Civic Intelligence

San Jorge Associates

Plan context: San Jorge Associates Money Purchase Plan

EIN 66-0384143 • San Juan, PR • 30 filings • 6 plans

PO Box 361738San Juan, PR 00936-1738
Current Snapshot

Latest Year

2021

2021 Participants

10

2021 Assets

$3,546,328

2021 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$3,546,328$1,773,164$0199920142020YearValue
$3,546,328Latest year 2020

Participants Over Time

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

1050199920092020YearValue
10Latest year 2020

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
202110$0$0-
San Jorge Associates Money Purchase Plan-0---
2020110$3,546,328$0-
San Jorge Associates Money Purchase Plan-10$3,546,328--
2019110$3,154,755$0-
San Jorge Associates Money Purchase Plan-10$3,154,755--
2017110$2,656,129$0-
San Jorge Associates Money Purchase Plan-10$2,656,129--
2016110$3,232,004$30,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
San Jorge Associates Money Purchase Plan-10$3,232,004$30,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
201518$2,912,768$60,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
San Jorge Associates Money Purchase Plan-8$2,912,768$60,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201419$2,869,382$10,000$1,111iApproximate average salary by contribution assumption: employee only about $27,778 at 4% or $18,519 at 6%; with 50% employer match about $18,519 at 4% or $12,346 at 6%; with 100% employer match about $13,889 at 4% or $9,259 at 6%.
San Jorge Associates Money Purchase Plan-9$2,869,382$10,000$1,111iApproximate average salary by contribution assumption: employee only about $27,778 at 4% or $18,519 at 6%; with 50% employer match about $18,519 at 4% or $12,346 at 6%; with 100% employer match about $13,889 at 4% or $9,259 at 6%.
201318$2,873,346$70,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
San Jorge Associates Money Purchase Plan-8$2,873,346$70,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
201219$2,869,289$112,600$12,511iApproximate average salary by contribution assumption: employee only about $312,778 at 4% or $208,519 at 6%; with 50% employer match about $208,519 at 4% or $139,012 at 6%; with 100% employer match about $156,389 at 4% or $104,259 at 6%.
San Jorge Associates Money Purchase Plan-9$2,869,289$112,600$12,511iApproximate average salary by contribution assumption: employee only about $312,778 at 4% or $208,519 at 6%; with 50% employer match about $208,519 at 4% or $139,012 at 6%; with 100% employer match about $156,389 at 4% or $104,259 at 6%.
201119$2,683,121$112,565$12,507iApproximate average salary by contribution assumption: employee only about $312,681 at 4% or $208,454 at 6%; with 50% employer match about $208,454 at 4% or $138,969 at 6%; with 100% employer match about $156,340 at 4% or $104,227 at 6%.
San Jorge Associates Money Purchase Plan-9$2,683,121$112,565$12,507iApproximate average salary by contribution assumption: employee only about $312,681 at 4% or $208,454 at 6%; with 50% employer match about $208,454 at 4% or $138,969 at 6%; with 100% employer match about $156,340 at 4% or $104,227 at 6%.
201019$2,434,731$279,570$31,063iApproximate average salary by contribution assumption: employee only about $776,583 at 4% or $517,722 at 6%; with 50% employer match about $517,722 at 4% or $345,148 at 6%; with 100% employer match about $388,292 at 4% or $258,861 at 6%.
San Jorge Associates Money Purchase Plan-9$2,434,731$279,570$31,063iApproximate average salary by contribution assumption: employee only about $776,583 at 4% or $517,722 at 6%; with 50% employer match about $517,722 at 4% or $345,148 at 6%; with 100% employer match about $388,292 at 4% or $258,861 at 6%.
200919$2,265,836$206,914$22,990iApproximate average salary by contribution assumption: employee only about $574,761 at 4% or $383,174 at 6%; with 50% employer match about $383,174 at 4% or $255,449 at 6%; with 100% employer match about $287,381 at 4% or $191,587 at 6%.
San Jorge Associates Money Purchase Plan-9$2,265,836$206,914$22,990iApproximate average salary by contribution assumption: employee only about $574,761 at 4% or $383,174 at 6%; with 50% employer match about $383,174 at 4% or $255,449 at 6%; with 100% employer match about $287,381 at 4% or $191,587 at 6%.
200819$0$0-
San Jorge Associates Money Purchase Plan-9---
200728$0$0-
San Jorge Associates Defined Benefit Plan-0---
San Jorge Associates Money Purchase Plan-8---
200628$0$0-
San Jorge Associates Defined Benefit Plan-8---
San Jorge Associates Money Purchase Plan-8---
200519$0$0-
San Jorge Associates Defined Benefit Plan-9---
200428$0$0-
San Jorge Associates Money Purchase Plan-8---
San Jorge Associates Defined Benefit Plan-6---
200327$0$0-
San Jorge Associates Money Purchase Plan-7---
San Jorge Associates Defined Benefit Plan-7---
200227$0$0-
San Jorge Associates Money Purchase Plan-7---
San Jorge Associates Defined Benefit Plan-7---
200129$0$0-
San Jorge Associates Money Purchase Plan-9---
San Jorge Associates Defined Benefit Plan-8---
200028$0$0-
San Jorge Associates Money Purchase Plan-8---
San Jorge Associates Money Purchase Plan-8---
199928$1,208,988$170,986$21,373iApproximate average salary by contribution assumption: employee only about $534,331 at 4% or $356,221 at 6%; with 50% employer match about $356,221 at 4% or $237,481 at 6%; with 100% employer match about $267,166 at 4% or $178,110 at 6%.
San Jorge Associates Money Purchase Plan-8$1,028,245$155,986$19,498iApproximate average salary by contribution assumption: employee only about $487,456 at 4% or $324,971 at 6%; with 50% employer match about $324,971 at 4% or $216,647 at 6%; with 100% employer match about $243,728 at 4% or $162,485 at 6%.
San Jorge Associates Defined Benefit Plan-8$180,743$15,000$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.