Jose Luis Mendoza & Co LLP
Plan context: Jlm & Co. LLP Retirement Plan
EIN 66-0479116 • San Juan, PR • 22 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$1,557,622
2024 Contributions
$116,792
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 | 20 | $1,557,622 | $116,792 | $5,840iApproximate average salary by contribution assumption: employee only about $145,990 at 4% or $97,327 at 6%; with 50% employer match about $97,327 at 4% or $64,884 at 6%; with 100% employer match about $72,995 at 4% or $48,663 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 20 | $1,557,622 | $116,792 | $5,840iApproximate average salary by contribution assumption: employee only about $145,990 at 4% or $97,327 at 6%; with 50% employer match about $97,327 at 4% or $64,884 at 6%; with 100% employer match about $72,995 at 4% or $48,663 at 6%. |
| 2023 | 1 | 15 | $1,404,607 | $115,462 | $7,697iApproximate average salary by contribution assumption: employee only about $192,437 at 4% or $128,291 at 6%; with 50% employer match about $128,291 at 4% or $85,527 at 6%; with 100% employer match about $96,218 at 4% or $64,146 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 15 | $1,404,607 | $115,462 | $7,697iApproximate average salary by contribution assumption: employee only about $192,437 at 4% or $128,291 at 6%; with 50% employer match about $128,291 at 4% or $85,527 at 6%; with 100% employer match about $96,218 at 4% or $64,146 at 6%. |
| 2022 | 1 | 20 | $1,230,441 | $112,240 | $5,612iApproximate average salary by contribution assumption: employee only about $140,300 at 4% or $93,533 at 6%; with 50% employer match about $93,533 at 4% or $62,356 at 6%; with 100% employer match about $70,150 at 4% or $46,767 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 20 | $1,230,441 | $112,240 | $5,612iApproximate average salary by contribution assumption: employee only about $140,300 at 4% or $93,533 at 6%; with 50% employer match about $93,533 at 4% or $62,356 at 6%; with 100% employer match about $70,150 at 4% or $46,767 at 6%. |
| 2021 | 1 | 20 | $1,328,784 | $90,308 | $4,515iApproximate average salary by contribution assumption: employee only about $112,885 at 4% or $75,257 at 6%; with 50% employer match about $75,257 at 4% or $50,171 at 6%; with 100% employer match about $56,442 at 4% or $37,628 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 20 | $1,328,784 | $90,308 | $4,515iApproximate average salary by contribution assumption: employee only about $112,885 at 4% or $75,257 at 6%; with 50% employer match about $75,257 at 4% or $50,171 at 6%; with 100% employer match about $56,442 at 4% or $37,628 at 6%. |
| 2020 | 1 | 20 | $1,142,633 | $84,538 | $4,227iApproximate average salary by contribution assumption: employee only about $105,672 at 4% or $70,448 at 6%; with 50% employer match about $70,448 at 4% or $46,966 at 6%; with 100% employer match about $52,836 at 4% or $35,224 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 20 | $1,142,633 | $84,538 | $4,227iApproximate average salary by contribution assumption: employee only about $105,672 at 4% or $70,448 at 6%; with 50% employer match about $70,448 at 4% or $46,966 at 6%; with 100% employer match about $52,836 at 4% or $35,224 at 6%. |
| 2019 | 1 | 19 | $1,003,170 | $84,813 | $4,464iApproximate average salary by contribution assumption: employee only about $111,596 at 4% or $74,397 at 6%; with 50% employer match about $74,397 at 4% or $49,598 at 6%; with 100% employer match about $55,798 at 4% or $37,199 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 19 | $1,003,170 | $84,813 | $4,464iApproximate average salary by contribution assumption: employee only about $111,596 at 4% or $74,397 at 6%; with 50% employer match about $74,397 at 4% or $49,598 at 6%; with 100% employer match about $55,798 at 4% or $37,199 at 6%. |
| 2018 | 1 | 24 | $820,157 | $69,408 | $2,892iApproximate average salary by contribution assumption: employee only about $72,300 at 4% or $48,200 at 6%; with 50% employer match about $48,200 at 4% or $32,133 at 6%; with 100% employer match about $36,150 at 4% or $24,100 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 24 | $820,157 | $69,408 | $2,892iApproximate average salary by contribution assumption: employee only about $72,300 at 4% or $48,200 at 6%; with 50% employer match about $48,200 at 4% or $32,133 at 6%; with 100% employer match about $36,150 at 4% or $24,100 at 6%. |
