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UBS TRUST COMPANY OF PR ROSA M. TORRUELLAS BAEZ RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR ROSA M. TORRUELLAS BAEZ RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR ROSA M. TORRUELLAS BAEZ 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

ROSA M. TORRUELLAS BAEZ has sponsored the creation of one or more 401k plans.

Company Name:ROSA M. TORRUELLAS BAEZ
Employer identification number (EIN):660731246
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 ROSA M. TORRUELLAS BAEZ RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012012-01-01ALFREDO MATHEU2013-06-23
0012011-01-01ALFREDO MATHEU2012-06-20

Plan Statistics for UBS TRUST COMPANY OF PR ROSA M. TORRUELLAS BAEZ RETIREMENT PLAN

401k plan membership statisitcs for UBS TRUST COMPANY OF PR ROSA M. TORRUELLAS BAEZ RETIREMENT PLAN

Measure Date Value
2025: UBS TRUST COMPANY OF PR ROSA M. TORRUELLAS BAEZ RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-061
Total number of particpants at end of year2025-10-060
Number of Participants With Account Balances2025-10-060
Total number of particpants at beginning of year2025-09-251
Total number of particpants at end of year2025-09-250
Number of Participants With Account Balances2025-09-250
2022: UBS TRUST COMPANY OF PR ROSA M. TORRUELLAS BAEZ RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-271
Total number of particpants at end of year2022-07-271
Number of Participants With Account Balances2022-07-271

Financial Data on UBS TRUST COMPANY OF PR ROSA M. TORRUELLAS BAEZ RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR ROSA M. TORRUELLAS BAEZ RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0672228
Total assets as of the beginning of the plan year2025-10-0672454
Other expenses paid from plan in this plan year2025-10-06500
Other income to plan in this plan year2025-10-06-226
Plan net income in this plan year2025-10-06-72454
Net assets as of the beginning of the plan year2025-10-0672454
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-06700
Total expenses incurred by plan in this plan year2025-09-2572228
Total assets as of the beginning of the plan year2025-09-2572454
Other expenses paid from plan in this plan year2025-09-25500
Other income to plan in this plan year2025-09-25-226
Plan net income in this plan year2025-09-25-72454
Net assets as of the beginning of the plan year2025-09-2572454
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-25700
2022 : UBS TRUST COMPANY OF PR ROSA M. TORRUELLAS BAEZ RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2772228
Net assets as of the end of the plan year2022-07-270
Total assets as of the beginning of the plan year2022-07-2772454
Other expenses paid from plan in this plan year2022-07-27500
Other income to plan in this plan year2022-07-27-226
Plan net income in this plan year2022-07-27-72454
Net assets as of the beginning of the plan year2022-07-2772454
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-27700

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