Civic Intelligence

Shrm Inc.

Plan context: Shrm Puerto Rico Retirement Plan

EIN 66-0371439 • San Juan, PR • 17 filings • 3 plans

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PO Box 361761San Juan, PR 00936-1761
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$289,028

2024 Contributions

$25,747

Historical Graphs

Total Assets Over Time

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

$289,028$144,514$0200920172024YearValue
$289,028Latest year 2024

Participants Over Time

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

530200820162024YearValue
4Latest 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
202414$289,028$25,747$6,437iApproximate average salary by contribution assumption: employee only about $160,919 at 4% or $107,279 at 6%; with 50% employer match about $107,279 at 4% or $71,519 at 6%; with 100% employer match about $80,459 at 4% or $53,640 at 6%.
Shrm Puerto Rico Retirement Plan-4$289,028$25,747$6,437iApproximate average salary by contribution assumption: employee only about $160,919 at 4% or $107,279 at 6%; with 50% employer match about $107,279 at 4% or $71,519 at 6%; with 100% employer match about $80,459 at 4% or $53,640 at 6%.
202315$245,797$26,579$5,316iApproximate average salary by contribution assumption: employee only about $132,895 at 4% or $88,597 at 6%; with 50% employer match about $88,597 at 4% or $59,064 at 6%; with 100% employer match about $66,448 at 4% or $44,298 at 6%.
Shrm Puerto Rico Retirement Plan-5$245,797$26,579$5,316iApproximate average salary by contribution assumption: employee only about $132,895 at 4% or $88,597 at 6%; with 50% employer match about $88,597 at 4% or $59,064 at 6%; with 100% employer match about $66,448 at 4% or $44,298 at 6%.
202215$183,523$27,517$5,503iApproximate average salary by contribution assumption: employee only about $137,585 at 4% or $91,723 at 6%; with 50% employer match about $91,723 at 4% or $61,149 at 6%; with 100% employer match about $68,793 at 4% or $45,862 at 6%.
Shrm Puerto Rico Retirement Plan-5$183,523$27,517$5,503iApproximate average salary by contribution assumption: employee only about $137,585 at 4% or $91,723 at 6%; with 50% employer match about $91,723 at 4% or $61,149 at 6%; with 100% employer match about $68,793 at 4% or $45,862 at 6%.
202115$266,747$25,512$5,102iApproximate average salary by contribution assumption: employee only about $127,560 at 4% or $85,040 at 6%; with 50% employer match about $85,040 at 4% or $56,693 at 6%; with 100% employer match about $63,780 at 4% or $42,520 at 6%.
Shrm Puerto Rico Retirement Plan-5$266,747$25,512$5,102iApproximate average salary by contribution assumption: employee only about $127,560 at 4% or $85,040 at 6%; with 50% employer match about $85,040 at 4% or $56,693 at 6%; with 100% employer match about $63,780 at 4% or $42,520 at 6%.
202015$216,420$29,932$5,986iApproximate average salary by contribution assumption: employee only about $149,660 at 4% or $99,773 at 6%; with 50% employer match about $99,773 at 4% or $66,516 at 6%; with 100% employer match about $74,830 at 4% or $49,887 at 6%.
Shrm Puerto Rico Retirement Plan-5$216,420$29,932$5,986iApproximate average salary by contribution assumption: employee only about $149,660 at 4% or $99,773 at 6%; with 50% employer match about $99,773 at 4% or $66,516 at 6%; with 100% employer match about $74,830 at 4% or $49,887 at 6%.
201915$151,208$26,653$5,331iApproximate average salary by contribution assumption: employee only about $133,265 at 4% or $88,843 at 6%; with 50% employer match about $88,843 at 4% or $59,229 at 6%; with 100% employer match about $66,633 at 4% or $44,422 at 6%.
Shrm Puerto Rico Retirement Plan-5$151,208$26,653$5,331iApproximate average salary by contribution assumption: employee only about $133,265 at 4% or $88,843 at 6%; with 50% employer match about $88,843 at 4% or $59,229 at 6%; with 100% employer match about $66,633 at 4% or $44,422 at 6%.
201815$110,698$117,066$23,413iApproximate average salary by contribution assumption: employee only about $585,330 at 4% or $390,220 at 6%; with 50% employer match about $390,220 at 4% or $260,147 at 6%; with 100% employer match about $292,665 at 4% or $195,110 at 6%.
Shrm Puerto Rico Retirement Plan-5$110,698$117,066$23,413iApproximate average salary by contribution assumption: employee only about $585,330 at 4% or $390,220 at 6%; with 50% employer match about $390,220 at 4% or $260,147 at 6%; with 100% employer match about $292,665 at 4% or $195,110 at 6%.
201715$126,514$16,170$3,234iApproximate average salary by contribution assumption: employee only about $80,850 at 4% or $53,900 at 6%; with 50% employer match about $53,900 at 4% or $35,933 at 6%; with 100% employer match about $40,425 at 4% or $26,950 at 6%.