| 2017 | 1 | 20 | $836,385 | $63,174 | $3,159iApproximate average salary by contribution assumption: employee only about $78,968 at 4% or $52,645 at 6%; with 50% employer match about $52,645 at 4% or $35,097 at 6%; with 100% employer match about $39,484 at 4% or $26,323 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 20 | $836,385 | $63,174 | $3,159iApproximate average salary by contribution assumption: employee only about $78,968 at 4% or $52,645 at 6%; with 50% employer match about $52,645 at 4% or $35,097 at 6%; with 100% employer match about $39,484 at 4% or $26,323 at 6%. |
| 2016 | 1 | 20 | $793,667 | $64,918 | $3,246iApproximate average salary by contribution assumption: employee only about $81,148 at 4% or $54,098 at 6%; with 50% employer match about $54,098 at 4% or $36,066 at 6%; with 100% employer match about $40,574 at 4% or $27,049 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 20 | $793,667 | $64,918 | $3,246iApproximate average salary by contribution assumption: employee only about $81,148 at 4% or $54,098 at 6%; with 50% employer match about $54,098 at 4% or $36,066 at 6%; with 100% employer match about $40,574 at 4% or $27,049 at 6%. |
| 2015 | 1 | 22 | $688,600 | $59,305 | $2,696iApproximate average salary by contribution assumption: employee only about $67,392 at 4% or $44,928 at 6%; with 50% employer match about $44,928 at 4% or $29,952 at 6%; with 100% employer match about $33,696 at 4% or $22,464 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 22 | $688,600 | $59,305 | $2,696iApproximate average salary by contribution assumption: employee only about $67,392 at 4% or $44,928 at 6%; with 50% employer match about $44,928 at 4% or $29,952 at 6%; with 100% employer match about $33,696 at 4% or $22,464 at 6%. |
| 2014 | 1 | 23 | $649,657 | $50,072 | $2,177iApproximate average salary by contribution assumption: employee only about $54,426 at 4% or $36,284 at 6%; with 50% employer match about $36,284 at 4% or $24,189 at 6%; with 100% employer match about $27,213 at 4% or $18,142 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 23 | $649,657 | $50,072 | $2,177iApproximate average salary by contribution assumption: employee only about $54,426 at 4% or $36,284 at 6%; with 50% employer match about $36,284 at 4% or $24,189 at 6%; with 100% employer match about $27,213 at 4% or $18,142 at 6%. |
| 2013 | 1 | 23 | $736,625 | $81,217 | $3,531iApproximate average salary by contribution assumption: employee only about $88,279 at 4% or $58,853 at 6%; with 50% employer match about $58,853 at 4% or $39,235 at 6%; with 100% employer match about $44,140 at 4% or $29,426 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 23 | $736,625 | $81,217 | $3,531iApproximate average salary by contribution assumption: employee only about $88,279 at 4% or $58,853 at 6%; with 50% employer match about $58,853 at 4% or $39,235 at 6%; with 100% employer match about $44,140 at 4% or $29,426 at 6%. |
| 2012 | 1 | 27 | $575,648 | $78,022 | $2,890iApproximate average salary by contribution assumption: employee only about $72,243 at 4% or $48,162 at 6%; with 50% employer match about $48,162 at 4% or $32,108 at 6%; with 100% employer match about $36,121 at 4% or $24,081 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 27 | $575,648 | $78,022 | $2,890iApproximate average salary by contribution assumption: employee only about $72,243 at 4% or $48,162 at 6%; with 50% employer match about $48,162 at 4% or $32,108 at 6%; with 100% employer match about $36,121 at 4% or $24,081 at 6%. |
| 2011 | 1 | 15 | $588,090 | $63,401 | $4,227iApproximate average salary by contribution assumption: employee only about $105,668 at 4% or $70,446 at 6%; with 50% employer match about $70,446 at 4% or $46,964 at 6%; with 100% employer match about $52,834 at 4% or $35,223 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 15 | $588,090 | $63,401 | $4,227iApproximate average salary by contribution assumption: employee only about $105,668 at 4% or $70,446 at 6%; with 50% employer match about $70,446 at 4% or $46,964 at 6%; with 100% employer match about $52,834 at 4% or $35,223 at 6%. |
