De La Cruz & Associates
Plan context: De La Cruz & Associates Inc. Incentive Capital Accumulation Plan
EIN 66-0416370 • Guaynabo, PR • 59 filings • 27 plans
Current Snapshot
Latest Year
2024
2024 Participants
104
2024 Assets
$7,812,141
2024 Contributions
$287,349
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 | 104 | $7,812,141 | $287,349 | $2,763iApproximate average salary by contribution assumption: employee only about $69,074 at 4% or $46,050 at 6%; with 50% employer match about $46,050 at 4% or $30,700 at 6%; with 100% employer match about $34,537 at 4% or $23,025 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 104 | $7,812,141 | $287,349 | $2,763iApproximate average salary by contribution assumption: employee only about $69,074 at 4% or $46,050 at 6%; with 50% employer match about $46,050 at 4% or $30,700 at 6%; with 100% employer match about $34,537 at 4% or $23,025 at 6%. |
| 2023 | 1 | 113 | $6,845,323 | $300,505 | $2,659iApproximate average salary by contribution assumption: employee only about $66,483 at 4% or $44,322 at 6%; with 50% employer match about $44,322 at 4% or $29,548 at 6%; with 100% employer match about $33,242 at 4% or $22,161 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 113 | $6,845,323 | $300,505 | $2,659iApproximate average salary by contribution assumption: employee only about $66,483 at 4% or $44,322 at 6%; with 50% employer match about $44,322 at 4% or $29,548 at 6%; with 100% employer match about $33,242 at 4% or $22,161 at 6%. |
| 2022 | 1 | 101 | $7,517,738 | $374,899 | $3,712iApproximate average salary by contribution assumption: employee only about $92,797 at 4% or $61,865 at 6%; with 50% employer match about $61,865 at 4% or $41,243 at 6%; with 100% employer match about $46,398 at 4% or $30,932 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 101 | $7,517,738 | $374,899 | $3,712iApproximate average salary by contribution assumption: employee only about $92,797 at 4% or $61,865 at 6%; with 50% employer match about $61,865 at 4% or $41,243 at 6%; with 100% employer match about $46,398 at 4% or $30,932 at 6%. |
| 2021 | 1 | 93 | $8,898,076 | $322,553 | $3,468iApproximate average salary by contribution assumption: employee only about $86,708 at 4% or $57,805 at 6%; with 50% employer match about $57,805 at 4% or $38,537 at 6%; with 100% employer match about $43,354 at 4% or $28,903 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 93 | $8,898,076 | $322,553 | $3,468iApproximate average salary by contribution assumption: employee only about $86,708 at 4% or $57,805 at 6%; with 50% employer match about $57,805 at 4% or $38,537 at 6%; with 100% employer match about $43,354 at 4% or $28,903 at 6%. |
| 2020 | 1 | 80 | $8,413,211 | $304,422 | $3,805iApproximate average salary by contribution assumption: employee only about $95,132 at 4% or $63,421 at 6%; with 50% employer match about $63,421 at 4% or $42,281 at 6%; with 100% employer match about $47,566 at 4% or $31,711 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 80 | $8,413,211 | $304,422 | $3,805iApproximate average salary by contribution assumption: employee only about $95,132 at 4% or $63,421 at 6%; with 50% employer match about $63,421 at 4% or $42,281 at 6%; with 100% employer match about $47,566 at 4% or $31,711 at 6%. |
| 2019 | 1 | 87 | $7,676,973 | $319,483 | $3,672iApproximate average salary by contribution assumption: employee only about $91,805 at 4% or $61,204 at 6%; with 50% employer match about $61,204 at 4% or $40,802 at 6%; with 100% employer match about $45,903 at 4% or $30,602 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 87 | $7,676,973 | $319,483 | $3,672iApproximate average salary by contribution assumption: employee only about $91,805 at 4% or $61,204 at 6%; with 50% employer match about $61,204 at 4% or $40,802 at 6%; with 100% employer match about $45,903 at 4% or $30,602 at 6%. |
| 2018 | 1 | 81 | $6,236,170 | $323,150 | $3,990iApproximate average salary by contribution assumption: employee only about $99,738 at 4% or $66,492 at 6%; with 50% employer match about $66,492 at 4% or $44,328 at 6%; with 100% employer match about $49,869 at 4% or $33,246 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 81 | $6,236,170 | $323,150 | $3,990iApproximate average salary by contribution assumption: employee only about $99,738 at 4% or $66,492 at 6%; with 50% employer match about $66,492 at 4% or $44,328 at 6%; with 100% employer match about $49,869 at 4% or $33,246 at 6%. |
