Logo

UBS TRUST COMPANY OF PR AS TRUSTEE FOR HUMBERTO DONATO INSURANCE INC. RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR AS TRUSTEE FOR HUMBERTO DONATO INSURANCE INC. RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR AS TRUSTEE FOR HUMBERTO DONATO INSURANCE INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • Plan covering Self-Employed individuals.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HUMBERTO DONATO INSURANCE CO. has sponsored the creation of one or more 401k plans.

Company Name:HUMBERTO DONATO INSURANCE CO.
Employer identification number (EIN):660346633
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UBS TRUST COMPANY OF PR AS TRUSTEE FOR HUMBERTO DONATO INSURANCE INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ALFREDO MATHEU2013-06-27
0012011-01-01ALFREDO MATHEU2012-07-24
0012010-01-01HUMBERTO DONATO2011-07-20

Financial Data on UBS TRUST COMPANY OF PR AS TRUSTEE FOR HUMBERTO DONATO INSURANCE INC. RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR AS TRUSTEE FOR HUMBERTO DONATO INSURANCE INC. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2935840
Net assets as of the end of the plan year2025-07-29192418
Total assets as of the beginning of the plan year2025-07-29194811
Other income to plan in this plan year2025-07-2933447
Plan net income in this plan year2025-07-29-2393
Net assets as of the end of the plan year2025-07-29192418
Net assets as of the beginning of the plan year2025-07-29194811
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-293922
2024 : UBS TRUST COMPANY OF PR AS TRUSTEE FOR HUMBERTO DONATO INSURANCE INC. RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1812792
Net assets as of the end of the plan year2024-07-18194811
Total assets as of the beginning of the plan year2024-07-18174777
Other income to plan in this plan year2024-07-1832826
Plan net income in this plan year2024-07-1820034
Net assets as of the end of the plan year2024-07-18194811
Net assets as of the beginning of the plan year2024-07-18174777
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-183869
2022 : UBS TRUST COMPANY OF PR AS TRUSTEE FOR HUMBERTO DONATO INSURANCE INC. RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-274205
Net assets as of the end of the plan year2022-07-27264043
Total assets as of the beginning of the plan year2022-07-27240701
Other income to plan in this plan year2022-07-2727547
Plan net income in this plan year2022-07-2723342
Net assets as of the end of the plan year2022-07-27264043
Net assets as of the beginning of the plan year2022-07-27240701
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-274205

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1