Civic Intelligence

Jose R Carrion Chapter 13 Trustee

Plan context: Chapter 13 Trustee Retirement Plan

EIN 66-0489460 • San Juan, PR • 23 filings • 3 plans

PO Box 9023884San Juan, PR 00902
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$2,525,220

2024 Contributions

$147,669

Historical Graphs

Total Assets Over Time

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

$2,525,220$1,262,610$0200820162024YearValue
$2,525,220Latest year 2024

Participants Over Time

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

48240200020132024YearValue
32Latest year 2024

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
2024132$2,525,220$147,669$4,615iApproximate average salary by contribution assumption: employee only about $115,366 at 4% or $76,911 at 6%; with 50% employer match about $76,911 at 4% or $51,274 at 6%; with 100% employer match about $57,683 at 4% or $38,455 at 6%.
Chapter 13 Trustee Retirement Plan-32$2,525,220$147,669$4,615iApproximate average salary by contribution assumption: employee only about $115,366 at 4% or $76,911 at 6%; with 50% employer match about $76,911 at 4% or $51,274 at 6%; with 100% employer match about $57,683 at 4% or $38,455 at 6%.
2023132$2,204,464$146,501$4,578iApproximate average salary by contribution assumption: employee only about $114,454 at 4% or $76,303 at 6%; with 50% employer match about $76,303 at 4% or $50,868 at 6%; with 100% employer match about $57,227 at 4% or $38,151 at 6%.
Chapter 13 Trustee Retirement Plan-32$2,204,464$146,501$4,578iApproximate average salary by contribution assumption: employee only about $114,454 at 4% or $76,303 at 6%; with 50% employer match about $76,303 at 4% or $50,868 at 6%; with 100% employer match about $57,227 at 4% or $38,151 at 6%.
2022130$1,941,907$145,204$4,840iApproximate average salary by contribution assumption: employee only about $121,003 at 4% or $80,669 at 6%; with 50% employer match about $80,669 at 4% or $53,779 at 6%; with 100% employer match about $60,502 at 4% or $40,334 at 6%.
Chapter 13 Trustee Retirement Plan-30$1,941,907$145,204$4,840iApproximate average salary by contribution assumption: employee only about $121,003 at 4% or $80,669 at 6%; with 50% employer match about $80,669 at 4% or $53,779 at 6%; with 100% employer match about $60,502 at 4% or $40,334 at 6%.
2021134$2,240,783$96,824$2,848iApproximate average salary by contribution assumption: employee only about $71,194 at 4% or $47,463 at 6%; with 50% employer match about $47,463 at 4% or $31,642 at 6%; with 100% employer match about $35,597 at 4% or $23,731 at 6%.
Chapter 13 Trustee Retirement Plan-34$2,240,783$96,824$2,848iApproximate average salary by contribution assumption: employee only about $71,194 at 4% or $47,463 at 6%; with 50% employer match about $47,463 at 4% or $31,642 at 6%; with 100% employer match about $35,597 at 4% or $23,731 at 6%.
2020138$2,117,992$103,670$2,728iApproximate average salary by contribution assumption: employee only about $68,204 at 4% or $45,469 at 6%; with 50% employer match about $45,469 at 4% or $30,313 at 6%; with 100% employer match about $34,102 at 4% or $22,735 at 6%.
Chapter 13 Trustee Retirement Plan-38$2,117,992$103,670$2,728iApproximate average salary by contribution assumption: employee only about $68,204 at 4% or $45,469 at 6%; with 50% employer match about $45,469 at 4% or $30,313 at 6%; with 100% employer match about $34,102 at 4% or $22,735 at 6%.
2019138$2,053,257$84,327$2,219iApproximate average salary by contribution assumption: employee only about $55,478 at 4% or $36,986 at 6%; with 50% employer match about $36,986 at 4% or $24,657 at 6%; with 100% employer match about $27,739 at 4% or $18,493 at 6%.
Chapter 13 Trustee Retirement Plan-38$2,053,257$84,327$2,219iApproximate average salary by contribution assumption: employee only about $55,478 at 4% or $36,986 at 6%; with 50% employer match about $36,986 at 4% or $24,657 at 6%; with 100% employer match about $27,739 at 4% or $18,493 at 6%.
2018144$1,847,569$182,908$4,157iApproximate average salary by contribution assumption: employee only about $103,925 at 4% or $69,283 at 6%; with 50% employer match about $69,283 at 4% or $46,189 at 6%; with 100% employer match about $51,963 at 4% or $34,642 at 6%.
Chapter 13 Trustee Retirement Plan-44$1,847,569$182,908$4,157iApproximate average salary by contribution assumption: employee only about $103,925 at 4% or $69,283 at 6%; with 50% employer match about $69,283 at 4% or $46,189 at 6%; with 100% employer match about $51,963 at 4% or $34,642 at 6%.
2017142$1,931,363$235,761$5,613iApproximate average salary by contribution assumption: employee only about $140,334 at 4% or $93,556 at 6%; with 50% employer match about $93,556 at 4% or $62,371 at 6%; with 100% employer match about $70,167 at 4% or $46,778 at 6%.
Chapter 13 Trustee Retirement Plan-42$1,931,363$235,761$5,613iApproximate average salary by contribution assumption: employee only about $140,334 at 4% or $93,556 at 6%; with 50% employer match about $93,556 at 4% or $62,371 at 6%; with 100% employer match about $70,167 at 4% or $46,778 at 6%.
