Mocoroa & Castellanos Inc.
Plan context: Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663
EIN 66-0361444 • Guaynabo, PR • 23 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$1,340,564
2024 Contributions
$110,273
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $1,340,564 | $110,273 | $9,189iApproximate average salary by contribution assumption: employee only about $229,735 at 4% or $153,157 at 6%; with 50% employer match about $153,157 at 4% or $102,105 at 6%; with 100% employer match about $114,868 at 4% or $76,578 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 12 | $1,340,564 | $110,273 | $9,189iApproximate average salary by contribution assumption: employee only about $229,735 at 4% or $153,157 at 6%; with 50% employer match about $153,157 at 4% or $102,105 at 6%; with 100% employer match about $114,868 at 4% or $76,578 at 6%. |
| 2023 | 1 | 15 | $1,121,657 | $101,567 | $6,771iApproximate average salary by contribution assumption: employee only about $169,278 at 4% or $112,852 at 6%; with 50% employer match about $112,852 at 4% or $75,235 at 6%; with 100% employer match about $84,639 at 4% or $56,426 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 15 | $1,121,657 | $101,567 | $6,771iApproximate average salary by contribution assumption: employee only about $169,278 at 4% or $112,852 at 6%; with 50% employer match about $112,852 at 4% or $75,235 at 6%; with 100% employer match about $84,639 at 4% or $56,426 at 6%. |
| 2022 | 1 | 12 | $952,538 | $82,294 | $6,858iApproximate average salary by contribution assumption: employee only about $171,446 at 4% or $114,297 at 6%; with 50% employer match about $114,297 at 4% or $76,198 at 6%; with 100% employer match about $85,723 at 4% or $57,149 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 12 | $952,538 | $82,294 | $6,858iApproximate average salary by contribution assumption: employee only about $171,446 at 4% or $114,297 at 6%; with 50% employer match about $114,297 at 4% or $76,198 at 6%; with 100% employer match about $85,723 at 4% or $57,149 at 6%. |
| 2021 | 1 | 7 | $848,364 | $69,025 | $9,861iApproximate average salary by contribution assumption: employee only about $246,518 at 4% or $164,345 at 6%; with 50% employer match about $164,345 at 4% or $109,563 at 6%; with 100% employer match about $123,259 at 4% or $82,173 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 7 | $848,364 | $69,025 | $9,861iApproximate average salary by contribution assumption: employee only about $246,518 at 4% or $164,345 at 6%; with 50% employer match about $164,345 at 4% or $109,563 at 6%; with 100% employer match about $123,259 at 4% or $82,173 at 6%. |
| 2020 | 1 | 12 | $835,884 | $21,289 | $1,774iApproximate average salary by contribution assumption: employee only about $44,352 at 4% or $29,568 at 6%; with 50% employer match about $29,568 at 4% or $19,712 at 6%; with 100% employer match about $22,176 at 4% or $14,784 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 12 | $835,884 | $21,289 | $1,774iApproximate average salary by contribution assumption: employee only about $44,352 at 4% or $29,568 at 6%; with 50% employer match about $29,568 at 4% or $19,712 at 6%; with 100% employer match about $22,176 at 4% or $14,784 at 6%. |
| 2019 | 1 | 13 | $809,148 | $66,120 | $5,086iApproximate average salary by contribution assumption: employee only about $127,154 at 4% or $84,769 at 6%; with 50% employer match about $84,769 at 4% or $56,513 at 6%; with 100% employer match about $63,577 at 4% or $42,385 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 13 | $809,148 | $66,120 | $5,086iApproximate average salary by contribution assumption: employee only about $127,154 at 4% or $84,769 at 6%; with 50% employer match about $84,769 at 4% or $56,513 at 6%; with 100% employer match about $63,577 at 4% or $42,385 at 6%. |
| 2018 | 1 | 14 | $774,733 | $67,261 | $4,804iApproximate average salary by contribution assumption: employee only about $120,109 at 4% or $80,073 at 6%; with 50% employer match about $80,073 at 4% or $53,382 at 6%; with 100% employer match about $60,054 at 4% or $40,036 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 14 | $774,733 | $67,261 | $4,804iApproximate average salary by contribution assumption: employee only about $120,109 at 4% or $80,073 at 6%; with 50% employer match about $80,073 at 4% or $53,382 at 6%; with 100% employer match about $60,054 at 4% or $40,036 at 6%. |
| 2017 | 1 | 19 | $712,286 | $34,791 | $1,831iApproximate average salary by contribution assumption: employee only about $45,778 at 4% or $30,518 at 6%; with 50% employer match about $30,518 at 4% or $20,346 at 6%; with 100% employer match about $22,889 at 4% or $15,259 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 19 | $712,286 | $34,791 | $1,831iApproximate average salary by contribution assumption: employee only about $45,778 at 4% or $30,518 at 6%; with 50% employer match about $30,518 at 4% or $20,346 at 6%; with 100% employer match about $22,889 at 4% or $15,259 at 6%. |
| 2016 | 1 | 18 | $727,180 | $36,124 | $2,007iApproximate average salary by contribution assumption: employee only about $50,172 at 4% or $33,448 at 6%; with 50% employer match about $33,448 at 4% or $22,299 at 6%; with 100% employer match about $25,086 at 4% or $16,724 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 18 | $727,180 | $36,124 | $2,007iApproximate average salary by contribution assumption: employee only about $50,172 at 4% or $33,448 at 6%; with 50% employer match about $33,448 at 4% or $22,299 at 6%; with 100% employer match about $25,086 at 4% or $16,724 at 6%. |
