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UBS TRUST CONPANY OF PR RAUL S. MARIANI RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST CONPANY OF PR RAUL S. MARIANI RETIREMENT PLAN
Plan identification number 001

UBS TRUST CONPANY OF PR RAUL S. MARIANI 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

RAUL S. MARIANI has sponsored the creation of one or more 401k plans.

Company Name:RAUL S. MARIANI
Employer identification number (EIN):660658274
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 CONPANY OF PR RAUL S. MARIANI 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
0012012-01-01ALFREDO MATHEU2013-07-03
0012011-01-01ALFREDO MATHEU2012-06-08

Financial Data on UBS TRUST CONPANY OF PR RAUL S. MARIANI RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST CONPANY OF PR RAUL S. MARIANI RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-306189
Net assets as of the end of the plan year2025-06-30342808
Total assets as of the beginning of the plan year2025-06-30293831
Other income to plan in this plan year2025-06-3037402
Plan net income in this plan year2025-06-3048977
Net assets as of the end of the plan year2025-06-30342808
Net assets as of the beginning of the plan year2025-06-30293831
Employer contributions to plan in this plan year2025-06-3017764
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-306189
2024 : UBS TRUST CONPANY OF PR RAUL S. MARIANI RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-165097
Net assets as of the end of the plan year2024-07-16293831
Total assets as of the beginning of the plan year2024-07-16243156
Other income to plan in this plan year2024-07-1630772
Plan net income in this plan year2024-07-1650675
Net assets as of the end of the plan year2024-07-16293831
Net assets as of the beginning of the plan year2024-07-16243156
Employer contributions to plan in this plan year2024-07-1625000
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-165097
2022 : UBS TRUST CONPANY OF PR RAUL S. MARIANI RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-294608
Net assets as of the end of the plan year2022-07-29256275
Total assets as of the beginning of the plan year2022-07-29190679
Other expenses paid from plan in this plan year2022-07-2918
Other income to plan in this plan year2022-07-2932204
Plan net income in this plan year2022-07-2965596
Net assets as of the end of the plan year2022-07-29256275
Net assets as of the beginning of the plan year2022-07-29190679
Employer contributions to plan in this plan year2022-07-2938000
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-294590

Potentially related plans

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