Monteverde Realty Inc.
Plan context: JAY & JOYCE RODGERS EMPLOYEES RETIREMENT PLAN
EIN 95-2971996 • Saugus, CA • 14 filings • 2 plans
Current Snapshot
Latest Year
2012
2012 Participants
8
2012 Assets
$1,696,725
2012 Contributions
$11,000
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 |
|---|---|---|---|---|---|
| 2012 | 2 | 0 | $0 | $11,000 | - |
| JAY & JOYCE RODGERS EMPLOYEES RETIREMENT PLAN | - | 0 | $0 | $11,000 | - |
| Monteverde Realty Inc. Money Purchase Pension Plan | - | 0 | $0 | $0 | - |
| 2011 | 2 | 8 | $1,696,725 | $69,000 | $8,625iApproximate average salary by contribution assumption: employee only about $215,625 at 4% or $143,750 at 6%; with 50% employer match about $143,750 at 4% or $95,833 at 6%; with 100% employer match about $107,813 at 4% or $71,875 at 6%. |
| JAY & JOYCE RODGERS EMPLOYEES RETIREMENT PLAN | - | 8 | $1,624,888 | $69,000 | $8,625iApproximate average salary by contribution assumption: employee only about $215,625 at 4% or $143,750 at 6%; with 50% employer match about $143,750 at 4% or $95,833 at 6%; with 100% employer match about $107,813 at 4% or $71,875 at 6%. |
| Monteverde Realty Inc. Money Purchase Pension Plan | - | 2 | $71,837 | $0 | - |
| 2010 | 1 | 2 | $971,826 | $0 | - |
| Monteverde Realty Inc. Money Purchase Pension Plan | - | 2 | $971,826 | $0 | - |
| 2009 | 1 | 2 | $809,771 | $0 | - |
| Monteverde Realty Inc. Money Purchase Pension Plan | - | 2 | $809,771 | $0 | - |
| 2008 | 1 | 7 | $825,820 | $0 | - |
| Monteverde Realty Inc. Money Purchase Pension Plan | - | 7 | $825,820 | - | - |
| 2007 | 1 | 8 | $1,270,818 | $0 | - |
| Monteverde Realty Inc. Money Purchase Pension Plan | - | 8 | $1,270,818 | - | - |
| 2006 | 1 | 8 | $1,215,805 | $0 | - |
| Monteverde Realty Inc. Money Purchase Pension Plan | - | 8 | $1,215,805 | - | - |
| 2005 | 1 | 8 | $1,027,137 | $0 | - |
| Monteverde Realty Inc. Money Purchase Pension Plan | - | 8 | $1,027,137 | - | - |
| 2004 | 1 | 8 | $981,242 | $0 | - |
| Monteverde Realty Inc. Money Purchase Pension Plan | - | 8 | $981,242 | - | - |
| 2003 | 1 | 7 | $0 | $0 | - |
| Monteverde Realty Inc. Money Purchase Pension Plan | - | 7 | - | - | - |
| 2002 | 1 | 7 | $0 | $0 | - |
| Monteverde Realty Inc. Money Purchase Pension Plan | - | 7 | - | - | - |
| 1999 | 1 | 2 | $1,027,422 | $0 | - |
| Monteverde Realty Inc. Money Purchase Pension Plan | - | 2 | $1,027,422 | - | - |