Basora & Rodriguez and Associates
Plan context: Basora & Rodriguez and Associates Incentive Capital Accumulation Plan
EIN 66-0447571 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
9
2001 Assets
$967,086
2001 Contributions
$5,000
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 9 | $0 | $0 | - |
| Basora & Rodriguez and Associates Incentive Capital Accumulation Plan | - | 9 | - | - | - |
| 2000 | 1 | 16 | $967,086 | $5,000 | $313iApproximate average salary by contribution assumption: employee only about $7,813 at 4% or $5,208 at 6%; with 50% employer match about $5,208 at 4% or $3,472 at 6%; with 100% employer match about $3,906 at 4% or $2,604 at 6%. |
| Basora & Rodriguez and Associates Incentive Capital Accumulation Plan | - | 16 | $967,086 | $5,000 | $313iApproximate average salary by contribution assumption: employee only about $7,813 at 4% or $5,208 at 6%; with 50% employer match about $5,208 at 4% or $3,472 at 6%; with 100% employer match about $3,906 at 4% or $2,604 at 6%. |
| 1999 | 1 | 18 | $963,179 | $25,000 | $1,389iApproximate average salary by contribution assumption: employee only about $34,722 at 4% or $23,148 at 6%; with 50% employer match about $23,148 at 4% or $15,432 at 6%; with 100% employer match about $17,361 at 4% or $11,574 at 6%. |
| Basora & Rodriguez and Associates Incentive Capital Accumulation Plan | - | 18 | $963,179 | $25,000 | $1,389iApproximate average salary by contribution assumption: employee only about $34,722 at 4% or $23,148 at 6%; with 50% employer match about $23,148 at 4% or $15,432 at 6%; with 100% employer match about $17,361 at 4% or $11,574 at 6%. |