Civic Intelligence

ORTIZ ENTERPRISES INCORPORATED

Plan context: Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan

EIN 95-3387686 • Irvine, CA • 34 filings • 6 plans

6 Cushing, Suite 200Irvine, CA 92618
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$8,509,360

2024 Contributions

$352,096

Historical Graphs

Total Assets Over Time

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

$8,509,360$4,254,680$0199920132024YearValue
$8,509,360Latest year 2024

Participants Over Time

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

28140199920122024YearValue
19Latest year 2024

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
2024219$8,509,360$352,096$18,531iApproximate average salary by contribution assumption: employee only about $463,284 at 4% or $308,856 at 6%; with 50% employer match about $308,856 at 4% or $205,904 at 6%; with 100% employer match about $231,642 at 4% or $154,428 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-19$6,958,367$352,096$18,531iApproximate average salary by contribution assumption: employee only about $463,284 at 4% or $308,856 at 6%; with 50% employer match about $308,856 at 4% or $205,904 at 6%; with 100% employer match about $231,642 at 4% or $154,428 at 6%.
ORTIZ ENTERPRISES, INC. CASH BALANCE PENSION PLAN-9$1,550,993$0-
2023224$8,424,975$503,929$20,997iApproximate average salary by contribution assumption: employee only about $524,926 at 4% or $349,951 at 6%; with 50% employer match about $349,951 at 4% or $233,300 at 6%; with 100% employer match about $262,463 at 4% or $174,975 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-24$6,876,125$403,929$16,830iApproximate average salary by contribution assumption: employee only about $420,759 at 4% or $280,506 at 6%; with 50% employer match about $280,506 at 4% or $187,004 at 6%; with 100% employer match about $210,380 at 4% or $140,253 at 6%.
ORTIZ ENTERPRISES, INC. CASH BALANCE PENSION PLAN-15$1,548,850$100,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
2022228$7,256,110$460,137$16,433iApproximate average salary by contribution assumption: employee only about $410,837 at 4% or $273,891 at 6%; with 50% employer match about $273,891 at 4% or $182,594 at 6%; with 100% employer match about $205,418 at 4% or $136,946 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-28$5,883,273$459,088$16,396iApproximate average salary by contribution assumption: employee only about $409,900 at 4% or $273,267 at 6%; with 50% employer match about $273,267 at 4% or $182,178 at 6%; with 100% employer match about $204,950 at 4% or $136,633 at 6%.
ORTIZ ENTERPRISES, INC. CASH BALANCE PENSION PLAN-14$1,372,837$1,049$75iApproximate average salary by contribution assumption: employee only about $1,873 at 4% or $1,249 at 6%; with 50% employer match about $1,249 at 4% or $833 at 6%; with 100% employer match about $937 at 4% or $624 at 6%.
2021226$8,438,626$866,417$33,324iApproximate average salary by contribution assumption: employee only about $833,093 at 4% or $555,396 at 6%; with 50% employer match about $555,396 at 4% or $370,264 at 6%; with 100% employer match about $416,547 at 4% or $277,698 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-26$6,700,359$516,417$19,862iApproximate average salary by contribution assumption: employee only about $496,555 at 4% or $331,037 at 6%; with 50% employer match about $331,037 at 4% or $220,691 at 6%; with 100% employer match about $248,277 at 4% or $165,518 at 6%.
ORTIZ ENTERPRISES, INC. CASH BALANCE PENSION PLAN-22$1,738,267$350,000$15,909iApproximate average salary by contribution assumption: employee only about $397,727 at 4% or $265,152 at 6%; with 50% employer match about $265,152 at 4% or $176,768 at 6%; with 100% employer match about $198,864 at 4% or $132,576 at 6%.
