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UBS TRUST COMPANY OF PR ANTONIO G GARCIA MARQUEZ RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR ANTONIO G GARCIA MARQUEZ RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR ANTONIO G GARCIA MARQUEZ RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • Money purchase (other than target benefit)
  • 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

ANTONIO G GARCIA MARQUEZ has sponsored the creation of one or more 401k plans.

Company Name:ANTONIO G GARCIA MARQUEZ
Employer identification number (EIN):660769701
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UBS TRUST COMPANY OF PR ANTONIO G GARCIA MARQUEZ 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
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012012-01-01ALFREDO MATHEU2013-06-24
0012011-01-01ALFREDO MATHEU2012-06-21

Financial Data on UBS TRUST COMPANY OF PR ANTONIO G GARCIA MARQUEZ RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR ANTONIO G GARCIA MARQUEZ RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2816346
Net assets as of the end of the plan year2025-07-2827270
Total assets as of the beginning of the plan year2025-07-2841775
Other income to plan in this plan year2025-07-281841
Plan net income in this plan year2025-07-28-14505
Net assets as of the end of the plan year2025-07-2827270
Net assets as of the beginning of the plan year2025-07-2841775
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-281011
2024 : UBS TRUST COMPANY OF PR ANTONIO G GARCIA MARQUEZ RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-158874
Net assets as of the end of the plan year2024-07-1541775
Total assets as of the beginning of the plan year2024-07-1546674
Other income to plan in this plan year2024-07-153975
Plan net income in this plan year2024-07-15-4899
Net assets as of the end of the plan year2024-07-1541775
Net assets as of the beginning of the plan year2024-07-1546674
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-151267
2022 : UBS TRUST COMPANY OF PR ANTONIO G GARCIA MARQUEZ RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1514645
Net assets as of the end of the plan year2022-07-1566012
Total assets as of the beginning of the plan year2022-07-1575508
Other income to plan in this plan year2022-07-155149
Plan net income in this plan year2022-07-15-9496
Net assets as of the end of the plan year2022-07-1566012
Net assets as of the beginning of the plan year2022-07-1575508
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-151644

Potentially related plans

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