Civic Intelligence

Dr. Hector a. Velez Cortes

Plan context: Hector Antonio Velez Retirement Plan Trust

EIN 66-0764131 • Mercedita, PR • 12 filings • 1 plans

PO Box 495Mercedita, PR 00715-0495
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$302,747

2024 Contributions

$26,718

Historical Graphs

Total Assets Over Time

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

$302,747$151,374$0201320192024YearValue
$302,747Latest year 2024

Participants Over Time

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

320201320192024YearValue
3Latest 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
202413$302,747$26,718$8,906iApproximate average salary by contribution assumption: employee only about $222,650 at 4% or $148,433 at 6%; with 50% employer match about $148,433 at 4% or $98,956 at 6%; with 100% employer match about $111,325 at 4% or $74,217 at 6%.
Hector Antonio Velez Retirement Plan Trust-3$302,747$26,718$8,906iApproximate average salary by contribution assumption: employee only about $222,650 at 4% or $148,433 at 6%; with 50% employer match about $148,433 at 4% or $98,956 at 6%; with 100% employer match about $111,325 at 4% or $74,217 at 6%.
202311$284,523$26,958$26,958iApproximate average salary by contribution assumption: employee only about $673,950 at 4% or $449,300 at 6%; with 50% employer match about $449,300 at 4% or $299,533 at 6%; with 100% employer match about $336,975 at 4% or $224,650 at 6%.
Hector Antonio Velez Retirement Plan Trust-1$284,523$26,958$26,958iApproximate average salary by contribution assumption: employee only about $673,950 at 4% or $449,300 at 6%; with 50% employer match about $449,300 at 4% or $299,533 at 6%; with 100% employer match about $336,975 at 4% or $224,650 at 6%.
202213$256,741$27,158$9,053iApproximate average salary by contribution assumption: employee only about $226,317 at 4% or $150,878 at 6%; with 50% employer match about $150,878 at 4% or $100,585 at 6%; with 100% employer match about $113,158 at 4% or $75,439 at 6%.
Hector Antonio Velez Retirement Plan Trust-3$256,741$27,158$9,053iApproximate average salary by contribution assumption: employee only about $226,317 at 4% or $150,878 at 6%; with 50% employer match about $150,878 at 4% or $100,585 at 6%; with 100% employer match about $113,158 at 4% or $75,439 at 6%.
202111$229,072$27,334$27,334iApproximate average salary by contribution assumption: employee only about $683,350 at 4% or $455,567 at 6%; with 50% employer match about $455,567 at 4% or $303,711 at 6%; with 100% employer match about $341,675 at 4% or $227,783 at 6%.
Hector Antonio Velez Retirement Plan Trust-1$229,072$27,334$27,334iApproximate average salary by contribution assumption: employee only about $683,350 at 4% or $455,567 at 6%; with 50% employer match about $455,567 at 4% or $303,711 at 6%; with 100% employer match about $341,675 at 4% or $227,783 at 6%.
202011$201,591$27,498$27,498iApproximate average salary by contribution assumption: employee only about $687,450 at 4% or $458,300 at 6%; with 50% employer match about $458,300 at 4% or $305,533 at 6%; with 100% employer match about $343,725 at 4% or $229,150 at 6%.
Hector Antonio Velez Retirement Plan Trust-1$201,591$27,498$27,498iApproximate average salary by contribution assumption: employee only about $687,450 at 4% or $458,300 at 6%; with 50% employer match about $458,300 at 4% or $305,533 at 6%; with 100% employer match about $343,725 at 4% or $229,150 at 6%.
201911$174,310$27,654$27,654iApproximate average salary by contribution assumption: employee only about $691,350 at 4% or $460,900 at 6%; with 50% employer match about $460,900 at 4% or $307,267 at 6%; with 100% employer match about $345,675 at 4% or $230,450 at 6%.
