Civic Intelligence

Dr. Jose L. Arbona Arbona

Plan context: Dr. Jose L. Arbona Arbona Retirement Plan

EIN 66-0452776 • Ponce, PR • 21 filings • 3 plans

Ave. Emilio Fagot 2974Ponce, PR 00716-3615
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$93,557

2019 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$118,557$59,279$0200020102019YearValue
$93,557Latest year 2019

Participants Over Time

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

420200020102019YearValue
1Latest 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
201911$93,557$0-
Dr. Jose L. Arbona Arbona Retirement Plan-1$93,557$0-
201811$93,557$0-
Dr. Jose L. Arbona Arbona Retirement Plan-1$93,557$0-
201711$118,557$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Dr. Jose L. Arbona Arbona Retirement Plan-1$118,557$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201612$68,888$0-
Dr. Jose L. Arbona Arbona Retirement Plan-2$68,888$0-
201512$68,888$0-
Dr. Jose L. Arbona Arbona Retirement Plan-2$68,888$0-
201412$68,131$0-
Dr. Jose L. Arbona Arbona Retirement Plan-2$68,131$0-
201312$67,885$9,628$4,814iApproximate average salary by contribution assumption: employee only about $120,350 at 4% or $80,233 at 6%; with 50% employer match about $80,233 at 4% or $53,489 at 6%; with 100% employer match about $60,175 at 4% or $40,117 at 6%.
Dr. Jose L. Arbona Arbona Retirement Plan-2$67,885$9,628$4,814iApproximate average salary by contribution assumption: employee only about $120,350 at 4% or $80,233 at 6%; with 50% employer match about $80,233 at 4% or $53,489 at 6%; with 100% employer match about $60,175 at 4% or $40,117 at 6%.
201212$50,919$10,700$5,350iApproximate average salary by contribution assumption: employee only about $133,750 at 4% or $89,167 at 6%; with 50% employer match about $89,167 at 4% or $59,444 at 6%; with 100% employer match about $66,875 at 4% or $44,583 at 6%.
Dr. Jose L. Arbona Arbona Retirement Plan-2$50,919$10,700$5,350iApproximate average salary by contribution assumption: employee only about $133,750 at 4% or $89,167 at 6%; with 50% employer match about $89,167 at 4% or $59,444 at 6%; with 100% employer match about $66,875 at 4% or $44,583 at 6%.
201112$38,108$0-
Dr. Jose L. Arbona Arbona Retirement Plan-2$38,108$0-
201011$37,254$0-
Dr. Jose L. Arbona Arbona Retirement Plan-1$37,254$0-
200911$33,410$0-
Dr. Jose L. Arbona Arbona Retirement Plan-1$33,410$0-
200813$26,230$0-
Dr. Jose L. Arbona Arbona Retirement Plan-3$26,230--
200713$41,692$0-
Dr. Jose L. Arbona Arbona Retirement Plan-3$41,692--
200613$39,880$0-
Dr. Jose L. Arbona Arbona Retirement Plan-3$39,880--
200513$35,823$0-
Dr. Jose L. Arbona Arbona Retirement Plan-3$35,823--
200314$32,113$0-
Dr. Jose L. Arbona Arbona Retirement Plan-4$32,113--
200222$27,914$5,088$2,544iApproximate average salary by contribution assumption: employee only about $63,600 at 4% or $42,400 at 6%; with 50% employer match about $42,400 at 4% or $28,267 at 6%; with 100% employer match about $31,800 at 4% or $21,200 at 6%.
Dr. Jose L. Arbona Arbona Retirement Plan-2$20,859$5,045$2,523iApproximate average salary by contribution assumption: employee only about $63,063 at 4% or $42,042 at 6%; with 50% employer match about $42,042 at 4% or $28,028 at 6%; with 100% employer match about $31,531 at 4% or $21,021 at 6%.
DR. JOSE L. ARBONA ARBONA PROFIT SHARING PLAN-2$7,055$43$22iApproximate average salary by contribution assumption: employee only about $538 at 4% or $358 at 6%; with 50% employer match about $358 at 4% or $239 at 6%; with 100% employer match about $269 at 4% or $179 at 6%.
200122$26,912$8,342$4,171iApproximate average salary by contribution assumption: employee only about $104,275 at 4% or $69,517 at 6%; with 50% employer match about $69,517 at 4% or $46,344 at 6%; with 100% employer match about $52,138 at 4% or $34,758 at 6%.
Dr. Jose L. Arbona Arbona Retirement Plan-2$18,674$8,342$4,171iApproximate average salary by contribution assumption: employee only about $104,275 at 4% or $69,517 at 6%; with 50% employer match about $69,517 at 4% or $46,344 at 6%; with 100% employer match about $52,138 at 4% or $34,758 at 6%.
DR. JOSE L. ARBONA ARBONA PROFIT SHARING PLAN-2$8,238--
200011$11,133$11,133$11,133iApproximate average salary by contribution assumption: employee only about $278,325 at 4% or $185,550 at 6%; with 50% employer match about $185,550 at 4% or $123,700 at 6%; with 100% employer match about $139,163 at 4% or $92,775 at 6%.
Dr. Jose L. Arbona Arbona Retirement Plan-1$11,133$11,133$11,133iApproximate average salary by contribution assumption: employee only about $278,325 at 4% or $185,550 at 6%; with 50% employer match about $185,550 at 4% or $123,700 at 6%; with 100% employer match about $139,163 at 4% or $92,775 at 6%.