Berkan Mendez
Plan context: Berkan Mendez Retirement Plan Trust
EIN 66-0564293 • San Juan, PR • 20 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$665,332
2024 Contributions
$50,000
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 | 4 | $665,332 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 4 | $665,332 | - | - |
| 2023 | 1 | 4 | $682,750 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 4 | $682,750 | - | - |
| 2022 | 1 | 4 | $637,193 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 4 | $637,193 | - | - |
| 2021 | 1 | 4 | $727,613 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 4 | $727,613 | - | - |
| 2020 | 1 | 4 | $645,478 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 4 | $645,478 | - | - |
| 2019 | 1 | 1 | $602,179 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 1 | $602,179 | - | - |
| 2018 | 1 | 4 | $513,235 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 4 | $513,235 | - | - |
| 2017 | 1 | 4 | $593,008 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 4 | $593,008 | - | - |
| 2016 | 1 | 4 | $533,924 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 4 | $533,924 | - | - |
| 2015 | 1 | 4 | $519,477 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 4 | $519,477 | - | - |
| 2014 | 1 | 4 | $589,694 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 4 | $589,694 | - | - |
| 2013 | 1 | 4 | $603,729 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 4 | $603,729 | - | - |
| 2012 | 1 | 4 | $550,441 | $50,000 | $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%. |
| Berkan Mendez Retirement Plan Trust | - | 4 | $550,441 | $50,000 | $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 | 4 | $432,650 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 4 | $432,650 | $0 | - |
| 2010 | 1 | 2 | $590,120 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 2 | $590,120 | $0 | - |
| 2009 | 1 | 5 | $590,120 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 5 | $590,120 | - | - |
| 2008 | 1 | 4 | $626,191 | $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%. |
| Berkan Mendez Retirement Plan Trust | - | 4 | $626,191 | $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%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 4 | - | - | - |
| 2003 | 1 | 4 | $48,586 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 4 | $48,586 | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Berkan Mendez Retirement Plan Trust | - | 3 | - | - | - |