Civic Intelligence

Dr. Jose J. Castillo Dapena

Plan context: Dres. Castillo-Ortiz Retirement Plan Series 00-1912

EIN 66-0447559 • 7 filings • 1 plans

Current Snapshot

Latest Year

2006

2006 Participants

4

2006 Assets

$116,798

2006 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$116,798$58,399$0200020032005YearValue
$116,798Latest year 2005

Participants Over Time

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

420200020032005YearValue
4Latest year 2005

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
200610$0$0-
Dres. Castillo-Ortiz Retirement Plan Series 00-1912-0---
200514$116,798$0-
Dres. Castillo-Ortiz Retirement Plan Series 00-1912-4$116,798--
200414$112,802$5,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
Dres. Castillo-Ortiz Retirement Plan Series 00-1912-4$112,802$5,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
200314$104,022$8,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Dres. Castillo-Ortiz Retirement Plan Series 00-1912-4$104,022$8,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
200214$73,770$15,500$3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%.
Dres. Castillo-Ortiz Retirement Plan Series 00-1912-4$73,770$15,500$3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%.
200114$0$0-
Dres. Castillo-Ortiz Retirement Plan Series 00-1912-4---
200014$39,882$40,310$10,078iApproximate average salary by contribution assumption: employee only about $251,938 at 4% or $167,958 at 6%; with 50% employer match about $167,958 at 4% or $111,972 at 6%; with 100% employer match about $125,969 at 4% or $83,979 at 6%.
Dres. Castillo-Ortiz Retirement Plan Series 00-1912-4$39,882$40,310$10,078iApproximate average salary by contribution assumption: employee only about $251,938 at 4% or $167,958 at 6%; with 50% employer match about $167,958 at 4% or $111,972 at 6%; with 100% employer match about $125,969 at 4% or $83,979 at 6%.