DANIEL SEARLES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UBS TRUST COMPANY OF PR DANIEL SEARLES RETIREMENT PLAN
401k plan membership statisitcs for UBS TRUST COMPANY OF PR DANIEL SEARLES RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025: UBS TRUST COMPANY OF PR DANIEL SEARLES RETIREMENT PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-26 | 1 |
| Total number of particpants at end of year | 2025-06-26 | 1 |
| Number of Participants With Account Balances | 2025-06-26 | 1 |
| 2024: UBS TRUST COMPANY OF PR DANIEL SEARLES RETIREMENT PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-19 | 1 |
| Total number of particpants at end of year | 2024-07-19 | 1 |
| Number of Participants With Account Balances | 2024-07-19 | 1 |
| 2022: UBS TRUST COMPANY OF PR DANIEL SEARLES RETIREMENT PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-26 | 1 |
| Total number of particpants at end of year | 2022-07-26 | 1 |
| Number of Participants With Account Balances | 2022-07-26 | 1 |
| Measure | Date | Value |
|---|
| 2025 : UBS TRUST COMPANY OF PR DANIEL SEARLES RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-26 | 15000 |
| Net assets as of the end of the plan year | 2025-06-26 | 2933441 |
| Total assets as of the beginning of the plan year | 2025-06-26 | 2685755 |
| Other income to plan in this plan year | 2025-06-26 | 262686 |
| Plan net income in this plan year | 2025-06-26 | 247686 |
| Net assets as of the end of the plan year | 2025-06-26 | 2933441 |
| Net assets as of the beginning of the plan year | 2025-06-26 | 2685755 |
| 2024 : UBS TRUST COMPANY OF PR DANIEL SEARLES RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-19 | 15000 |
| Net assets as of the end of the plan year | 2024-07-19 | 2685755 |
| Total assets as of the beginning of the plan year | 2024-07-19 | 2389358 |
| Other income to plan in this plan year | 2024-07-19 | 311397 |
| Plan net income in this plan year | 2024-07-19 | 296397 |
| Net assets as of the end of the plan year | 2024-07-19 | 2685755 |
| Net assets as of the beginning of the plan year | 2024-07-19 | 2389358 |
| 2022 : UBS TRUST COMPANY OF PR DANIEL SEARLES RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-26 | 15007 |
| Net assets as of the end of the plan year | 2022-07-26 | 2675109 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 2317063 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 7 |
| Other contributions to plan in this plan year | 2022-07-26 | 373053 |
| Plan net income in this plan year | 2022-07-26 | 358046 |
| Net assets as of the end of the plan year | 2022-07-26 | 2675109 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 2317063 |
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