953$8,943$2,981iApproximate average salary by contribution assumption: employee only about $74,525 at 4% or $49,683 at 6%; with 50% employer match about $49,683 at 4% or $33,122 at 6%; with 100% employer match about $37,263 at 4% or $24,842 at 6%.
PAUL E ORTIZ DMD PC 401 K PROFIT SHARING PLAN TRUST-3$280,953$8,943$2,981iApproximate average salary by contribution assumption: employee only about $74,525 at 4% or $49,683 at 6%; with 50% employer match about $49,683 at 4% or $33,122 at 6%; with 100% employer match about $37,263 at 4% or $24,842 at 6%.
201013$265,129$9,864$3,288iApproximate average salary by contribution assumption: employee only about $82,200 at 4% or $54,800 at 6%; with 50% employer match about $54,800 at 4% or $36,533 at 6%; with 100% employer match about $41,100 at 4% or $27,400 at 6%.
Paul E Ortiz DMD PC 401K Profit Sharing Plan-3$265,129$9,864$3,288iApproximate average salary by contribution assumption: employee only about $82,200 at 4% or $54,800 at 6%; with 50% employer match about $54,800 at 4% or $36,533 at 6%; with 100% employer match about $41,100 at 4% or $27,400 at 6%.
200914$237,146$10,685$2,671iApproximate average salary by contribution assumption: employee only about $66,781 at 4% or $44,521 at 6%; with 50% employer match about $44,521 at 4% or $29,681 at 6%; with 100% employer match about $33,391 at 4% or $22,260 at 6%.
Paul E Ortiz DMD PC 401K Profit Sharing Plan-4$237,146$10,685$2,671iApproximate average salary by contribution assumption: employee only about $66,781 at 4% or $44,521 at 6%; with 50% employer match about $44,521 at 4% or $29,681 at 6%; with 100% employer match about $33,391 at 4% or $22,260 at 6%.
200817$202,718$132,298$18,900iApproximate average salary by contribution assumption: employee only about $472,493 at 4% or $314,995 at 6%; with 50% employer match about $314,995 at 4% or $209,997 at 6%; with 100% employer match about $236,246 at 4% or $157,498 at 6%.
Paul E Ortiz DMD PC 401K Profit Sharing Plan-7$202,718$132,298$18,900iApproximate average salary by contribution assumption: employee only about $472,493 at 4% or $314,995 at 6%; with 50% employer match about $314,995 at 4% or $209,997 at 6%; with 100% employer match about $236,246 at 4% or $157,498 at 6%.
200715$110,110$113,481$22,696iApproximate average salary by contribution assumption: employee only about $567,405 at 4% or $378,270 at 6%; with 50% employer match about $378,270 at 4% or $252,180 at 6%; with 100% employer match about $283,703 at 4% or $189,135 at 6%.
PAUL E. ORTIZ, DMD, PC 401K PLAN-5$110,110$113,481$22,696iApproximate average salary by contribution assumption: employee only about $567,405 at 4% or $378,270 at 6%; with 50% employer match about $378,270 at 4% or $252,180 at 6%; with 100% employer match about $283,703 at 4% or $189,135 at 6%.
200410$0$0-
Paul E Ortiz DMD PC 401K Profit Sharing Plan-0---
200312$0$0-
Paul E Ortiz DMD PC 401K Profit Sharing Plan-2---
200212$0$0-
Paul E Ortiz DMD PC 401K Profit Sharing Plan-2---
200114$0$0-
Paul E Ortiz DMD PC 401K Profit Sharing Plan-4---
200014$0$0-
Paul E Ortiz DMD PC 401K Profit Sharing Plan-4---
199914$91,617$19,270$4,818iApproximate average salary by contribution assumption: employee only about $120,438 at 4% or $80,292 at 6%; with 50% employer match about $80,292 at 4% or $53,528 at 6%; with 100% employer match about $60,219 at 4% or $40,146 at 6%.
Paul E Ortiz DMD PC 401K Profit Sharing Plan-4$91,617$19,270$4,818iApproximate average salary by contribution assumption: employee only about $120,438 at 4% or $80,292 at 6%; with 50% employer match about $80,292 at 4% or $53,528 at 6%; with 100% employer match about $60,219 at 4% or $40,146 at 6%.