Juan Requena & Assoc.
Plan context: Juan Requena & Assoc. Retirement Plan
EIN 66-0635940 • San Juan, PR • 19 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$4,369,725
2024 Contributions
$105,992
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 | 16 | $4,369,725 | $105,992 | $6,625iApproximate average salary by contribution assumption: employee only about $165,613 at 4% or $110,408 at 6%; with 50% employer match about $110,408 at 4% or $73,606 at 6%; with 100% employer match about $82,806 at 4% or $55,204 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 16 | $4,369,725 | $105,992 | $6,625iApproximate average salary by contribution assumption: employee only about $165,613 at 4% or $110,408 at 6%; with 50% employer match about $110,408 at 4% or $73,606 at 6%; with 100% employer match about $82,806 at 4% or $55,204 at 6%. |
| 2023 | 1 | 17 | $3,856,427 | $100,772 | $5,928iApproximate average salary by contribution assumption: employee only about $148,194 at 4% or $98,796 at 6%; with 50% employer match about $98,796 at 4% or $65,864 at 6%; with 100% employer match about $74,097 at 4% or $49,398 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 17 | $3,856,427 | $100,772 | $5,928iApproximate average salary by contribution assumption: employee only about $148,194 at 4% or $98,796 at 6%; with 50% employer match about $98,796 at 4% or $65,864 at 6%; with 100% employer match about $74,097 at 4% or $49,398 at 6%. |
| 2022 | 1 | 17 | $3,285,152 | $113,676 | $6,687iApproximate average salary by contribution assumption: employee only about $167,171 at 4% or $111,447 at 6%; with 50% employer match about $111,447 at 4% or $74,298 at 6%; with 100% employer match about $83,585 at 4% or $55,724 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 17 | $3,285,152 | $113,676 | $6,687iApproximate average salary by contribution assumption: employee only about $167,171 at 4% or $111,447 at 6%; with 50% employer match about $111,447 at 4% or $74,298 at 6%; with 100% employer match about $83,585 at 4% or $55,724 at 6%. |
| 2021 | 1 | 17 | $3,800,430 | $104,447 | $6,144iApproximate average salary by contribution assumption: employee only about $153,599 at 4% or $102,399 at 6%; with 50% employer match about $102,399 at 4% or $68,266 at 6%; with 100% employer match about $76,799 at 4% or $51,200 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 17 | $3,800,430 | $104,447 | $6,144iApproximate average salary by contribution assumption: employee only about $153,599 at 4% or $102,399 at 6%; with 50% employer match about $102,399 at 4% or $68,266 at 6%; with 100% employer match about $76,799 at 4% or $51,200 at 6%. |
| 2020 | 1 | 16 | $3,263,751 | $99,820 | $6,239iApproximate average salary by contribution assumption: employee only about $155,969 at 4% or $103,979 at 6%; with 50% employer match about $103,979 at 4% or $69,319 at 6%; with 100% employer match about $77,984 at 4% or $51,990 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 16 | $3,263,751 | $99,820 | $6,239iApproximate average salary by contribution assumption: employee only about $155,969 at 4% or $103,979 at 6%; with 50% employer match about $103,979 at 4% or $69,319 at 6%; with 100% employer match about $77,984 at 4% or $51,990 at 6%. |
| 2019 | 1 | 16 | $2,767,321 | $378,990 | $23,687iApproximate average salary by contribution assumption: employee only about $592,172 at 4% or $394,781 at 6%; with 50% employer match about $394,781 at 4% or $263,188 at 6%; with 100% employer match about $296,086 at 4% or $197,391 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 16 | $2,767,321 | $378,990 | $23,687iApproximate average salary by contribution assumption: employee only about $592,172 at 4% or $394,781 at 6%; with 50% employer match about $394,781 at 4% or $263,188 at 6%; with 100% employer match about $296,086 at 4% or $197,391 at 6%. |
