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| Plan Name | UBS TRUST COMPANY OF PR RAFAEL M. LACOMBA RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | RAFAEL M. LACOMBA |
| Employer identification number (EIN): | 660669327 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2012-01-01 | ALFREDO MATHEU | 2013-06-27 | ||
| 001 | 2011-01-01 | ALFREDO MATHEU | 2012-06-18 |
| Measure | Date | Value |
|---|---|---|
| 2025: UBS TRUST COMPANY OF PR RAFAEL M. LACOMBA RETIREMENT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-29 | 1 |
| Total number of particpants at end of year | 2025-07-29 | 1 |
| Number of Participants With Account Balances | 2025-07-29 | 1 |
| Measure | Date | Value |
|---|---|---|
| 2025 : UBS TRUST COMPANY OF PR RAFAEL M. LACOMBA RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-29 | 4651 |
| Net assets as of the end of the plan year | 2025-07-29 | 252232 |
| Total assets as of the beginning of the plan year | 2025-07-29 | 200722 |
| Other expenses paid from plan in this plan year | 2025-07-29 | 12 |
| Other income to plan in this plan year | 2025-07-29 | 46161 |
| Plan net income in this plan year | 2025-07-29 | 51510 |
| Net assets as of the end of the plan year | 2025-07-29 | 252232 |
| Net assets as of the beginning of the plan year | 2025-07-29 | 200722 |
| Employer contributions to plan in this plan year | 2025-07-29 | 10000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-29 | 4639 |
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