Civic Intelligence

Advent-Morro Equity Partners Inc.

Plan context: Advent-Morro Equity Partners Retirement Plan

EIN 66-0536172 • San Juan, PR • 23 filings • 4 plans

206 Tetuan StreetSuite 903San Juan, PR 00901
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$1,505,060

2024 Contributions

$59,600

Historical Graphs

Total Assets Over Time

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

$1,505,060$752,530$0200020132024YearValue
$1,505,060Latest year 2024

Participants Over Time

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

1680200020132024YearValue
16Latest 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
2024116$1,505,060$59,600$3,725iApproximate average salary by contribution assumption: employee only about $93,125 at 4% or $62,083 at 6%; with 50% employer match about $62,083 at 4% or $41,389 at 6%; with 100% employer match about $46,563 at 4% or $31,042 at 6%.
Advent-Morro Equity Partners Retirement Plan-16$1,505,060$59,600$3,725iApproximate average salary by contribution assumption: employee only about $93,125 at 4% or $62,083 at 6%; with 50% employer match about $62,083 at 4% or $41,389 at 6%; with 100% employer match about $46,563 at 4% or $31,042 at 6%.
2023114$1,340,446$59,955$4,283iApproximate average salary by contribution assumption: employee only about $107,063 at 4% or $71,375 at 6%; with 50% employer match about $71,375 at 4% or $47,583 at 6%; with 100% employer match about $53,531 at 4% or $35,688 at 6%.
Advent-Morro Equity Partners Retirement Plan-14$1,340,446$59,955$4,283iApproximate average salary by contribution assumption: employee only about $107,063 at 4% or $71,375 at 6%; with 50% employer match about $71,375 at 4% or $47,583 at 6%; with 100% employer match about $53,531 at 4% or $35,688 at 6%.
2022114$1,182,388$52,796$3,771iApproximate average salary by contribution assumption: employee only about $94,279 at 4% or $62,852 at 6%; with 50% employer match about $62,852 at 4% or $41,902 at 6%; with 100% employer match about $47,139 at 4% or $31,426 at 6%.
Advent-Morro Equity Partners Retirement Plan-14$1,182,388$52,796$3,771iApproximate average salary by contribution assumption: employee only about $94,279 at 4% or $62,852 at 6%; with 50% employer match about $62,852 at 4% or $41,902 at 6%; with 100% employer match about $47,139 at 4% or $31,426 at 6%.
2021116$1,230,328$67,376$4,211iApproximate average salary by contribution assumption: employee only about $105,275 at 4% or $70,183 at 6%; with 50% employer match about $70,183 at 4% or $46,789 at 6%; with 100% employer match about $52,638 at 4% or $35,092 at 6%.
Advent-Morro Equity Partners Retirement Plan-16$1,230,328$67,376$4,211iApproximate average salary by contribution assumption: employee only about $105,275 at 4% or $70,183 at 6%; with 50% employer match about $70,183 at 4% or $46,789 at 6%; with 100% employer match about $52,638 at 4% or $35,092 at 6%.
2020114$1,093,229$62,956$4,497iApproximate average salary by contribution assumption: employee only about $112,421 at 4% or $74,948 at 6%; with 50% employer match about $74,948 at 4% or $49,965 at 6%; with 100% employer match about $56,211 at 4% or $37,474 at 6%.
Advent-Morro Equity Partners Retirement Plan-14$1,093,229$62,956$4,497iApproximate average salary by contribution assumption: employee only about $112,421 at 4% or $74,948 at 6%; with 50% employer match about $74,948 at 4% or $49,965 at 6%; with 100% employer match about $56,211 at 4% or $37,474 at 6%.
2019114$997,996$57,871$4,134iApproximate average salary by contribution assumption: employee only about $103,341 at 4% or $68,894 at 6%; with 50% employer match about $68,894 at 4% or $45,929 at 6%; with 100% employer match about $51,671 at 4% or $34,447 at 6%.
Advent-Morro Equity Partners Retirement Plan-14$997,996$57,871$4,134iApproximate average salary by contribution assumption: employee only about $103,341 at 4% or $68,894 at 6%; with 50% employer match about $68,894 at 4% or $45,929 at 6%; with 100% employer match about $51,671 at 4% or $34,447 at 6%.
