Civic Intelligence

Jose M. Garcia Mateo

Plan context: Jose M. Garcia Mateo, MD Retirement Plan

EIN 61-1452319 • Ponce, PR • 18 filings • 2 plans

Ext Quintas DE MonserrateCalle Francisco Oller 30Ponce, PR 00730
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$934,601

2024 Contributions

$44,500

Historical Graphs

Total Assets Over Time

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

$934,601$467,301$0200820162024YearValue
$934,601Latest year 2024

Participants Over Time

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

420200720162024YearValue
3Latest 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
202413$934,601$44,500$14,833iApproximate average salary by contribution assumption: employee only about $370,833 at 4% or $247,222 at 6%; with 50% employer match about $247,222 at 4% or $164,815 at 6%; with 100% employer match about $185,417 at 4% or $123,611 at 6%.
Jose M. Garcia Mateo, MD Retirement Plan-3$934,601$44,500$14,833iApproximate average salary by contribution assumption: employee only about $370,833 at 4% or $247,222 at 6%; with 50% employer match about $247,222 at 4% or $164,815 at 6%; with 100% employer match about $185,417 at 4% or $123,611 at 6%.
202313$827,437$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Jose M. Garcia Mateo, MD Retirement Plan-3$827,437$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
202213$764,428$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Jose M. Garcia Mateo, MD Retirement Plan-3$764,428$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
202113$769,702$0-
Jose M. Garcia Mateo, MD Retirement Plan-3$769,702--
202013$763,266$0-
Jose M. Garcia Mateo, MD Retirement Plan-3$763,266--
201913$741,966$0-
Jose M. Garcia Mateo, MD Retirement Plan-3$741,966--
201813$750,751$0-
Jose M. Garcia Mateo, MD Retirement Plan-3$750,751--
201713$747,788$0-
Jose M. Garcia Mateo, MD Retirement Plan-3$747,788--
201613$631,028$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Jose M. Garcia Mateo, MD Retirement Plan-3$631,028$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201513$571,438$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Jose M. Garcia Mateo, MD Retirement Plan-3$571,438$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201413$553,392$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Jose M. Garcia Mateo, MD Retirement Plan-3$553,392$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201313$528,859$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Jose M. Garcia Mateo, MD Retirement Plan-3$528,859$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201213$428,543$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Jose M. Garcia Mateo, MD Retirement Plan-3$428,543$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201113$350,997$49,758$16,586iApproximate average salary by contribution assumption: employee only about $414,650 at 4% or $276,433 at 6%; with 50% employer match about $276,433 at 4% or $184,289 at 6%; with 100% employer match about $207,325 at 4% or $138,217 at 6%.
Jose M. Garcia Mateo, MD Retirement Plan-3$350,997$49,758$16,586iApproximate average salary by contribution assumption: employee only about $414,650 at 4% or $276,433 at 6%; with 50% employer match about $276,433 at 4% or $184,289 at 6%; with 100% employer match about $207,325 at 4% or $138,217 at 6%.
201014$316,510$46,328$11,582iApproximate average salary by contribution assumption: employee only about $289,550 at 4% or $193,033 at 6%; with 50% employer match about $193,033 at 4% or $128,689 at 6%; with 100% employer match about $144,775 at 4% or $96,517 at 6%.
Jose M. Garcia Mateo, MD Retirement Plan-4$316,510$46,328$11,582iApproximate average salary by contribution assumption: employee only about $289,550 at 4% or $193,033 at 6%; with 50% employer match about $193,033 at 4% or $128,689 at 6%; with 100% employer match about $144,775 at 4% or $96,517 at 6%.
200913$249,538$53,000$17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%.
Jose M. Garcia Mateo, MD Retirement Plan-3$249,538$53,000$17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%.
200812$171,343$56,661$28,331iApproximate average salary by contribution assumption: employee only about $708,263 at 4% or $472,175 at 6%; with 50% employer match about $472,175 at 4% or $314,783 at 6%; with 100% employer match about $354,131 at 4% or $236,088 at 6%.
Jose M. Garcia Mateo, MD Retirement Plan-2$171,343$56,661$28,331iApproximate average salary by contribution assumption: employee only about $708,263 at 4% or $472,175 at 6%; with 50% employer match about $472,175 at 4% or $314,783 at 6%; with 100% employer match about $354,131 at 4% or $236,088 at 6%.
200713$0$0-
Jose M. Garcia Mateo, MD Retirement Plan-3---