Civic Intelligence

Ortiz & Katano, A.A.L., A.L.C.

Plan context: Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan

EIN 99-0343210 • Honolulu, HI • 25 filings • 4 plans

841 Bishop Street, Suite 2121Honolulu, HI 96813
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,258,263

2024 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$1,260,138$630,069$0199920132024YearValue
$1,258,263Latest year 2024

Participants Over Time

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

950199920122024YearValue
5Latest 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
202415$1,258,263$0-
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-5$1,258,263--
202315$1,177,873$0-
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-5$1,177,873--
202215$1,126,808$0-
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-5$1,126,808--
202115$1,260,138$0-
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-5$1,260,138--
202015$1,149,261$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-5$1,149,261$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
201913$1,166,449$0-
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-3$1,166,449--
201814$1,072,533$1,000$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-4$1,072,533$1,000$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
201715$1,042,747$0-
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-5$1,042,747--
201615$917,363$0-
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-5$917,363--
201516$899,693$30,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-6$899,693$30,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201416$918,571$0-
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-6$918,571$0-
201319$989,058$10,000$1,111iApproximate average salary by contribution assumption: employee only about $27,778 at 4% or $18,519 at 6%; with 50% employer match about $18,519 at 4% or $12,346 at 6%; with 100% employer match about $13,889 at 4% or $9,259 at 6%.
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-9$989,058$10,000$1,111iApproximate average salary by contribution assumption: employee only about $27,778 at 4% or $18,519 at 6%; with 50% employer match about $18,519 at 4% or $12,346 at 6%; with 100% employer match about $13,889 at 4% or $9,259 at 6%.
201218$932,551$7,000$875iApproximate average salary by contribution assumption: employee only about $21,875 at 4% or $14,583 at 6%; with 50% employer match about $14,583 at 4% or $9,722 at 6%; with 100% employer match about $10,938 at 4% or $7,292 at 6%.
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-8$932,551$7,000$875iApproximate average salary by contribution assumption: employee only about $21,875 at 4% or $14,583 at 6%; with 50% employer match about $14,583 at 4% or $9,722 at 6%; with 100% employer match about $10,938 at 4% or $7,292 at 6%.
201118$887,315$18,000$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-8$887,315$18,000$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
201017$879,525$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-7$879,525$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
200916$817,843$45,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-6$817,843$45,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200815$653,643$30,530$6,106iApproximate average salary by contribution assumption: employee only about $152,650 at 4% or $101,767 at 6%; with 50% employer match about $101,767 at 4% or $67,844 at 6%; with 100% employer match about $76,325 at 4% or $50,883 at 6%.
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-5$653,643$30,530$6,106iApproximate average salary by contribution assumption: employee only about $152,650 at 4% or $101,767 at 6%; with 50% employer match about $101,767 at 4% or $67,844 at 6%; with 100% employer match about $76,325 at 4% or $50,883 at 6%.
200717$0$0-
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-7---
200616$753,819$60,100$10,017iApproximate average salary by contribution assumption: employee only about $250,417 at 4% or $166,944 at 6%; with 50% employer match about $166,944 at 4% or $111,296 at 6%; with 100% employer match about $125,208 at 4% or $83,472 at 6%.
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-6$753,819$60,100$10,017iApproximate average salary by contribution assumption: employee only about $250,417 at 4% or $166,944 at 6%; with 50% employer match about $166,944 at 4% or $111,296 at 6%; with 100% employer match about $125,208 at 4% or $83,472 at 6%.
200516$615,051$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-6$615,051$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200416$530,601$47,858$7,976iApproximate average salary by contribution assumption: employee only about $199,408 at 4% or $132,939 at 6%; with 50% employer match about $132,939 at 4% or $88,626 at 6%; with 100% employer match about $99,704 at 4% or $66,469 at 6%.
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-6$530,601$47,858$7,976iApproximate average salary by contribution assumption: employee only about $199,408 at 4% or $132,939 at 6%; with 50% employer match about $132,939 at 4% or $88,626 at 6%; with 100% employer match about $99,704 at 4% or $66,469 at 6%.
200316$452,632$40,000$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%.
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-6$452,632$40,000$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%.
200216$351,541$40,437$6,740iApproximate average salary by contribution assumption: employee only about $168,488 at 4% or $112,325 at 6%; with 50% employer match about $112,325 at 4% or $74,883 at 6%; with 100% employer match about $84,244 at 4% or $56,163 at 6%.
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-6$351,541$40,437$6,740iApproximate average salary by contribution assumption: employee only about $168,488 at 4% or $112,325 at 6%; with 50% employer match about $112,325 at 4% or $74,883 at 6%; with 100% employer match about $84,244 at 4% or $56,163 at 6%.
200115$0$0-
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-5---
199913$312,029$0-
Ortiz & Katano, A.A.L., A.L.C. Profit Sharing Plan-3$312,029--