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UBS TRUST COMPANY OF PR CR ORTHODONTICS AND DENTOFACIAL ORTHOPEDICS RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR CR ORTHODONTICS AND DENTOFACIAL ORTHOPEDICS RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR CR ORTHODONTICS AND DENTOFACIAL ORTHOPEDICS 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

CR ORTHODONTICS AND DENTOFACIAL ORTHOPEDICS has sponsored the creation of one or more 401k plans.

Company Name:CR ORTHODONTICS AND DENTOFACIAL ORTHOPEDICS
Employer identification number (EIN):660645296
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 CR ORTHODONTICS AND DENTOFACIAL ORTHOPEDICS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ORIENTAL BANK2024-10-11
0012022-01-01ORIENTAL BANK2023-10-14
0012021-01-01GREISSA PEGUERO2022-10-05
0012020-01-01GREISSA PEGUERO2021-10-15
0012019-01-01MARY LABOY2020-10-14
0012018-01-01MARY LABOY2019-10-09
0012017-01-01ORIENTAL BANK2018-10-15
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ALFREDO J. MATHEU2013-07-31

Financial Data on UBS TRUST COMPANY OF PR CR ORTHODONTICS AND DENTOFACIAL ORTHOPEDICS RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR CR ORTHODONTICS AND DENTOFACIAL ORTHOPEDICS RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-18925
Net assets as of the end of the plan year2025-09-18641329
Total assets as of the beginning of the plan year2025-09-18489282
Value of plan covered by a fidelity bond2025-09-181000000
Other contributions to plan in this plan year2025-09-1813960
Other income to plan in this plan year2025-09-1837653
Plan net income in this plan year2025-09-18152047
Net assets as of the end of the plan year2025-09-18641329
Net assets as of the beginning of the plan year2025-09-18489282
Employer contributions to plan in this plan year2025-09-18101359
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-18925
2024 : UBS TRUST COMPANY OF PR CR ORTHODONTICS AND DENTOFACIAL ORTHOPEDICS RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-11925
Net assets as of the end of the plan year2024-10-11489282
Total assets as of the beginning of the plan year2024-10-11254282
Value of plan covered by a fidelity bond2024-10-111000000
Other income to plan in this plan year2024-10-11134237
Plan net income in this plan year2024-10-11235000
Net assets as of the end of the plan year2024-10-11489282
Net assets as of the beginning of the plan year2024-10-11254282
Employer contributions to plan in this plan year2024-10-11101688
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-11925
2022 : UBS TRUST COMPANY OF PR CR ORTHODONTICS AND DENTOFACIAL ORTHOPEDICS RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-05875
Net assets as of the end of the plan year2022-10-05318103
Total assets as of the beginning of the plan year2022-10-05241908
Value of plan covered by a fidelity bond2022-10-051000000
Other income to plan in this plan year2022-10-0521588
Plan net income in this plan year2022-10-0576195
Net assets as of the end of the plan year2022-10-05318103
Net assets as of the beginning of the plan year2022-10-05241908
Employer contributions to plan in this plan year2022-10-0555482
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-05875

Potentially related plans

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