Jose Rolando Colon Perez
Plan context: Jose Rolando Colon Perez Retirement Plan
EIN 66-0491855 • San Juan, PR • 22 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$2,502,534
2024 Contributions
$10,000
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 | $2,502,534 | $0 | - |
| Jose Rolando Colon Perez Retirement Plan | - | 5 | $2,502,534 | - | - |
| 2023 | 1 | 5 | $2,179,140 | $0 | - |
| Jose Rolando Colon Perez Retirement Plan | - | 5 | $2,179,140 | - | - |
| 2022 | 1 | 6 | $2,296,221 | $0 | - |
| Jose Rolando Colon Perez Retirement Plan | - | 6 | $2,296,221 | - | - |
| 2021 | 1 | 7 | $2,784,669 | $0 | - |
| Jose Rolando Colon Perez Retirement Plan | - | 7 | $2,784,669 | - | - |
| 2020 | 1 | 7 | $2,577,388 | $0 | - |
| Jose Rolando Colon Perez Retirement Plan | - | 7 | $2,577,388 | - | - |
| 2019 | 1 | 7 | $2,286,056 | $0 | - |
| Jose Rolando Colon Perez Retirement Plan | - | 7 | $2,286,056 | - | - |
| 2018 | 1 | 7 | $1,983,195 | $0 | - |
| Jose Rolando Colon Perez Retirement Plan | - | 7 | $1,983,195 | - | - |
| 2017 | 1 | 7 | $2,138,544 | $10,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| Jose Rolando Colon Perez Retirement Plan | - | 7 | $2,138,544 | $10,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| 2016 | 1 | 7 | $1,879,056 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Jose Rolando Colon Perez Retirement Plan | - | 7 | $1,879,056 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| 2015 | 1 | 7 | $1,738,413 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Jose Rolando Colon Perez Retirement Plan | - | 7 | $1,738,413 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| 2014 | 1 | 7 | $1,668,319 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Jose Rolando Colon Perez Retirement Plan | - | 7 | $1,668,319 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| 2013 | 1 | 7 | $1,686,561 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Jose Rolando Colon Perez Retirement Plan | - | 7 | $1,686,561 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| 2012 | 1 | 6 | $1,430,365 | $40,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Jose Rolando Colon Perez Retirement Plan | - | 6 | $1,430,365 | $40,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2011 | 1 | 5 | $1,286,172 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| Jose Rolando Colon Perez Retirement Plan | - | 5 | $1,286,172 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2010 | 1 | 5 | $1,234,702 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Jose Rolando Colon Perez Retirement Plan | - | 5 | $1,234,702 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2009 | 1 | 5 | $1,093,083 | $25,000 | $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%. |
| Jose Rolando Colon Perez Retirement Plan | - | 5 | $1,093,083 | $25,000 | $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%. |
| 2008 | 1 | 5 | $913,557 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Jose Rolando Colon Perez Retirement Plan | - | 5 | $913,557 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2007 | 1 | 5 | $1,150,129 | $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%. |
| Jose Rolando Colon Perez Retirement Plan | - | 5 | $1,150,129 | $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%. |
| 2006 | 1 | 5 | $1,063,512 | $45,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| Jose Rolando Colon Perez Retirement Plan | - | 5 | $1,063,512 | $45,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2005 | 1 | 4 | $910,929 | $78,000 | $19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%. |
| Jose Rolando Colon Perez Retirement Plan | - | 4 | $910,929 | $78,000 | $19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%. |
| 2004 | 1 | 4 | $813,660 | $92,972 | $23,243iApproximate average salary by contribution assumption: employee only about $581,075 at 4% or $387,383 at 6%; with 50% employer match about $387,383 at 4% or $258,256 at 6%; with 100% employer match about $290,538 at 4% or $193,692 at 6%. |
| Jose Rolando Colon Perez Retirement Plan | - | 4 | $813,660 | $92,972 | $23,243iApproximate average salary by contribution assumption: employee only about $581,075 at 4% or $387,383 at 6%; with 50% employer match about $387,383 at 4% or $258,256 at 6%; with 100% employer match about $290,538 at 4% or $193,692 at 6%. |
| 2003 | 1 | 4 | $670,323 | $66,685 | $16,671iApproximate average salary by contribution assumption: employee only about $416,781 at 4% or $277,854 at 6%; with 50% employer match about $277,854 at 4% or $185,236 at 6%; with 100% employer match about $208,391 at 4% or $138,927 at 6%. |
| Jose Rolando Colon Perez Retirement Plan | - | 4 | $670,323 | $66,685 | $16,671iApproximate average salary by contribution assumption: employee only about $416,781 at 4% or $277,854 at 6%; with 50% employer match about $277,854 at 4% or $185,236 at 6%; with 100% employer match about $208,391 at 4% or $138,927 at 6%. |