Civic Intelligence

Phrtrust Inc.

Plan context: Phartrust Inc. Retirement Plan

EIN 66-0506709 • San Juan, PR • 15 filings • 1 plans

PO Box 70250Suite 146San Juan, PR 00936
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,322,251

2024 Contributions

$51,952

Historical Graphs

Total Assets Over Time

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

$1,322,251$661,126$0201020172024YearValue
$1,322,251Latest year 2024

Participants Over Time

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

24120201020172024YearValue
17Latest 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
2024117$1,322,251$51,952$3,056iApproximate average salary by contribution assumption: employee only about $76,400 at 4% or $50,933 at 6%; with 50% employer match about $50,933 at 4% or $33,956 at 6%; with 100% employer match about $38,200 at 4% or $25,467 at 6%.
Phartrust Inc. Retirement Plan-17$1,322,251$51,952$3,056iApproximate average salary by contribution assumption: employee only about $76,400 at 4% or $50,933 at 6%; with 50% employer match about $50,933 at 4% or $33,956 at 6%; with 100% employer match about $38,200 at 4% or $25,467 at 6%.
2023118$1,170,868$62,453$3,470iApproximate average salary by contribution assumption: employee only about $86,740 at 4% or $57,827 at 6%; with 50% employer match about $57,827 at 4% or $38,551 at 6%; with 100% employer match about $43,370 at 4% or $28,913 at 6%.
Phartrust Inc. Retirement Plan-18$1,170,868$62,453$3,470iApproximate average salary by contribution assumption: employee only about $86,740 at 4% or $57,827 at 6%; with 50% employer match about $57,827 at 4% or $38,551 at 6%; with 100% employer match about $43,370 at 4% or $28,913 at 6%.
2022118$978,975$50,937$2,830iApproximate average salary by contribution assumption: employee only about $70,746 at 4% or $47,164 at 6%; with 50% employer match about $47,164 at 4% or $31,443 at 6%; with 100% employer match about $35,373 at 4% or $23,582 at 6%.
Phartrust Inc. Retirement Plan-18$978,975$50,937$2,830iApproximate average salary by contribution assumption: employee only about $70,746 at 4% or $47,164 at 6%; with 50% employer match about $47,164 at 4% or $31,443 at 6%; with 100% employer match about $35,373 at 4% or $23,582 at 6%.
2021120$1,067,412$55,453$2,773iApproximate average salary by contribution assumption: employee only about $69,316 at 4% or $46,211 at 6%; with 50% employer match about $46,211 at 4% or $30,807 at 6%; with 100% employer match about $34,658 at 4% or $23,105 at 6%.
Phartrust Inc. Retirement Plan-20$1,067,412$55,453$2,773iApproximate average salary by contribution assumption: employee only about $69,316 at 4% or $46,211 at 6%; with 50% employer match about $46,211 at 4% or $30,807 at 6%; with 100% employer match about $34,658 at 4% or $23,105 at 6%.
2020120$901,955$55,777$2,789iApproximate average salary by contribution assumption: employee only about $69,721 at 4% or $46,481 at 6%; with 50% employer match about $46,481 at 4% or $30,987 at 6%; with 100% employer match about $34,861 at 4% or $23,240 at 6%.
Phartrust Inc. Retirement Plan-20$901,955$55,777$2,789iApproximate average salary by contribution assumption: employee only about $69,721 at 4% or $46,481 at 6%; with 50% employer match about $46,481 at 4% or $30,987 at 6%; with 100% employer match about $34,861 at 4% or $23,240 at 6%.
2019119$763,563$32,742$1,723iApproximate average salary by contribution assumption: employee only about $43,082 at 4% or $28,721 at 6%; with 50% employer match about $28,721 at 4% or $19,147 at 6%; with 100% employer match about $21,541 at 4% or $14,361 at 6%.
Phartrust Inc. Retirement Plan-19$763,563$32,742$1,723iApproximate average salary by contribution assumption: employee only about $43,082 at 4% or $28,721 at 6%; with 50% employer match about $28,721 at 4% or $19,147 at 6%; with 100% employer match about $21,541 at 4% or $14,361 at 6%.
2018117$630,749$73,233$4,308iApproximate average salary by contribution assumption: employee only about $107,696 at 4% or $71,797 at 6%; with 50% employer match about $71,797 at 4% or $47,865 at 6%; with 100% employer match about $53,848 at 4% or $35,899 at 6%.
Phartrust Inc. Retirement Plan-17$630,749$73,233$4,308iApproximate average salary by contribution assumption: employee only about $107,696 at 4% or $71,797 at 6%; with 50% employer match about $71,797 at 4% or $47,865 at 6%; with 100% employer match about $53,848 at 4% or $35,899 at 6%.
