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UBS TRUST COMPANY OF PRCARLOS J. VIVONI RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PRCARLOS J. VIVONI RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PRCARLOS J. VIVONI 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.
  • 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

CARLOS J. VIVONI has sponsored the creation of one or more 401k plans.

Company Name:CARLOS J. VIVONI
Employer identification number (EIN):660669352
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 PRCARLOS J. VIVONI 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
0012013-01-01
0012012-01-01ALFREDO MATHEU2013-06-25
0012011-01-01ALFREDO MATHEU2012-06-21

Plan Statistics for UBS TRUST COMPANY OF PRCARLOS J. VIVONI RETIREMENT PLAN

401k plan membership statisitcs for UBS TRUST COMPANY OF PRCARLOS J. VIVONI RETIREMENT PLAN

Measure Date Value
2025: UBS TRUST COMPANY OF PRCARLOS J. VIVONI RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-211
Total number of particpants at end of year2025-07-211
Number of Participants With Account Balances2025-07-211
2024: UBS TRUST COMPANY OF PRCARLOS J. VIVONI RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-241
Total number of particpants at end of year2024-07-241
Number of Participants With Account Balances2024-07-241

Financial Data on UBS TRUST COMPANY OF PRCARLOS J. VIVONI RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PRCARLOS J. VIVONI RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2115507
Net assets as of the end of the plan year2025-07-211647690
Total assets as of the beginning of the plan year2025-07-211593416
Other expenses paid from plan in this plan year2025-07-2129
Other income to plan in this plan year2025-07-2169781
Plan net income in this plan year2025-07-2154274
Net assets as of the end of the plan year2025-07-211647690
Net assets as of the beginning of the plan year2025-07-211593416
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2115478
2024 : UBS TRUST COMPANY OF PRCARLOS J. VIVONI RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2414354
Net assets as of the end of the plan year2024-07-241593416
Total assets as of the beginning of the plan year2024-07-241514259
Other expenses paid from plan in this plan year2024-07-2437
Other income to plan in this plan year2024-07-2493511
Plan net income in this plan year2024-07-2479157
Net assets as of the end of the plan year2024-07-241593416
Net assets as of the beginning of the plan year2024-07-241514259
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2414317

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