Civic Intelligence

Samuel I. Diaz, P.E.

Plan context: DR RETIREMENT PLAN

EIN 22-3489851 • San Juan, PR • 16 filings • 6 plans

Plaza Dos Hb-11Villa HucarSan Juan, PR 00926
Current Snapshot

Latest Year

2012

2012 Participants

1

2012 Assets

$362,955

2012 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$362,955$181,478$0199920052012YearValue
$362,955Latest year 2012

Participants Over Time

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

110199920052012YearValue
1Latest year 2012

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
201211$362,955$0-
DR RETIREMENT PLAN-1$362,955--
201111$304,533$0-
DR RETIREMENT PLAN-1$304,533--
200811$241,811$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
SAMUEL I. DIAZ, P.E. RETIREMENT PLAN TRUST-1$241,811$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200711$303,730$13,900$13,900iApproximate average salary by contribution assumption: employee only about $347,500 at 4% or $231,667 at 6%; with 50% employer match about $231,667 at 4% or $154,444 at 6%; with 100% employer match about $173,750 at 4% or $115,833 at 6%.
SAMUEL I. DIAZ, P.E. RETIREMENT PLAN TRUST-1$303,730$13,900$13,900iApproximate average salary by contribution assumption: employee only about $347,500 at 4% or $231,667 at 6%; with 50% employer match about $231,667 at 4% or $154,444 at 6%; with 100% employer match about $173,750 at 4% or $115,833 at 6%.
200611$310,290$0-
SAMUEL I. DIAZ, P.E. RETIREMENT PLAN TRUST-1$310,290--
200511$299,844$66,745$66,745iApproximate average salary by contribution assumption: employee only about $1,668,625 at 4% or $1,112,417 at 6%; with 50% employer match about $1,112,417 at 4% or $741,611 at 6%; with 100% employer match about $834,313 at 4% or $556,208 at 6%.
SAMUEL I. DIAZ, P.E. RETIREMENT PLAN TRUST-1$299,844$66,745$66,745iApproximate average salary by contribution assumption: employee only about $1,668,625 at 4% or $1,112,417 at 6%; with 50% employer match about $1,112,417 at 4% or $741,611 at 6%; with 100% employer match about $834,313 at 4% or $556,208 at 6%.
200411$224,673$47,000$47,000iApproximate average salary by contribution assumption: employee only about $1,175,000 at 4% or $783,333 at 6%; with 50% employer match about $783,333 at 4% or $522,222 at 6%; with 100% employer match about $587,500 at 4% or $391,667 at 6%.
SAMUEL I. DIAZ, P.E. RETIREMENT PLAN TRUST-1$224,673$47,000$47,000iApproximate average salary by contribution assumption: employee only about $1,175,000 at 4% or $783,333 at 6%; with 50% employer match about $783,333 at 4% or $522,222 at 6%; with 100% employer match about $587,500 at 4% or $391,667 at 6%.
200311$150,550$8,000$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%.
SAMUEL I. DIAZ, P.E. RETIREMENT PLAN TRUST-1$150,550$8,000$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%.
200221$133,915$20,463$20,463iApproximate average salary by contribution assumption: employee only about $511,575 at 4% or $341,050 at 6%; with 50% employer match about $341,050 at 4% or $227,367 at 6%; with 100% employer match about $255,788 at 4% or $170,525 at 6%.
Samuel I. Diaz, P.E. Profit Sharing Plan-1$73,041$11,162$11,162iApproximate average salary by contribution assumption: employee only about $279,050 at 4% or $186,033 at 6%; with 50% employer match about $186,033 at 4% or $124,022 at 6%; with 100% employer match about $139,525 at 4% or $93,017 at 6%.
SAMUEL I. DIAZ, P.E. MONEY PURCHASE PLAN-1$60,874$9,301$9,301iApproximate average salary by contribution assumption: employee only about $232,525 at 4% or $155,017 at 6%; with 50% employer match about $155,017 at 4% or $103,344 at 6%; with 100% employer match about $116,263 at 4% or $77,508 at 6%.
200121$127,638$18,364$18,364iApproximate average salary by contribution assumption: employee only about $459,100 at 4% or $306,067 at 6%; with 50% employer match about $306,067 at 4% or $204,044 at 6%; with 100% employer match about $229,550 at 4% or $153,033 at 6%.
Samuel I. Diaz, P.E. Profit Sharing Plan-1$69,540$10,017$10,017iApproximate average salary by contribution assumption: employee only about $250,425 at 4% or $166,950 at 6%; with 50% employer match about $166,950 at 4% or $111,300 at 6%; with 100% employer match about $125,213 at 4% or $83,475 at 6%.
SAMUEL I. DIAZ, P.E. MONEY PURCHASE PLAN-1$58,098$8,347$8,347iApproximate average salary by contribution assumption: employee only about $208,675 at 4% or $139,117 at 6%; with 50% employer match about $139,117 at 4% or $92,744 at 6%; with 100% employer match about $104,338 at 4% or $69,558 at 6%.
200021$109,525$11,085$11,085iApproximate average salary by contribution assumption: employee only about $277,125 at 4% or $184,750 at 6%; with 50% employer match about $184,750 at 4% or $123,167 at 6%; with 100% employer match about $138,563 at 4% or $92,375 at 6%.
SAMUEL I. DIAZ, P.E. PROFIT SHARING PLAN-1$59,658$6,046$6,046iApproximate average salary by contribution assumption: employee only about $151,150 at 4% or $100,767 at 6%; with 50% employer match about $100,767 at 4% or $67,178 at 6%; with 100% employer match about $75,575 at 4% or $50,383 at 6%.
SAMUEL I. DIAZ, P.E. MONEY PURCHASE PLAN-1$49,867$5,039$5,039iApproximate average salary by contribution assumption: employee only about $125,975 at 4% or $83,983 at 6%; with 50% employer match about $83,983 at 4% or $55,989 at 6%; with 100% employer match about $62,988 at 4% or $41,992 at 6%.
199921$114,289$18,717$18,717iApproximate average salary by contribution assumption: employee only about $467,925 at 4% or $311,950 at 6%; with 50% employer match about $311,950 at 4% or $207,967 at 6%; with 100% employer match about $233,963 at 4% or $155,975 at 6%.
Samuel I. Diaz, P.E. Profit Sharing Plan-1$62,170$10,209$10,209iApproximate average salary by contribution assumption: employee only about $255,225 at 4% or $170,150 at 6%; with 50% employer match about $170,150 at 4% or $113,433 at 6%; with 100% employer match about $127,613 at 4% or $85,075 at 6%.
Samuel I. Diaz, P.E. Money Purchase Plan-1$52,119$8,508$8,508iApproximate average salary by contribution assumption: employee only about $212,700 at 4% or $141,800 at 6%; with 50% employer match about $141,800 at 4% or $94,533 at 6%; with 100% employer match about $106,350 at 4% or $70,900 at 6%.