Civic Intelligence

Reliable Financial Services Inc.

Plan context: Puerto Rico Financial Investment and Savings Plan

EIN 66-0436232 • San Francisco, CA • 105 filings • 21 plans

Mac A0101-121420 Montgomery Street, 12th FloorSan Francisco, CA 94104
Current Snapshot

Latest Year

2018

2018 Participants

402

2018 Assets

$31,597,035

2018 Contributions

$2,314,862

Historical Graphs

Total Assets Over Time

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

$63,997,211$31,998,606$0199920102017YearValue
$31,597,035Latest year 2017

Participants Over Time

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

5112560199920082017YearValue
402Latest year 2017

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
201860$0$0-
Reliable Financial Services Inc. Group Life and Accidental Death & D-0---
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-0---
Reliable Financial Services Inc. Group Life & Add Plan II-0---
Puerto Rico Financial Investment and Savings Plan-0$0--
Reliable Financial Services Inc. Medical Plan-0---
Puerto Rico Financial Services Inc. Dental Plan-0---
20176402$31,597,035$2,314,862$5,758iApproximate average salary by contribution assumption: employee only about $143,959 at 4% or $95,973 at 6%; with 50% employer match about $95,973 at 4% or $63,982 at 6%; with 100% employer match about $71,980 at 4% or $47,986 at 6%.
Puerto Rico Financial Investment and Savings Plan-402$31,597,035$2,314,862$5,758iApproximate average salary by contribution assumption: employee only about $143,959 at 4% or $95,973 at 6%; with 50% employer match about $95,973 at 4% or $63,982 at 6%; with 100% employer match about $71,980 at 4% or $47,986 at 6%.
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-401---
Reliable Financial Services Inc. Group Life and Accidental Death & D-401---
Reliable Financial Services Inc. Medical Plan-396---
Reliable Financial Services Inc. Group Life & Add Plan II-401---
Puerto Rico Financial Services Inc. Dental Plan-397---
20166417$26,485,112$2,423,551$5,812iApproximate average salary by contribution assumption: employee only about $145,297 at 4% or $96,865 at 6%; with 50% employer match about $96,865 at 4% or $64,576 at 6%; with 100% employer match about $72,648 at 4% or $48,432 at 6%.
Puerto Rico Financial Investment and Savings Plan-417$26,485,112$2,423,551$5,812iApproximate average salary by contribution assumption: employee only about $145,297 at 4% or $96,865 at 6%; with 50% employer match about $96,865 at 4% or $64,576 at 6%; with 100% employer match about $72,648 at 4% or $48,432 at 6%.
Reliable Financial Services Inc. Group Life & Add Plan II-411---
Puerto Rico Financial Services Inc. Dental Plan-411---
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-411---
Reliable Financial Services Inc. Medical Plan-409---
Reliable Financial Services Inc. Group Life and Accidental Death & D-411---
20157415$63,871,221$3,678,710$8,864iApproximate average salary by contribution assumption: employee only about $221,609 at 4% or $147,739 at 6%; with 50% employer match about $147,739 at 4% or $98,493 at 6%; with 100% employer match about $110,805 at 4% or $73,870 at 6%.
Puerto Rico Financial Retirement Plan-349$40,581,891$1,540,000$4,413iApproximate average salary by contribution assumption: employee only about $110,315 at 4% or $73,543 at 6%; with 50% employer match about $73,543 at 4% or $49,029 at 6%; with 100% employer match about $55,158 at 4% or $36,772 at 6%.
Puerto Rico Financial Investment and Savings Plan-415$23,289,330$2,138,710$5,154iApproximate average salary by contribution assumption: employee only about $128,838 at 4% or $85,892 at 6%; with 50% employer match about $85,892 at 4% or $57,261 at 6%; with 100% employer match about $64,419 at 4% or $42,946 at 6%.
Reliable Financial Services Inc. Group Life & Add Plan II-402---
Puerto Rico Financial Services Inc. Dental Plan-403---
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-407---
Reliable Financial Services Inc. Group Life and Accidental Death & D-402---
Reliable Financial Services Inc. Medical Plan-403---
20147417$63,997,211$3,116,083$7,473iApproximate average salary by contribution assumption: employee only about $186,816 at 4% or $124,544 at 6%; with 50% employer match about $124,544 at 4% or $83,029 at 6%; with 100% employer match about $93,408 at 4% or $62,272 at 6%.
