Javier Lee Borges, DMD
Plan context: Lee Heredia Team Retirement Plan
EIN 66-0603094 • San Juan, PR • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$177,038
2024 Contributions
$15,000
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 | $177,038 | $0 | - |
| Lee Heredia Team Retirement Plan | - | 4 | $177,038 | - | - |
| 2023 | 1 | 4 | $177,038 | $0 | - |
| Lee Heredia Team Retirement Plan | - | 4 | $177,038 | - | - |
| 2021 | 1 | 4 | $171,097 | $0 | - |
| Lee Heredia Team Retirement Plan | - | 4 | $171,097 | - | - |
| 2020 | 1 | 5 | $156,429 | $0 | - |
| Lee Heredia Team Retirement Plan | - | 5 | $156,429 | - | - |
| 2019 | 1 | 7 | $146,782 | $0 | - |
| Lee Heredia Team Retirement Plan | - | 7 | $146,782 | $0 | - |
| 2018 | 1 | 7 | $149,212 | $15,000 | $2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%. |
| Lee Heredia Team Retirement Plan | - | 7 | $149,212 | $15,000 | $2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%. |