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UBS TRUST COMPANY OF PR MARIA L. RECURT CORONA RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR MARIA L. RECURT CORONA RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR MARIA L. RECURT CORONA RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

MARIA L. RECURT CORONA has sponsored the creation of one or more 401k plans.

Company Name:MARIA L. RECURT CORONA
Employer identification number (EIN):660669530
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 MARIA L. RECURT CORONA 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
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012012-01-01ALFREDO MATHEU2013-07-15
0012011-01-01ALFREDO J. MATHEU2012-06-25

Financial Data on UBS TRUST COMPANY OF PR MARIA L. RECURT CORONA RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR MARIA L. RECURT CORONA RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-252937
Net assets as of the end of the plan year2025-06-25197005
Total assets as of the beginning of the plan year2025-06-25185359
Value of plan covered by a fidelity bond2025-06-2510000000
Other income to plan in this plan year2025-06-2514583
Plan net income in this plan year2025-06-2511646
Net assets as of the end of the plan year2025-06-25197005
Net assets as of the beginning of the plan year2025-06-25185359
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-252937
2024 : UBS TRUST COMPANY OF PR MARIA L. RECURT CORONA RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-102595
Net assets as of the end of the plan year2024-07-10185359
Total assets as of the beginning of the plan year2024-07-10165451
Value of plan covered by a fidelity bond2024-07-1010000000
Other income to plan in this plan year2024-07-1022503
Plan net income in this plan year2024-07-1019908
Net assets as of the end of the plan year2024-07-10185359
Net assets as of the beginning of the plan year2024-07-10165451
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-102595

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