Civic Intelligence

Francis a. Zayas Montalvo

Plan context: Francis a. Zayas Montalvo Retirement Plan

EIN 66-0648439 • Penuelas, PR • 16 filings • 1 plans

260 Paseo Del PuertoVista BahiaPenuelas, PR 00624
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$720,390

2024 Contributions

$45,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$720,390$360,195$0200920172024YearValue
$720,390Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530200920172024YearValue
5Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202415$720,390$0-
Francis a. Zayas Montalvo Retirement Plan-5$720,390--
202315$691,478$0-
Francis a. Zayas Montalvo Retirement Plan-5$691,478--
202215$665,248$0-
Francis a. Zayas Montalvo Retirement Plan-5$665,248--
202115$659,824$0-
Francis a. Zayas Montalvo Retirement Plan-5$659,824--
202015$660,577$0-
Francis a. Zayas Montalvo Retirement Plan-5$660,577--
201915$660,557$45,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Francis a. Zayas Montalvo Retirement Plan-5$660,557$45,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
201815$608,183$0-
Francis a. Zayas Montalvo Retirement Plan-5$608,183--
201715$603,180$0-
Francis a. Zayas Montalvo Retirement Plan-5$603,180$0-
201615$602,608$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Francis a. Zayas Montalvo Retirement Plan-5$602,608$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
201515$582,633$81,444$16,289iApproximate average salary by contribution assumption: employee only about $407,220 at 4% or $271,480 at 6%; with 50% employer match about $271,480 at 4% or $180,987 at 6%; with 100% employer match about $203,610 at 4% or $135,740 at 6%.
Francis a. Zayas Montalvo Retirement Plan-5$582,633$81,444$16,289iApproximate average salary by contribution assumption: employee only about $407,220 at 4% or $271,480 at 6%; with 50% employer match about $271,480 at 4% or $180,987 at 6%; with 100% employer match about $203,610 at 4% or $135,740 at 6%.
201415$541,947$27,552$5,510iApproximate average salary by contribution assumption: employee only about $137,760 at 4% or $91,840 at 6%; with 50% employer match about $91,840 at 4% or $61,227 at 6%; with 100% employer match about $68,880 at 4% or $45,920 at 6%.
Francis a. Zayas Montalvo Retirement Plan-5$541,947$27,552$5,510iApproximate average salary by contribution assumption: employee only about $137,760 at 4% or $91,840 at 6%; with 50% employer match about $91,840 at 4% or $61,227 at 6%; with 100% employer match about $68,880 at 4% or $45,920 at 6%.
201312$515,377$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Francis a. Zayas Montalvo Retirement Plan-2$515,377$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201215$464,186$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Francis a. Zayas Montalvo Retirement Plan-5$464,186$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201115$389,000$175,185$35,037iApproximate average salary by contribution assumption: employee only about $875,925 at 4% or $583,950 at 6%; with 50% employer match about $583,950 at 4% or $389,300 at 6%; with 100% employer match about $437,963 at 4% or $291,975 at 6%.
Francis a. Zayas Montalvo Retirement Plan-5$389,000$175,185$35,037iApproximate average salary by contribution assumption: employee only about $875,925 at 4% or $583,950 at 6%; with 50% employer match about $583,950 at 4% or $389,300 at 6%; with 100% employer match about $437,963 at 4% or $291,975 at 6%.
201014$301,378$183,038$45,760iApproximate average salary by contribution assumption: employee only about $1,143,988 at 4% or $762,658 at 6%; with 50% employer match about $762,658 at 4% or $508,439 at 6%; with 100% employer match about $571,994 at 4% or $381,329 at 6%.
Francis a. Zayas Montalvo Retirement Plan-4$301,378$183,038$45,760iApproximate average salary by contribution assumption: employee only about $1,143,988 at 4% or $762,658 at 6%; with 50% employer match about $762,658 at 4% or $508,439 at 6%; with 100% employer match about $571,994 at 4% or $381,329 at 6%.
200912$185,628$419,136$209,568iApproximate average salary by contribution assumption: employee only about $5,239,200 at 4% or $3,492,800 at 6%; with 50% employer match about $3,492,800 at 4% or $2,328,533 at 6%; with 100% employer match about $2,619,600 at 4% or $1,746,400 at 6%.
Francis a. Zayas Montalvo Retirement Plan-2$185,628$419,136$209,568iApproximate average salary by contribution assumption: employee only about $5,239,200 at 4% or $3,492,800 at 6%; with 50% employer match about $3,492,800 at 4% or $2,328,533 at 6%; with 100% employer match about $2,619,600 at 4% or $1,746,400 at 6%.