?>
Logo

UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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

EDWIN F RODRIGUEZ ALLENDE has sponsored the creation of one or more 401k plans.

Company Name:EDWIN F RODRIGUEZ ALLENDE
Employer identification number (EIN):660531709
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01
0012012-01-01ALFREDO MATHEU2013-08-29
0012011-01-01EDWIN FRANCISCO RODRIGUEZ ALLENDE
0012010-01-01EDWIN FRANCISCO RODRIGUEZ ALLENDE
0012009-01-01EDWIN FRANCISCO RODRIGUEZ ALLENDE
0012008-01-01EDWIN FRANCISCO RODRIGUEZ ALLENDE
0012007-01-01EDWIN FRANCISCO RODRIGUEZ ALLENDE
0012006-01-01EDWIN FRANCISCO RODRIGUEZ ALLENDE
0012005-01-01EDWIN FRANCISCO RODRIGUEZ ALLENDE

Plan Statistics for UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN

401k plan membership statisitcs for UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN

Measure Date Value
2011: UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-012
Total number of active participants reported on line 7a of the Form 55002008-01-012
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-012
Number of participants with account balances2008-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-012
Total number of active participants reported on line 7a of the Form 55002007-01-012
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-012
Number of participants with account balances2007-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-012
Total number of active participants reported on line 7a of the Form 55002006-01-012
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-012
Number of participants with account balances2006-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-012
Total number of active participants reported on line 7a of the Form 55002005-01-012
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-012
Number of participants with account balances2005-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010

Financial Data on UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN

Measure Date Value
2011 : UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$20,283
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$168,702
Total plan assets at beginning of year2011-12-31$148,419
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-11,142
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$20,283
Net plan assets at end of year (total assets less liabilities)2011-12-31$168,702
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$148,419
Total contributions received or receivable from employer(s)2011-12-31$31,425
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$-20,717
Minimum employer required contribution for this plan year2011-12-31$14,283
Amount contributed by the employer to the plan for this plan year2011-12-31$35,000
2010 : UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$40,958
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$148,419
Total plan assets at beginning of year2010-12-31$107,461
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$958
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$40,958
Net plan assets at end of year (total assets less liabilities)2010-12-31$148,419
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$107,461
Total contributions received or receivable from employer(s)2010-12-31$40,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$-18,494
Minimum employer required contribution for this plan year2010-12-31$21,506
Amount contributed by the employer to the plan for this plan year2010-12-31$40,000
2009 : UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$-13,460
Minimum employer required contribution for this plan year2009-12-31$16,540
Amount contributed by the employer to the plan for this plan year2009-12-31$30,000
2008 : UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
Funding deficiency by the employer to the plan for this plan year2008-12-31$-13,890
Minimum employer required contribution for this plan year2008-12-31$14,110
Amount contributed by the employer to the plan for this plan year2008-12-31$28,000
2007 : UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0
Funding deficiency by the employer to the plan for this plan year2007-12-31$-15,561
Minimum employer required contribution for this plan year2007-12-31$12,977
Amount contributed by the employer to the plan for this plan year2007-12-31$28,538
2006 : UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2006 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2006-12-31$0
Funding deficiency by the employer to the plan for this plan year2006-12-31$-366
Minimum employer required contribution for this plan year2006-12-31$9,634
Amount contributed by the employer to the plan for this plan year2006-12-31$10,000
2005 : UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2005 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2005-12-31$0
Funding deficiency by the employer to the plan for this plan year2005-12-31$8,134
Minimum employer required contribution for this plan year2005-12-31$8,134
Amount contributed by the employer to the plan for this plan year2005-12-31$0

Form 5500 Responses for UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN

2011: UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: UBS TRUST COMPANY OF PR EDWIN F RODRIGUEZ ALLENDE RETIREMENT PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01First time form 5500 has been submittedYes
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes

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 S3