| 2017 | 1 | 87 | $6,813,892 | $356,375 | $4,096iApproximate average salary by contribution assumption: employee only about $102,407 at 4% or $68,271 at 6%; with 50% employer match about $68,271 at 4% or $45,514 at 6%; with 100% employer match about $51,203 at 4% or $34,136 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 87 | $6,813,892 | $356,375 | $4,096iApproximate average salary by contribution assumption: employee only about $102,407 at 4% or $68,271 at 6%; with 50% employer match about $68,271 at 4% or $45,514 at 6%; with 100% employer match about $51,203 at 4% or $34,136 at 6%. |
| 2016 | 1 | 89 | $5,763,825 | $366,203 | $4,115iApproximate average salary by contribution assumption: employee only about $102,866 at 4% or $68,577 at 6%; with 50% employer match about $68,577 at 4% or $45,718 at 6%; with 100% employer match about $51,433 at 4% or $34,289 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 89 | $5,763,825 | $366,203 | $4,115iApproximate average salary by contribution assumption: employee only about $102,866 at 4% or $68,577 at 6%; with 50% employer match about $68,577 at 4% or $45,718 at 6%; with 100% employer match about $51,433 at 4% or $34,289 at 6%. |
| 2015 | 2 | 82 | $5,605,842 | $238,523 | $2,909iApproximate average salary by contribution assumption: employee only about $72,720 at 4% or $48,480 at 6%; with 50% employer match about $48,480 at 4% or $32,320 at 6%; with 100% employer match about $36,360 at 4% or $24,240 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 82 | $5,605,842 | $238,523 | $2,909iApproximate average salary by contribution assumption: employee only about $72,720 at 4% or $48,480 at 6%; with 50% employer match about $48,480 at 4% or $32,320 at 6%; with 100% employer match about $36,360 at 4% or $24,240 at 6%. |
| DE LA CRUZ & ASOCIADOS INC HEALTH 2015 | - | 76 | - | - | - |
| 2014 | 5 | 83 | $5,277,941 | $373,057 | $4,495iApproximate average salary by contribution assumption: employee only about $112,367 at 4% or $74,911 at 6%; with 50% employer match about $74,911 at 4% or $49,941 at 6%; with 100% employer match about $56,183 at 4% or $37,456 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 62 | $5,277,941 | $351,132 | $5,663iApproximate average salary by contribution assumption: employee only about $141,585 at 4% or $94,390 at 6%; with 50% employer match about $94,390 at 4% or $62,927 at 6%; with 100% employer match about $70,793 at 4% or $47,195 at 6%. |
| De La Cruz & Associates - Life/Add Coverage | - | 83 | - | - | - |
| De La Cruz & Associates Coda Profit Sharing Plan | - | 0 | $0 | $21,925 | - |
| De La Cruz & Asociados - Dental Short Period 2011 | - | 77 | - | - | - |
| DE LA CRUZ & ASOCIADOS HEALTH 2014 | - | 79 | - | - | - |
| 2013 | 6 | 98 | $5,880,094 | $349,923 | $3,571iApproximate average salary by contribution assumption: employee only about $89,266 at 4% or $59,511 at 6%; with 50% employer match about $59,511 at 4% or $39,674 at 6%; with 100% employer match about $44,633 at 4% or $29,755 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 94 | $5,474,744 | $349,923 | $3,723iApproximate average salary by contribution assumption: employee only about $93,065 at 4% or $62,043 at 6%; with 50% employer match about $62,043 at 4% or $41,362 at 6%; with 100% employer match about $46,532 at 4% or $31,022 at 6%. |
| De La Cruz & Associates Coda Profit Sharing Plan | - | 9 | $405,350 | - | - |
| De La Cruz & Associates - Ltd Coverage | - | 95 | - | - | - |
| De La Cruz & Associates - Life/Add Coverage | - | 98 | - | - | - |
| DE LA CRUZ & ASOCIADOS - HEALTH 2013 | - | 78 | - | - | - |
| De La Cruz & Asociados - Dental Short Period 2011 | - | 71 | - | - | - |
| 2012 | 6 | 110 | $5,249,296 | $345,465 | $3,141iApproximate average salary by contribution assumption: employee only about $78,515 at 4% or $52,343 at 6%; with 50% employer match about $52,343 at 4% or $34,895 at 6%; with 100% employer match about $39,257 at 4% or $26,172 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 110 | $4,842,444 | $345,465 | $3,141iApproximate average salary by contribution assumption: employee only about $78,515 at 4% or $52,343 at 6%; with 50% employer match about $52,343 at 4% or $34,895 at 6%; with 100% employer match about $39,257 at 4% or $26,172 at 6%. |
