Civic Intelligence

Jose C. Casellas Castillo

Plan context: J. Casellas & H. Mendez Retirement Plan

EIN 58-4833018 • 14 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$742,391

2025 Contributions

$20,780

Historical Graphs

Total Assets Over Time

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

$742,391$371,196$0200220202025YearValue
$742,391Latest year 2025

Participants Over Time

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

530200120082025YearValue
3Latest year 2025

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
202513$742,391$0-
J. Casellas & H. Mendez Retirement Plan-3$742,391--
202413$675,493$0-
J. Casellas & H. Mendez Retirement Plan-3$675,493--
202313$613,812$0-
J. Casellas & H. Mendez Retirement Plan-3$613,812--
202213$552,266$0-
J. Casellas & H. Mendez Retirement Plan-3$552,266--
202113$593,021$0-
J. Casellas & H. Mendez Retirement Plan-3$593,021--
202013$547,912$0-
J. Casellas & H. Mendez Retirement Plan-3$547,912--
200814$216,975$20,780$5,195iApproximate average salary by contribution assumption: employee only about $129,875 at 4% or $86,583 at 6%; with 50% employer match about $86,583 at 4% or $57,722 at 6%; with 100% employer match about $64,938 at 4% or $43,292 at 6%.
J. Casellas & H. Mendez Retirement Plan-4$216,975$20,780$5,195iApproximate average salary by contribution assumption: employee only about $129,875 at 4% or $86,583 at 6%; with 50% employer match about $86,583 at 4% or $57,722 at 6%; with 100% employer match about $64,938 at 4% or $43,292 at 6%.
200714$0$0-
J. Casellas & H. Mendez Retirement Plan-4---
200610$161,742$26,571-
J. Casellas & H. Mendez Retirement Plan-0$161,742$26,571-
200513$151,508$26,943$8,981iApproximate average salary by contribution assumption: employee only about $224,525 at 4% or $149,683 at 6%; with 50% employer match about $149,683 at 4% or $99,789 at 6%; with 100% employer match about $112,263 at 4% or $74,842 at 6%.
J. Casellas & H. Mendez Retirement Plan-3$151,508$26,943$8,981iApproximate average salary by contribution assumption: employee only about $224,525 at 4% or $149,683 at 6%; with 50% employer match about $149,683 at 4% or $99,789 at 6%; with 100% employer match about $112,263 at 4% or $74,842 at 6%.
200414$120,628$25,880$6,470iApproximate average salary by contribution assumption: employee only about $161,750 at 4% or $107,833 at 6%; with 50% employer match about $107,833 at 4% or $71,889 at 6%; with 100% employer match about $80,875 at 4% or $53,917 at 6%.
J. Casellas & H. Mendez Retirement Plan-4$120,628$25,880$6,470iApproximate average salary by contribution assumption: employee only about $161,750 at 4% or $107,833 at 6%; with 50% employer match about $107,833 at 4% or $71,889 at 6%; with 100% employer match about $80,875 at 4% or $53,917 at 6%.
200314$86,281$26,971$6,743iApproximate average salary by contribution assumption: employee only about $168,569 at 4% or $112,379 at 6%; with 50% employer match about $112,379 at 4% or $74,919 at 6%; with 100% employer match about $84,284 at 4% or $56,190 at 6%.
J. Casellas & H. Mendez Retirement Plan-4$86,281$26,971$6,743iApproximate average salary by contribution assumption: employee only about $168,569 at 4% or $112,379 at 6%; with 50% employer match about $112,379 at 4% or $74,919 at 6%; with 100% employer match about $84,284 at 4% or $56,190 at 6%.
200214$56,107$27,999$7,000iApproximate average salary by contribution assumption: employee only about $174,994 at 4% or $116,663 at 6%; with 50% employer match about $116,663 at 4% or $77,775 at 6%; with 100% employer match about $87,497 at 4% or $58,331 at 6%.
J. Casellas & H. Mendez Retirement Plan-4$56,107$27,999$7,000iApproximate average salary by contribution assumption: employee only about $174,994 at 4% or $116,663 at 6%; with 50% employer match about $116,663 at 4% or $77,775 at 6%; with 100% employer match about $87,497 at 4% or $58,331 at 6%.
200115$0$0-
J. Casellas & H. Mendez Retirement Plan-5---