Jose L Lizardi MD
Plan context: Jose L Lizardi MD Defined Benefit Pension Plan
EIN 16-1354698 • Carolina, PR • 30 filings • 4 plans
Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$28
2018 Contributions
$16,258
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 1 | $28 | $0 | - |
| Jose L Lizardi MD Defined Benefit Pension Plan | - | 1 | $28 | - | - |
| 2017 | 1 | 5 | $27,148 | $0 | - |
| Jose L Lizardi MD Defined Benefit Pension Plan | - | 5 | $27,148 | - | - |
| 2016 | 2 | 5 | $581,288 | $0 | - |
| Jose L Lizardi MD Defined Benefit Pension Plan | - | 5 | $578,668 | $0 | - |
| Jose L Lizardi MD 401K Profit Sharing Plan | - | 1 | $2,620 | $0 | - |
| 2015 | 2 | 6 | $1,420,377 | $0 | - |
| Jose L Lizardi MD Defined Benefit Pension Plan | - | 6 | $1,417,758 | - | - |
| Jose L Lizardi MD 401K Profit Sharing Plan | - | 1 | $2,619 | - | - |
| 2014 | 2 | 6 | $1,861,721 | $0 | - |
| Jose L Lizardi MD Defined Benefit Pension Plan | - | 6 | $1,802,603 | $0 | - |
| Jose L Lizardi MD 401K Profit Sharing Plan | - | 1 | $59,118 | $0 | - |
| 2013 | 2 | 6 | $2,509,878 | $16,258 | $2,710iApproximate average salary by contribution assumption: employee only about $67,742 at 4% or $45,161 at 6%; with 50% employer match about $45,161 at 4% or $30,107 at 6%; with 100% employer match about $33,871 at 4% or $22,581 at 6%. |
| Jose L Lizardi MD Defined Benefit Pension Plan | - | 5 | $2,298,035 | - | - |
| Jose L Lizardi MD 401K Profit Sharing Plan | - | 6 | $211,843 | $16,258 | $2,710iApproximate average salary by contribution assumption: employee only about $67,742 at 4% or $45,161 at 6%; with 50% employer match about $45,161 at 4% or $30,107 at 6%; with 100% employer match about $33,871 at 4% or $22,581 at 6%. |
| 2012 | 2 | 5 | $2,641,220 | $238,960 | $47,792iApproximate average salary by contribution assumption: employee only about $1,194,800 at 4% or $796,533 at 6%; with 50% employer match about $796,533 at 4% or $531,022 at 6%; with 100% employer match about $597,400 at 4% or $398,267 at 6%. |
| Jose L Lizardi MD Defined Benefit Pension Plan | - | 4 | $2,428,287 | $175,000 | $43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%. |
| Jose L Lizardi MD 401K Profit Sharing Plan | - | 5 | $212,933 | $63,960 | $12,792iApproximate average salary by contribution assumption: employee only about $319,800 at 4% or $213,200 at 6%; with 50% employer match about $213,200 at 4% or $142,133 at 6%; with 100% employer match about $159,900 at 4% or $106,600 at 6%. |
| 2011 | 2 | 3 | $2,302,583 | $208,610 | $69,537iApproximate average salary by contribution assumption: employee only about $1,738,417 at 4% or $1,158,944 at 6%; with 50% employer match about $1,158,944 at 4% or $772,630 at 6%; with 100% employer match about $869,208 at 4% or $579,472 at 6%. |
| Jose L Lizardi MD Defined Benefit Pension Plan | - | 3 | $2,133,893 | $170,000 | $56,667iApproximate average salary by contribution assumption: employee only about $1,416,667 at 4% or $944,444 at 6%; with 50% employer match about $944,444 at 4% or $629,630 at 6%; with 100% employer match about $708,333 at 4% or $472,222 at 6%. |
| Jose L Lizardi MD 401K Profit Sharing Plan | - | 3 | $168,690 | $38,610 | $12,870iApproximate average salary by contribution assumption: employee only about $321,750 at 4% or $214,500 at 6%; with 50% employer match about $214,500 at 4% or $143,000 at 6%; with 100% employer match about $160,875 at 4% or $107,250 at 6%. |
| 2010 | 2 | 6 | $2,160,690 | $202,979 | $33,830iApproximate average salary by contribution assumption: employee only about $845,746 at 4% or $563,831 at 6%; with 50% employer match about $563,831 at 4% or $375,887 at 6%; with 100% employer match about $422,873 at 4% or $281,915 at 6%. |
