David Carballeira
Plan context: David a. Carballeira Retirement Plan
EIN 66-0474625 • San Juan, PR • 12 filings • 3 plans
Current Snapshot
Latest Year
2013
2013 Participants
1
2013 Assets
$152,091
2013 Contributions
$15,000
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 1 | $152,091 | $15,000 | $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%. |
| David a. Carballeira Retirement Plan | - | 1 | $152,091 | $15,000 | $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%. |
| 2012 | 1 | 1 | $122,914 | $0 | - |
| David a. Carballeira Retirement Plan | - | 1 | $122,914 | - | - |
| 2011 | 1 | 1 | $94,796 | $11,650 | $11,650iApproximate average salary by contribution assumption: employee only about $291,250 at 4% or $194,167 at 6%; with 50% employer match about $194,167 at 4% or $129,444 at 6%; with 100% employer match about $145,625 at 4% or $97,083 at 6%. |
| David a. Carballeira Retirement Plan | - | 1 | $94,796 | $11,650 | $11,650iApproximate average salary by contribution assumption: employee only about $291,250 at 4% or $194,167 at 6%; with 50% employer match about $194,167 at 4% or $129,444 at 6%; with 100% employer match about $145,625 at 4% or $97,083 at 6%. |
| 2010 | 1 | 1 | $85,037 | $3,350 | $3,350iApproximate average salary by contribution assumption: employee only about $83,750 at 4% or $55,833 at 6%; with 50% employer match about $55,833 at 4% or $37,222 at 6%; with 100% employer match about $41,875 at 4% or $27,917 at 6%. |
| David a. Carballeira Retirement Plan | - | 1 | $85,037 | $3,350 | $3,350iApproximate average salary by contribution assumption: employee only about $83,750 at 4% or $55,833 at 6%; with 50% employer match about $55,833 at 4% or $37,222 at 6%; with 100% employer match about $41,875 at 4% or $27,917 at 6%. |
| 2009 | 1 | 2 | $71,026 | $0 | - |
| David a. Carballeira Retirement Plan | - | 2 | $71,026 | - | - |
| 2008 | 1 | 2 | $58,071 | $0 | - |
| David a. Carballeira Retirement Plan | - | 2 | $58,071 | - | - |
| 2007 | 1 | 2 | $82,618 | $0 | - |
| David a. Carballeira Retirement Plan | - | 2 | $82,618 | - | - |
| 2006 | 1 | 2 | $95,945 | $0 | - |
| David a. Carballeira Retirement Plan | - | 2 | $95,945 | - | - |
| 2005 | 1 | 2 | $85,221 | $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%. |
| David a. Carballeira Retirement Plan | - | 2 | $85,221 | $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%. |
| 2004 | 1 | 2 | $77,602 | $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%. |
| David a. Carballeira Retirement Plan | - | 2 | $77,602 | $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%. |
| 2003 | 1 | 2 | $68,355 | $12,112 | $6,056iApproximate average salary by contribution assumption: employee only about $151,400 at 4% or $100,933 at 6%; with 50% employer match about $100,933 at 4% or $67,289 at 6%; with 100% employer match about $75,700 at 4% or $50,467 at 6%. |
| David a. Carballeira Retirement Plan | - | 2 | $68,355 | $12,112 | $6,056iApproximate average salary by contribution assumption: employee only about $151,400 at 4% or $100,933 at 6%; with 50% employer match about $100,933 at 4% or $67,289 at 6%; with 100% employer match about $75,700 at 4% or $50,467 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| David a. Carballeira Retirement Plan | - | 2 | - | - | - |