Civic Intelligence

Jose a. Ocasio & Asociados

Plan context: Jose a. Ocasio & Asociados Retirement Plan

EIN 66-0433648 • 26 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,331,356

2024 Contributions

$21,751

Historical Graphs

Total Assets Over Time

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

$1,995,713$997,857$0199920122024YearValue
$1,331,356Latest year 2024

Participants Over Time

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

840199920122024YearValue
2Latest 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
202412$1,331,356$0-
Jose a. Ocasio & Asociados Retirement Plan-2$1,331,356--
202312$1,332,534$0-
Jose a. Ocasio & Asociados Retirement Plan-2$1,332,534--
202212$1,284,315$0-
Jose a. Ocasio & Asociados Retirement Plan-2$1,284,315--
202112$1,512,327$0-
Jose a. Ocasio & Asociados Retirement Plan-2$1,512,327--
202012$1,466,070$0-
Jose a. Ocasio & Asociados Retirement Plan-2$1,466,070--
201912$1,476,728$0-
Jose a. Ocasio & Asociados Retirement Plan-2$1,476,728--
201812$1,428,818$0-
Jose a. Ocasio & Asociados Retirement Plan-2$1,428,818--
201712$1,487,890$0-
Jose a. Ocasio & Asociados Retirement Plan-2$1,487,890--
201612$1,565,830$0-
Jose a. Ocasio & Asociados Retirement Plan-2$1,565,830--
201512$1,621,205$0-
Jose a. Ocasio & Asociados Retirement Plan-2$1,621,205--
201412$1,948,845$0-
Jose a. Ocasio & Asociados Retirement Plan-2$1,948,845--
201312$1,995,713$0-
Jose a. Ocasio & Asociados Retirement Plan-2$1,995,713--
201212$1,983,907$21,751$10,876iApproximate average salary by contribution assumption: employee only about $271,888 at 4% or $181,258 at 6%; with 50% employer match about $181,258 at 4% or $120,839 at 6%; with 100% employer match about $135,944 at 4% or $90,629 at 6%.
Jose a. Ocasio & Asociados Retirement Plan-2$1,983,907$21,751$10,876iApproximate average salary by contribution assumption: employee only about $271,888 at 4% or $181,258 at 6%; with 50% employer match about $181,258 at 4% or $120,839 at 6%; with 100% employer match about $135,944 at 4% or $90,629 at 6%.
201112$1,781,209$35,464$17,732iApproximate average salary by contribution assumption: employee only about $443,300 at 4% or $295,533 at 6%; with 50% employer match about $295,533 at 4% or $197,022 at 6%; with 100% employer match about $221,650 at 4% or $147,767 at 6%.
Jose a. Ocasio & Asociados Retirement Plan-2$1,781,209$35,464$17,732iApproximate average salary by contribution assumption: employee only about $443,300 at 4% or $295,533 at 6%; with 50% employer match about $295,533 at 4% or $197,022 at 6%; with 100% employer match about $221,650 at 4% or $147,767 at 6%.
201012$1,570,563$13,258$6,629iApproximate average salary by contribution assumption: employee only about $165,725 at 4% or $110,483 at 6%; with 50% employer match about $110,483 at 4% or $73,656 at 6%; with 100% employer match about $82,863 at 4% or $55,242 at 6%.
Jose a. Ocasio & Asociados Retirement Plan-2$1,570,563$13,258$6,629iApproximate average salary by contribution assumption: employee only about $165,725 at 4% or $110,483 at 6%; with 50% employer match about $110,483 at 4% or $73,656 at 6%; with 100% employer match about $82,863 at 4% or $55,242 at 6%.
200912$1,536,196$4,064$2,032iApproximate average salary by contribution assumption: employee only about $50,800 at 4% or $33,867 at 6%; with 50% employer match about $33,867 at 4% or $22,578 at 6%; with 100% employer match about $25,400 at 4% or $16,933 at 6%.
Jose a. Ocasio & Asociados Retirement Plan-2$1,536,196$4,064$2,032iApproximate average salary by contribution assumption: employee only about $50,800 at 4% or $33,867 at 6%; with 50% employer match about $33,867 at 4% or $22,578 at 6%; with 100% employer match about $25,400 at 4% or $16,933 at 6%.
200818$1,360,045$63,545$7,943iApproximate average salary by contribution assumption: employee only about $198,578 at 4% or $132,385 at 6%; with 50% employer match about $132,385 at 4% or $88,257 at 6%; with 100% employer match about $99,289 at 4% or $66,193 at 6%.
Jose a. Ocasio & Asociados Retirement Plan-8$1,360,045$63,545$7,943iApproximate average salary by contribution assumption: employee only about $198,578 at 4% or $132,385 at 6%; with 50% employer match about $132,385 at 4% or $88,257 at 6%; with 100% employer match about $99,289 at 4% or $66,193 at 6%.
200718$0$0-
Jose a. Ocasio & Asociados Retirement Plan-8---