Puerto Rico Financial Retirement Plan-364$41,614,684$1,300,000$3,571iApproximate average salary by contribution assumption: employee only about $89,286 at 4% or $59,524 at 6%; with 50% employer match about $59,524 at 4% or $39,683 at 6%; with 100% employer match about $44,643 at 4% or $29,762 at 6%.
Puerto Rico Financial Investment and Savings Plan-417$22,382,527$1,816,083$4,355iApproximate average salary by contribution assumption: employee only about $108,878 at 4% or $72,585 at 6%; with 50% employer match about $72,585 at 4% or $48,390 at 6%; with 100% employer match about $54,439 at 4% or $36,293 at 6%.
Reliable Financial Services Inc. Group Life & Add Plan II-401---
Reliable Financial Services Inc. Group Life and Accidental Death & D-400---
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-406---
Puerto Rico Financial Services Inc. Dental Plan-401---
Reliable Financial Services Inc. Medical Plan-400---
20135404$62,674,841$3,330,628$8,244iApproximate average salary by contribution assumption: employee only about $206,103 at 4% or $137,402 at 6%; with 50% employer match about $137,402 at 4% or $91,601 at 6%; with 100% employer match about $103,052 at 4% or $68,701 at 6%.
Puerto Rico Financial Retirement Plan-385$40,686,557$1,338,000$3,475iApproximate average salary by contribution assumption: employee only about $86,883 at 4% or $57,922 at 6%; with 50% employer match about $57,922 at 4% or $38,615 at 6%; with 100% employer match about $43,442 at 4% or $28,961 at 6%.
Puerto Rico Financial Investment and Savings Plan-404$21,988,284$1,992,628$4,932iApproximate average salary by contribution assumption: employee only about $123,306 at 4% or $82,204 at 6%; with 50% employer match about $82,204 at 4% or $54,803 at 6%; with 100% employer match about $61,653 at 4% or $41,102 at 6%.
Reliable Financial Services Inc. Medical Plan-378---
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-386---
Reliable Financial Services Inc. Group Life and Accidental Death & D-381---
20125406$54,202,171$3,859,931$9,507iApproximate average salary by contribution assumption: employee only about $237,680 at 4% or $158,454 at 6%; with 50% employer match about $158,454 at 4% or $105,636 at 6%; with 100% employer match about $118,840 at 4% or $79,227 at 6%.
Puerto Rico Financial Retirement Plan-403$36,347,517$1,910,000$4,739iApproximate average salary by contribution assumption: employee only about $118,486 at 4% or $78,991 at 6%; with 50% employer match about $78,991 at 4% or $52,661 at 6%; with 100% employer match about $59,243 at 4% or $39,495 at 6%.
Puerto Rico Financial Investment and Savings Plan-406$17,854,654$1,949,931$4,803iApproximate average salary by contribution assumption: employee only about $120,070 at 4% or $80,046 at 6%; with 50% employer match about $80,046 at 4% or $53,364 at 6%; with 100% employer match about $60,035 at 4% or $40,023 at 6%.
Reliable Financial Services Inc. Medical Plan-376---
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-383---
Reliable Financial Services Inc. Group Life and Accidental Death & D-382---
20115435$47,934,090$6,800,509$15,633iApproximate average salary by contribution assumption: employee only about $390,834 at 4% or $260,556 at 6%; with 50% employer match about $260,556 at 4% or $173,704 at 6%; with 100% employer match about $195,417 at 4% or $130,278 at 6%.
Puerto Rico Financial Retirement Plan-435$33,138,186$5,050,000$11,609iApproximate average salary by contribution assumption: employee only about $290,230 at 4% or $193,487 at 6%; with 50% employer match about $193,487 at 4% or $128,991 at 6%; with 100% employer match about $145,115 at 4% or $96,743 at 6%.
Puerto Rico Financial Investment and Savings Plan-344$14,795,904$1,750,509$5,089iApproximate average salary by contribution assumption: employee only about $127,217 at 4% or $84,811 at 6%; with 50% employer match about $84,811 at 4% or $56,541 at 6%; with 100% employer match about $63,609 at 4% or $42,406 at 6%.
Reliable Financial Services Inc. Medical Plan-373---
Reliable Financial Services Inc. Group Life and Accidental Death & D-372---