| 2010 | 1 | 16 | $564,523 | $77,334 | $4,833iApproximate average salary by contribution assumption: employee only about $120,834 at 4% or $80,556 at 6%; with 50% employer match about $80,556 at 4% or $53,704 at 6%; with 100% employer match about $60,417 at 4% or $40,278 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 16 | $564,523 | $77,334 | $4,833iApproximate average salary by contribution assumption: employee only about $120,834 at 4% or $80,556 at 6%; with 50% employer match about $80,556 at 4% or $53,704 at 6%; with 100% employer match about $60,417 at 4% or $40,278 at 6%. |
| 2009 | 1 | 17 | $442,738 | $92,717 | $5,454iApproximate average salary by contribution assumption: employee only about $136,349 at 4% or $90,899 at 6%; with 50% employer match about $90,899 at 4% or $60,599 at 6%; with 100% employer match about $68,174 at 4% or $45,450 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 17 | $442,738 | $92,717 | $5,454iApproximate average salary by contribution assumption: employee only about $136,349 at 4% or $90,899 at 6%; with 50% employer match about $90,899 at 4% or $60,599 at 6%; with 100% employer match about $68,174 at 4% or $45,450 at 6%. |
| 2008 | 1 | 18 | $272,200 | $74,463 | $4,137iApproximate average salary by contribution assumption: employee only about $103,421 at 4% or $68,947 at 6%; with 50% employer match about $68,947 at 4% or $45,965 at 6%; with 100% employer match about $51,710 at 4% or $34,474 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 18 | $272,200 | $74,463 | $4,137iApproximate average salary by contribution assumption: employee only about $103,421 at 4% or $68,947 at 6%; with 50% employer match about $68,947 at 4% or $45,965 at 6%; with 100% employer match about $51,710 at 4% or $34,474 at 6%. |
| 2007 | 1 | 16 | $0 | $0 | - |
| Jlm & Co. LLP Retirement Plan | - | 16 | - | - | - |
| 2006 | 1 | 16 | $357,080 | $53,431 | $3,339iApproximate average salary by contribution assumption: employee only about $83,486 at 4% or $55,657 at 6%; with 50% employer match about $55,657 at 4% or $37,105 at 6%; with 100% employer match about $41,743 at 4% or $27,829 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 16 | $357,080 | $53,431 | $3,339iApproximate average salary by contribution assumption: employee only about $83,486 at 4% or $55,657 at 6%; with 50% employer match about $55,657 at 4% or $37,105 at 6%; with 100% employer match about $41,743 at 4% or $27,829 at 6%. |
| 2005 | 1 | 17 | $281,822 | $52,935 | $3,114iApproximate average salary by contribution assumption: employee only about $77,846 at 4% or $51,897 at 6%; with 50% employer match about $51,897 at 4% or $34,598 at 6%; with 100% employer match about $38,923 at 4% or $25,949 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 17 | $281,822 | $52,935 | $3,114iApproximate average salary by contribution assumption: employee only about $77,846 at 4% or $51,897 at 6%; with 50% employer match about $51,897 at 4% or $34,598 at 6%; with 100% employer match about $38,923 at 4% or $25,949 at 6%. |
| 2004 | 1 | 19 | $249,836 | $62,989 | $3,315iApproximate average salary by contribution assumption: employee only about $82,880 at 4% or $55,254 at 6%; with 50% employer match about $55,254 at 4% or $36,836 at 6%; with 100% employer match about $41,440 at 4% or $27,627 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 19 | $249,836 | $62,989 | $3,315iApproximate average salary by contribution assumption: employee only about $82,880 at 4% or $55,254 at 6%; with 50% employer match about $55,254 at 4% or $36,836 at 6%; with 100% employer match about $41,440 at 4% or $27,627 at 6%. |
| 2002 | 1 | 18 | $94,429 | $46,894 | $2,605iApproximate average salary by contribution assumption: employee only about $65,131 at 4% or $43,420 at 6%; with 50% employer match about $43,420 at 4% or $28,947 at 6%; with 100% employer match about $32,565 at 4% or $21,710 at 6%. |
| Jlm & Co. LLP Retirement Plan | - | 18 | $94,429 | $46,894 | $2,605iApproximate average salary by contribution assumption: employee only about $65,131 at 4% or $43,420 at 6%; with 50% employer match about $43,420 at 4% or $28,947 at 6%; with 100% employer match about $32,565 at 4% or $21,710 at 6%. |