Civic Intelligence

Beverly E. Ort, D.V.M.

Plan context: Beverly E. Ort, D.V.M. Money Purchase Pension Plan

EIN 94-2972374 • San Bruno, CA • 17 filings • 2 plans

2570 Lexington WaySan Bruno, CA 94066
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$1,744,071

2015 Contributions

$65,088

Historical Graphs

Total Assets Over Time

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

$1,749,494$874,747$0199920082015YearValue
$1,744,071Latest year 2015

Participants Over Time

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

210199920072015YearValue
1Latest year 2015

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
201511$1,744,071$65,088$65,088iApproximate average salary by contribution assumption: employee only about $1,627,200 at 4% or $1,084,800 at 6%; with 50% employer match about $1,084,800 at 4% or $723,200 at 6%; with 100% employer match about $813,600 at 4% or $542,400 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-1$1,744,071$65,088$65,088iApproximate average salary by contribution assumption: employee only about $1,627,200 at 4% or $1,084,800 at 6%; with 50% employer match about $1,084,800 at 4% or $723,200 at 6%; with 100% employer match about $813,600 at 4% or $542,400 at 6%.
201412$1,749,494$62,038$31,019iApproximate average salary by contribution assumption: employee only about $775,475 at 4% or $516,983 at 6%; with 50% employer match about $516,983 at 4% or $344,656 at 6%; with 100% employer match about $387,738 at 4% or $258,492 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-2$1,749,494$62,038$31,019iApproximate average salary by contribution assumption: employee only about $775,475 at 4% or $516,983 at 6%; with 50% employer match about $516,983 at 4% or $344,656 at 6%; with 100% employer match about $387,738 at 4% or $258,492 at 6%.
201312$1,654,965$47,584$23,792iApproximate average salary by contribution assumption: employee only about $594,800 at 4% or $396,533 at 6%; with 50% employer match about $396,533 at 4% or $264,356 at 6%; with 100% employer match about $297,400 at 4% or $198,267 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-2$1,654,965$47,584$23,792iApproximate average salary by contribution assumption: employee only about $594,800 at 4% or $396,533 at 6%; with 50% employer match about $396,533 at 4% or $264,356 at 6%; with 100% employer match about $297,400 at 4% or $198,267 at 6%.
201211$1,471,902$53,422$53,422iApproximate average salary by contribution assumption: employee only about $1,335,550 at 4% or $890,367 at 6%; with 50% employer match about $890,367 at 4% or $593,578 at 6%; with 100% employer match about $667,775 at 4% or $445,183 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-1$1,471,902$53,422$53,422iApproximate average salary by contribution assumption: employee only about $1,335,550 at 4% or $890,367 at 6%; with 50% employer match about $890,367 at 4% or $593,578 at 6%; with 100% employer match about $667,775 at 4% or $445,183 at 6%.
201111$1,316,567$54,706$54,706iApproximate average salary by contribution assumption: employee only about $1,367,650 at 4% or $911,767 at 6%; with 50% employer match about $911,767 at 4% or $607,844 at 6%; with 100% employer match about $683,825 at 4% or $455,883 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-1$1,316,567$54,706$54,706iApproximate average salary by contribution assumption: employee only about $1,367,650 at 4% or $911,767 at 6%; with 50% employer match about $911,767 at 4% or $607,844 at 6%; with 100% employer match about $683,825 at 4% or $455,883 at 6%.
201011$1,363,869$36,133$36,133iApproximate average salary by contribution assumption: employee only about $903,325 at 4% or $602,217 at 6%; with 50% employer match about $602,217 at 4% or $401,478 at 6%; with 100% employer match about $451,663 at 4% or $301,108 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-1$1,363,869$36,133$36,133iApproximate average salary by contribution assumption: employee only about $903,325 at 4% or $602,217 at 6%; with 50% employer match about $602,217 at 4% or $401,478 at 6%; with 100% employer match about $451,663 at 4% or $301,108 at 6%.
200911$1,225,715$25,824$25,824iApproximate average salary by contribution assumption: employee only about $645,600 at 4% or $430,400 at 6%; with 50% employer match about $430,400 at 4% or $286,933 at 6%; with 100% employer match about $322,800 at 4% or $215,200 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-1$1,225,715$25,824$25,824iApproximate average salary by contribution assumption: employee only about $645,600 at 4% or $430,400 at 6%; with 50% employer match about $430,400 at 4% or $286,933 at 6%; with 100% employer match about $322,800 at 4% or $215,200 at 6%.