| Jose L Lizardi MD Defined Benefit Pension Plan | - | 6 | $2,025,945 | $162,705 | $27,118iApproximate average salary by contribution assumption: employee only about $677,938 at 4% or $451,958 at 6%; with 50% employer match about $451,958 at 4% or $301,306 at 6%; with 100% employer match about $338,969 at 4% or $225,979 at 6%. |
| Jose L Lizardi MD 401K Profit Sharing Plan | - | 6 | $134,745 | $40,274 | $6,712iApproximate average salary by contribution assumption: employee only about $167,808 at 4% or $111,872 at 6%; with 50% employer match about $111,872 at 4% or $74,581 at 6%; with 100% employer match about $83,904 at 4% or $55,936 at 6%. |
| 2009 | 2 | 7 | $1,801,857 | $363,411 | $51,916iApproximate average salary by contribution assumption: employee only about $1,297,896 at 4% or $865,264 at 6%; with 50% employer match about $865,264 at 4% or $576,843 at 6%; with 100% employer match about $648,948 at 4% or $432,632 at 6%. |
| Jose L Lizardi MD Defined Benefit Pension Plan | - | 7 | $1,700,006 | $320,000 | $45,714iApproximate average salary by contribution assumption: employee only about $1,142,857 at 4% or $761,905 at 6%; with 50% employer match about $761,905 at 4% or $507,937 at 6%; with 100% employer match about $571,429 at 4% or $380,952 at 6%. |
| Jose L Lizardi MD 401K Profit Sharing Plan | - | 7 | $101,851 | $43,411 | $6,202iApproximate average salary by contribution assumption: employee only about $155,039 at 4% or $103,360 at 6%; with 50% employer match about $103,360 at 4% or $68,906 at 6%; with 100% employer match about $77,520 at 4% or $51,680 at 6%. |
| 2008 | 2 | 7 | $1,326,391 | $192,235 | $27,462iApproximate average salary by contribution assumption: employee only about $686,554 at 4% or $457,702 at 6%; with 50% employer match about $457,702 at 4% or $305,135 at 6%; with 100% employer match about $343,277 at 4% or $228,851 at 6%. |
| Jose L Lizardi MD Defined Benefit Pension Plan | - | 7 | $1,268,458 | $134,302 | $19,186iApproximate average salary by contribution assumption: employee only about $479,650 at 4% or $319,767 at 6%; with 50% employer match about $319,767 at 4% or $213,178 at 6%; with 100% employer match about $239,825 at 4% or $159,883 at 6%. |
| Jose L Lizardi MD 401K Profit Sharing Plan | - | 7 | $57,933 | $57,933 | $8,276iApproximate average salary by contribution assumption: employee only about $206,904 at 4% or $137,936 at 6%; with 50% employer match about $137,936 at 4% or $91,957 at 6%; with 100% employer match about $103,452 at 4% or $68,968 at 6%. |
| 2007 | 1 | 7 | $1,368,808 | $201,451 | $28,779iApproximate average salary by contribution assumption: employee only about $719,468 at 4% or $479,645 at 6%; with 50% employer match about $479,645 at 4% or $319,763 at 6%; with 100% employer match about $359,734 at 4% or $239,823 at 6%. |
| Jose L Lizardi MD Defined Benefit Pension Plan | - | 7 | $1,368,808 | $201,451 | $28,779iApproximate average salary by contribution assumption: employee only about $719,468 at 4% or $479,645 at 6%; with 50% employer match about $479,645 at 4% or $319,763 at 6%; with 100% employer match about $359,734 at 4% or $239,823 at 6%. |
| 2006 | 2 | 6 | $1,082,186 | $808,162 | $134,694iApproximate average salary by contribution assumption: employee only about $3,367,342 at 4% or $2,244,894 at 6%; with 50% employer match about $2,244,894 at 4% or $1,496,596 at 6%; with 100% employer match about $1,683,671 at 4% or $1,122,447 at 6%. |
| Jose L Lizardi MD Defined Benefit Pension Plan | - | 6 | $1,082,186 | $808,162 | $134,694iApproximate average salary by contribution assumption: employee only about $3,367,342 at 4% or $2,244,894 at 6%; with 50% employer match about $2,244,894 at 4% or $1,496,596 at 6%; with 100% employer match about $1,683,671 at 4% or $1,122,447 at 6%. |