Shrm Puerto Rico Retirement Plan-5$126,514$16,170$3,234iApproximate average salary by contribution assumption: employee only about $80,850 at 4% or $53,900 at 6%; with 50% employer match about $53,900 at 4% or $35,933 at 6%; with 100% employer match about $40,425 at 4% or $26,950 at 6%.
201615$94,133$24,546$4,909iApproximate average salary by contribution assumption: employee only about $122,730 at 4% or $81,820 at 6%; with 50% employer match about $81,820 at 4% or $54,547 at 6%; with 100% employer match about $61,365 at 4% or $40,910 at 6%.
Shrm Puerto Rico Retirement Plan-5$94,133$24,546$4,909iApproximate average salary by contribution assumption: employee only about $122,730 at 4% or $81,820 at 6%; with 50% employer match about $81,820 at 4% or $54,547 at 6%; with 100% employer match about $61,365 at 4% or $40,910 at 6%.
201515$64,133$12,544$2,509iApproximate average salary by contribution assumption: employee only about $62,720 at 4% or $41,813 at 6%; with 50% employer match about $41,813 at 4% or $27,876 at 6%; with 100% employer match about $31,360 at 4% or $20,907 at 6%.
Shrm Puerto Rico Retirement Plan-5$64,133$12,544$2,509iApproximate average salary by contribution assumption: employee only about $62,720 at 4% or $41,813 at 6%; with 50% employer match about $41,813 at 4% or $27,876 at 6%; with 100% employer match about $31,360 at 4% or $20,907 at 6%.
201414$52,186$8,731$2,183iApproximate average salary by contribution assumption: employee only about $54,569 at 4% or $36,379 at 6%; with 50% employer match about $36,379 at 4% or $24,253 at 6%; with 100% employer match about $27,284 at 4% or $18,190 at 6%.
Shrm Puerto Rico Retirement Plan-4$52,186$8,731$2,183iApproximate average salary by contribution assumption: employee only about $54,569 at 4% or $36,379 at 6%; with 50% employer match about $36,379 at 4% or $24,253 at 6%; with 100% employer match about $27,284 at 4% or $18,190 at 6%.
201313$41,638$7,518$2,506iApproximate average salary by contribution assumption: employee only about $62,650 at 4% or $41,767 at 6%; with 50% employer match about $41,767 at 4% or $27,844 at 6%; with 100% employer match about $31,325 at 4% or $20,883 at 6%.
Shrm Puerto Rico Retirement Plan-3$41,638$7,518$2,506iApproximate average salary by contribution assumption: employee only about $62,650 at 4% or $41,767 at 6%; with 50% employer match about $41,767 at 4% or $27,844 at 6%; with 100% employer match about $31,325 at 4% or $20,883 at 6%.
201213$29,527$6,590$2,197iApproximate average salary by contribution assumption: employee only about $54,917 at 4% or $36,611 at 6%; with 50% employer match about $36,611 at 4% or $24,407 at 6%; with 100% employer match about $27,458 at 4% or $18,306 at 6%.
Shrm Puerto Rico Retirement Plan-3$29,527$6,590$2,197iApproximate average salary by contribution assumption: employee only about $54,917 at 4% or $36,611 at 6%; with 50% employer match about $36,611 at 4% or $24,407 at 6%; with 100% employer match about $27,458 at 4% or $18,306 at 6%.
201113$20,758$7,329$2,443iApproximate average salary by contribution assumption: employee only about $61,075 at 4% or $40,717 at 6%; with 50% employer match about $40,717 at 4% or $27,144 at 6%; with 100% employer match about $30,538 at 4% or $20,358 at 6%.
Shrm Puerto Rico Retirement Plan-3$20,758$7,329$2,443iApproximate average salary by contribution assumption: employee only about $61,075 at 4% or $40,717 at 6%; with 50% employer match about $40,717 at 4% or $27,144 at 6%; with 100% employer match about $30,538 at 4% or $20,358 at 6%.
201013$13,919$6,139$2,046iApproximate average salary by contribution assumption: employee only about $51,158 at 4% or $34,106 at 6%; with 50% employer match about $34,106 at 4% or $22,737 at 6%; with 100% employer match about $25,579 at 4% or $17,053 at 6%.
Shrm Puerto Rico Retirement Plan-3$13,919$6,139$2,046iApproximate average salary by contribution assumption: employee only about $51,158 at 4% or $34,106 at 6%; with 50% employer match about $34,106 at 4% or $22,737 at 6%; with 100% employer match about $25,579 at 4% or $17,053 at 6%.
200912$6,424$4,905$2,453iApproximate average salary by contribution assumption: employee only about $61,313 at 4% or $40,875 at 6%; with 50% employer match about $40,875 at 4% or $27,250 at 6%; with 100% employer match about $30,656 at 4% or $20,438 at 6%.
Shrm Puerto Rico Retirement Plan-2$6,424$4,905$2,453iApproximate average salary by contribution assumption: employee only about $61,313 at 4% or $40,875 at 6%; with 50% employer match about $40,875 at 4% or $27,250 at 6%; with 100% employer match about $30,656 at 4% or $20,438 at 6%.
200813$0$0-
Shrm Puerto Rico Retirement Plan-3---