Civic Intelligence

Jose Acevedo

Plan context: Jjms Retirement Plan

EIN 66-0656087 • Guayama, PR • 16 filings • 3 plans

PO Box 1007Suite 425Guayama, PR 00785
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$488,227

2024 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$655,786$327,893$0200920162023YearValue
$488,227Latest year 2023

Participants Over Time

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

530200920162023YearValue
4Latest year 2023

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
202410$0$0-
Jjms Retirement Plan-0---
202314$488,227$0-
Jjms Retirement Plan-4$488,227--
202214$488,227$0-
Jjms Retirement Plan-4$488,227--
202110$488,227$0-
Jjms Retirement Plan-0$488,227--
202014$488,227$0-
Jjms Retirement Plan-4$488,227--
201911$488,227$0-
Jjms Retirement Plan-1$488,227--
201815$475,561$0-
Jjms Retirement Plan-5$475,561--
201715$629,049$0-
Jjms Retirement Plan-5$629,049--
201615$511,984$0-
Jjms Retirement Plan-5$511,984--
201515$492,698$0-
Jjms Retirement Plan-5$492,698--
201415$655,786$0-
Jjms Retirement Plan-5$655,786--
201315$597,467$0-
Jjms Retirement Plan-5$597,467--
201214$509,174$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Jjms Retirement Plan-4$509,174$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201115$320,230$0-
Jjms Retirement Plan-5$320,230--
201015$320,230$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Jjms Retirement Plan-5$320,230$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
200911$248,382$43,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.
JOSE J ACEVEDO VALLES RETIREMENT PLAN-1$248,382$43,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.