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UBS TRUST COMPANY OF PR EDUARDO UMPIERRE RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR EDUARDO UMPIERRE RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR EDUARDO UMPIERRE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • 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

EDUARDO UMPIERRE has sponsored the creation of one or more 401k plans.

Company Name:EDUARDO UMPIERRE
Employer identification number (EIN):660558263
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 EDUARDO UMPIERRE 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
0012013-01-01
0012012-01-01ALFREDO MATHEU2013-07-29
0012011-01-01ALFREDO MATHEU2012-07-31
0012010-01-01EDUARDO UMPIERRE2011-07-22

Plan Statistics for UBS TRUST COMPANY OF PR EDUARDO UMPIERRE RETIREMENT PLAN

401k plan membership statisitcs for UBS TRUST COMPANY OF PR EDUARDO UMPIERRE RETIREMENT PLAN

Measure Date Value
2025: UBS TRUST COMPANY OF PR EDUARDO UMPIERRE RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-214
Total number of particpants at end of year2025-07-210
Number of Participants With Account Balances2025-07-210
2024: UBS TRUST COMPANY OF PR EDUARDO UMPIERRE RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-244
Total number of particpants at end of year2024-07-244
Number of Participants With Account Balances2024-07-244
2022: UBS TRUST COMPANY OF PR EDUARDO UMPIERRE RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-254
Total number of particpants at end of year2022-07-254
Number of Participants With Account Balances2022-07-254

Financial Data on UBS TRUST COMPANY OF PR EDUARDO UMPIERRE RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR EDUARDO UMPIERRE RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-21644626
Net assets as of the end of the plan year2025-07-210
Total assets as of the beginning of the plan year2025-07-21609502
Value of plan covered by a fidelity bond2025-07-2110000000
Other expenses paid from plan in this plan year2025-07-21607
Other income to plan in this plan year2025-07-2135124
Plan net income in this plan year2025-07-21-609502
Net assets as of the beginning of the plan year2025-07-21609502
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-214609
2024 : UBS TRUST COMPANY OF PR EDUARDO UMPIERRE RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-246894
Net assets as of the end of the plan year2024-07-24609502
Total assets as of the beginning of the plan year2024-07-24516234
Value of plan covered by a fidelity bond2024-07-2410000000
Other income to plan in this plan year2024-07-24100162
Plan net income in this plan year2024-07-2493268
Net assets as of the end of the plan year2024-07-24609502
Net assets as of the beginning of the plan year2024-07-24516234
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-246894
2022 : UBS TRUST COMPANY OF PR EDUARDO UMPIERRE RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-257815
Net assets as of the end of the plan year2022-07-25632376
Total assets as of the beginning of the plan year2022-07-25546253
Value of plan covered by a fidelity bond2022-07-2510000000
Other income to plan in this plan year2022-07-2569938
Plan net income in this plan year2022-07-2586123
Net assets as of the end of the plan year2022-07-25632376
Net assets as of the beginning of the plan year2022-07-25546253
Employer contributions to plan in this plan year2022-07-2524000
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-257815

Potentially related plans

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