Dr. Jose W. Valle Oliveras
Plan context: Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187
EIN 66-0589827 • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$686,926
2024 Contributions
$54,000
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 | 7 | $686,926 | $0 | - |
| Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 | - | 7 | $686,926 | - | - |
| 2023 | 1 | 6 | $658,183 | $0 | - |
| Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 | - | 6 | $658,183 | - | - |
| 2022 | 1 | 6 | $660,389 | $0 | - |
| Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 | - | 6 | $660,389 | - | - |
| 2021 | 1 | 6 | $639,659 | $54,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 | - | 6 | $639,659 | $54,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2020 | 1 | 7 | $608,501 | $54,000 | $7,714iApproximate average salary by contribution assumption: employee only about $192,857 at 4% or $128,571 at 6%; with 50% employer match about $128,571 at 4% or $85,714 at 6%; with 100% employer match about $96,429 at 4% or $64,286 at 6%. |
| Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 | - | 7 | $608,501 | $54,000 | $7,714iApproximate average salary by contribution assumption: employee only about $192,857 at 4% or $128,571 at 6%; with 50% employer match about $128,571 at 4% or $85,714 at 6%; with 100% employer match about $96,429 at 4% or $64,286 at 6%. |