Jorge Fuertes Bachman
Plan context: Jorge Fuertes Bachman Retirement Plan Series 89-154
EIN 66-0320307 • 14 filings • 2 plans
Current Snapshot
Latest Year
2012
2012 Participants
1
2012 Assets
$1,615,482
2012 Contributions
$19,676
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $0 | - |
| Jorge Fuertes Bachman Retirement Plan Series 89-154 | - | 0 | - | - | - |
| 2011 | 1 | 1 | $1,615,482 | $0 | - |
| Jorge Fuertes Bachman Retirement Plan Series 89-154 | - | 1 | $1,615,482 | - | - |
| 2010 | 1 | 1 | $1,664,289 | $0 | - |
| Jorge Fuertes Bachman Retirement Plan Series 89-154 | - | 1 | $1,664,289 | - | - |
| 2009 | 1 | 3 | $1,779,305 | $0 | - |
| Jorge Fuertes Bachman Retirement Plan Series 89-154 | - | 3 | $1,779,305 | - | - |
| 2008 | 1 | 1 | $1,351,702 | $0 | - |
| Jorge Fuertes Bachman Retirement Plan Series 89-154 | - | 1 | $1,351,702 | - | - |
| 2007 | 1 | 1 | $2,989,682 | $0 | - |
| Jorge Fuertes Bachman Retirement Plan Series 89-154 | - | 1 | $2,989,682 | - | - |
| 2006 | 1 | 3 | $2,529,625 | $19,676 | $6,559iApproximate average salary by contribution assumption: employee only about $163,967 at 4% or $109,311 at 6%; with 50% employer match about $109,311 at 4% or $72,874 at 6%; with 100% employer match about $81,983 at 4% or $54,656 at 6%. |
| Jorge Fuertes Bachman Retirement Plan Series 89-154 | - | 3 | $2,529,625 | $19,676 | $6,559iApproximate average salary by contribution assumption: employee only about $163,967 at 4% or $109,311 at 6%; with 50% employer match about $109,311 at 4% or $72,874 at 6%; with 100% employer match about $81,983 at 4% or $54,656 at 6%. |
| 2005 | 1 | 5 | $2,385,230 | $23,921 | $4,784iApproximate average salary by contribution assumption: employee only about $119,605 at 4% or $79,737 at 6%; with 50% employer match about $79,737 at 4% or $53,158 at 6%; with 100% employer match about $59,803 at 4% or $39,868 at 6%. |
| Jorge Fuertes Bachman Retirement Plan Series 89-154 | - | 5 | $2,385,230 | $23,921 | $4,784iApproximate average salary by contribution assumption: employee only about $119,605 at 4% or $79,737 at 6%; with 50% employer match about $79,737 at 4% or $53,158 at 6%; with 100% employer match about $59,803 at 4% or $39,868 at 6%. |
| 2004 | 1 | 6 | $2,177,482 | $21,364 | $3,561iApproximate average salary by contribution assumption: employee only about $89,017 at 4% or $59,344 at 6%; with 50% employer match about $59,344 at 4% or $39,563 at 6%; with 100% employer match about $44,508 at 4% or $29,672 at 6%. |
| Jorge Fuertes Bachman Retirement Plan Series 89-154 | - | 6 | $2,177,482 | $21,364 | $3,561iApproximate average salary by contribution assumption: employee only about $89,017 at 4% or $59,344 at 6%; with 50% employer match about $59,344 at 4% or $39,563 at 6%; with 100% employer match about $44,508 at 4% or $29,672 at 6%. |
| 2003 | 1 | 3 | $1,797,458 | $23,543 | $7,848iApproximate average salary by contribution assumption: employee only about $196,192 at 4% or $130,794 at 6%; with 50% employer match about $130,794 at 4% or $87,196 at 6%; with 100% employer match about $98,096 at 4% or $65,397 at 6%. |
| Jorge Fuertes Bachman Retirement Plan Series 89-154 | - | 3 | $1,797,458 | $23,543 | $7,848iApproximate average salary by contribution assumption: employee only about $196,192 at 4% or $130,794 at 6%; with 50% employer match about $130,794 at 4% or $87,196 at 6%; with 100% employer match about $98,096 at 4% or $65,397 at 6%. |
| 2002 | 1 | 3 | $1,279,807 | $19,990 | $6,663iApproximate average salary by contribution assumption: employee only about $166,583 at 4% or $111,056 at 6%; with 50% employer match about $111,056 at 4% or $74,037 at 6%; with 100% employer match about $83,292 at 4% or $55,528 at 6%. |
| Jorge Fuertes Bachman Retirement Plan Series 89-154 | - | 3 | $1,279,807 | $19,990 | $6,663iApproximate average salary by contribution assumption: employee only about $166,583 at 4% or $111,056 at 6%; with 50% employer match about $111,056 at 4% or $74,037 at 6%; with 100% employer match about $83,292 at 4% or $55,528 at 6%. |
| 2001 | 1 | 4 | $1,665,943 | $19,129 | $4,782iApproximate average salary by contribution assumption: employee only about $119,556 at 4% or $79,704 at 6%; with 50% employer match about $79,704 at 4% or $53,136 at 6%; with 100% employer match about $59,778 at 4% or $39,852 at 6%. |
| Jorge Fuertes Bachman Retirement Plan Series 89-154 | - | 4 | $1,665,943 | $19,129 | $4,782iApproximate average salary by contribution assumption: employee only about $119,556 at 4% or $79,704 at 6%; with 50% employer match about $79,704 at 4% or $53,136 at 6%; with 100% employer match about $59,778 at 4% or $39,852 at 6%. |
| 2000 | 1 | 4 | $1,698,500 | $20,008 | $5,002iApproximate average salary by contribution assumption: employee only about $125,050 at 4% or $83,367 at 6%; with 50% employer match about $83,367 at 4% or $55,578 at 6%; with 100% employer match about $62,525 at 4% or $41,683 at 6%. |
| Jorge Fuertes Bachman Retirement Plan Series 89-154 | - | 4 | $1,698,500 | $20,008 | $5,002iApproximate average salary by contribution assumption: employee only about $125,050 at 4% or $83,367 at 6%; with 50% employer match about $83,367 at 4% or $55,578 at 6%; with 100% employer match about $62,525 at 4% or $41,683 at 6%. |
| 1999 | 1 | 4 | $1,609,208 | $12,812 | $3,203iApproximate average salary by contribution assumption: employee only about $80,075 at 4% or $53,383 at 6%; with 50% employer match about $53,383 at 4% or $35,589 at 6%; with 100% employer match about $40,038 at 4% or $26,692 at 6%. |
| Jorge Fuertes Bachman Retirement Plan Series 89-154 | - | 4 | $1,609,208 | $12,812 | $3,203iApproximate average salary by contribution assumption: employee only about $80,075 at 4% or $53,383 at 6%; with 50% employer match about $53,383 at 4% or $35,589 at 6%; with 100% employer match about $40,038 at 4% or $26,692 at 6%. |