Jose Garcia
Plan context: Jose O. Garcia Burgos, MD Retirement Plan Trust
EIN 66-0644251 • Aibonito, PR • 16 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,561,797
2024 Contributions
$84,528
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 | 3 | $1,561,797 | $0 | - |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 3 | $1,561,797 | - | - |
| 2023 | 1 | 3 | $1,412,472 | $84,528 | $28,176iApproximate average salary by contribution assumption: employee only about $704,400 at 4% or $469,600 at 6%; with 50% employer match about $469,600 at 4% or $313,067 at 6%; with 100% employer match about $352,200 at 4% or $234,800 at 6%. |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 3 | $1,412,472 | $84,528 | $28,176iApproximate average salary by contribution assumption: employee only about $704,400 at 4% or $469,600 at 6%; with 50% employer match about $469,600 at 4% or $313,067 at 6%; with 100% employer match about $352,200 at 4% or $234,800 at 6%. |
| 2022 | 1 | 3 | $1,257,117 | $85,287 | $28,429iApproximate average salary by contribution assumption: employee only about $710,725 at 4% or $473,817 at 6%; with 50% employer match about $473,817 at 4% or $315,878 at 6%; with 100% employer match about $355,363 at 4% or $236,908 at 6%. |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 3 | $1,257,117 | $85,287 | $28,429iApproximate average salary by contribution assumption: employee only about $710,725 at 4% or $473,817 at 6%; with 50% employer match about $473,817 at 4% or $315,878 at 6%; with 100% employer match about $355,363 at 4% or $236,908 at 6%. |
| 2021 | 1 | 3 | $1,353,236 | $0 | - |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 3 | $1,353,236 | - | - |
| 2020 | 1 | 3 | $1,272,059 | $0 | - |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 3 | $1,272,059 | - | - |
| 2019 | 1 | 3 | $1,293,079 | $0 | - |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 3 | $1,293,079 | - | - |
| 2018 | 1 | 3 | $1,207,234 | $0 | - |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 3 | $1,207,234 | - | - |
| 2017 | 1 | 3 | $1,175,318 | $0 | - |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 3 | $1,175,318 | - | - |
| 2016 | 1 | 3 | $1,106,253 | $52,000 | $17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%. |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 3 | $1,106,253 | $52,000 | $17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%. |
| 2015 | 1 | 4 | $1,004,550 | $52,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 4 | $1,004,550 | $52,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2014 | 1 | 4 | $987,070 | $67,426 | $16,857iApproximate average salary by contribution assumption: employee only about $421,413 at 4% or $280,942 at 6%; with 50% employer match about $280,942 at 4% or $187,294 at 6%; with 100% employer match about $210,706 at 4% or $140,471 at 6%. |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 4 | $987,070 | $67,426 | $16,857iApproximate average salary by contribution assumption: employee only about $421,413 at 4% or $280,942 at 6%; with 50% employer match about $280,942 at 4% or $187,294 at 6%; with 100% employer match about $210,706 at 4% or $140,471 at 6%. |
| 2013 | 1 | 4 | $927,901 | $51,367 | $12,842iApproximate average salary by contribution assumption: employee only about $321,044 at 4% or $214,029 at 6%; with 50% employer match about $214,029 at 4% or $142,686 at 6%; with 100% employer match about $160,522 at 4% or $107,015 at 6%. |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 4 | $927,901 | $51,367 | $12,842iApproximate average salary by contribution assumption: employee only about $321,044 at 4% or $214,029 at 6%; with 50% employer match about $214,029 at 4% or $142,686 at 6%; with 100% employer match about $160,522 at 4% or $107,015 at 6%. |
| 2012 | 1 | 3 | $732,156 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 3 | $732,156 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2011 | 1 | 4 | $618,523 | $90,724 | $22,681iApproximate average salary by contribution assumption: employee only about $567,025 at 4% or $378,017 at 6%; with 50% employer match about $378,017 at 4% or $252,011 at 6%; with 100% employer match about $283,513 at 4% or $189,008 at 6%. |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 4 | $618,523 | $90,724 | $22,681iApproximate average salary by contribution assumption: employee only about $567,025 at 4% or $378,017 at 6%; with 50% employer match about $378,017 at 4% or $252,011 at 6%; with 100% employer match about $283,513 at 4% or $189,008 at 6%. |
| 2010 | 1 | 5 | $582,779 | $92,606 | $18,521iApproximate average salary by contribution assumption: employee only about $463,030 at 4% or $308,687 at 6%; with 50% employer match about $308,687 at 4% or $205,791 at 6%; with 100% employer match about $231,515 at 4% or $154,343 at 6%. |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 5 | $582,779 | $92,606 | $18,521iApproximate average salary by contribution assumption: employee only about $463,030 at 4% or $308,687 at 6%; with 50% employer match about $308,687 at 4% or $205,791 at 6%; with 100% employer match about $231,515 at 4% or $154,343 at 6%. |
| 2009 | 1 | 4 | $447,191 | $99,146 | $24,787iApproximate average salary by contribution assumption: employee only about $619,663 at 4% or $413,108 at 6%; with 50% employer match about $413,108 at 4% or $275,406 at 6%; with 100% employer match about $309,831 at 4% or $206,554 at 6%. |
| Jose O. Garcia Burgos, MD Retirement Plan Trust | - | 4 | $447,191 | $99,146 | $24,787iApproximate average salary by contribution assumption: employee only about $619,663 at 4% or $413,108 at 6%; with 50% employer match about $413,108 at 4% or $275,406 at 6%; with 100% employer match about $309,831 at 4% or $206,554 at 6%. |