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UBS TRUST COMPANY OF PR ARMANDO RODRIGUEZ SANTANA RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR ARMANDO RODRIGUEZ SANTANA RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR ARMANDO RODRIGUEZ SANTANA 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.
  • 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

ARMANDO RODRIGUEZ SANTANA has sponsored the creation of one or more 401k plans.

Company Name:ARMANDO RODRIGUEZ SANTANA
Employer identification number (EIN):660769630
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 ARMANDO RODRIGUEZ SANTANA 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
0012019-01-01

Financial Data on UBS TRUST COMPANY OF PR ARMANDO RODRIGUEZ SANTANA RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR ARMANDO RODRIGUEZ SANTANA RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2214328
Net assets as of the end of the plan year2025-07-22469402
Total assets as of the beginning of the plan year2025-07-22331394
Other income to plan in this plan year2025-07-22152336
Plan net income in this plan year2025-07-22138008
Net assets as of the end of the plan year2025-07-22469402
Net assets as of the beginning of the plan year2025-07-22331394
2024 : UBS TRUST COMPANY OF PR ARMANDO RODRIGUEZ SANTANA RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2222200
Net assets as of the end of the plan year2024-07-22331394
Total assets as of the beginning of the plan year2024-07-22278541
Other income to plan in this plan year2024-07-2275053
Plan net income in this plan year2024-07-2252853
Net assets as of the end of the plan year2024-07-22331394
Net assets as of the beginning of the plan year2024-07-22278541

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