Civic Intelligence

Dr. Charles Juarbe Santos

Plan context: Dr. Charles Juarbe Santos Retirement Plan Series 89-219

EIN 66-0454323 • Bayamon, PR • 15 filings • 1 plans

Edif. Medico Santa Cruz73 Santa Cruz, Suite 205Bayamon, PR 00961
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$124,092

2014 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$133,317$66,659$0200020072013YearValue
$124,092Latest year 2013

Participants Over Time

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

320200020072013YearValue
2Latest year 2013

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
201410$0$0-
Dr. Charles Juarbe Santos Retirement Plan Series 89-219-0---
201312$124,092$0-
Dr. Charles Juarbe Santos Retirement Plan Series 89-219-2$124,092--
201212$99,894$0-
Dr. Charles Juarbe Santos Retirement Plan Series 89-219-2$99,894--
201112$89,730$0-
Dr. Charles Juarbe Santos Retirement Plan Series 89-219-2$89,730--
201012$91,104$0-
Dr. Charles Juarbe Santos Retirement Plan Series 89-219-2$91,104--
200912$82,905$0-
Dr. Charles Juarbe Santos Retirement Plan Series 89-219-2$82,905--
200812$72,637$0-
Dr. Charles Juarbe Santos Retirement Plan Series 89-219-2$72,637--
200712$124,365$0-
Dr. Charles Juarbe Santos Retirement Plan Series 89-219-2$124,365--
200612$133,317$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Dr. Charles Juarbe Santos Retirement Plan Series 89-219-2$133,317$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200512$122,064$6,914$3,457iApproximate average salary by contribution assumption: employee only about $86,425 at 4% or $57,617 at 6%; with 50% employer match about $57,617 at 4% or $38,411 at 6%; with 100% employer match about $43,213 at 4% or $28,808 at 6%.
Dr. Charles Juarbe Santos Retirement Plan Series 89-219-2$122,064$6,914$3,457iApproximate average salary by contribution assumption: employee only about $86,425 at 4% or $57,617 at 6%; with 50% employer match about $57,617 at 4% or $38,411 at 6%; with 100% employer match about $43,213 at 4% or $28,808 at 6%.
200412$113,139$4,000$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%.
Dr. Charles Juarbe Santos Retirement Plan Series 89-219-2$113,139$4,000$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%.
200312$98,617$0-
Dr. Charles Juarbe Santos Retirement Plan Series 89-219-2$98,617--
200212$100,613$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Dr. Charles Juarbe Santos Retirement Plan Series 89-219-2$100,613$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
200113$113,211$8,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
Dr. Charles Juarbe Santos Retirement Plan Series 89-219-3$113,211$8,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
200013$123,556$7,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Dr. Charles Juarbe Santos Retirement Plan Series 89-219-3$123,556$7,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.