HELAINE GREGORY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UBS TRUST COMPANY OF PRHELAINE GREGORY RETIREMENT PLAN
401k plan membership statisitcs for UBS TRUST COMPANY OF PRHELAINE GREGORY RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : UBS TRUST COMPANY OF PRHELAINE GREGORY RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-30 | 150 |
| Net assets as of the end of the plan year | 2025-07-30 | 1598851 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 1397280 |
| Other expenses paid from plan in this plan year | 2025-07-30 | 150 |
| Other income to plan in this plan year | 2025-07-30 | 167084 |
| Plan net income in this plan year | 2025-07-30 | 201571 |
| Net assets as of the end of the plan year | 2025-07-30 | 1598851 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 1397280 |
| Employer contributions to plan in this plan year | 2025-07-30 | 34637 |
| 2024 : UBS TRUST COMPANY OF PRHELAINE GREGORY RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-16 | 16 |
| Net assets as of the end of the plan year | 2024-07-16 | 1397280 |
| Total assets as of the beginning of the plan year | 2024-07-16 | 1216197 |
| Other expenses paid from plan in this plan year | 2024-07-16 | 16 |
| Other income to plan in this plan year | 2024-07-16 | 136425 |
| Plan net income in this plan year | 2024-07-16 | 181083 |
| Net assets as of the end of the plan year | 2024-07-16 | 1397280 |
| Net assets as of the beginning of the plan year | 2024-07-16 | 1216197 |
| Employer contributions to plan in this plan year | 2024-07-16 | 44674 |
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