Sargent & Lundy Puerto Rico LLC
Plan context: S&L Pr Retirement Plan
EIN 66-0949018 • San Juan, PR • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
201
2024 Assets
$5,814,137
2024 Contributions
$2,514,081
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 201 | $5,814,137 | $2,514,081 | $12,508iApproximate average salary by contribution assumption: employee only about $312,697 at 4% or $208,464 at 6%; with 50% employer match about $208,464 at 4% or $138,976 at 6%; with 100% employer match about $156,348 at 4% or $104,232 at 6%. |
| S&L Pr Retirement Plan | - | 201 | $5,814,137 | $2,514,081 | $12,508iApproximate average salary by contribution assumption: employee only about $312,697 at 4% or $208,464 at 6%; with 50% employer match about $208,464 at 4% or $138,976 at 6%; with 100% employer match about $156,348 at 4% or $104,232 at 6%. |
| 2023 | 1 | 173 | $2,967,619 | $2,087,017 | $12,064iApproximate average salary by contribution assumption: employee only about $301,592 at 4% or $201,061 at 6%; with 50% employer match about $201,061 at 4% or $134,041 at 6%; with 100% employer match about $150,796 at 4% or $100,531 at 6%. |
| S&L Pr Retirement Plan | - | 173 | $2,967,619 | $2,087,017 | $12,064iApproximate average salary by contribution assumption: employee only about $301,592 at 4% or $201,061 at 6%; with 50% employer match about $201,061 at 4% or $134,041 at 6%; with 100% employer match about $150,796 at 4% or $100,531 at 6%. |
| 2022 | 1 | 96 | $620,474 | $623,528 | $6,495iApproximate average salary by contribution assumption: employee only about $162,377 at 4% or $108,251 at 6%; with 50% employer match about $108,251 at 4% or $72,168 at 6%; with 100% employer match about $81,189 at 4% or $54,126 at 6%. |
| S&L Pr Retirement Plan | - | 96 | $620,474 | $623,528 | $6,495iApproximate average salary by contribution assumption: employee only about $162,377 at 4% or $108,251 at 6%; with 50% employer match about $108,251 at 4% or $72,168 at 6%; with 100% employer match about $81,189 at 4% or $54,126 at 6%. |