Hector Antonio Velez Retirement Plan Trust-1$174,310$27,654$27,654iApproximate average salary by contribution assumption: employee only about $691,350 at 4% or $460,900 at 6%; with 50% employer match about $460,900 at 4% or $307,267 at 6%; with 100% employer match about $345,675 at 4% or $230,450 at 6%.
201811$147,292$27,818$27,818iApproximate average salary by contribution assumption: employee only about $695,450 at 4% or $463,633 at 6%; with 50% employer match about $463,633 at 4% or $309,089 at 6%; with 100% employer match about $347,725 at 4% or $231,817 at 6%.
Hector Antonio Velez Retirement Plan Trust-1$147,292$27,818$27,818iApproximate average salary by contribution assumption: employee only about $695,450 at 4% or $463,633 at 6%; with 50% employer match about $463,633 at 4% or $309,089 at 6%; with 100% employer match about $347,725 at 4% or $231,817 at 6%.
201711$120,577$25,779$25,779iApproximate average salary by contribution assumption: employee only about $644,475 at 4% or $429,650 at 6%; with 50% employer match about $429,650 at 4% or $286,433 at 6%; with 100% employer match about $322,238 at 4% or $214,825 at 6%.
Hector Antonio Velez Retirement Plan Trust-1$120,577$25,779$25,779iApproximate average salary by contribution assumption: employee only about $644,475 at 4% or $429,650 at 6%; with 50% employer match about $429,650 at 4% or $286,433 at 6%; with 100% employer match about $322,238 at 4% or $214,825 at 6%.
201611$97,237$29,036$29,036iApproximate average salary by contribution assumption: employee only about $725,900 at 4% or $483,933 at 6%; with 50% employer match about $483,933 at 4% or $322,622 at 6%; with 100% employer match about $362,950 at 4% or $241,967 at 6%.
Hector Antonio Velez Retirement Plan Trust-1$97,237$29,036$29,036iApproximate average salary by contribution assumption: employee only about $725,900 at 4% or $483,933 at 6%; with 50% employer match about $483,933 at 4% or $322,622 at 6%; with 100% employer match about $362,950 at 4% or $241,967 at 6%.
201511$71,104$19,471$19,471iApproximate average salary by contribution assumption: employee only about $486,775 at 4% or $324,517 at 6%; with 50% employer match about $324,517 at 4% or $216,344 at 6%; with 100% employer match about $243,388 at 4% or $162,258 at 6%.
Hector Antonio Velez Retirement Plan Trust-1$71,104$19,471$19,471iApproximate average salary by contribution assumption: employee only about $486,775 at 4% or $324,517 at 6%; with 50% employer match about $324,517 at 4% or $216,344 at 6%; with 100% employer match about $243,388 at 4% or $162,258 at 6%.
201411$54,906$17,848$17,848iApproximate average salary by contribution assumption: employee only about $446,200 at 4% or $297,467 at 6%; with 50% employer match about $297,467 at 4% or $198,311 at 6%; with 100% employer match about $223,100 at 4% or $148,733 at 6%.
Hector Antonio Velez Retirement Plan Trust-1$54,906$17,848$17,848iApproximate average salary by contribution assumption: employee only about $446,200 at 4% or $297,467 at 6%; with 50% employer match about $297,467 at 4% or $198,311 at 6%; with 100% employer match about $223,100 at 4% or $148,733 at 6%.
201311$40,573$19,462$19,462iApproximate average salary by contribution assumption: employee only about $486,550 at 4% or $324,367 at 6%; with 50% employer match about $324,367 at 4% or $216,244 at 6%; with 100% employer match about $243,275 at 4% or $162,183 at 6%.
Hector Antonio Velez Retirement Plan Trust-1$40,573$19,462$19,462iApproximate average salary by contribution assumption: employee only about $486,550 at 4% or $324,367 at 6%; with 50% employer match about $324,367 at 4% or $216,244 at 6%; with 100% employer match about $243,275 at 4% or $162,183 at 6%.