200618$1,651,042$105,520$13,190iApproximate average salary by contribution assumption: employee only about $329,750 at 4% or $219,833 at 6%; with 50% employer match about $219,833 at 4% or $146,556 at 6%; with 100% employer match about $164,875 at 4% or $109,917 at 6%.
Jose a. Ocasio & Asociados Retirement Plan-8$1,651,042$105,520$13,190iApproximate average salary by contribution assumption: employee only about $329,750 at 4% or $219,833 at 6%; with 50% employer match about $219,833 at 4% or $146,556 at 6%; with 100% employer match about $164,875 at 4% or $109,917 at 6%.
200516$1,445,376$134,794$22,466iApproximate average salary by contribution assumption: employee only about $561,642 at 4% or $374,428 at 6%; with 50% employer match about $374,428 at 4% or $249,619 at 6%; with 100% employer match about $280,821 at 4% or $187,214 at 6%.
Jose a. Ocasio & Asociados Retirement Plan-6$1,445,376$134,794$22,466iApproximate average salary by contribution assumption: employee only about $561,642 at 4% or $374,428 at 6%; with 50% employer match about $374,428 at 4% or $249,619 at 6%; with 100% employer match about $280,821 at 4% or $187,214 at 6%.
200417$1,239,073$87,050$12,436iApproximate average salary by contribution assumption: employee only about $310,893 at 4% or $207,262 at 6%; with 50% employer match about $207,262 at 4% or $138,175 at 6%; with 100% employer match about $155,446 at 4% or $103,631 at 6%.
Jose a. Ocasio & Asociados Retirement Plan-7$1,239,073$87,050$12,436iApproximate average salary by contribution assumption: employee only about $310,893 at 4% or $207,262 at 6%; with 50% employer match about $207,262 at 4% or $138,175 at 6%; with 100% employer match about $155,446 at 4% or $103,631 at 6%.
200317$1,082,995$251,936$35,991iApproximate average salary by contribution assumption: employee only about $899,771 at 4% or $599,848 at 6%; with 50% employer match about $599,848 at 4% or $399,898 at 6%; with 100% employer match about $449,886 at 4% or $299,924 at 6%.
Jose a. Ocasio & Asociados Retirement Plan-7$1,082,995$251,936$35,991iApproximate average salary by contribution assumption: employee only about $899,771 at 4% or $599,848 at 6%; with 50% employer match about $599,848 at 4% or $399,898 at 6%; with 100% employer match about $449,886 at 4% or $299,924 at 6%.
200217$705,825$152,180$21,740iApproximate average salary by contribution assumption: employee only about $543,500 at 4% or $362,333 at 6%; with 50% employer match about $362,333 at 4% or $241,556 at 6%; with 100% employer match about $271,750 at 4% or $181,167 at 6%.
Jose a. Ocasio & Asociados Retirement Plan-7$705,825$152,180$21,740iApproximate average salary by contribution assumption: employee only about $543,500 at 4% or $362,333 at 6%; with 50% employer match about $362,333 at 4% or $241,556 at 6%; with 100% employer match about $271,750 at 4% or $181,167 at 6%.
200116$709,692$297,400$49,567iApproximate average salary by contribution assumption: employee only about $1,239,167 at 4% or $826,111 at 6%; with 50% employer match about $826,111 at 4% or $550,741 at 6%; with 100% employer match about $619,583 at 4% or $413,056 at 6%.
Jose a. Ocasio & Asociados Retirement Plan-6$709,692$297,400$49,567iApproximate average salary by contribution assumption: employee only about $1,239,167 at 4% or $826,111 at 6%; with 50% employer match about $826,111 at 4% or $550,741 at 6%; with 100% employer match about $619,583 at 4% or $413,056 at 6%.
200016$481,560$150,766$25,128iApproximate average salary by contribution assumption: employee only about $628,192 at 4% or $418,794 at 6%; with 50% employer match about $418,794 at 4% or $279,196 at 6%; with 100% employer match about $314,096 at 4% or $209,397 at 6%.
Jose a. Ocasio & Asociados Retirement Plan-6$481,560$150,766$25,128iApproximate average salary by contribution assumption: employee only about $628,192 at 4% or $418,794 at 6%; with 50% employer match about $418,794 at 4% or $279,196 at 6%; with 100% employer match about $314,096 at 4% or $209,397 at 6%.
199918$440,272$321,396$40,175iApproximate average salary by contribution assumption: employee only about $1,004,363 at 4% or $669,575 at 6%; with 50% employer match about $669,575 at 4% or $446,383 at 6%; with 100% employer match about $502,181 at 4% or $334,788 at 6%.
Jose a. Ocasio & Asociados Retirement Plan-8$440,272$321,396$40,175iApproximate average salary by contribution assumption: employee only about $1,004,363 at 4% or $669,575 at 6%; with 50% employer match about $669,575 at 4% or $446,383 at 6%; with 100% employer match about $502,181 at 4% or $334,788 at 6%.