Civic Intelligence

Lcdo. Jorge M. Suro Ballester

Plan context: Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404

EIN 66-0391227 • San Juan, PR • 26 filings • 2 plans

1225 Ave.ponce DE LeonOfic. 1202-bSan Juan, PR 00907
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,143,131

2024 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$6,305,643$3,152,822$0199920122023YearValue
$2,143,131Latest year 2023

Participants Over Time

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

210199920112023YearValue
2Latest year 2023

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
202410$0$0-
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-0---
202312$2,143,131$0-
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$2,143,131--
202212$5,233,685$0-
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$5,233,685--
202112$6,305,643$0-
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$6,305,643--
202012$5,744,791$0-
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$5,744,791--
201912$5,059,644$0-
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$5,059,644--
201812$4,415,029$0-
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$4,415,029--
201712$4,446,077$0-
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$4,446,077--
201612$3,925,625$0-
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$3,925,625--
201512$3,686,821$0-
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$3,686,821--
201412$3,663,632$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$3,663,632$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201312$3,261,892$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$3,261,892$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201212$3,019,590$0-
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$3,019,590--
201112$2,499,432$15,530$7,765iApproximate average salary by contribution assumption: employee only about $194,125 at 4% or $129,417 at 6%; with 50% employer match about $129,417 at 4% or $86,278 at 6%; with 100% employer match about $97,063 at 4% or $64,708 at 6%.
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$2,499,432$15,530$7,765iApproximate average salary by contribution assumption: employee only about $194,125 at 4% or $129,417 at 6%; with 50% employer match about $129,417 at 4% or $86,278 at 6%; with 100% employer match about $97,063 at 4% or $64,708 at 6%.
201012$2,534,872$13,955$6,978iApproximate average salary by contribution assumption: employee only about $174,438 at 4% or $116,292 at 6%; with 50% employer match about $116,292 at 4% or $77,528 at 6%; with 100% employer match about $87,219 at 4% or $58,146 at 6%.
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$2,534,872$13,955$6,978iApproximate average salary by contribution assumption: employee only about $174,438 at 4% or $116,292 at 6%; with 50% employer match about $116,292 at 4% or $77,528 at 6%; with 100% employer match about $87,219 at 4% or $58,146 at 6%.
200912$2,309,560$15,100$7,550iApproximate average salary by contribution assumption: employee only about $188,750 at 4% or $125,833 at 6%; with 50% employer match about $125,833 at 4% or $83,889 at 6%; with 100% employer match about $94,375 at 4% or $62,917 at 6%.
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$2,309,560$15,100$7,550iApproximate average salary by contribution assumption: employee only about $188,750 at 4% or $125,833 at 6%; with 50% employer match about $125,833 at 4% or $83,889 at 6%; with 100% employer match about $94,375 at 4% or $62,917 at 6%.
200812$2,011,781$26,395$13,198iApproximate average salary by contribution assumption: employee only about $329,938 at 4% or $219,958 at 6%; with 50% employer match about $219,958 at 4% or $146,639 at 6%; with 100% employer match about $164,969 at 4% or $109,979 at 6%.
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$2,011,781$26,395$13,198iApproximate average salary by contribution assumption: employee only about $329,938 at 4% or $219,958 at 6%; with 50% employer match about $219,958 at 4% or $146,639 at 6%; with 100% employer match about $164,969 at 4% or $109,979 at 6%.
200712$2,237,439$41,983$20,992iApproximate average salary by contribution assumption: employee only about $524,788 at 4% or $349,858 at 6%; with 50% employer match about $349,858 at 4% or $233,239 at 6%; with 100% employer match about $262,394 at 4% or $174,929 at 6%.
