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UBS TRUST COMPANY OF PR JESUS MARTINEZ RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR JESUS MARTINEZ RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR JESUS MARTINEZ RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • 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

JESUS MARTINEZ has sponsored the creation of one or more 401k plans.

Company Name:JESUS MARTINEZ
Employer identification number (EIN):660727542

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UBS TRUST COMPANY OF PR JESUS MARTINEZ 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
0012018-01-01
0012017-01-01
0012012-01-01ALFREDO MATHEU2013-07-01
0012011-01-01ALFREDO MATHEU2012-06-18

Financial Data on UBS TRUST COMPANY OF PR JESUS MARTINEZ RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR JESUS MARTINEZ RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-255381
Net assets as of the end of the plan year2025-06-25476294
Total assets as of the beginning of the plan year2025-06-25425697
Other expenses paid from plan in this plan year2025-06-2537
Other income to plan in this plan year2025-06-2555978
Plan net income in this plan year2025-06-2550597
Net assets as of the end of the plan year2025-06-25476294
Net assets as of the beginning of the plan year2025-06-25425697
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-255344
2024 : UBS TRUST COMPANY OF PR JESUS MARTINEZ RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-104655
Net assets as of the end of the plan year2024-07-10425697
Total assets as of the beginning of the plan year2024-07-10381794
Other expenses paid from plan in this plan year2024-07-1045
Other income to plan in this plan year2024-07-1048558
Plan net income in this plan year2024-07-1043903
Net assets as of the end of the plan year2024-07-10425697
Net assets as of the beginning of the plan year2024-07-10381794
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-104610
2022 : UBS TRUST COMPANY OF PR JESUS MARTINEZ RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-29700
Net assets as of the end of the plan year2022-07-29477520
Total assets as of the beginning of the plan year2022-07-29411341
Other income to plan in this plan year2022-07-2966879
Plan net income in this plan year2022-07-2966179
Net assets as of the end of the plan year2022-07-29477520
Net assets as of the beginning of the plan year2022-07-29411341
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-29700

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