2018114$887,233$61,615$4,401iApproximate average salary by contribution assumption: employee only about $110,027 at 4% or $73,351 at 6%; with 50% employer match about $73,351 at 4% or $48,901 at 6%; with 100% employer match about $55,013 at 4% or $36,676 at 6%.
Advent-Morro Equity Partners Retirement Plan-14$887,233$61,615$4,401iApproximate average salary by contribution assumption: employee only about $110,027 at 4% or $73,351 at 6%; with 50% employer match about $73,351 at 4% or $48,901 at 6%; with 100% employer match about $55,013 at 4% or $36,676 at 6%.
2017113$852,052$60,916$4,686iApproximate average salary by contribution assumption: employee only about $117,146 at 4% or $78,097 at 6%; with 50% employer match about $78,097 at 4% or $52,065 at 6%; with 100% employer match about $58,573 at 4% or $39,049 at 6%.
Advent-Morro Equity Partners Retirement Plan-13$852,052$60,916$4,686iApproximate average salary by contribution assumption: employee only about $117,146 at 4% or $78,097 at 6%; with 50% employer match about $78,097 at 4% or $52,065 at 6%; with 100% employer match about $58,573 at 4% or $39,049 at 6%.
2016110$767,779$64,493$6,449iApproximate average salary by contribution assumption: employee only about $161,233 at 4% or $107,488 at 6%; with 50% employer match about $107,488 at 4% or $71,659 at 6%; with 100% employer match about $80,616 at 4% or $53,744 at 6%.
Advent-Morro Equity Partners Retirement Plan-10$767,779$64,493$6,449iApproximate average salary by contribution assumption: employee only about $161,233 at 4% or $107,488 at 6%; with 50% employer match about $107,488 at 4% or $71,659 at 6%; with 100% employer match about $80,616 at 4% or $53,744 at 6%.
201519$690,757$51,968$5,774iApproximate average salary by contribution assumption: employee only about $144,356 at 4% or $96,237 at 6%; with 50% employer match about $96,237 at 4% or $64,158 at 6%; with 100% employer match about $72,178 at 4% or $48,119 at 6%.
Advent-Morro Equity Partners Retirement Plan-9$690,757$51,968$5,774iApproximate average salary by contribution assumption: employee only about $144,356 at 4% or $96,237 at 6%; with 50% employer match about $96,237 at 4% or $64,158 at 6%; with 100% employer match about $72,178 at 4% or $48,119 at 6%.
201419$641,730$51,379$5,709iApproximate average salary by contribution assumption: employee only about $142,719 at 4% or $95,146 at 6%; with 50% employer match about $95,146 at 4% or $63,431 at 6%; with 100% employer match about $71,360 at 4% or $47,573 at 6%.
Advent-Morro Equity Partners Retirement Plan-9$641,730$51,379$5,709iApproximate average salary by contribution assumption: employee only about $142,719 at 4% or $95,146 at 6%; with 50% employer match about $95,146 at 4% or $63,431 at 6%; with 100% employer match about $71,360 at 4% or $47,573 at 6%.
201317$607,485$95,145$13,592iApproximate average salary by contribution assumption: employee only about $339,804 at 4% or $226,536 at 6%; with 50% employer match about $226,536 at 4% or $151,024 at 6%; with 100% employer match about $169,902 at 4% or $113,268 at 6%.
Advent-Morro Equity Partners Retirement Plan-7$607,485$95,145$13,592iApproximate average salary by contribution assumption: employee only about $339,804 at 4% or $226,536 at 6%; with 50% employer match about $226,536 at 4% or $151,024 at 6%; with 100% employer match about $169,902 at 4% or $113,268 at 6%.
201218$533,983$36,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Advent-Morro Equity Partners Retirement Plan-8$533,983$36,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
201117$499,663$0-
Advent-Morro Equity Partners Retirement Plan-7$499,663--
201016$506,806$36,000$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%.
