Carlos R. Otero Rodriguez
Plan context: Carlos Otero Rodriguez Retirement Plan
EIN 66-0596364 • Ponce, PR • 5 filings • 2 plans
Current Snapshot
Latest Year
2012
2012 Participants
1
2012 Assets
$524,260
2012 Contributions
$65,000
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 1 | $524,260 | $65,000 | $65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%. |
| Carlos Otero Rodriguez Retirement Plan | - | 1 | $524,260 | $65,000 | $65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%. |
| 2011 | 1 | 1 | $416,709 | $21,500 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| Carlos Otero Rodriguez Retirement Plan | - | 1 | $416,709 | $21,500 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| 2010 | 1 | 1 | $371,039 | $32,056 | $32,056iApproximate average salary by contribution assumption: employee only about $801,400 at 4% or $534,267 at 6%; with 50% employer match about $534,267 at 4% or $356,178 at 6%; with 100% employer match about $400,700 at 4% or $267,133 at 6%. |
| Carlos Otero Rodriguez Retirement Plan | - | 1 | $371,039 | $32,056 | $32,056iApproximate average salary by contribution assumption: employee only about $801,400 at 4% or $534,267 at 6%; with 50% employer match about $534,267 at 4% or $356,178 at 6%; with 100% employer match about $400,700 at 4% or $267,133 at 6%. |
| 2008 | 1 | 3 | $274,108 | $39,770 | $13,257iApproximate average salary by contribution assumption: employee only about $331,417 at 4% or $220,944 at 6%; with 50% employer match about $220,944 at 4% or $147,296 at 6%; with 100% employer match about $165,708 at 4% or $110,472 at 6%. |
| Carlos Otero Rodriguez Retirement Plan | - | 3 | $274,108 | $39,770 | $13,257iApproximate average salary by contribution assumption: employee only about $331,417 at 4% or $220,944 at 6%; with 50% employer match about $220,944 at 4% or $147,296 at 6%; with 100% employer match about $165,708 at 4% or $110,472 at 6%. |
| 2006 | 1 | 3 | $0 | $0 | - |
| Carlos Otero Rodriguez Retirement Plan | - | 3 | - | - | - |