Dr. Roberto L. Nevares Font
Plan context: Dr. Roberto L. Nevares Retirement Plan Series 1
EIN 66-0436862 • San Juan, PR • 19 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$4,391,089
2024 Contributions
$443,685
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 | 2 | $4,391,089 | $0 | - |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 2 | $4,391,089 | - | - |
| 2023 | 1 | 2 | $3,773,178 | $0 | - |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 2 | $3,773,178 | - | - |
| 2022 | 1 | 2 | $3,022,779 | $0 | - |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 2 | $3,022,779 | - | - |
| 2021 | 1 | 2 | $4,452,043 | $0 | - |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 2 | $4,452,043 | - | - |
| 2020 | 1 | 2 | $3,460,198 | $443,685 | $221,843iApproximate average salary by contribution assumption: employee only about $5,546,063 at 4% or $3,697,375 at 6%; with 50% employer match about $3,697,375 at 4% or $2,464,917 at 6%; with 100% employer match about $2,773,031 at 4% or $1,848,688 at 6%. |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 2 | $3,460,198 | $443,685 | $221,843iApproximate average salary by contribution assumption: employee only about $5,546,063 at 4% or $3,697,375 at 6%; with 50% employer match about $3,697,375 at 4% or $2,464,917 at 6%; with 100% employer match about $2,773,031 at 4% or $1,848,688 at 6%. |
| 2019 | 1 | 2 | $2,045,051 | $0 | - |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 2 | $2,045,051 | - | - |
| 2018 | 1 | 2 | $1,460,426 | $0 | - |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 2 | $1,460,426 | - | - |
| 2017 | 1 | 2 | $1,599,109 | $0 | - |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 2 | $1,599,109 | - | - |
| 2016 | 1 | 2 | $1,234,050 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 2 | $1,234,050 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2015 | 1 | 1 | $1,183,553 | $0 | - |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 1 | $1,183,553 | - | - |
| 2014 | 1 | 1 | $1,351,655 | $1,106,966 | $1,106,966iApproximate average salary by contribution assumption: employee only about $27,674,150 at 4% or $18,449,433 at 6%; with 50% employer match about $18,449,433 at 4% or $12,299,622 at 6%; with 100% employer match about $13,837,075 at 4% or $9,224,717 at 6%. |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 1 | $1,351,655 | $1,106,966 | $1,106,966iApproximate average salary by contribution assumption: employee only about $27,674,150 at 4% or $18,449,433 at 6%; with 50% employer match about $18,449,433 at 4% or $12,299,622 at 6%; with 100% employer match about $13,837,075 at 4% or $9,224,717 at 6%. |
| 2013 | 1 | 1 | $232,633 | $0 | - |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 1 | $232,633 | - | - |
| 2012 | 1 | 1 | $187,660 | $0 | - |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 1 | $187,660 | - | - |
| 2011 | 1 | 1 | $168,623 | $16,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 1 | $168,623 | $16,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2010 | 1 | 1 | $181,182 | $0 | - |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 1 | $181,182 | - | - |
| 2009 | 1 | 1 | $158,763 | $0 | - |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 1 | $158,763 | - | - |
| 2008 | 1 | 1 | $146,629 | $0 | - |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 1 | $146,629 | - | - |
| 2007 | 1 | 1 | $216,094 | $0 | - |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 1 | $216,094 | - | - |
| 2006 | 1 | 3 | $244,606 | $0 | - |
| Dr. Roberto L. Nevares Retirement Plan Series 1 | - | 3 | $244,606 | - | - |