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UBS TRUST COMPANY OF PR ALEJANDRA N SANTIAGO RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR ALEJANDRA N SANTIAGO RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR ALEJANDRA N SANTIAGO 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

ALEJANDRA N SANTIAGO VIVES has sponsored the creation of one or more 401k plans.

Company Name:ALEJANDRA N SANTIAGO VIVES
Employer identification number (EIN):660737036
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UBS TRUST COMPANY OF PR ALEJANDRA N SANTIAGO 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

Financial Data on UBS TRUST COMPANY OF PR ALEJANDRA N SANTIAGO RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR ALEJANDRA N SANTIAGO RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-30701
Net assets as of the end of the plan year2025-06-30336247
Total assets as of the beginning of the plan year2025-06-30298707
Other income to plan in this plan year2025-06-3038241
Plan net income in this plan year2025-06-3037540
Net assets as of the end of the plan year2025-06-30336247
Net assets as of the beginning of the plan year2025-06-30298707
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-30701
2024 : UBS TRUST COMPANY OF PR ALEJANDRA N SANTIAGO RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-12700
Net assets as of the end of the plan year2024-07-12298707
Total assets as of the beginning of the plan year2024-07-12253982
Other income to plan in this plan year2024-07-1245425
Plan net income in this plan year2024-07-1244725
Net assets as of the end of the plan year2024-07-12298707
Net assets as of the beginning of the plan year2024-07-12253982
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-12700
2022 : UBS TRUST COMPANY OF PR ALEJANDRA N SANTIAGO RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-15700
Net assets as of the end of the plan year2022-07-15313163
Total assets as of the beginning of the plan year2022-07-15281574
Other income to plan in this plan year2022-07-1532289
Plan net income in this plan year2022-07-1531589
Net assets as of the end of the plan year2022-07-15313163
Net assets as of the beginning of the plan year2022-07-15281574
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-15700

Potentially related plans

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