Civic Intelligence

Josefina Ortiz Rivera

Plan context: Josefina Retirement Plan

EIN 66-0671457 • 9 filings • 1 plans

Current Snapshot

Latest Year

2020

2020 Participants

5

2020 Assets

$597,217

2020 Contributions

$54,000

Historical Graphs

Total Assets Over Time

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

$597,217$298,609$0201220162020YearValue
$597,217Latest year 2020

Participants Over Time

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

530201220162020YearValue
5Latest year 2020

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
202015$597,217$54,000$10,800iApproximate average salary by contribution assumption: employee only about $270,000 at 4% or $180,000 at 6%; with 50% employer match about $180,000 at 4% or $120,000 at 6%; with 100% employer match about $135,000 at 4% or $90,000 at 6%.
Josefina Retirement Plan-5$597,217$54,000$10,800iApproximate average salary by contribution assumption: employee only about $270,000 at 4% or $180,000 at 6%; with 50% employer match about $180,000 at 4% or $120,000 at 6%; with 100% employer match about $135,000 at 4% or $90,000 at 6%.
201915$470,677$22,924$4,585iApproximate average salary by contribution assumption: employee only about $114,620 at 4% or $76,413 at 6%; with 50% employer match about $76,413 at 4% or $50,942 at 6%; with 100% employer match about $57,310 at 4% or $38,207 at 6%.
Josefina Retirement Plan-5$470,677$22,924$4,585iApproximate average salary by contribution assumption: employee only about $114,620 at 4% or $76,413 at 6%; with 50% employer match about $76,413 at 4% or $50,942 at 6%; with 100% employer match about $57,310 at 4% or $38,207 at 6%.
201815$393,925$50,494$10,099iApproximate average salary by contribution assumption: employee only about $252,470 at 4% or $168,313 at 6%; with 50% employer match about $168,313 at 4% or $112,209 at 6%; with 100% employer match about $126,235 at 4% or $84,157 at 6%.
Josefina Retirement Plan-5$393,925$50,494$10,099iApproximate average salary by contribution assumption: employee only about $252,470 at 4% or $168,313 at 6%; with 50% employer match about $168,313 at 4% or $112,209 at 6%; with 100% employer match about $126,235 at 4% or $84,157 at 6%.
201715$356,806$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%.
Josefina Retirement Plan-5$356,806$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%.
201614$273,681$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Josefina Retirement Plan-4$273,681$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201514$197,708$56,725$14,181iApproximate average salary by contribution assumption: employee only about $354,531 at 4% or $236,354 at 6%; with 50% employer match about $236,354 at 4% or $157,569 at 6%; with 100% employer match about $177,266 at 4% or $118,177 at 6%.
Josefina Retirement Plan-4$197,708$56,725$14,181iApproximate average salary by contribution assumption: employee only about $354,531 at 4% or $236,354 at 6%; with 50% employer match about $236,354 at 4% or $157,569 at 6%; with 100% employer match about $177,266 at 4% or $118,177 at 6%.
201413$152,052$59,601$19,867iApproximate average salary by contribution assumption: employee only about $496,675 at 4% or $331,117 at 6%; with 50% employer match about $331,117 at 4% or $220,744 at 6%; with 100% employer match about $248,338 at 4% or $165,558 at 6%.
Josefina Retirement Plan-3$152,052$59,601$19,867iApproximate average salary by contribution assumption: employee only about $496,675 at 4% or $331,117 at 6%; with 50% employer match about $331,117 at 4% or $220,744 at 6%; with 100% employer match about $248,338 at 4% or $165,558 at 6%.
201313$88,852$60,000$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%.
Josefina Retirement Plan-3$88,852$60,000$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%.
201213$33,000$37,150$12,383iApproximate average salary by contribution assumption: employee only about $309,583 at 4% or $206,389 at 6%; with 50% employer match about $206,389 at 4% or $137,593 at 6%; with 100% employer match about $154,792 at 4% or $103,194 at 6%.
Josefina Retirement Plan-3$33,000$37,150$12,383iApproximate average salary by contribution assumption: employee only about $309,583 at 4% or $206,389 at 6%; with 50% employer match about $206,389 at 4% or $137,593 at 6%; with 100% employer match about $154,792 at 4% or $103,194 at 6%.