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UBS TRUST COMPANY OF PR PRISM-A REGULATORY COMPLIANCE CONSULTING GROUP INC RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR PRISM-A REGULATORY COMPLIANCE CONSULTING GROUP INC RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR PRISM-A REGULATORY COMPLIANCE CONSULTING GROUP INC RETIREMENT PLAN Benefits

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

PRISM-A REGULATORY COMPLIANCE CONSULTING GROUP INC has sponsored the creation of one or more 401k plans.

Company Name:PRISM-A REGULATORY COMPLIANCE CONSULTING GROUP INC
Employer identification number (EIN):660653228
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 PRISM-A REGULATORY COMPLIANCE CONSULTING GROUP INC 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
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ALFREDO J MATHEU2013-07-29

Financial Data on UBS TRUST COMPANY OF PR PRISM-A REGULATORY COMPLIANCE CONSULTING GROUP INC RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR PRISM-A REGULATORY COMPLIANCE CONSULTING GROUP INC RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-285280
Net assets as of the end of the plan year2025-07-28271497
Total assets as of the beginning of the plan year2025-07-28246498
Other income to plan in this plan year2025-07-2830279
Plan net income in this plan year2025-07-2824999
Net assets as of the end of the plan year2025-07-28271497
Net assets as of the beginning of the plan year2025-07-28246498
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-285280
2024 : UBS TRUST COMPANY OF PR PRISM-A REGULATORY COMPLIANCE CONSULTING GROUP INC RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-244666
Net assets as of the end of the plan year2024-07-24246498
Total assets as of the beginning of the plan year2024-07-24215526
Other income to plan in this plan year2024-07-2435638
Plan net income in this plan year2024-07-2430972
Net assets as of the end of the plan year2024-07-24246498
Net assets as of the beginning of the plan year2024-07-24215526
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-244666
2022 : UBS TRUST COMPANY OF PR PRISM-A REGULATORY COMPLIANCE CONSULTING GROUP INC RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-204975
Net assets as of the end of the plan year2022-07-20253277
Total assets as of the beginning of the plan year2022-07-20228027
Other expenses paid from plan in this plan year2022-07-2015
Other income to plan in this plan year2022-07-2030225
Plan net income in this plan year2022-07-2025250
Net assets as of the end of the plan year2022-07-20253277
Net assets as of the beginning of the plan year2022-07-20228027
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-204960

Potentially related plans

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