Joaquin J. Alvarez Pagan
Plan context: Jj Alvarez & Associates Inc. Retirement Plan
EIN 66-0637074 • San Juan, PR • 20 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$721,045
2024 Contributions
$19,878
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 | $721,045 | $0 | - |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 7 | $721,045 | - | - |
| 2023 | 1 | 7 | $694,010 | $0 | - |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 7 | $694,010 | - | - |
| 2022 | 1 | 7 | $655,721 | $0 | - |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 7 | $655,721 | - | - |
| 2021 | 1 | 7 | $686,994 | $0 | - |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 7 | $686,994 | - | - |
| 2020 | 1 | 7 | $659,418 | $0 | - |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 7 | $659,418 | - | - |
| 2019 | 1 | 7 | $631,994 | $0 | - |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 7 | $631,994 | - | - |
| 2018 | 1 | 7 | $600,428 | $0 | - |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 7 | $600,428 | - | - |
| 2017 | 1 | 7 | $591,659 | $0 | - |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 7 | $591,659 | - | - |
| 2016 | 1 | 7 | $581,596 | $0 | - |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 7 | $581,596 | - | - |
| 2015 | 1 | 7 | $559,144 | $0 | - |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 7 | $559,144 | - | - |
| 2014 | 1 | 7 | $567,078 | $0 | - |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 7 | $567,078 | - | - |
| 2013 | 1 | 7 | $554,912 | $19,878 | $2,840iApproximate average salary by contribution assumption: employee only about $70,993 at 4% or $47,329 at 6%; with 50% employer match about $47,329 at 4% or $31,552 at 6%; with 100% employer match about $35,496 at 4% or $23,664 at 6%. |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 7 | $554,912 | $19,878 | $2,840iApproximate average salary by contribution assumption: employee only about $70,993 at 4% or $47,329 at 6%; with 50% employer match about $47,329 at 4% or $31,552 at 6%; with 100% employer match about $35,496 at 4% or $23,664 at 6%. |
| 2012 | 1 | 7 | $568,323 | $0 | - |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 7 | $568,323 | - | - |
| 2011 | 1 | 7 | $523,791 | $23,774 | $3,396iApproximate average salary by contribution assumption: employee only about $84,907 at 4% or $56,605 at 6%; with 50% employer match about $56,605 at 4% or $37,737 at 6%; with 100% employer match about $42,454 at 4% or $28,302 at 6%. |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 7 | $523,791 | $23,774 | $3,396iApproximate average salary by contribution assumption: employee only about $84,907 at 4% or $56,605 at 6%; with 50% employer match about $56,605 at 4% or $37,737 at 6%; with 100% employer match about $42,454 at 4% or $28,302 at 6%. |
| 2010 | 1 | 6 | $505,970 | $29,359 | $4,893iApproximate average salary by contribution assumption: employee only about $122,329 at 4% or $81,553 at 6%; with 50% employer match about $81,553 at 4% or $54,369 at 6%; with 100% employer match about $61,165 at 4% or $40,776 at 6%. |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 6 | $505,970 | $29,359 | $4,893iApproximate average salary by contribution assumption: employee only about $122,329 at 4% or $81,553 at 6%; with 50% employer match about $81,553 at 4% or $54,369 at 6%; with 100% employer match about $61,165 at 4% or $40,776 at 6%. |
| 2009 | 1 | 5 | $474,195 | $26,957 | $5,391iApproximate average salary by contribution assumption: employee only about $134,785 at 4% or $89,857 at 6%; with 50% employer match about $89,857 at 4% or $59,904 at 6%; with 100% employer match about $67,393 at 4% or $44,928 at 6%. |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 5 | $474,195 | $26,957 | $5,391iApproximate average salary by contribution assumption: employee only about $134,785 at 4% or $89,857 at 6%; with 50% employer match about $89,857 at 4% or $59,904 at 6%; with 100% employer match about $67,393 at 4% or $44,928 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 3 | - | - | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 7 | - | - | - |
| 2006 | 1 | 4 | $453,113 | $42,469 | $10,617iApproximate average salary by contribution assumption: employee only about $265,431 at 4% or $176,954 at 6%; with 50% employer match about $176,954 at 4% or $117,969 at 6%; with 100% employer match about $132,716 at 4% or $88,477 at 6%. |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 4 | $453,113 | $42,469 | $10,617iApproximate average salary by contribution assumption: employee only about $265,431 at 4% or $176,954 at 6%; with 50% employer match about $176,954 at 4% or $117,969 at 6%; with 100% employer match about $132,716 at 4% or $88,477 at 6%. |
| 2005 | 1 | 3 | $402,765 | $119,000 | $39,667iApproximate average salary by contribution assumption: employee only about $991,667 at 4% or $661,111 at 6%; with 50% employer match about $661,111 at 4% or $440,741 at 6%; with 100% employer match about $495,833 at 4% or $330,556 at 6%. |
| Jj Alvarez & Associates Inc. Retirement Plan | - | 3 | $402,765 | $119,000 | $39,667iApproximate average salary by contribution assumption: employee only about $991,667 at 4% or $661,111 at 6%; with 50% employer match about $661,111 at 4% or $440,741 at 6%; with 100% employer match about $495,833 at 4% or $330,556 at 6%. |