| 2018 | 1 | 16 | $1,974,137 | $78,021 | $4,876iApproximate average salary by contribution assumption: employee only about $121,908 at 4% or $81,272 at 6%; with 50% employer match about $81,272 at 4% or $54,181 at 6%; with 100% employer match about $60,954 at 4% or $40,636 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 16 | $1,974,137 | $78,021 | $4,876iApproximate average salary by contribution assumption: employee only about $121,908 at 4% or $81,272 at 6%; with 50% employer match about $81,272 at 4% or $54,181 at 6%; with 100% employer match about $60,954 at 4% or $40,636 at 6%. |
| 2017 | 1 | 16 | $2,026,987 | $76,681 | $4,793iApproximate average salary by contribution assumption: employee only about $119,814 at 4% or $79,876 at 6%; with 50% employer match about $79,876 at 4% or $53,251 at 6%; with 100% employer match about $59,907 at 4% or $39,938 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 16 | $2,026,987 | $76,681 | $4,793iApproximate average salary by contribution assumption: employee only about $119,814 at 4% or $79,876 at 6%; with 50% employer match about $79,876 at 4% or $53,251 at 6%; with 100% employer match about $59,907 at 4% or $39,938 at 6%. |
| 2016 | 1 | 15 | $1,705,682 | $63,938 | $4,263iApproximate average salary by contribution assumption: employee only about $106,563 at 4% or $71,042 at 6%; with 50% employer match about $71,042 at 4% or $47,361 at 6%; with 100% employer match about $53,282 at 4% or $35,521 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 15 | $1,705,682 | $63,938 | $4,263iApproximate average salary by contribution assumption: employee only about $106,563 at 4% or $71,042 at 6%; with 50% employer match about $71,042 at 4% or $47,361 at 6%; with 100% employer match about $53,282 at 4% or $35,521 at 6%. |
| 2015 | 1 | 14 | $1,533,278 | $46,224 | $3,302iApproximate average salary by contribution assumption: employee only about $82,543 at 4% or $55,029 at 6%; with 50% employer match about $55,029 at 4% or $36,686 at 6%; with 100% employer match about $41,271 at 4% or $27,514 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 14 | $1,533,278 | $46,224 | $3,302iApproximate average salary by contribution assumption: employee only about $82,543 at 4% or $55,029 at 6%; with 50% employer match about $55,029 at 4% or $36,686 at 6%; with 100% employer match about $41,271 at 4% or $27,514 at 6%. |
| 2014 | 1 | 14 | $1,513,966 | $55,035 | $3,931iApproximate average salary by contribution assumption: employee only about $98,277 at 4% or $65,518 at 6%; with 50% employer match about $65,518 at 4% or $43,679 at 6%; with 100% employer match about $49,138 at 4% or $32,759 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 14 | $1,513,966 | $55,035 | $3,931iApproximate average salary by contribution assumption: employee only about $98,277 at 4% or $65,518 at 6%; with 50% employer match about $65,518 at 4% or $43,679 at 6%; with 100% employer match about $49,138 at 4% or $32,759 at 6%. |
| 2013 | 1 | 15 | $1,417,040 | $70,400 | $4,693iApproximate average salary by contribution assumption: employee only about $117,333 at 4% or $78,222 at 6%; with 50% employer match about $78,222 at 4% or $52,148 at 6%; with 100% employer match about $58,667 at 4% or $39,111 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 15 | $1,417,040 | $70,400 | $4,693iApproximate average salary by contribution assumption: employee only about $117,333 at 4% or $78,222 at 6%; with 50% employer match about $78,222 at 4% or $52,148 at 6%; with 100% employer match about $58,667 at 4% or $39,111 at 6%. |