2020226$7,201,405$813,775$31,299iApproximate average salary by contribution assumption: employee only about $782,476 at 4% or $521,651 at 6%; with 50% employer match about $521,651 at 4% or $347,767 at 6%; with 100% employer match about $391,238 at 4% or $260,825 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-26$5,867,762$463,775$17,838iApproximate average salary by contribution assumption: employee only about $445,938 at 4% or $297,292 at 6%; with 50% employer match about $297,292 at 4% or $198,194 at 6%; with 100% employer match about $222,969 at 4% or $148,646 at 6%.
ORTIZ ENTERPRISES, INC. CASH BALANCE PENSION PLAN-13$1,333,643$350,000$26,923iApproximate average salary by contribution assumption: employee only about $673,077 at 4% or $448,718 at 6%; with 50% employer match about $448,718 at 4% or $299,145 at 6%; with 100% employer match about $336,538 at 4% or $224,359 at 6%.
2019224$5,493,046$638,759$26,615iApproximate average salary by contribution assumption: employee only about $665,374 at 4% or $443,583 at 6%; with 50% employer match about $443,583 at 4% or $295,722 at 6%; with 100% employer match about $332,687 at 4% or $221,791 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-24$4,589,421$335,994$14,000iApproximate average salary by contribution assumption: employee only about $349,994 at 4% or $233,329 at 6%; with 50% employer match about $233,329 at 4% or $155,553 at 6%; with 100% employer match about $174,997 at 4% or $116,665 at 6%.
ORTIZ ENTERPRISES, INC. CASH BALANCE PENSION PLAN-11$903,625$302,765$27,524iApproximate average salary by contribution assumption: employee only about $688,102 at 4% or $458,735 at 6%; with 50% employer match about $458,735 at 4% or $305,823 at 6%; with 100% employer match about $344,051 at 4% or $229,367 at 6%.
2018222$3,887,869$482,096$21,913iApproximate average salary by contribution assumption: employee only about $547,836 at 4% or $365,224 at 6%; with 50% employer match about $365,224 at 4% or $243,483 at 6%; with 100% employer match about $273,918 at 4% or $182,612 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-22$3,476,121$352,639$16,029iApproximate average salary by contribution assumption: employee only about $400,726 at 4% or $267,151 at 6%; with 50% employer match about $267,151 at 4% or $178,101 at 6%; with 100% employer match about $200,363 at 4% or $133,575 at 6%.
ORTIZ ENTERPRISES INC. CASH BALANCE PENSION PLAN-6$411,748$129,457$21,576iApproximate average salary by contribution assumption: employee only about $539,404 at 4% or $359,603 at 6%; with 50% employer match about $359,603 at 4% or $239,735 at 6%; with 100% employer match about $269,702 at 4% or $179,801 at 6%.
2017220$3,685,774$572,295$28,615iApproximate average salary by contribution assumption: employee only about $715,369 at 4% or $476,913 at 6%; with 50% employer match about $476,913 at 4% or $317,942 at 6%; with 100% employer match about $357,684 at 4% or $238,456 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-20$3,399,774$286,295$14,315iApproximate average salary by contribution assumption: employee only about $357,869 at 4% or $238,579 at 6%; with 50% employer match about $238,579 at 4% or $159,053 at 6%; with 100% employer match about $178,934 at 4% or $119,290 at 6%.
ORTIZ ENTERPRISES INC. CASH BALANCE PENSION PLAN-7$286,000$286,000$40,857iApproximate average salary by contribution assumption: employee only about $1,021,429 at 4% or $680,952 at 6%; with 50% employer match about $680,952 at 4% or $453,968 at 6%; with 100% employer match about $510,714 at 4% or $340,476 at 6%.
2016119$2,802,647$251,267$13,225iApproximate average salary by contribution assumption: employee only about $330,614 at 4% or $220,410 at 6%; with 50% employer match about $220,410 at 4% or $146,940 at 6%; with 100% employer match about $165,307 at 4% or $110,205 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-19$2,802,647$251,267$13,225iApproximate average salary by contribution assumption: employee only about $330,614 at 4% or $220,410 at 6%; with 50% employer match about $220,410 at 4% or $146,940 at 6%; with 100% employer match about $165,307 at 4% or $110,205 at 6%.
