| Plan Name | UBS TRUST COMPANY OF PR ARMANDO RODRIGUEZ SANTANA RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ARMANDO RODRIGUEZ SANTANA |
| Employer identification number (EIN): | 660769630 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 |
| 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 year | 2025-07-22 | 14328 |
| Net assets as of the end of the plan year | 2025-07-22 | 469402 |
| Total assets as of the beginning of the plan year | 2025-07-22 | 331394 |
| Other income to plan in this plan year | 2025-07-22 | 152336 |
| Plan net income in this plan year | 2025-07-22 | 138008 |
| Net assets as of the end of the plan year | 2025-07-22 | 469402 |
| Net assets as of the beginning of the plan year | 2025-07-22 | 331394 |
| 2024 : UBS TRUST COMPANY OF PR ARMANDO RODRIGUEZ SANTANA RETIREMENT PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-22 | 22200 |
| Net assets as of the end of the plan year | 2024-07-22 | 331394 |
| Total assets as of the beginning of the plan year | 2024-07-22 | 278541 |
| Other income to plan in this plan year | 2024-07-22 | 75053 |
| Plan net income in this plan year | 2024-07-22 | 52853 |
| Net assets as of the end of the plan year | 2024-07-22 | 331394 |
| Net assets as of the beginning of the plan year | 2024-07-22 | 278541 |