| De La Cruz & Associates Coda Profit Sharing Plan | - | 29 | $406,852 | - | - |
| De La Cruz & Associates - Life/Add Coverage | - | 110 | - | - | - |
| De La Cruz & Associates - Ltd Coverage | - | 99 | - | - | - |
| DE LA CRUZ & ASOCIADOS - HEALTH 2012 | - | 81 | - | - | - |
| De La Cruz & Asociados - Dental Short Period 2011 | - | 79 | - | - | - |
| 2011 | 7 | 118 | $4,456,324 | $342,449 | $2,902iApproximate average salary by contribution assumption: employee only about $72,553 at 4% or $48,369 at 6%; with 50% employer match about $48,369 at 4% or $32,246 at 6%; with 100% employer match about $36,276 at 4% or $24,184 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 118 | $4,075,380 | $342,449 | $2,902iApproximate average salary by contribution assumption: employee only about $72,553 at 4% or $48,369 at 6%; with 50% employer match about $48,369 at 4% or $32,246 at 6%; with 100% employer match about $36,276 at 4% or $24,184 at 6%. |
| De La Cruz & Associates Coda Profit Sharing Plan | - | 0 | $380,944 | - | - |
| De La Cruz & Asociados - Dental Short Period 2011 | - | 91 | - | - | - |
| De La Cruz & Associates - Life/Add Coverage | - | 106 | - | - | - |
| De La Cruz & Associates - Ltd Coverage | - | 108 | - | - | - |
| De La Cruz & Asociados - Dental Short Period 2011 | - | 88 | - | - | - |
| DE LA CRUZ & ASOCIADOS - HEALTH 2011 | - | 82 | - | - | - |
| 2010 | 6 | 122 | $4,278,796 | $345,069 | $2,828iApproximate average salary by contribution assumption: employee only about $70,711 at 4% or $47,141 at 6%; with 50% employer match about $47,141 at 4% or $31,427 at 6%; with 100% employer match about $35,355 at 4% or $23,570 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 106 | $3,839,840 | $345,069 | $3,255iApproximate average salary by contribution assumption: employee only about $81,384 at 4% or $54,256 at 6%; with 50% employer match about $54,256 at 4% or $36,171 at 6%; with 100% employer match about $40,692 at 4% or $27,128 at 6%. |
| De La Cruz & Associates Coda Profit Sharing Plan | - | 0 | $438,956 | - | - |
| DE LA CRUZ & ASSOCIATES - HEALTH COVERAGE | - | 89 | - | - | - |
| De La Cruz & Associates - Life/Add Coverage | - | 122 | - | - | - |
| De La Cruz & Asociados - Dental Short Period 2011 | - | 96 | - | - | - |
| De La Cruz & Associates - Ltd Coverage | - | 119 | - | - | - |
| 2009 | 5 | 114 | $3,798,922 | $277,871 | $2,437iApproximate average salary by contribution assumption: employee only about $60,937 at 4% or $40,624 at 6%; with 50% employer match about $40,624 at 4% or $27,083 at 6%; with 100% employer match about $30,468 at 4% or $20,312 at 6%. |
| DE LA CRUZ & ASSOCIATES, INC. RETIREMENT PLAN | - | 91 | $3,221,865 | $277,871 | $3,054iApproximate average salary by contribution assumption: employee only about $76,338 at 4% or $50,892 at 6%; with 50% employer match about $50,892 at 4% or $33,928 at 6%; with 100% employer match about $38,169 at 4% or $25,446 at 6%. |
| DE LA CRUZ RETIRED EMPLOYEES PLAN | - | 36 | $577,057 | - | - |
| De La Cruz & Associates - Ltd Coverage | - | 114 | - | - | - |
| De La Cruz & Associates - Life/Add Coverage | - | 106 | - | - | - |
| DE LA CRUZ & ASOCIADOS - HEALTH | - | 102 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| DE LA CRUZ GROUP RETIREMENT PLAN | - | 0 | - | - | - |
| 2006 | 1 | 76 | $3,894,616 | $250,083 | $3,291iApproximate average salary by contribution assumption: employee only about $82,264 at 4% or $54,843 at 6%; with 50% employer match about $54,843 at 4% or $36,562 at 6%; with 100% employer match about $41,132 at 4% or $27,421 at 6%. |
| DE LA CRUZ GROUP RETIREMENT PLAN | - | 76 | $3,894,616 | $250,083 | $3,291iApproximate average salary by contribution assumption: employee only about $82,264 at 4% or $54,843 at 6%; with 50% employer match about $54,843 at 4% or $36,562 at 6%; with 100% employer match about $41,132 at 4% or $27,421 at 6%. |
| 2005 | 1 | 87 | $3,754,571 | $219,973 | $2,528iApproximate average salary by contribution assumption: employee only about $63,211 at 4% or $42,140 at 6%; with 50% employer match about $42,140 at 4% or $28,094 at 6%; with 100% employer match about $31,605 at 4% or $21,070 at 6%. |