| Jose L Lizardi MD Self Employed Money Purchase Pension Plan | - | 0 | - | - | - |
| 2005 | 2 | 5 | $806,951 | $205,686 | $41,137iApproximate average salary by contribution assumption: employee only about $1,028,430 at 4% or $685,620 at 6%; with 50% employer match about $685,620 at 4% or $457,080 at 6%; with 100% employer match about $514,215 at 4% or $342,810 at 6%. |
| Jose L Lizardi MD Self Employed Money Purchase Pension Plan | - | 5 | $602,741 | $1,476 | $295iApproximate average salary by contribution assumption: employee only about $7,380 at 4% or $4,920 at 6%; with 50% employer match about $4,920 at 4% or $3,280 at 6%; with 100% employer match about $3,690 at 4% or $2,460 at 6%. |
| Jose L Lizardi MD Defined Benefit Pension Plan | - | 5 | $204,210 | $204,210 | $40,842iApproximate average salary by contribution assumption: employee only about $1,021,050 at 4% or $680,700 at 6%; with 50% employer match about $680,700 at 4% or $453,800 at 6%; with 100% employer match about $510,525 at 4% or $340,350 at 6%. |
| 2004 | 1 | 7 | $605,086 | $65,125 | $9,304iApproximate average salary by contribution assumption: employee only about $232,589 at 4% or $155,060 at 6%; with 50% employer match about $155,060 at 4% or $103,373 at 6%; with 100% employer match about $116,295 at 4% or $77,530 at 6%. |
| Jose L Lizardi MD Self Employed Money Purchase Pension Plan | - | 7 | $605,086 | $65,125 | $9,304iApproximate average salary by contribution assumption: employee only about $232,589 at 4% or $155,060 at 6%; with 50% employer match about $155,060 at 4% or $103,373 at 6%; with 100% employer match about $116,295 at 4% or $77,530 at 6%. |
| 2003 | 1 | 8 | $538,563 | $80,336 | $10,042iApproximate average salary by contribution assumption: employee only about $251,050 at 4% or $167,367 at 6%; with 50% employer match about $167,367 at 4% or $111,578 at 6%; with 100% employer match about $125,525 at 4% or $83,683 at 6%. |
| Jose L Lizardi MD Self Employed Money Purchase Pension Plan | - | 8 | $538,563 | $80,336 | $10,042iApproximate average salary by contribution assumption: employee only about $251,050 at 4% or $167,367 at 6%; with 50% employer match about $167,367 at 4% or $111,578 at 6%; with 100% employer match about $125,525 at 4% or $83,683 at 6%. |
| 2002 | 1 | 5 | $370,012 | $44,468 | $8,894iApproximate average salary by contribution assumption: employee only about $222,340 at 4% or $148,227 at 6%; with 50% employer match about $148,227 at 4% or $98,818 at 6%; with 100% employer match about $111,170 at 4% or $74,113 at 6%. |
| Jose L Lizardi MD Self Employed Money Purchase Pension Plan | - | 5 | $370,012 | $44,468 | $8,894iApproximate average salary by contribution assumption: employee only about $222,340 at 4% or $148,227 at 6%; with 50% employer match about $148,227 at 4% or $98,818 at 6%; with 100% employer match about $111,170 at 4% or $74,113 at 6%. |
| 2001 | 1 | 3 | $497,176 | $38,210 | $12,737iApproximate average salary by contribution assumption: employee only about $318,417 at 4% or $212,278 at 6%; with 50% employer match about $212,278 at 4% or $141,519 at 6%; with 100% employer match about $159,208 at 4% or $106,139 at 6%. |
| Jose L Lizardi MD Self Employed Money Purchase Pension Plan | - | 3 | $497,176 | $38,210 | $12,737iApproximate average salary by contribution assumption: employee only about $318,417 at 4% or $212,278 at 6%; with 50% employer match about $212,278 at 4% or $141,519 at 6%; with 100% employer match about $159,208 at 4% or $106,139 at 6%. |
| 2000 | 1 | 6 | $0 | $0 | - |
| Jose L Lizardi MD Self Employed Money Purchase Pension Plan | - | 6 | - | - | - |