2017121$616,453$81,607$3,886iApproximate average salary by contribution assumption: employee only about $97,151 at 4% or $64,767 at 6%; with 50% employer match about $64,767 at 4% or $43,178 at 6%; with 100% employer match about $48,576 at 4% or $32,384 at 6%.
Phartrust Inc. Retirement Plan-21$616,453$81,607$3,886iApproximate average salary by contribution assumption: employee only about $97,151 at 4% or $64,767 at 6%; with 50% employer match about $64,767 at 4% or $43,178 at 6%; with 100% employer match about $48,576 at 4% or $32,384 at 6%.
2016124$468,061$94,696$3,946iApproximate average salary by contribution assumption: employee only about $98,642 at 4% or $65,761 at 6%; with 50% employer match about $65,761 at 4% or $43,841 at 6%; with 100% employer match about $49,321 at 4% or $32,881 at 6%.
Phartrust Inc. Retirement Plan-24$468,061$94,696$3,946iApproximate average salary by contribution assumption: employee only about $98,642 at 4% or $65,761 at 6%; with 50% employer match about $65,761 at 4% or $43,841 at 6%; with 100% employer match about $49,321 at 4% or $32,881 at 6%.
2015123$350,102$118,701$5,161iApproximate average salary by contribution assumption: employee only about $129,023 at 4% or $86,015 at 6%; with 50% employer match about $86,015 at 4% or $57,343 at 6%; with 100% employer match about $64,511 at 4% or $43,008 at 6%.
Phartrust Inc. Retirement Plan-23$350,102$118,701$5,161iApproximate average salary by contribution assumption: employee only about $129,023 at 4% or $86,015 at 6%; with 50% employer match about $86,015 at 4% or $57,343 at 6%; with 100% employer match about $64,511 at 4% or $43,008 at 6%.
2014111$249,539$46,802$4,255iApproximate average salary by contribution assumption: employee only about $106,368 at 4% or $70,912 at 6%; with 50% employer match about $70,912 at 4% or $47,275 at 6%; with 100% employer match about $53,184 at 4% or $35,456 at 6%.
Phartrust Inc. Retirement Plan-11$249,539$46,802$4,255iApproximate average salary by contribution assumption: employee only about $106,368 at 4% or $70,912 at 6%; with 50% employer match about $70,912 at 4% or $47,275 at 6%; with 100% employer match about $53,184 at 4% or $35,456 at 6%.
2013111$195,102$45,454$4,132iApproximate average salary by contribution assumption: employee only about $103,305 at 4% or $68,870 at 6%; with 50% employer match about $68,870 at 4% or $45,913 at 6%; with 100% employer match about $51,652 at 4% or $34,435 at 6%.
Phartrust Inc. Retirement Plan-11$195,102$45,454$4,132iApproximate average salary by contribution assumption: employee only about $103,305 at 4% or $68,870 at 6%; with 50% employer match about $68,870 at 4% or $45,913 at 6%; with 100% employer match about $51,652 at 4% or $34,435 at 6%.
2012112$127,286$46,504$3,875iApproximate average salary by contribution assumption: employee only about $96,883 at 4% or $64,589 at 6%; with 50% employer match about $64,589 at 4% or $43,059 at 6%; with 100% employer match about $48,442 at 4% or $32,294 at 6%.
Phartrust Inc. Retirement Plan-12$127,286$46,504$3,875iApproximate average salary by contribution assumption: employee only about $96,883 at 4% or $64,589 at 6%; with 50% employer match about $64,589 at 4% or $43,059 at 6%; with 100% employer match about $48,442 at 4% or $32,294 at 6%.
2011113$74,676$62,659$4,820iApproximate average salary by contribution assumption: employee only about $120,498 at 4% or $80,332 at 6%; with 50% employer match about $80,332 at 4% or $53,555 at 6%; with 100% employer match about $60,249 at 4% or $40,166 at 6%.
Phartrust Inc. Retirement Plan-13$74,676$62,659$4,820iApproximate average salary by contribution assumption: employee only about $120,498 at 4% or $80,332 at 6%; with 50% employer match about $80,332 at 4% or $53,555 at 6%; with 100% employer match about $60,249 at 4% or $40,166 at 6%.
2010113$15,522$15,239$1,172iApproximate average salary by contribution assumption: employee only about $29,306 at 4% or $19,537 at 6%; with 50% employer match about $19,537 at 4% or $13,025 at 6%; with 100% employer match about $14,653 at 4% or $9,769 at 6%.
Phartrust Inc. Retirement Plan-13$15,522$15,239$1,172iApproximate average salary by contribution assumption: employee only about $29,306 at 4% or $19,537 at 6%; with 50% employer match about $19,537 at 4% or $13,025 at 6%; with 100% employer match about $14,653 at 4% or $9,769 at 6%.