2015120$2,380,030$151,688$7,584iApproximate average salary by contribution assumption: employee only about $189,610 at 4% or $126,407 at 6%; with 50% employer match about $126,407 at 4% or $84,271 at 6%; with 100% employer match about $94,805 at 4% or $63,203 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-20$2,380,030$151,688$7,584iApproximate average salary by contribution assumption: employee only about $189,610 at 4% or $126,407 at 6%; with 50% employer match about $126,407 at 4% or $84,271 at 6%; with 100% employer match about $94,805 at 4% or $63,203 at 6%.
2014123$2,272,456$251,449$10,933iApproximate average salary by contribution assumption: employee only about $273,314 at 4% or $182,209 at 6%; with 50% employer match about $182,209 at 4% or $121,473 at 6%; with 100% employer match about $136,657 at 4% or $91,105 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-23$2,272,456$251,449$10,933iApproximate average salary by contribution assumption: employee only about $273,314 at 4% or $182,209 at 6%; with 50% employer match about $182,209 at 4% or $121,473 at 6%; with 100% employer match about $136,657 at 4% or $91,105 at 6%.
2013125$2,231,306$163,927$6,557iApproximate average salary by contribution assumption: employee only about $163,927 at 4% or $109,285 at 6%; with 50% employer match about $109,285 at 4% or $72,856 at 6%; with 100% employer match about $81,964 at 4% or $54,642 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-25$2,231,306$163,927$6,557iApproximate average salary by contribution assumption: employee only about $163,927 at 4% or $109,285 at 6%; with 50% employer match about $109,285 at 4% or $72,856 at 6%; with 100% employer match about $81,964 at 4% or $54,642 at 6%.
2012126$1,760,902$130,836$5,032iApproximate average salary by contribution assumption: employee only about $125,804 at 4% or $83,869 at 6%; with 50% employer match about $83,869 at 4% or $55,913 at 6%; with 100% employer match about $62,902 at 4% or $41,935 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-26$1,760,902$130,836$5,032iApproximate average salary by contribution assumption: employee only about $125,804 at 4% or $83,869 at 6%; with 50% employer match about $83,869 at 4% or $55,913 at 6%; with 100% employer match about $62,902 at 4% or $41,935 at 6%.
2011123$1,487,030$198,551$8,633iApproximate average salary by contribution assumption: employee only about $215,816 at 4% or $143,878 at 6%; with 50% employer match about $143,878 at 4% or $95,918 at 6%; with 100% employer match about $107,908 at 4% or $71,939 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-23$1,487,030$198,551$8,633iApproximate average salary by contribution assumption: employee only about $215,816 at 4% or $143,878 at 6%; with 50% employer match about $143,878 at 4% or $95,918 at 6%; with 100% employer match about $107,908 at 4% or $71,939 at 6%.
2010125$1,489,319$82,596$3,304iApproximate average salary by contribution assumption: employee only about $82,596 at 4% or $55,064 at 6%; with 50% employer match about $55,064 at 4% or $36,709 at 6%; with 100% employer match about $41,298 at 4% or $27,532 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-25$1,489,319$82,596$3,304iApproximate average salary by contribution assumption: employee only about $82,596 at 4% or $55,064 at 6%; with 50% employer match about $55,064 at 4% or $36,709 at 6%; with 100% employer match about $41,298 at 4% or $27,532 at 6%.
2009126$1,295,314$63,269$2,433iApproximate average salary by contribution assumption: employee only about $60,836 at 4% or $40,557 at 6%; with 50% employer match about $40,557 at 4% or $27,038 at 6%; with 100% employer match about $30,418 at 4% or $20,279 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-26$1,295,314$63,269$2,433iApproximate average salary by contribution assumption: employee only about $60,836 at 4% or $40,557 at 6%; with 50% employer match about $40,557 at 4% or $27,038 at 6%; with 100% employer match about $30,418 at 4% or $20,279 at 6%.
