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UBS TRUST COMPANY OF PR MIGUEL F MAYMON LUGO RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR MIGUEL F MAYMON LUGO RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR MIGUEL F MAYMON LUGO 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

MIGUEL F MAYMON LUGO has sponsored the creation of one or more 401k plans.

Company Name:MIGUEL F MAYMON LUGO
Employer identification number (EIN):660575064
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UBS TRUST COMPANY OF PR MIGUEL F MAYMON LUGO RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SILMA I NUNEZ2024-08-30
0012022-01-01SILMA I NUNEZ2023-09-07
0012021-01-01SILMA I NUNEZ2022-09-20
0012020-01-01SILMA I NUNEZ2021-09-29
0012019-01-01
0012018-01-01SILMA I NUNEZ2019-10-09
0012017-01-01
0012016-01-01

Plan Statistics for UBS TRUST COMPANY OF PR MIGUEL F MAYMON LUGO RETIREMENT PLAN

401k plan membership statisitcs for UBS TRUST COMPANY OF PR MIGUEL F MAYMON LUGO RETIREMENT PLAN

Measure Date Value
2025: UBS TRUST COMPANY OF PR MIGUEL F MAYMON LUGO RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-074
Total number of particpants at end of year2025-10-074
Number of Participants With Account Balances2025-10-072
2024: UBS TRUST COMPANY OF PR MIGUEL F MAYMON LUGO RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-304
Total number of particpants at end of year2024-08-304
Number of Participants With Account Balances2024-08-302
2022: UBS TRUST COMPANY OF PR MIGUEL F MAYMON LUGO RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-203
Total number of particpants at end of year2022-09-203
Number of Participants With Account Balances2022-09-203

Financial Data on UBS TRUST COMPANY OF PR MIGUEL F MAYMON LUGO RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR MIGUEL F MAYMON LUGO RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-074866
Net assets as of the end of the plan year2025-10-07504610
Total assets as of the beginning of the plan year2025-10-07466924
Other income to plan in this plan year2025-10-0742552
Plan net income in this plan year2025-10-0737686
Net assets as of the end of the plan year2025-10-07504610
Net assets as of the beginning of the plan year2025-10-07466924
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-074866
2024 : UBS TRUST COMPANY OF PR MIGUEL F MAYMON LUGO RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-304334
Net assets as of the end of the plan year2024-08-30466924
Total assets as of the beginning of the plan year2024-08-30420073
Other income to plan in this plan year2024-08-3051185
Plan net income in this plan year2024-08-3046851
Net assets as of the end of the plan year2024-08-30466924
Net assets as of the beginning of the plan year2024-08-30420073
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-304334
2022 : UBS TRUST COMPANY OF PR MIGUEL F MAYMON LUGO RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-204659
Net assets as of the end of the plan year2022-09-20483276
Total assets as of the beginning of the plan year2022-09-20455674
Other expenses paid from plan in this plan year2022-09-204659
Other income to plan in this plan year2022-09-2032261
Plan net income in this plan year2022-09-2027602
Net assets as of the end of the plan year2022-09-20483276
Net assets as of the beginning of the plan year2022-09-20455674

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