Jose Raul Montes Pagan
Plan context: Jose Raul Montes Pagan Retirement Plan Series 95-1037
EIN 58-2497002 • 7 filings • 3 plans
Current Snapshot
Latest Year
2006
2006 Participants
1
2006 Assets
$254,646
2006 Contributions
$19,290
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 1 | $254,646 | $19,290 | $19,290iApproximate average salary by contribution assumption: employee only about $482,250 at 4% or $321,500 at 6%; with 50% employer match about $321,500 at 4% or $214,333 at 6%; with 100% employer match about $241,125 at 4% or $160,750 at 6%. |
| Jose Raul Montes Pagan Retirement Plan Series 95-1037 | - | 1 | $254,646 | $19,290 | $19,290iApproximate average salary by contribution assumption: employee only about $482,250 at 4% or $321,500 at 6%; with 50% employer match about $321,500 at 4% or $214,333 at 6%; with 100% employer match about $241,125 at 4% or $160,750 at 6%. |
| 2005 | 1 | 1 | $212,465 | $26,741 | $26,741iApproximate average salary by contribution assumption: employee only about $668,525 at 4% or $445,683 at 6%; with 50% employer match about $445,683 at 4% or $297,122 at 6%; with 100% employer match about $334,263 at 4% or $222,842 at 6%. |
| Jose Raul Montes Pagan Retirement Plan Series 95-1037 | - | 1 | $212,465 | $26,741 | $26,741iApproximate average salary by contribution assumption: employee only about $668,525 at 4% or $445,683 at 6%; with 50% employer match about $445,683 at 4% or $297,122 at 6%; with 100% employer match about $334,263 at 4% or $222,842 at 6%. |
| 2004 | 1 | 1 | $176,733 | $28,452 | $28,452iApproximate average salary by contribution assumption: employee only about $711,300 at 4% or $474,200 at 6%; with 50% employer match about $474,200 at 4% or $316,133 at 6%; with 100% employer match about $355,650 at 4% or $237,100 at 6%. |
| Jose Raul Montes Pagan Retirement Plan Series 95-1037 | - | 1 | $176,733 | $28,452 | $28,452iApproximate average salary by contribution assumption: employee only about $711,300 at 4% or $474,200 at 6%; with 50% employer match about $474,200 at 4% or $316,133 at 6%; with 100% employer match about $355,650 at 4% or $237,100 at 6%. |
| 2003 | 1 | 1 | $134,034 | $21,203 | $21,203iApproximate average salary by contribution assumption: employee only about $530,075 at 4% or $353,383 at 6%; with 50% employer match about $353,383 at 4% or $235,589 at 6%; with 100% employer match about $265,038 at 4% or $176,692 at 6%. |
| Jose Raul Montes Pagan Retirement Plan Series 95-1037 | - | 1 | $134,034 | $21,203 | $21,203iApproximate average salary by contribution assumption: employee only about $530,075 at 4% or $353,383 at 6%; with 50% employer match about $353,383 at 4% or $235,589 at 6%; with 100% employer match about $265,038 at 4% or $176,692 at 6%. |
| 2002 | 1 | 1 | $89,200 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Jose Raul Montes Pagan Retirement Plan Series 95-1037 | - | 1 | $89,200 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 1999 | 2 | 1 | $75,188 | $13,499 | $13,499iApproximate average salary by contribution assumption: employee only about $337,475 at 4% or $224,983 at 6%; with 50% employer match about $224,983 at 4% or $149,989 at 6%; with 100% employer match about $168,738 at 4% or $112,492 at 6%. |
| Jose Raul Montes Pagan Retirement Plan Series 95-1037 | - | 1 | $39,988 | $7,252 | $7,252iApproximate average salary by contribution assumption: employee only about $181,300 at 4% or $120,867 at 6%; with 50% employer match about $120,867 at 4% or $80,578 at 6%; with 100% employer match about $90,650 at 4% or $60,433 at 6%. |
| Jose Raul Montes Pagan Retirement Plan Series 95-1037 | - | 1 | $35,200 | $6,247 | $6,247iApproximate average salary by contribution assumption: employee only about $156,175 at 4% or $104,117 at 6%; with 50% employer match about $104,117 at 4% or $69,411 at 6%; with 100% employer match about $78,088 at 4% or $52,058 at 6%. |