2008116$1,002,181$97,980$6,124iApproximate average salary by contribution assumption: employee only about $153,094 at 4% or $102,063 at 6%; with 50% employer match about $102,063 at 4% or $68,042 at 6%; with 100% employer match about $76,547 at 4% or $51,031 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-16$1,002,181$97,980$6,124iApproximate average salary by contribution assumption: employee only about $153,094 at 4% or $102,063 at 6%; with 50% employer match about $102,063 at 4% or $68,042 at 6%; with 100% employer match about $76,547 at 4% or $51,031 at 6%.
2007121$0$0-
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-21---
2006120$1,322,347$167,027$8,351iApproximate average salary by contribution assumption: employee only about $208,784 at 4% or $139,189 at 6%; with 50% employer match about $139,189 at 4% or $92,793 at 6%; with 100% employer match about $104,392 at 4% or $69,595 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-20$1,322,347$167,027$8,351iApproximate average salary by contribution assumption: employee only about $208,784 at 4% or $139,189 at 6%; with 50% employer match about $139,189 at 4% or $92,793 at 6%; with 100% employer match about $104,392 at 4% or $69,595 at 6%.
2005118$0$0-
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-18---
2004117$952,999$83,609$4,918iApproximate average salary by contribution assumption: employee only about $122,954 at 4% or $81,970 at 6%; with 50% employer match about $81,970 at 4% or $54,646 at 6%; with 100% employer match about $61,477 at 4% or $40,985 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-17$952,999$83,609$4,918iApproximate average salary by contribution assumption: employee only about $122,954 at 4% or $81,970 at 6%; with 50% employer match about $81,970 at 4% or $54,646 at 6%; with 100% employer match about $61,477 at 4% or $40,985 at 6%.
2003121$850,348$122,678$5,842iApproximate average salary by contribution assumption: employee only about $146,045 at 4% or $97,363 at 6%; with 50% employer match about $97,363 at 4% or $64,909 at 6%; with 100% employer match about $73,023 at 4% or $48,682 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-21$850,348$122,678$5,842iApproximate average salary by contribution assumption: employee only about $146,045 at 4% or $97,363 at 6%; with 50% employer match about $97,363 at 4% or $64,909 at 6%; with 100% employer match about $73,023 at 4% or $48,682 at 6%.
2002116$654,513$139,321$8,708iApproximate average salary by contribution assumption: employee only about $217,689 at 4% or $145,126 at 6%; with 50% employer match about $145,126 at 4% or $96,751 at 6%; with 100% employer match about $108,845 at 4% or $72,563 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-16$654,513$139,321$8,708iApproximate average salary by contribution assumption: employee only about $217,689 at 4% or $145,126 at 6%; with 50% employer match about $145,126 at 4% or $96,751 at 6%; with 100% employer match about $108,845 at 4% or $72,563 at 6%.
2001121$0$0-
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-21---
2000120$581,691$110,328$5,516iApproximate average salary by contribution assumption: employee only about $137,910 at 4% or $91,940 at 6%; with 50% employer match about $91,940 at 4% or $61,293 at 6%; with 100% employer match about $68,955 at 4% or $45,970 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-20$581,691$110,328$5,516iApproximate average salary by contribution assumption: employee only about $137,910 at 4% or $91,940 at 6%; with 50% employer match about $91,940 at 4% or $61,293 at 6%; with 100% employer match about $68,955 at 4% or $45,970 at 6%.
1999114$535,074$97,665$6,976iApproximate average salary by contribution assumption: employee only about $174,402 at 4% or $116,268 at 6%; with 50% employer match about $116,268 at 4% or $77,512 at 6%; with 100% employer match about $87,201 at 4% or $58,134 at 6%.
Ortiz Enterprises Inc. Tiered 401K Profit Sharing Plan-14$535,074$97,665$6,976iApproximate average salary by contribution assumption: employee only about $174,402 at 4% or $116,268 at 6%; with 50% employer match about $116,268 at 4% or $77,512 at 6%; with 100% employer match about $87,201 at 4% or $58,134 at 6%.