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UBS TRUST COMPANY OF PR PEDRO J. SEDA AGRAIT RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR PEDRO J. SEDA AGRAIT RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR PEDRO J. SEDA AGRAIT 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

PEDRO J. SEDA AGRAIT has sponsored the creation of one or more 401k plans.

Company Name:PEDRO J. SEDA AGRAIT
Employer identification number (EIN):660669326
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 PEDRO J. SEDA AGRAIT 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 MATHEU2013-06-25
0012011-01-01ALFREDO MATHEU2012-06-20

Financial Data on UBS TRUST COMPANY OF PR PEDRO J. SEDA AGRAIT RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR PEDRO J. SEDA AGRAIT RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-18700
Net assets as of the end of the plan year2025-07-18119808
Total assets as of the beginning of the plan year2025-07-18114434
Other income to plan in this plan year2025-07-186074
Plan net income in this plan year2025-07-185374
Net assets as of the end of the plan year2025-07-18119808
Net assets as of the beginning of the plan year2025-07-18114434
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-18700
2024 : UBS TRUST COMPANY OF PR PEDRO J. SEDA AGRAIT RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-16700
Net assets as of the end of the plan year2024-07-16114434
Total assets as of the beginning of the plan year2024-07-16109400
Other income to plan in this plan year2024-07-165733
Plan net income in this plan year2024-07-165033
Net assets as of the end of the plan year2024-07-16114434
Net assets as of the beginning of the plan year2024-07-16109400
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-16700

Potentially related plans

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