Civic Intelligence

L. Moreno & Y. Davila

Plan context: L. Moreno & Y. Davila Profit Sharing Retirement Plan

EIN 66-6038241 • Toa Alta, PR • 11 filings • 1 plans

Urb Ciudad Jardin 3389 C/ Gran AusuboToa Alta, PR 00953-4886
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$957,822

2024 Contributions

$24,325

Historical Graphs

Total Assets Over Time

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

$957,822$478,911$0201420192024YearValue
$957,822Latest year 2024

Participants Over Time

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

530201420192024YearValue
2Latest 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
202412$957,822$0-
L. Moreno & Y. Davila Profit Sharing Retirement Plan-2$957,822--
202314$913,241$24,325$6,081iApproximate average salary by contribution assumption: employee only about $152,031 at 4% or $101,354 at 6%; with 50% employer match about $101,354 at 4% or $67,569 at 6%; with 100% employer match about $76,016 at 4% or $50,677 at 6%.
L. Moreno & Y. Davila Profit Sharing Retirement Plan-4$913,241$24,325$6,081iApproximate average salary by contribution assumption: employee only about $152,031 at 4% or $101,354 at 6%; with 50% employer match about $101,354 at 4% or $67,569 at 6%; with 100% employer match about $76,016 at 4% or $50,677 at 6%.
202215$876,248$44,678$8,936iApproximate average salary by contribution assumption: employee only about $223,390 at 4% or $148,927 at 6%; with 50% employer match about $148,927 at 4% or $99,284 at 6%; with 100% employer match about $111,695 at 4% or $74,463 at 6%.
L. Moreno & Y. Davila Profit Sharing Retirement Plan-5$876,248$44,678$8,936iApproximate average salary by contribution assumption: employee only about $223,390 at 4% or $148,927 at 6%; with 50% employer match about $148,927 at 4% or $99,284 at 6%; with 100% employer match about $111,695 at 4% or $74,463 at 6%.
202115$872,306$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
L. Moreno & Y. Davila Profit Sharing Retirement Plan-5$872,306$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
202015$787,486$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
L. Moreno & Y. Davila Profit Sharing Retirement Plan-5$787,486$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201915$686,651$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
L. Moreno & Y. Davila Profit Sharing Retirement Plan-5$686,651$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201814$532,558$49,192$12,298iApproximate average salary by contribution assumption: employee only about $307,450 at 4% or $204,967 at 6%; with 50% employer match about $204,967 at 4% or $136,644 at 6%; with 100% employer match about $153,725 at 4% or $102,483 at 6%.
L. Moreno & Y. Davila Profit Sharing Retirement Plan-4$532,558$49,192$12,298iApproximate average salary by contribution assumption: employee only about $307,450 at 4% or $204,967 at 6%; with 50% employer match about $204,967 at 4% or $136,644 at 6%; with 100% employer match about $153,725 at 4% or $102,483 at 6%.
201714$529,558$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
L. Moreno & Y. Davila Profit Sharing Retirement Plan-4$529,558$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201613$446,619$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
L. Moreno & Y. Davila Profit Sharing Retirement Plan-3$446,619$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201513$384,837$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
L. Moreno & Y. Davila Profit Sharing Retirement Plan-3$384,837$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201413$331,039$319,292$106,431iApproximate average salary by contribution assumption: employee only about $2,660,767 at 4% or $1,773,844 at 6%; with 50% employer match about $1,773,844 at 4% or $1,182,563 at 6%; with 100% employer match about $1,330,383 at 4% or $886,922 at 6%.
L. Moreno & Y. Davila Profit Sharing Retirement Plan-3$331,039$319,292$106,431iApproximate average salary by contribution assumption: employee only about $2,660,767 at 4% or $1,773,844 at 6%; with 50% employer match about $1,773,844 at 4% or $1,182,563 at 6%; with 100% employer match about $1,330,383 at 4% or $886,922 at 6%.