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| Plan Name | UBS TRUST COMPANY OF PR JOSE G. RAMIREZ RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JOSE G. RAMIREZ |
| Employer identification number (EIN): | 660430555 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JOSE JIMENEZ | 2024-06-05 | ||
| 001 | 2022-01-01 | JOSE JIMENEZ | 2023-05-30 | ||
| 001 | 2021-01-01 | JOSE JIMENEZ | 2022-05-30 | ||
| 001 | 2020-01-01 | JOSE JIMENEZ | 2021-06-25 | ||
| 001 | 2019-01-01 | JOSE JIMENEZ | 2020-07-24 | ||
| 001 | 2018-01-01 | JOSE JIMENEZ | 2019-06-07 | ||
| 001 | 2017-01-01 | JOSE JIMENEZ | 2018-06-22 | ||
| 001 | 2015-01-01 | ||||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | ALFREDO J. MATHEU | 2013-07-31 | ||
| 001 | 2011-01-01 | ALFREDO MATHEU | 2012-06-18 | ||
| 001 | 2010-01-01 | JOSE RAMIREZ | 2011-07-20 |
| Measure | Date | Value |
|---|---|---|
| 2025: UBS TRUST COMPANY OF PR JOSE G. RAMIREZ RETIREMENT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-05-12 | 1 |
| Total number of particpants at end of year | 2025-05-12 | 1 |
| Number of Participants With Account Balances | 2025-05-12 | 1 |
| 2024: UBS TRUST COMPANY OF PR JOSE G. RAMIREZ RETIREMENT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-06-05 | 1 |
| Total number of particpants at end of year | 2024-06-05 | 1 |
| Number of Participants With Account Balances | 2024-06-05 | 1 |
| Measure | Date | Value |
|---|---|---|
| 2025 : UBS TRUST COMPANY OF PR JOSE G. RAMIREZ RETIREMENT PLAN 2025 401k financial data | ||
| Net assets as of the end of the plan year | 2025-05-12 | 110640 |
| Total assets as of the beginning of the plan year | 2025-05-12 | 96155 |
| Other income to plan in this plan year | 2025-05-12 | 14485 |
| Plan net income in this plan year | 2025-05-12 | 14485 |
| Net assets as of the end of the plan year | 2025-05-12 | 110640 |
| Net assets as of the beginning of the plan year | 2025-05-12 | 96155 |
| 2024 : UBS TRUST COMPANY OF PR JOSE G. RAMIREZ RETIREMENT PLAN 2024 401k financial data | ||
| Net assets as of the end of the plan year | 2024-06-05 | 96155 |
| Total assets as of the beginning of the plan year | 2024-06-05 | 80631 |
| Other income to plan in this plan year | 2024-06-05 | 15524 |
| Plan net income in this plan year | 2024-06-05 | 15524 |
| Net assets as of the end of the plan year | 2024-06-05 | 96155 |
| Net assets as of the beginning of the plan year | 2024-06-05 | 80631 |
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