Jorge Rivera Jimenez
Plan context: Jorge Rivera Jimenez Insurance Retirement Plan
EIN 66-0478911 • San Juan, PR • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$549,369
2024 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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $549,369 | $0 | - |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 5 | $549,369 | - | - |
| 2023 | 1 | 6 | $538,640 | $0 | - |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 6 | $538,640 | - | - |
| 2022 | 1 | 8 | $538,042 | $0 | - |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 8 | $538,042 | - | - |
| 2021 | 1 | 11 | $528,486 | $0 | - |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 11 | $528,486 | - | - |
| 2020 | 1 | 7 | $514,022 | $0 | - |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 7 | $514,022 | - | - |
| 2019 | 1 | 9 | $517,525 | $15,000 | $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%. |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 9 | $517,525 | $15,000 | $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%. |
| 2018 | 1 | 9 | $520,509 | $15,000 | $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%. |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 9 | $520,509 | $15,000 | $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%. |
| 2017 | 1 | 9 | $536,982 | $15,000 | $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%. |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 9 | $536,982 | $15,000 | $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%. |
| 2016 | 1 | 10 | $695,737 | $39,401 | $3,940iApproximate average salary by contribution assumption: employee only about $98,503 at 4% or $65,668 at 6%; with 50% employer match about $65,668 at 4% or $43,779 at 6%; with 100% employer match about $49,251 at 4% or $32,834 at 6%. |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 10 | $695,737 | $39,401 | $3,940iApproximate average salary by contribution assumption: employee only about $98,503 at 4% or $65,668 at 6%; with 50% employer match about $65,668 at 4% or $43,779 at 6%; with 100% employer match about $49,251 at 4% or $32,834 at 6%. |
| 2015 | 1 | 10 | $656,336 | $0 | - |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 10 | $656,336 | - | - |
| 2014 | 1 | 10 | $651,483 | $20,000 | $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%. |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 10 | $651,483 | $20,000 | $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%. |
| 2013 | 1 | 8 | $527,655 | $20,000 | $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%. |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 8 | $527,655 | $20,000 | $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%. |
| 2012 | 1 | 11 | $448,063 | $53,030 | $4,821iApproximate average salary by contribution assumption: employee only about $120,523 at 4% or $80,348 at 6%; with 50% employer match about $80,348 at 4% or $53,566 at 6%; with 100% employer match about $60,261 at 4% or $40,174 at 6%. |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 11 | $448,063 | $53,030 | $4,821iApproximate average salary by contribution assumption: employee only about $120,523 at 4% or $80,348 at 6%; with 50% employer match about $80,348 at 4% or $53,566 at 6%; with 100% employer match about $60,261 at 4% or $40,174 at 6%. |
| 2011 | 1 | 11 | $395,563 | $20,800 | $1,891iApproximate average salary by contribution assumption: employee only about $47,273 at 4% or $31,515 at 6%; with 50% employer match about $31,515 at 4% or $21,010 at 6%; with 100% employer match about $23,636 at 4% or $15,758 at 6%. |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 11 | $395,563 | $20,800 | $1,891iApproximate average salary by contribution assumption: employee only about $47,273 at 4% or $31,515 at 6%; with 50% employer match about $31,515 at 4% or $21,010 at 6%; with 100% employer match about $23,636 at 4% or $15,758 at 6%. |
| 2010 | 1 | 10 | $377,287 | $20,000 | $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%. |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 10 | $377,287 | $20,000 | $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%. |
| 2009 | 1 | 8 | $371,661 | $20,000 | $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%. |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 8 | $371,661 | $20,000 | $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%. |
| 2008 | 1 | 21 | $0 | $0 | - |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 21 | - | - | - |
| 2007 | 1 | 29 | $0 | $0 | - |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 29 | - | - | - |
| 2006 | 1 | 22 | $364,150 | $100,000 | $4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%. |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 22 | $364,150 | $100,000 | $4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%. |
| 2005 | 1 | 13 | $228,974 | $10,000 | $769iApproximate average salary by contribution assumption: employee only about $19,231 at 4% or $12,821 at 6%; with 50% employer match about $12,821 at 4% or $8,547 at 6%; with 100% employer match about $9,615 at 4% or $6,410 at 6%. |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 13 | $228,974 | $10,000 | $769iApproximate average salary by contribution assumption: employee only about $19,231 at 4% or $12,821 at 6%; with 50% employer match about $12,821 at 4% or $8,547 at 6%; with 100% employer match about $9,615 at 4% or $6,410 at 6%. |
| 2004 | 1 | 13 | $207,264 | $10,000 | $769iApproximate average salary by contribution assumption: employee only about $19,231 at 4% or $12,821 at 6%; with 50% employer match about $12,821 at 4% or $8,547 at 6%; with 100% employer match about $9,615 at 4% or $6,410 at 6%. |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 13 | $207,264 | $10,000 | $769iApproximate average salary by contribution assumption: employee only about $19,231 at 4% or $12,821 at 6%; with 50% employer match about $12,821 at 4% or $8,547 at 6%; with 100% employer match about $9,615 at 4% or $6,410 at 6%. |
| 2003 | 1 | 13 | $178,040 | $50,000 | $3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%. |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 13 | $178,040 | $50,000 | $3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%. |
| 2002 | 1 | 5 | $109,596 | $35,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 5 | $109,596 | $35,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 6 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Jorge Rivera Jimenez Insurance Retirement Plan | - | 7 | - | - | - |