Javier Lee Borges, DMD
Plan context: Lee Heredia Team Retirement Plan
EIN 66-0789302 • San Juan, PR • 7 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
7
2017 Assets
$136,334
2017 Contributions
$35,000
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 7 | $136,334 | $35,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Lee Heredia Team Retirement Plan | - | 7 | $136,334 | $35,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2016 | 1 | 7 | $102,159 | $0 | - |
| Lee Heredia Team Retirement Plan | - | 7 | $102,159 | $0 | - |
| 2015 | 1 | 7 | $97,278 | $0 | - |
| Lee Heredia Team Retirement Plan | - | 7 | $97,278 | $0 | - |
| 2014 | 2 | 7 | $182,730 | $62,000 | $8,857iApproximate average salary by contribution assumption: employee only about $221,429 at 4% or $147,619 at 6%; with 50% employer match about $147,619 at 4% or $98,413 at 6%; with 100% employer match about $110,714 at 4% or $73,810 at 6%. |
| Lee Heredia Team Retirement Plan | - | 5 | $103,865 | $25,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Lee Heredia Team Retirement Plan | - | 7 | $78,865 | $37,000 | $5,286iApproximate average salary by contribution assumption: employee only about $132,143 at 4% or $88,095 at 6%; with 50% employer match about $88,095 at 4% or $58,730 at 6%; with 100% employer match about $66,071 at 4% or $44,048 at 6%. |
| 2013 | 2 | 7 | $110,070 | $70,400 | $10,057iApproximate average salary by contribution assumption: employee only about $251,429 at 4% or $167,619 at 6%; with 50% employer match about $167,619 at 4% or $111,746 at 6%; with 100% employer match about $125,714 at 4% or $83,810 at 6%. |
| Lee Heredia Team Retirement Plan | - | 5 | $73,535 | $37,000 | $7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%. |
| Lee Heredia Team Retirement Plan | - | 7 | $36,535 | $33,400 | $4,771iApproximate average salary by contribution assumption: employee only about $119,286 at 4% or $79,524 at 6%; with 50% employer match about $79,524 at 4% or $53,016 at 6%; with 100% employer match about $59,643 at 4% or $39,762 at 6%. |