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UBS TRUST COMPANY OF PR JUAN BONILLA RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR JUAN BONILLA RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR JUAN BONILLA 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

JUAN BONILLA has sponsored the creation of one or more 401k plans.

Company Name:JUAN BONILLA
Employer identification number (EIN):660770843
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 JUAN BONILLA 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
0012018-01-01
0012017-01-01
0012016-01-01
0012012-01-01ALFREDO MATHEU2013-07-09
0012011-01-01ALFREDO MATHEU2012-06-20
0012010-01-01NATASHA RIVERA PEREZ2011-09-30

Financial Data on UBS TRUST COMPANY OF PR JUAN BONILLA RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR JUAN BONILLA RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2512156
Net assets as of the end of the plan year2025-06-25403582
Total assets as of the beginning of the plan year2025-06-25356445
Other expenses paid from plan in this plan year2025-06-25161
Other income to plan in this plan year2025-06-2559293
Plan net income in this plan year2025-06-2547137
Net assets as of the end of the plan year2025-06-25403582
Net assets as of the beginning of the plan year2025-06-25356445
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-25700
2024 : UBS TRUST COMPANY OF PR JUAN BONILLA RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1010462
Net assets as of the end of the plan year2024-07-10356445
Total assets as of the beginning of the plan year2024-07-10334222
Other expenses paid from plan in this plan year2024-07-10152
Other income to plan in this plan year2024-07-1032685
Plan net income in this plan year2024-07-1022223
Net assets as of the end of the plan year2024-07-10356445
Net assets as of the beginning of the plan year2024-07-10334222
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-10700

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