Advent-Morro Equity Partners Retirement Plan-6$506,806$36,000$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%.
200916$469,395$32,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
Advent-Morro Equity Partners Retirement Plan-6$469,395$32,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
200816$429,737$37,333$6,222iApproximate average salary by contribution assumption: employee only about $155,554 at 4% or $103,703 at 6%; with 50% employer match about $103,703 at 4% or $69,135 at 6%; with 100% employer match about $77,777 at 4% or $51,851 at 6%.
Advent-Morro Equity Partners Retirement Plan-6$429,737$37,333$6,222iApproximate average salary by contribution assumption: employee only about $155,554 at 4% or $103,703 at 6%; with 50% employer match about $103,703 at 4% or $69,135 at 6%; with 100% employer match about $77,777 at 4% or $51,851 at 6%.
200715$407,024$32,000$6,400iApproximate average salary by contribution assumption: employee only about $160,000 at 4% or $106,667 at 6%; with 50% employer match about $106,667 at 4% or $71,111 at 6%; with 100% employer match about $80,000 at 4% or $53,333 at 6%.
Advent-Morro Equity Partners Retirement Plan-5$407,024$32,000$6,400iApproximate average salary by contribution assumption: employee only about $160,000 at 4% or $106,667 at 6%; with 50% employer match about $106,667 at 4% or $71,111 at 6%; with 100% employer match about $80,000 at 4% or $53,333 at 6%.
200613$361,625$64,000$21,333iApproximate average salary by contribution assumption: employee only about $533,333 at 4% or $355,556 at 6%; with 50% employer match about $355,556 at 4% or $237,037 at 6%; with 100% employer match about $266,667 at 4% or $177,778 at 6%.
Advent-Morro Equity Partners Retirement Plan-3$361,625$64,000$21,333iApproximate average salary by contribution assumption: employee only about $533,333 at 4% or $355,556 at 6%; with 50% employer match about $355,556 at 4% or $237,037 at 6%; with 100% employer match about $266,667 at 4% or $177,778 at 6%.
200513$319,644$37,000$12,333iApproximate average salary by contribution assumption: employee only about $308,333 at 4% or $205,556 at 6%; with 50% employer match about $205,556 at 4% or $137,037 at 6%; with 100% employer match about $154,167 at 4% or $102,778 at 6%.
Advent-Morro Equity Partners Retirement Plan-3$319,644$37,000$12,333iApproximate average salary by contribution assumption: employee only about $308,333 at 4% or $205,556 at 6%; with 50% employer match about $205,556 at 4% or $137,037 at 6%; with 100% employer match about $154,167 at 4% or $102,778 at 6%.
200414$271,329$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Advent-Morro Equity Partners Retirement Plan-4$271,329$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
200111$201,376$33,071$33,071iApproximate average salary by contribution assumption: employee only about $826,775 at 4% or $551,183 at 6%; with 50% employer match about $551,183 at 4% or $367,456 at 6%; with 100% employer match about $413,388 at 4% or $275,592 at 6%.
Advent-Morro Equity Partners Retirement Plan-1$201,376$33,071$33,071iApproximate average salary by contribution assumption: employee only about $826,775 at 4% or $551,183 at 6%; with 50% employer match about $551,183 at 4% or $367,456 at 6%; with 100% employer match about $413,388 at 4% or $275,592 at 6%.
200013$162,292$40,256$13,419iApproximate average salary by contribution assumption: employee only about $335,467 at 4% or $223,644 at 6%; with 50% employer match about $223,644 at 4% or $149,096 at 6%; with 100% employer match about $167,733 at 4% or $111,822 at 6%.
Advent-Morro Equity Partners Retirement Plan-3$162,292$40,256$13,419iApproximate average salary by contribution assumption: employee only about $335,467 at 4% or $223,644 at 6%; with 50% employer match about $223,644 at 4% or $149,096 at 6%; with 100% employer match about $167,733 at 4% or $111,822 at 6%.