Luis R. Polo Zegarra
Plan context: Luis R. Polo Zegarra Retirement Plan
EIN 66-0711063 • Guaynabo, PR • 10 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$251,274
2025 Contributions
$27,085
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Luis R. Polo Zegarra Retirement Plan | - | 0 | $0 | - | - |
| 2024 | 1 | 1 | $251,274 | $0 | - |
| Luis R. Polo Zegarra Retirement Plan | - | 1 | $251,274 | - | - |
| 2023 | 1 | 1 | $228,451 | $27,085 | $27,085iApproximate average salary by contribution assumption: employee only about $677,125 at 4% or $451,417 at 6%; with 50% employer match about $451,417 at 4% or $300,944 at 6%; with 100% employer match about $338,563 at 4% or $225,708 at 6%. |
| Luis R. Polo Zegarra Retirement Plan | - | 1 | $228,451 | $27,085 | $27,085iApproximate average salary by contribution assumption: employee only about $677,125 at 4% or $451,417 at 6%; with 50% employer match about $451,417 at 4% or $300,944 at 6%; with 100% employer match about $338,563 at 4% or $225,708 at 6%. |
| 2019 | 1 | 1 | $260,005 | $0 | - |
| Luis R. Polo Zegarra Retirement Plan | - | 1 | $260,005 | - | - |
| 2018 | 1 | 1 | $254,184 | $0 | - |
| Luis R. Polo Zegarra Retirement Plan | - | 1 | $254,184 | - | - |
| 2017 | 1 | 1 | $253,933 | $0 | - |
| Luis R. Polo Zegarra Retirement Plan | - | 1 | $253,933 | - | - |
| 2016 | 1 | 1 | $250,033 | $14,257 | $14,257iApproximate average salary by contribution assumption: employee only about $356,425 at 4% or $237,617 at 6%; with 50% employer match about $237,617 at 4% or $158,411 at 6%; with 100% employer match about $178,213 at 4% or $118,808 at 6%. |
| Luis R. Polo Zegarra Retirement Plan | - | 1 | $250,033 | $14,257 | $14,257iApproximate average salary by contribution assumption: employee only about $356,425 at 4% or $237,617 at 6%; with 50% employer match about $237,617 at 4% or $158,411 at 6%; with 100% employer match about $178,213 at 4% or $118,808 at 6%. |
| 2012 | 1 | 1 | $387,069 | $19,781 | $19,781iApproximate average salary by contribution assumption: employee only about $494,525 at 4% or $329,683 at 6%; with 50% employer match about $329,683 at 4% or $219,789 at 6%; with 100% employer match about $247,263 at 4% or $164,842 at 6%. |
| Luis R. Polo Zegarra Retirement Plan | - | 1 | $387,069 | $19,781 | $19,781iApproximate average salary by contribution assumption: employee only about $494,525 at 4% or $329,683 at 6%; with 50% employer match about $329,683 at 4% or $219,789 at 6%; with 100% employer match about $247,263 at 4% or $164,842 at 6%. |
| 2011 | 1 | 1 | $315,783 | $23,141 | $23,141iApproximate average salary by contribution assumption: employee only about $578,525 at 4% or $385,683 at 6%; with 50% employer match about $385,683 at 4% or $257,122 at 6%; with 100% employer match about $289,263 at 4% or $192,842 at 6%. |
| Luis R. Polo Zegarra Retirement Plan | - | 1 | $315,783 | $23,141 | $23,141iApproximate average salary by contribution assumption: employee only about $578,525 at 4% or $385,683 at 6%; with 50% employer match about $385,683 at 4% or $257,122 at 6%; with 100% employer match about $289,263 at 4% or $192,842 at 6%. |
| 2010 | 1 | 1 | $253,009 | $0 | - |
| Luis R. Polo Zegarra Retirement Plan | - | 1 | $253,009 | - | - |