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$2,237,439$41,983$20,992iApproximate average salary by contribution assumption: employee only about $524,788 at 4% or $349,858 at 6%; with 50% employer match about $349,858 at 4% or $233,239 at 6%; with 100% employer match about $262,394 at 4% or $174,929 at 6%.
200612$2,018,796$215,602$107,801iApproximate average salary by contribution assumption: employee only about $2,695,025 at 4% or $1,796,683 at 6%; with 50% employer match about $1,796,683 at 4% or $1,197,789 at 6%; with 100% employer match about $1,347,513 at 4% or $898,342 at 6%.
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$2,018,796$215,602$107,801iApproximate average salary by contribution assumption: employee only about $2,695,025 at 4% or $1,796,683 at 6%; with 50% employer match about $1,796,683 at 4% or $1,197,789 at 6%; with 100% employer match about $1,347,513 at 4% or $898,342 at 6%.
200512$1,717,604$18,360$9,180iApproximate average salary by contribution assumption: employee only about $229,500 at 4% or $153,000 at 6%; with 50% employer match about $153,000 at 4% or $102,000 at 6%; with 100% employer match about $114,750 at 4% or $76,500 at 6%.
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$1,717,604$18,360$9,180iApproximate average salary by contribution assumption: employee only about $229,500 at 4% or $153,000 at 6%; with 50% employer match about $153,000 at 4% or $102,000 at 6%; with 100% employer match about $114,750 at 4% or $76,500 at 6%.
200412$1,684,562$53,786$26,893iApproximate average salary by contribution assumption: employee only about $672,325 at 4% or $448,217 at 6%; with 50% employer match about $448,217 at 4% or $298,811 at 6%; with 100% employer match about $336,163 at 4% or $224,108 at 6%.
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$1,684,562$53,786$26,893iApproximate average salary by contribution assumption: employee only about $672,325 at 4% or $448,217 at 6%; with 50% employer match about $448,217 at 4% or $298,811 at 6%; with 100% employer match about $336,163 at 4% or $224,108 at 6%.
200312$1,568,741$79,640$39,820iApproximate average salary by contribution assumption: employee only about $995,500 at 4% or $663,667 at 6%; with 50% employer match about $663,667 at 4% or $442,444 at 6%; with 100% employer match about $497,750 at 4% or $331,833 at 6%.
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$1,568,741$79,640$39,820iApproximate average salary by contribution assumption: employee only about $995,500 at 4% or $663,667 at 6%; with 50% employer match about $663,667 at 4% or $442,444 at 6%; with 100% employer match about $497,750 at 4% or $331,833 at 6%.
200212$1,438,451$44,010$22,005iApproximate average salary by contribution assumption: employee only about $550,125 at 4% or $366,750 at 6%; with 50% employer match about $366,750 at 4% or $244,500 at 6%; with 100% employer match about $275,063 at 4% or $183,375 at 6%.
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$1,438,451$44,010$22,005iApproximate average salary by contribution assumption: employee only about $550,125 at 4% or $366,750 at 6%; with 50% employer match about $366,750 at 4% or $244,500 at 6%; with 100% employer match about $275,063 at 4% or $183,375 at 6%.
200112$1,109,459$41,944$20,972iApproximate average salary by contribution assumption: employee only about $524,300 at 4% or $349,533 at 6%; with 50% employer match about $349,533 at 4% or $233,022 at 6%; with 100% employer match about $262,150 at 4% or $174,767 at 6%.
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$1,109,459$41,944$20,972iApproximate average salary by contribution assumption: employee only about $524,300 at 4% or $349,533 at 6%; with 50% employer match about $349,533 at 4% or $233,022 at 6%; with 100% employer match about $262,150 at 4% or $174,767 at 6%.
200012$0$0-
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2---
199912$1,447,886$48,098$24,049iApproximate average salary by contribution assumption: employee only about $601,225 at 4% or $400,817 at 6%; with 50% employer match about $400,817 at 4% or $267,211 at 6%; with 100% employer match about $300,613 at 4% or $200,408 at 6%.
Lcdo. Jorge M. Suro Ballester Retirement Plan Series 91-404-2$1,447,886$48,098$24,049iApproximate average salary by contribution assumption: employee only about $601,225 at 4% or $400,817 at 6%; with 50% employer match about $400,817 at 4% or $267,211 at 6%; with 100% employer match about $300,613 at 4% or $200,408 at 6%.