Civic Intelligence

Dr. Orlando Marchena

Plan context: Dr. Orlando Marchena Retirement Plan Series 94-896

EIN 66-0449173 • Ponce, PR • 21 filings • 4 plans

609 Ave Tito CastroSuite 102 Pmb 353Ponce, PR 00716
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$223,591

2019 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$332,367$166,184$0199920112019YearValue
$223,591Latest year 2019

Participants Over Time

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

420199920092019YearValue
3Latest year 2019

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
201913$223,591$0-
Dr. Orlando Marchena Retirement Plan Series 94-896-3$223,591$0-
201813$187,148$0-
Dr. Orlando Marchena Retirement Plan Series 94-896-3$187,148$0-
201713$172,654$0-
Dr. Orlando Marchena Retirement Plan Series 94-896-3$172,654$0-
201613$172,654$0-
Dr. Orlando Marchena Retirement Plan Series 94-896-3$172,654$0-
201513$147,298$0-
Dr. Orlando Marchena Retirement Plan Series 94-896-3$147,298--
201412$190,940$0-
Dr. Orlando Marchena Retirement Plan Series 94-896-2$190,940--
201313$180,713$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Dr. Orlando Marchena Retirement Plan Series 94-896-3$180,713$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
201211$332,367$0-
Dr. Orlando Marchena Retirement Plan Series 94-896-1$332,367--
201112$323,509$0-
Dr. Orlando Marchena Retirement Plan Series 94-896-2$323,509$0-
201014$304,384$0-
Dr. Orlando Marchena Retirement Plan Series 94-896-4$304,384$0-
200914$0$0-
Dr. Orlando Marchena Retirement Plan Series 94-896-4$0--
200811$281,638$0-
Dr. Orlando Marchena Retirement Plan Series 94-896-1$281,638--
200711$0$0-
Dr. Orlando Marchena Retirement Plan Series 94-896-1---
200613$281,638$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Dr. Orlando Marchena Retirement Plan Series 94-896-3$281,638$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
200512$237,624$9,911$4,956iApproximate average salary by contribution assumption: employee only about $123,888 at 4% or $82,592 at 6%; with 50% employer match about $82,592 at 4% or $55,061 at 6%; with 100% employer match about $61,944 at 4% or $41,296 at 6%.
Dr. Orlando Marchena Retirement Plan Series 94-896-2$237,624$9,911$4,956iApproximate average salary by contribution assumption: employee only about $123,888 at 4% or $82,592 at 6%; with 50% employer match about $82,592 at 4% or $55,061 at 6%; with 100% employer match about $61,944 at 4% or $41,296 at 6%.
200413$240,700$9,555$3,185iApproximate average salary by contribution assumption: employee only about $79,625 at 4% or $53,083 at 6%; with 50% employer match about $53,083 at 4% or $35,389 at 6%; with 100% employer match about $39,813 at 4% or $26,542 at 6%.
Dr. Orlando Marchena Retirement Plan Series 94-896-3$240,700$9,555$3,185iApproximate average salary by contribution assumption: employee only about $79,625 at 4% or $53,083 at 6%; with 50% employer match about $53,083 at 4% or $35,389 at 6%; with 100% employer match about $39,813 at 4% or $26,542 at 6%.
200312$210,321$13,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Dr. Orlando Marchena Retirement Plan Series 94-896-2$210,321$13,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
200212$0$0-
Dr. Orlando Marchena Retirement Plan Series 94-896-2---
200112$0$0-
Dr. Orlando Marchena Retirement Plan Series 94-896-2---
200012$244,877$29,856$14,928iApproximate average salary by contribution assumption: employee only about $373,200 at 4% or $248,800 at 6%; with 50% employer match about $248,800 at 4% or $165,867 at 6%; with 100% employer match about $186,600 at 4% or $124,400 at 6%.
Dr. Orlando Marchena Retirement Plan Series 94-896-2$244,877$29,856$14,928iApproximate average salary by contribution assumption: employee only about $373,200 at 4% or $248,800 at 6%; with 50% employer match about $248,800 at 4% or $165,867 at 6%; with 100% employer match about $186,600 at 4% or $124,400 at 6%.
199913$244,265$45,000$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. Orlando Marchena Retirement Plan Series 94-896-3$244,265$45,000$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. Orlando Marchena | EIN 66-0449173 | 2019 Form 5500 Company Profile