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UBS TRUST COMPANY OF PR CARMEN G VELAZQUEZ RIOS RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR CARMEN G VELAZQUEZ RIOS RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR CARMEN G VELAZQUEZ RIOS 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

CARMEN G VELAZQUEZ RIOS has sponsored the creation of one or more 401k plans.

Company Name:CARMEN G VELAZQUEZ RIOS
Employer identification number (EIN):660726695
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 CARMEN G VELAZQUEZ RIOS 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

Plan Statistics for UBS TRUST COMPANY OF PR CARMEN G VELAZQUEZ RIOS RETIREMENT PLAN

401k plan membership statisitcs for UBS TRUST COMPANY OF PR CARMEN G VELAZQUEZ RIOS RETIREMENT PLAN

Measure Date Value
2025: UBS TRUST COMPANY OF PR CARMEN G VELAZQUEZ RIOS 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 PR CARMEN G VELAZQUEZ RIOS 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 PR CARMEN G VELAZQUEZ RIOS RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR CARMEN G VELAZQUEZ RIOS RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2110735
Net assets as of the end of the plan year2025-07-21859538
Total assets as of the beginning of the plan year2025-07-21758481
Other expenses paid from plan in this plan year2025-07-2146
Other income to plan in this plan year2025-07-2186792
Plan net income in this plan year2025-07-21101057
Net assets as of the end of the plan year2025-07-21859538
Net assets as of the beginning of the plan year2025-07-21758481
Employer contributions to plan in this plan year2025-07-2125000
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2110689
2024 : UBS TRUST COMPANY OF PR CARMEN G VELAZQUEZ RIOS RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-249110
Net assets as of the end of the plan year2024-07-24758481
Total assets as of the beginning of the plan year2024-07-24663915
Other expenses paid from plan in this plan year2024-07-2459
Other income to plan in this plan year2024-07-2483176
Plan net income in this plan year2024-07-2494566
Net assets as of the end of the plan year2024-07-24758481
Net assets as of the beginning of the plan year2024-07-24663915
Employer contributions to plan in this plan year2024-07-2420500
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-249051

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