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-375---
20105444$43,418,346$4,092,436$9,217iApproximate average salary by contribution assumption: employee only about $230,430 at 4% or $153,620 at 6%; with 50% employer match about $153,620 at 4% or $102,413 at 6%; with 100% employer match about $115,215 at 4% or $76,810 at 6%.
Puerto Rico Financial Retirement Plan-444$29,677,497$2,394,400$5,393iApproximate average salary by contribution assumption: employee only about $134,820 at 4% or $89,880 at 6%; with 50% employer match about $89,880 at 4% or $59,920 at 6%; with 100% employer match about $67,410 at 4% or $44,940 at 6%.
Puerto Rico Financial Investment and Savings Plan-373$13,740,849$1,698,036$4,552iApproximate average salary by contribution assumption: employee only about $113,809 at 4% or $75,873 at 6%; with 50% employer match about $75,873 at 4% or $50,582 at 6%; with 100% employer match about $56,905 at 4% or $37,936 at 6%.
Reliable Financial Services Inc. Group Life and Accidental Death & D-410---
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-411---
Reliable Financial Services Inc. Medical Plan-410---
20095422$38,787,103$4,218,369$9,996iApproximate average salary by contribution assumption: employee only about $249,903 at 4% or $166,602 at 6%; with 50% employer match about $166,602 at 4% or $111,068 at 6%; with 100% employer match about $124,952 at 4% or $83,301 at 6%.
Puerto Rico Financial Retirement Plan-422$26,516,633$2,511,297$5,951iApproximate average salary by contribution assumption: employee only about $148,774 at 4% or $99,182 at 6%; with 50% employer match about $99,182 at 4% or $66,122 at 6%; with 100% employer match about $74,387 at 4% or $49,591 at 6%.
Puerto Rico Financial Investment and Savings Plan-367$12,270,470$1,707,072$4,651iApproximate average salary by contribution assumption: employee only about $116,286 at 4% or $77,524 at 6%; with 50% employer match about $77,524 at 4% or $51,682 at 6%; with 100% employer match about $58,143 at 4% or $38,762 at 6%.
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-389---
Reliable Financial Services Inc. Group Life and Accidental Death & D-389---
Reliable Financial Services Inc. Medical Plan-391---
20086372$30,338,892$2,731,469$7,343iApproximate average salary by contribution assumption: employee only about $183,566 at 4% or $122,378 at 6%; with 50% employer match about $122,378 at 4% or $81,585 at 6%; with 100% employer match about $91,783 at 4% or $61,189 at 6%.
Puerto Rico Financial Retirement Plan-372$20,985,556$1,230,000$3,306iApproximate average salary by contribution assumption: employee only about $82,661 at 4% or $55,108 at 6%; with 50% employer match about $55,108 at 4% or $36,738 at 6%; with 100% employer match about $41,331 at 4% or $27,554 at 6%.
Puerto Rico Financial Investment and Savings Plan-342$9,353,336$1,501,469$4,390iApproximate average salary by contribution assumption: employee only about $109,757 at 4% or $73,171 at 6%; with 50% employer match about $73,171 at 4% or $48,781 at 6%; with 100% employer match about $54,878 at 4% or $36,586 at 6%.
Reliable Financial Services 401K Profit Sharing Plan-0---
Reliable Financial Services Inc. Group Life and Accidental Death & D-372---
Reliable Financial Services Inc. Medical Plan-371---
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-372---
20077511$35,203,988$1,859,751$3,639iApproximate average salary by contribution assumption: employee only about $90,986 at 4% or $60,657 at 6%; with 50% employer match about $60,657 at 4% or $40,438 at 6%; with 100% employer match about $45,493 at 4% or $30,329 at 6%.
Puerto Rico Financial Retirement Plan-365$23,157,421$410,776$1,125iApproximate average salary by contribution assumption: employee only about $28,135 at 4% or $18,757 at 6%; with 50% employer match about $18,757 at 4% or $12,505 at 6%; with 100% employer match about $14,068 at 4% or $9,378 at 6%.
Puerto Rico Financial Investment and Savings Plan-511$6,890,767$1,448,975$2,836iApproximate average salary by contribution assumption: employee only about $70,889 at 4% or $47,259 at 6%; with 50% employer match about $47,259 at 4% or $31,506 at 6%; with 100% employer match about $35,445 at 4% or $23,630 at 6%.