2016140$1,643,525$189,697$4,742iApproximate average salary by contribution assumption: employee only about $118,561 at 4% or $79,040 at 6%; with 50% employer match about $79,040 at 4% or $52,694 at 6%; with 100% employer match about $59,280 at 4% or $39,520 at 6%.
Chapter 13 Trustee Retirement Plan-40$1,643,525$189,697$4,742iApproximate average salary by contribution assumption: employee only about $118,561 at 4% or $79,040 at 6%; with 50% employer match about $79,040 at 4% or $52,694 at 6%; with 100% employer match about $59,280 at 4% or $39,520 at 6%.
2015148$1,419,650$191,937$3,999iApproximate average salary by contribution assumption: employee only about $99,967 at 4% or $66,645 at 6%; with 50% employer match about $66,645 at 4% or $44,430 at 6%; with 100% employer match about $49,984 at 4% or $33,322 at 6%.
Chapter 13 Trustee Retirement Plan-48$1,419,650$191,937$3,999iApproximate average salary by contribution assumption: employee only about $99,967 at 4% or $66,645 at 6%; with 50% employer match about $66,645 at 4% or $44,430 at 6%; with 100% employer match about $49,984 at 4% or $33,322 at 6%.
2014144$1,309,825$209,203$4,755iApproximate average salary by contribution assumption: employee only about $118,865 at 4% or $79,244 at 6%; with 50% employer match about $79,244 at 4% or $52,829 at 6%; with 100% employer match about $59,433 at 4% or $39,622 at 6%.
Chapter 13 Trustee Retirement Plan-44$1,309,825$209,203$4,755iApproximate average salary by contribution assumption: employee only about $118,865 at 4% or $79,244 at 6%; with 50% employer match about $79,244 at 4% or $52,829 at 6%; with 100% employer match about $59,433 at 4% or $39,622 at 6%.
2013143$1,149,957$182,736$4,250iApproximate average salary by contribution assumption: employee only about $106,242 at 4% or $70,828 at 6%; with 50% employer match about $70,828 at 4% or $47,219 at 6%; with 100% employer match about $53,121 at 4% or $35,414 at 6%.
Chapter 13 Trustee Retirement Plan-43$1,149,957$182,736$4,250iApproximate average salary by contribution assumption: employee only about $106,242 at 4% or $70,828 at 6%; with 50% employer match about $70,828 at 4% or $47,219 at 6%; with 100% employer match about $53,121 at 4% or $35,414 at 6%.
2012141$1,081,013$169,502$4,134iApproximate average salary by contribution assumption: employee only about $103,355 at 4% or $68,903 at 6%; with 50% employer match about $68,903 at 4% or $45,936 at 6%; with 100% employer match about $51,677 at 4% or $34,452 at 6%.
Chapter 13 Trustee Retirement Plan-41$1,081,013$169,502$4,134iApproximate average salary by contribution assumption: employee only about $103,355 at 4% or $68,903 at 6%; with 50% employer match about $68,903 at 4% or $45,936 at 6%; with 100% employer match about $51,677 at 4% or $34,452 at 6%.
2011141$911,314$174,802$4,263iApproximate average salary by contribution assumption: employee only about $106,587 at 4% or $71,058 at 6%; with 50% employer match about $71,058 at 4% or $47,372 at 6%; with 100% employer match about $53,293 at 4% or $35,529 at 6%.
Chapter 13 Trustee Retirement Plan-41$911,314$174,802$4,263iApproximate average salary by contribution assumption: employee only about $106,587 at 4% or $71,058 at 6%; with 50% employer match about $71,058 at 4% or $47,372 at 6%; with 100% employer match about $53,293 at 4% or $35,529 at 6%.
2010137$765,793$115,413$3,119iApproximate average salary by contribution assumption: employee only about $77,982 at 4% or $51,988 at 6%; with 50% employer match about $51,988 at 4% or $34,659 at 6%; with 100% employer match about $38,991 at 4% or $25,994 at 6%.
Chapter 13 Trustee Retirement Plan-37$765,793$115,413$3,119iApproximate average salary by contribution assumption: employee only about $77,982 at 4% or $51,988 at 6%; with 50% employer match about $51,988 at 4% or $34,659 at 6%; with 100% employer match about $38,991 at 4% or $25,994 at 6%.
2009138$683,565$78,744$2,072iApproximate average salary by contribution assumption: employee only about $51,805 at 4% or $34,537 at 6%; with 50% employer match about $34,537 at 4% or $23,025 at 6%; with 100% employer match about $25,903 at 4% or $17,268 at 6%.
Chapter 13 Trustee Retirement Plan-38$683,565$78,744$2,072iApproximate average salary by contribution assumption: employee only about $51,805 at 4% or $34,537 at 6%; with 50% employer match about $34,537 at 4% or $23,025 at 6%; with 100% employer match about $25,903 at 4% or $17,268 at 6%.
2008133$572,208$583,739$17,689iApproximate average salary by contribution assumption: employee only about $442,227 at 4% or $294,818 at 6%; with 50% employer match about $294,818 at 4% or $196,545 at 6%; with 100% employer match about $221,113 at 4% or $147,409 at 6%.
Chapter 13 Trustee Retirement Plan-33$572,208$583,739$17,689iApproximate average salary by contribution assumption: employee only about $442,227 at 4% or $294,818 at 6%; with 50% employer match about $294,818 at 4% or $196,545 at 6%; with 100% employer match about $221,113 at 4% or $147,409 at 6%.
2007137$0$0-
Chapter 13 Trustee Retirement Plan-37---
2006137$0$0-
Chapter 13 Trustee Retirement Plan-37---
2005139$0$0-
Chapter 13 Trustee Retirement Plan-39---
2004142$0$0-
Chapter 13 Trustee Retirement Plan-42---
2001141$0$0-
Chapter 13 Trustee Retirement Plan-41---
2000135$0$0-
Chapter 13 Trustee Retirement Plan-35---