| DE LA CRUZ GROUP RETIREMENT PLAN | - | 87 | $3,754,571 | $219,973 | $2,528iApproximate average salary by contribution assumption: employee only about $63,211 at 4% or $42,140 at 6%; with 50% employer match about $42,140 at 4% or $28,094 at 6%; with 100% employer match about $31,605 at 4% or $21,070 at 6%. |
| 2004 | 1 | 126 | $3,469,457 | $254,448 | $2,019iApproximate average salary by contribution assumption: employee only about $50,486 at 4% or $33,657 at 6%; with 50% employer match about $33,657 at 4% or $22,438 at 6%; with 100% employer match about $25,243 at 4% or $16,829 at 6%. |
| DE LA CRUZ GROUP RETIREMENT PLAN | - | 126 | $3,469,457 | $254,448 | $2,019iApproximate average salary by contribution assumption: employee only about $50,486 at 4% or $33,657 at 6%; with 50% employer match about $33,657 at 4% or $22,438 at 6%; with 100% employer match about $25,243 at 4% or $16,829 at 6%. |
| 2003 | 1 | 124 | $2,997,669 | $316,893 | $2,556iApproximate average salary by contribution assumption: employee only about $63,890 at 4% or $42,593 at 6%; with 50% employer match about $42,593 at 4% or $28,395 at 6%; with 100% employer match about $31,945 at 4% or $21,297 at 6%. |
| DE LA CRUZ GROUP RETIREMENT PLAN | - | 124 | $2,997,669 | $316,893 | $2,556iApproximate average salary by contribution assumption: employee only about $63,890 at 4% or $42,593 at 6%; with 50% employer match about $42,593 at 4% or $28,395 at 6%; with 100% employer match about $31,945 at 4% or $21,297 at 6%. |
| 2002 | 1 | 67 | $2,252,299 | $224,883 | $3,356iApproximate average salary by contribution assumption: employee only about $83,912 at 4% or $55,941 at 6%; with 50% employer match about $55,941 at 4% or $37,294 at 6%; with 100% employer match about $41,956 at 4% or $27,971 at 6%. |
| DE LA CRUZ GROUP RETIREMENT PLAN | - | 67 | $2,252,299 | $224,883 | $3,356iApproximate average salary by contribution assumption: employee only about $83,912 at 4% or $55,941 at 6%; with 50% employer match about $55,941 at 4% or $37,294 at 6%; with 100% employer match about $41,956 at 4% or $27,971 at 6%. |
| 2001 | 3 | 122 | $2,480,709 | $330,443 | $2,709iApproximate average salary by contribution assumption: employee only about $67,714 at 4% or $45,142 at 6%; with 50% employer match about $45,142 at 4% or $30,095 at 6%; with 100% employer match about $33,857 at 4% or $22,571 at 6%. |
| DE LA CRUZ GROUP RETIREMENT PLAN | - | 122 | $2,480,709 | $330,443 | $2,709iApproximate average salary by contribution assumption: employee only about $67,714 at 4% or $45,142 at 6%; with 50% employer match about $45,142 at 4% or $30,095 at 6%; with 100% employer match about $33,857 at 4% or $22,571 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 0 | - | - | - |
| De La Cruz & Associates Coda Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 2 | 92 | $1,126,819 | $13,298 | $145iApproximate average salary by contribution assumption: employee only about $3,614 at 4% or $2,409 at 6%; with 50% employer match about $2,409 at 4% or $1,606 at 6%; with 100% employer match about $1,807 at 4% or $1,205 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 81 | $1,126,819 | $13,298 | $164iApproximate average salary by contribution assumption: employee only about $4,104 at 4% or $2,736 at 6%; with 50% employer match about $2,736 at 4% or $1,824 at 6%; with 100% employer match about $2,052 at 4% or $1,368 at 6%. |
| De La Cruz & Associates Coda Profit Sharing Plan | - | 92 | - | - | - |
| 1999 | 2 | 90 | $2,158,008 | $275,695 | $3,063iApproximate average salary by contribution assumption: employee only about $76,582 at 4% or $51,055 at 6%; with 50% employer match about $51,055 at 4% or $34,036 at 6%; with 100% employer match about $38,291 at 4% or $25,527 at 6%. |
| De La Cruz & Associates Inc. Incentive Capital Accumulation Plan | - | 69 | $1,312,248 | $105,379 | $1,527iApproximate average salary by contribution assumption: employee only about $38,181 at 4% or $25,454 at 6%; with 50% employer match about $25,454 at 4% or $16,969 at 6%; with 100% employer match about $19,090 at 4% or $12,727 at 6%. |
| De La Cruz & Associates Coda Profit Sharing Plan | - | 90 | $845,760 | $170,316 | $1,892iApproximate average salary by contribution assumption: employee only about $47,310 at 4% or $31,540 at 6%; with 50% employer match about $31,540 at 4% or $21,027 at 6%; with 100% employer match about $23,655 at 4% or $15,770 at 6%. |