Reliable Financial Services 401K Profit Sharing Plan-186$5,155,800--
Reliable Financial Services Inc Dental Plan-0---
Reliable Financial Services Inc. Medical Plan-359---
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-352---
Reliable Financial Services Inc. Group Life and Accidental Death & D-354---
20067498$33,513,403$2,974,816$5,974iApproximate average salary by contribution assumption: employee only about $149,338 at 4% or $99,559 at 6%; with 50% employer match about $99,559 at 4% or $66,373 at 6%; with 100% employer match about $74,669 at 4% or $49,779 at 6%.
Puerto Rico Financial Retirement Plan-372$21,306,608$1,000,000$2,688iApproximate average salary by contribution assumption: employee only about $67,204 at 4% or $44,803 at 6%; with 50% employer match about $44,803 at 4% or $29,869 at 6%; with 100% employer match about $33,602 at 4% or $22,401 at 6%.
Puerto Rico Financial Investment and Savings Plan-498$6,757,626$1,974,816$3,965iApproximate average salary by contribution assumption: employee only about $99,137 at 4% or $66,092 at 6%; with 50% employer match about $66,092 at 4% or $44,061 at 6%; with 100% employer match about $49,569 at 4% or $33,046 at 6%.
Reliable Financial Services 401K Profit Sharing Plan-200$5,449,169--
Reliable Financial Services Inc Dental Plan-342---
Reliable Financial Services Inc. Group Life and Accidental Death & D-340---
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-341---
Reliable Financial Services Inc. Medical Plan-342---
20055320$5,399,309$0-
Reliable Financial Services 401K Profit Sharing Plan-208$5,399,309--
Reliable Financial Services Inc. Medical Plan-313---
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-320---
Reliable Financial Services Inc. Group Life and Accidental Death & D-314---
Reliable Financial Services Inc Dental Plan-313---
20045277$5,413,967$742$3iApproximate average salary by contribution assumption: employee only about $67 at 4% or $45 at 6%; with 50% employer match about $45 at 4% or $30 at 6%; with 100% employer match about $33 at 4% or $22 at 6%.
Reliable Financial Services 401K Profit Sharing Plan-248$5,413,967$742$3iApproximate average salary by contribution assumption: employee only about $75 at 4% or $50 at 6%; with 50% employer match about $50 at 4% or $33 at 6%; with 100% employer match about $37 at 4% or $25 at 6%.
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-276---
Reliable Financial Services Inc Dental Plan-277---
Reliable Financial Services Inc. Medical Plan-277---
Reliable Financial Services Inc. Group Life and Accidental Death & D-273---
20034255$0$0-
Reliable Financial Services Inc Dental Plan-242---
Reliable Financial Services Inc. Group Life and Accidental Death & D-248---
Group Long Term Disability Plan for Employees of Reliable Financial Services Inc.-255---
Reliable Financial Services Inc. Medical Plan-242---
20023224$0$0-
Reliable Financial Services Inc Dental Plan-221---
Reliable Financial Services Inc. Medical Plan-224---
Reliable Financial Services Inc. Group Life and Accidental Death & D-214---
20014226$0$0-
Reliable Financial Services Inc Dental Plan-198---
Reliable Financial Services Inc. Medical Plan-201---
Reliable Financial Services Inc. Group Life and Accidental Death & D-196---
Reliable Financial Services 401K Profit Sharing Plan-226---
20003197$0$0-
Reliable Financial Services Inc. Group Life and Accidental Death & D-196---
Reliable Financial Services Inc Dental Plan-196---
Reliable Financial Services Inc. Medical Plan-197---
19994178$1,778,364$475,444$2,671iApproximate average salary by contribution assumption: employee only about $66,776 at 4% or $44,517 at 6%; with 50% employer match about $44,517 at 4% or $29,678 at 6%; with 100% employer match about $33,388 at 4% or $22,259 at 6%.
Reliable Financial Services 401K Profit Sharing Plan-170$1,778,364$475,444$2,797iApproximate average salary by contribution assumption: employee only about $69,918 at 4% or $46,612 at 6%; with 50% employer match about $46,612 at 4% or $31,075 at 6%; with 100% employer match about $34,959 at 4% or $23,306 at 6%.
Reliable Financial Services Inc Dental Plan-175---
Reliable Financial Services Inc. Medical Plan-175---
Reliable Financial Services Inc. Group Life and Accidental Death & D-178---