CPA Diaz - Martinez, Psc
Plan context: CPA Diaz Martinez, 1165E Plan
EIN 66-0538689 • Caguas, PR • 4 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$153,655
2024 Contributions
$70,600
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 | 11 | $153,655 | $70,600 | $6,418iApproximate average salary by contribution assumption: employee only about $160,455 at 4% or $106,970 at 6%; with 50% employer match about $106,970 at 4% or $71,313 at 6%; with 100% employer match about $80,227 at 4% or $53,485 at 6%. |
| CPA Diaz Martinez, 1165E Plan | - | 11 | $153,655 | $70,600 | $6,418iApproximate average salary by contribution assumption: employee only about $160,455 at 4% or $106,970 at 6%; with 50% employer match about $106,970 at 4% or $71,313 at 6%; with 100% employer match about $80,227 at 4% or $53,485 at 6%. |
| 2023 | 1 | 11 | $82,794 | $64,200 | $5,836iApproximate average salary by contribution assumption: employee only about $145,909 at 4% or $97,273 at 6%; with 50% employer match about $97,273 at 4% or $64,848 at 6%; with 100% employer match about $72,955 at 4% or $48,636 at 6%. |
| CPA Diaz Martinez, 1165E Plan | - | 11 | $82,794 | $64,200 | $5,836iApproximate average salary by contribution assumption: employee only about $145,909 at 4% or $97,273 at 6%; with 50% employer match about $97,273 at 4% or $64,848 at 6%; with 100% employer match about $72,955 at 4% or $48,636 at 6%. |
| 2022 | 1 | 11 | $13,000 | $13,000 | $1,182iApproximate average salary by contribution assumption: employee only about $29,545 at 4% or $19,697 at 6%; with 50% employer match about $19,697 at 4% or $13,131 at 6%; with 100% employer match about $14,773 at 4% or $9,848 at 6%. |
| CPA Diaz Martinez, 1165E Plan | - | 11 | $13,000 | $13,000 | $1,182iApproximate average salary by contribution assumption: employee only about $29,545 at 4% or $19,697 at 6%; with 50% employer match about $19,697 at 4% or $13,131 at 6%; with 100% employer match about $14,773 at 4% or $9,848 at 6%. |
| 1999 | 1 | 12 | $0 | $5,889 | $491iApproximate average salary by contribution assumption: employee only about $12,269 at 4% or $8,179 at 6%; with 50% employer match about $8,179 at 4% or $5,453 at 6%; with 100% employer match about $6,134 at 4% or $4,090 at 6%. |
| CPA Diaz Martinez, 1165E Plan | - | 12 | - | $5,889 | $491iApproximate average salary by contribution assumption: employee only about $12,269 at 4% or $8,179 at 6%; with 50% employer match about $8,179 at 4% or $5,453 at 6%; with 100% employer match about $6,134 at 4% or $4,090 at 6%. |