200811$1,004,355$38,320$38,320iApproximate average salary by contribution assumption: employee only about $958,000 at 4% or $638,667 at 6%; with 50% employer match about $638,667 at 4% or $425,778 at 6%; with 100% employer match about $479,000 at 4% or $319,333 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-1$1,004,355$38,320$38,320iApproximate average salary by contribution assumption: employee only about $958,000 at 4% or $638,667 at 6%; with 50% employer match about $638,667 at 4% or $425,778 at 6%; with 100% employer match about $479,000 at 4% or $319,333 at 6%.
200712$1,455,946$40,269$20,135iApproximate average salary by contribution assumption: employee only about $503,363 at 4% or $335,575 at 6%; with 50% employer match about $335,575 at 4% or $223,717 at 6%; with 100% employer match about $251,681 at 4% or $167,788 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-2$1,455,946$40,269$20,135iApproximate average salary by contribution assumption: employee only about $503,363 at 4% or $335,575 at 6%; with 50% employer match about $335,575 at 4% or $223,717 at 6%; with 100% employer match about $251,681 at 4% or $167,788 at 6%.
200612$1,239,549$36,057$18,029iApproximate average salary by contribution assumption: employee only about $450,713 at 4% or $300,475 at 6%; with 50% employer match about $300,475 at 4% or $200,317 at 6%; with 100% employer match about $225,356 at 4% or $150,238 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-2$1,239,549$36,057$18,029iApproximate average salary by contribution assumption: employee only about $450,713 at 4% or $300,475 at 6%; with 50% employer match about $300,475 at 4% or $200,317 at 6%; with 100% employer match about $225,356 at 4% or $150,238 at 6%.
200512$1,089,664$35,321$17,661iApproximate average salary by contribution assumption: employee only about $441,513 at 4% or $294,342 at 6%; with 50% employer match about $294,342 at 4% or $196,228 at 6%; with 100% employer match about $220,756 at 4% or $147,171 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-2$1,089,664$35,321$17,661iApproximate average salary by contribution assumption: employee only about $441,513 at 4% or $294,342 at 6%; with 50% employer match about $294,342 at 4% or $196,228 at 6%; with 100% employer match about $220,756 at 4% or $147,171 at 6%.
200412$959,848$31,322$15,661iApproximate average salary by contribution assumption: employee only about $391,525 at 4% or $261,017 at 6%; with 50% employer match about $261,017 at 4% or $174,011 at 6%; with 100% employer match about $195,763 at 4% or $130,508 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-2$959,848$31,322$15,661iApproximate average salary by contribution assumption: employee only about $391,525 at 4% or $261,017 at 6%; with 50% employer match about $261,017 at 4% or $174,011 at 6%; with 100% employer match about $195,763 at 4% or $130,508 at 6%.
200311$841,594$23,843$23,843iApproximate average salary by contribution assumption: employee only about $596,075 at 4% or $397,383 at 6%; with 50% employer match about $397,383 at 4% or $264,922 at 6%; with 100% employer match about $298,038 at 4% or $198,692 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-1$841,594$23,843$23,843iApproximate average salary by contribution assumption: employee only about $596,075 at 4% or $397,383 at 6%; with 50% employer match about $397,383 at 4% or $264,922 at 6%; with 100% employer match about $298,038 at 4% or $198,692 at 6%.
200211$682,068$30,950$30,950iApproximate average salary by contribution assumption: employee only about $773,750 at 4% or $515,833 at 6%; with 50% employer match about $515,833 at 4% or $343,889 at 6%; with 100% employer match about $386,875 at 4% or $257,917 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-1$682,068$30,950$30,950iApproximate average salary by contribution assumption: employee only about $773,750 at 4% or $515,833 at 6%; with 50% employer match about $515,833 at 4% or $343,889 at 6%; with 100% employer match about $386,875 at 4% or $257,917 at 6%.
200112$0$0-
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-2---
200012$968,779$32,620$16,310iApproximate average salary by contribution assumption: employee only about $407,750 at 4% or $271,833 at 6%; with 50% employer match about $271,833 at 4% or $181,222 at 6%; with 100% employer match about $203,875 at 4% or $135,917 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-2$968,779$32,620$16,310iApproximate average salary by contribution assumption: employee only about $407,750 at 4% or $271,833 at 6%; with 50% employer match about $271,833 at 4% or $181,222 at 6%; with 100% employer match about $203,875 at 4% or $135,917 at 6%.
199912$1,049,690$35,109$17,555iApproximate average salary by contribution assumption: employee only about $438,863 at 4% or $292,575 at 6%; with 50% employer match about $292,575 at 4% or $195,050 at 6%; with 100% employer match about $219,431 at 4% or $146,288 at 6%.
Beverly E. Ort, D.V.M. Money Purchase Pension Plan-2$1,049,690$35,109$17,555iApproximate average salary by contribution assumption: employee only about $438,863 at 4% or $292,575 at 6%; with 50% employer match about $292,575 at 4% or $195,050 at 6%; with 100% employer match about $219,431 at 4% or $146,288 at 6%.