| 2015 | 1 | 14 | $662,335 | $32,212 | $2,301iApproximate average salary by contribution assumption: employee only about $57,521 at 4% or $38,348 at 6%; with 50% employer match about $38,348 at 4% or $25,565 at 6%; with 100% employer match about $28,761 at 4% or $19,174 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 14 | $662,335 | $32,212 | $2,301iApproximate average salary by contribution assumption: employee only about $57,521 at 4% or $38,348 at 6%; with 50% employer match about $38,348 at 4% or $25,565 at 6%; with 100% employer match about $28,761 at 4% or $19,174 at 6%. |
| 2014 | 1 | 19 | $589,795 | $67,943 | $3,576iApproximate average salary by contribution assumption: employee only about $89,399 at 4% or $59,599 at 6%; with 50% employer match about $59,599 at 4% or $39,733 at 6%; with 100% employer match about $44,699 at 4% or $29,800 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 19 | $589,795 | $67,943 | $3,576iApproximate average salary by contribution assumption: employee only about $89,399 at 4% or $59,599 at 6%; with 50% employer match about $59,599 at 4% or $39,733 at 6%; with 100% employer match about $44,699 at 4% or $29,800 at 6%. |
| 2013 | 1 | 17 | $554,723 | $60,814 | $3,577iApproximate average salary by contribution assumption: employee only about $89,432 at 4% or $59,622 at 6%; with 50% employer match about $59,622 at 4% or $39,748 at 6%; with 100% employer match about $44,716 at 4% or $29,811 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 17 | $554,723 | $60,814 | $3,577iApproximate average salary by contribution assumption: employee only about $89,432 at 4% or $59,622 at 6%; with 50% employer match about $59,622 at 4% or $39,748 at 6%; with 100% employer match about $44,716 at 4% or $29,811 at 6%. |
| 2012 | 1 | 15 | $473,834 | $46,136 | $3,076iApproximate average salary by contribution assumption: employee only about $76,893 at 4% or $51,262 at 6%; with 50% employer match about $51,262 at 4% or $34,175 at 6%; with 100% employer match about $38,447 at 4% or $25,631 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 15 | $473,834 | $46,136 | $3,076iApproximate average salary by contribution assumption: employee only about $76,893 at 4% or $51,262 at 6%; with 50% employer match about $51,262 at 4% or $34,175 at 6%; with 100% employer match about $38,447 at 4% or $25,631 at 6%. |
| 2011 | 1 | 19 | $367,839 | $44,014 | $2,317iApproximate average salary by contribution assumption: employee only about $57,913 at 4% or $38,609 at 6%; with 50% employer match about $38,609 at 4% or $25,739 at 6%; with 100% employer match about $28,957 at 4% or $19,304 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 19 | $367,839 | $44,014 | $2,317iApproximate average salary by contribution assumption: employee only about $57,913 at 4% or $38,609 at 6%; with 50% employer match about $38,609 at 4% or $25,739 at 6%; with 100% employer match about $28,957 at 4% or $19,304 at 6%. |
| 2010 | 1 | 17 | $271,666 | $36,293 | $2,135iApproximate average salary by contribution assumption: employee only about $53,372 at 4% or $35,581 at 6%; with 50% employer match about $35,581 at 4% or $23,721 at 6%; with 100% employer match about $26,686 at 4% or $17,791 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 17 | $271,666 | $36,293 | $2,135iApproximate average salary by contribution assumption: employee only about $53,372 at 4% or $35,581 at 6%; with 50% employer match about $35,581 at 4% or $23,721 at 6%; with 100% employer match about $26,686 at 4% or $17,791 at 6%. |
| 2009 | 1 | 14 | $316,309 | $30,015 | $2,144iApproximate average salary by contribution assumption: employee only about $53,598 at 4% or $35,732 at 6%; with 50% employer match about $35,732 at 4% or $23,821 at 6%; with 100% employer match about $26,799 at 4% or $17,866 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 14 | $316,309 | $30,015 | $2,144iApproximate average salary by contribution assumption: employee only about $53,598 at 4% or $35,732 at 6%; with 50% employer match about $35,732 at 4% or $23,821 at 6%; with 100% employer match about $26,799 at 4% or $17,866 at 6%. |
| 2008 | 1 | 18 | $0 | $0 | - |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 18 | - | - | - |
| 2007 | 1 | 21 | $0 | $0 | - |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 21 | - | - | - |
| 2006 | 1 | 15 | $0 | $0 | - |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 15 | - | - | - |
| 2005 | 1 | 15 | $638,576 | $0 | - |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 15 | $638,576 | - | - |
| 2004 | 1 | 15 | $0 | $0 | - |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 15 | - | - | - |
| 1999 | 2 | 16 | $281,183 | $153,049 | $9,566iApproximate average salary by contribution assumption: employee only about $239,139 at 4% or $159,426 at 6%; with 50% employer match about $159,426 at 4% or $106,284 at 6%; with 100% employer match about $119,570 at 4% or $79,713 at 6%. |
| Mocoroa & Castellanos Inc. Shareholders Employees Retirement Plan Series 98-1663 | - | 4 | $202,366 | $106,320 | $26,580iApproximate average salary by contribution assumption: employee only about $664,500 at 4% or $443,000 at 6%; with 50% employer match about $443,000 at 4% or $295,333 at 6%; with 100% employer match about $332,250 at 4% or $221,500 at 6%. |
| Mocoroa & Castellanos Inc. Employees Retirement Plan Series 98-1664 | - | 16 | $78,817 | $46,729 | $2,921iApproximate average salary by contribution assumption: employee only about $73,014 at 4% or $48,676 at 6%; with 50% employer match about $48,676 at 4% or $32,451 at 6%; with 100% employer match about $36,507 at 4% or $24,338 at 6%. |