Dr. Carlos Rodriguez Velez
Plan context: Dr. Carlos Rodriguez Velez Retirement Plan Series 92-717
EIN 66-0544250 • Yauco, PR • 10 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$279,392
2019 Contributions
$1,450
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 2 | $279,392 | $0 | - |
| Dr. Carlos Rodriguez Velez Retirement Plan Series 92-717 | - | 2 | $279,392 | - | - |
| 2018 | 1 | 2 | $283,004 | $0 | - |
| Dr. Carlos Rodriguez Velez Retirement Plan Series 92-717 | - | 2 | $283,004 | - | - |
| 2017 | 1 | 2 | $300,794 | $0 | - |
| Dr. Carlos Rodriguez Velez Retirement Plan Series 92-717 | - | 2 | $300,794 | - | - |
| 2016 | 1 | 2 | $305,904 | $1,450 | $725iApproximate average salary by contribution assumption: employee only about $18,125 at 4% or $12,083 at 6%; with 50% employer match about $12,083 at 4% or $8,056 at 6%; with 100% employer match about $9,063 at 4% or $6,042 at 6%. |
| Dr. Carlos Rodriguez Velez Retirement Plan Series 92-717 | - | 2 | $305,904 | $1,450 | $725iApproximate average salary by contribution assumption: employee only about $18,125 at 4% or $12,083 at 6%; with 50% employer match about $12,083 at 4% or $8,056 at 6%; with 100% employer match about $9,063 at 4% or $6,042 at 6%. |
| 2015 | 1 | 2 | $304,651 | $9,874 | $4,937iApproximate average salary by contribution assumption: employee only about $123,425 at 4% or $82,283 at 6%; with 50% employer match about $82,283 at 4% or $54,856 at 6%; with 100% employer match about $61,713 at 4% or $41,142 at 6%. |
| Dr. Carlos Rodriguez Velez Retirement Plan Series 92-717 | - | 2 | $304,651 | $9,874 | $4,937iApproximate average salary by contribution assumption: employee only about $123,425 at 4% or $82,283 at 6%; with 50% employer match about $82,283 at 4% or $54,856 at 6%; with 100% employer match about $61,713 at 4% or $41,142 at 6%. |
| 2014 | 1 | 2 | $376,697 | $19,620 | $9,810iApproximate average salary by contribution assumption: employee only about $245,250 at 4% or $163,500 at 6%; with 50% employer match about $163,500 at 4% or $109,000 at 6%; with 100% employer match about $122,625 at 4% or $81,750 at 6%. |
| Dr. Carlos Rodriguez Velez Retirement Plan Series 92-717 | - | 2 | $376,697 | $19,620 | $9,810iApproximate average salary by contribution assumption: employee only about $245,250 at 4% or $163,500 at 6%; with 50% employer match about $163,500 at 4% or $109,000 at 6%; with 100% employer match about $122,625 at 4% or $81,750 at 6%. |
| 2013 | 1 | 2 | $347,193 | $24,938 | $12,469iApproximate average salary by contribution assumption: employee only about $311,725 at 4% or $207,817 at 6%; with 50% employer match about $207,817 at 4% or $138,544 at 6%; with 100% employer match about $155,863 at 4% or $103,908 at 6%. |
| Dr. Carlos Rodriguez Velez Retirement Plan Series 92-717 | - | 2 | $347,193 | $24,938 | $12,469iApproximate average salary by contribution assumption: employee only about $311,725 at 4% or $207,817 at 6%; with 50% employer match about $207,817 at 4% or $138,544 at 6%; with 100% employer match about $155,863 at 4% or $103,908 at 6%. |
| 2012 | 1 | 2 | $322,589 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Dr. Carlos Rodriguez Velez Retirement Plan Series 92-717 | - | 2 | $322,589 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2011 | 1 | 2 | $280,917 | $22,455 | $11,228iApproximate average salary by contribution assumption: employee only about $280,688 at 4% or $187,125 at 6%; with 50% employer match about $187,125 at 4% or $124,750 at 6%; with 100% employer match about $140,344 at 4% or $93,563 at 6%. |
| Dr. Carlos Rodriguez Velez Retirement Plan Series 92-717 | - | 2 | $280,917 | $22,455 | $11,228iApproximate average salary by contribution assumption: employee only about $280,688 at 4% or $187,125 at 6%; with 50% employer match about $187,125 at 4% or $124,750 at 6%; with 100% employer match about $140,344 at 4% or $93,563 at 6%. |
| 2010 | 1 | 2 | $262,416 | $22,459 | $11,230iApproximate average salary by contribution assumption: employee only about $280,738 at 4% or $187,158 at 6%; with 50% employer match about $187,158 at 4% or $124,772 at 6%; with 100% employer match about $140,369 at 4% or $93,579 at 6%. |
| Dr. Carlos Rodriguez Velez Retirement Plan Series 92-717 | - | 2 | $262,416 | $22,459 | $11,230iApproximate average salary by contribution assumption: employee only about $280,738 at 4% or $187,158 at 6%; with 50% employer match about $187,158 at 4% or $124,772 at 6%; with 100% employer match about $140,369 at 4% or $93,579 at 6%. |