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| Plan Name | UBS TRUST COMPANY OF PR LOPEZ FIGUEROA GRIZEL E. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | GRIZEL E. LOPEZ FIGUEROA |
| Employer identification number (EIN): | 660769631 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
| 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 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2012-01-01 | ALFREDO J. MATHEU | 2013-07-31 | ||
| 001 | 2011-01-01 | ALFREDO MATHEU | 2012-07-19 |
| Measure | Date | Value |
|---|---|---|
| 2025 : UBS TRUST COMPANY OF PR LOPEZ FIGUEROA GRIZEL E. 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-06-30 | 9360 |
| Net assets as of the end of the plan year | 2025-06-30 | 264218 |
| Total assets as of the beginning of the plan year | 2025-06-30 | 188834 |
| Other income to plan in this plan year | 2025-06-30 | 84744 |
| Plan net income in this plan year | 2025-06-30 | 75384 |
| Net assets as of the end of the plan year | 2025-06-30 | 264218 |
| Net assets as of the beginning of the plan year | 2025-06-30 | 188834 |
| 2024 : UBS TRUST COMPANY OF PR LOPEZ FIGUEROA GRIZEL E. 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-17 | 8796 |
| Net assets as of the end of the plan year | 2024-07-17 | 188834 |
| Total assets as of the beginning of the plan year | 2024-07-17 | 158247 |
| Other income to plan in this plan year | 2024-07-17 | 39383 |
| Plan net income in this plan year | 2024-07-17 | 30587 |
| Net assets as of the end of the plan year | 2024-07-17 | 188834 |
| Net assets as of the beginning of the plan year | 2024-07-17 | 158247 |
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