Civic Intelligence

Jose Cruz Beltran

Plan context: Jose Cruz Beltran Retirement Plan

EIN 66-0997583 • 3 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$350,000

2024 Contributions

$295,246

Historical Graphs

Total Assets Over Time

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

$350,000$175,000$0202220232024YearValue
$350,000Latest year 2024

Participants Over Time

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

110202220232024YearValue
1Latest 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
202411$350,000$0-
Jose Cruz Beltran Retirement Plan-1$350,000--
202311$325,000$0-
Jose Cruz Beltran Retirement Plan-1$325,000--
202211$295,246$295,246$295,246iApproximate average salary by contribution assumption: employee only about $7,381,150 at 4% or $4,920,767 at 6%; with 50% employer match about $4,920,767 at 4% or $3,280,511 at 6%; with 100% employer match about $3,690,575 at 4% or $2,460,383 at 6%.
Jose Cruz Beltran Retirement Plan-1$295,246$295,246$295,246iApproximate average salary by contribution assumption: employee only about $7,381,150 at 4% or $4,920,767 at 6%; with 50% employer match about $4,920,767 at 4% or $3,280,511 at 6%; with 100% employer match about $3,690,575 at 4% or $2,460,383 at 6%.