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UBS TRUST COMPANY OF PR EDWARD CADALZO RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR EDWARD CADALZO RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR EDWARD CADALZO 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.

401k Sponsoring company profile

EDWARD CADALZO has sponsored the creation of one or more 401k plans.

Company Name:EDWARD CADALZO
Employer identification number (EIN):660726758
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 EDWARD CADALZO 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
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012012-01-01ALFREDO MATHEU2013-07-09
0012011-01-01ALFREDO MATHEU2012-06-18

Financial Data on UBS TRUST COMPANY OF PR EDWARD CADALZO RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR EDWARD CADALZO RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-213780
Net assets as of the end of the plan year2025-07-2157673
Total assets as of the beginning of the plan year2025-07-2141309
Other income to plan in this plan year2025-07-2120144
Plan net income in this plan year2025-07-2116364
Net assets as of the end of the plan year2025-07-2157673
Net assets as of the beginning of the plan year2025-07-2141309
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-21700
2024 : UBS TRUST COMPANY OF PR EDWARD CADALZO RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-163599
Net assets as of the end of the plan year2024-07-1641309
Total assets as of the beginning of the plan year2024-07-1635100
Other income to plan in this plan year2024-07-169808
Plan net income in this plan year2024-07-166209
Net assets as of the end of the plan year2024-07-1641309
Net assets as of the beginning of the plan year2024-07-1635100
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-16700
2022 : UBS TRUST COMPANY OF PR EDWARD CADALZO RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-203269
Net assets as of the end of the plan year2022-07-2072670
Total assets as of the beginning of the plan year2022-07-2070565
Other income to plan in this plan year2022-07-205374
Plan net income in this plan year2022-07-202105
Net assets as of the end of the plan year2022-07-2072670
Net assets as of the beginning of the plan year2022-07-2070565
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-20700

Potentially related plans

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