| 2012 | 1 | 15 | $1,076,649 | $70,238 | $4,683iApproximate average salary by contribution assumption: employee only about $117,063 at 4% or $78,042 at 6%; with 50% employer match about $78,042 at 4% or $52,028 at 6%; with 100% employer match about $58,532 at 4% or $39,021 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 15 | $1,076,649 | $70,238 | $4,683iApproximate average salary by contribution assumption: employee only about $117,063 at 4% or $78,042 at 6%; with 50% employer match about $78,042 at 4% or $52,028 at 6%; with 100% employer match about $58,532 at 4% or $39,021 at 6%. |
| 2011 | 1 | 15 | $953,438 | $71,311 | $4,754iApproximate average salary by contribution assumption: employee only about $118,852 at 4% or $79,234 at 6%; with 50% employer match about $79,234 at 4% or $52,823 at 6%; with 100% employer match about $59,426 at 4% or $39,617 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 15 | $953,438 | $71,311 | $4,754iApproximate average salary by contribution assumption: employee only about $118,852 at 4% or $79,234 at 6%; with 50% employer match about $79,234 at 4% or $52,823 at 6%; with 100% employer match about $59,426 at 4% or $39,617 at 6%. |
| 2010 | 1 | 15 | $932,304 | $69,433 | $4,629iApproximate average salary by contribution assumption: employee only about $115,722 at 4% or $77,148 at 6%; with 50% employer match about $77,148 at 4% or $51,432 at 6%; with 100% employer match about $57,861 at 4% or $38,574 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 15 | $932,304 | $69,433 | $4,629iApproximate average salary by contribution assumption: employee only about $115,722 at 4% or $77,148 at 6%; with 50% employer match about $77,148 at 4% or $51,432 at 6%; with 100% employer match about $57,861 at 4% or $38,574 at 6%. |
| 2009 | 1 | 15 | $798,831 | $70,946 | $4,730iApproximate average salary by contribution assumption: employee only about $118,243 at 4% or $78,829 at 6%; with 50% employer match about $78,829 at 4% or $52,553 at 6%; with 100% employer match about $59,122 at 4% or $39,414 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 15 | $798,831 | $70,946 | $4,730iApproximate average salary by contribution assumption: employee only about $118,243 at 4% or $78,829 at 6%; with 50% employer match about $78,829 at 4% or $52,553 at 6%; with 100% employer match about $59,122 at 4% or $39,414 at 6%. |
| 2008 | 1 | 15 | $580,311 | $79,723 | $5,315iApproximate average salary by contribution assumption: employee only about $132,872 at 4% or $88,581 at 6%; with 50% employer match about $88,581 at 4% or $59,054 at 6%; with 100% employer match about $66,436 at 4% or $44,291 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 15 | $580,311 | $79,723 | $5,315iApproximate average salary by contribution assumption: employee only about $132,872 at 4% or $88,581 at 6%; with 50% employer match about $88,581 at 4% or $59,054 at 6%; with 100% employer match about $66,436 at 4% or $44,291 at 6%. |
| 2007 | 1 | 18 | $955,633 | $77,252 | $4,292iApproximate average salary by contribution assumption: employee only about $107,294 at 4% or $71,530 at 6%; with 50% employer match about $71,530 at 4% or $47,686 at 6%; with 100% employer match about $53,647 at 4% or $35,765 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 18 | $955,633 | $77,252 | $4,292iApproximate average salary by contribution assumption: employee only about $107,294 at 4% or $71,530 at 6%; with 50% employer match about $71,530 at 4% or $47,686 at 6%; with 100% employer match about $53,647 at 4% or $35,765 at 6%. |
| 2006 | 1 | 17 | $848,981 | $64,778 | $3,810iApproximate average salary by contribution assumption: employee only about $95,262 at 4% or $63,508 at 6%; with 50% employer match about $63,508 at 4% or $42,339 at 6%; with 100% employer match about $47,631 at 4% or $31,754 at 6%. |
| Juan Requena & Assoc. Retirement Plan | - | 17 | $848,981 | $64,778 | $3,810iApproximate average salary by contribution assumption: employee only about $95,262 at 4% or $63,508 at 6%; with 50% employer match about $63,508 at 4% or $42,339 at 6%; with 100% employer match about $47,631 at 4% or $31,754 at 6%. |