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UBS TRUST COMPANY OF PR SYLVIA E. SANCHEZ RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR SYLVIA E. SANCHEZ RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR SYLVIA E. SANCHEZ RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • 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.

401k Sponsoring company profile

SYLVIA E. SANCHEZ has sponsored the creation of one or more 401k plans.

Company Name:SYLVIA E. SANCHEZ
Employer identification number (EIN):660773101
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UBS TRUST COMPANY OF PR SYLVIA E. SANCHEZ 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
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ALFREDO MATHEU2013-06-23
0012011-01-01ALFREDO MATHEU2012-06-26

Financial Data on UBS TRUST COMPANY OF PR SYLVIA E. SANCHEZ RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR SYLVIA E. SANCHEZ RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2112231
Net assets as of the end of the plan year2025-07-21472662
Total assets as of the beginning of the plan year2025-07-21406882
Other income to plan in this plan year2025-07-2178011
Plan net income in this plan year2025-07-2165780
Net assets as of the end of the plan year2025-07-21472662
Net assets as of the beginning of the plan year2025-07-21406882
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-211251
2024 : UBS TRUST COMPANY OF PR SYLVIA E. SANCHEZ RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2211680
Net assets as of the end of the plan year2024-07-22406882
Total assets as of the beginning of the plan year2024-07-22342207
Other income to plan in this plan year2024-07-2276355
Plan net income in this plan year2024-07-2264675
Net assets as of the end of the plan year2024-07-22406882
Net assets as of the beginning of the plan year2024-07-22342207
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-22700
2022 : UBS TRUST COMPANY OF PR SYLVIA E. SANCHEZ RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1911680
Net assets as of the end of the plan year2022-07-19456248
Total assets as of the beginning of the plan year2022-07-19433094
Other income to plan in this plan year2022-07-1934834
Plan net income in this plan year2022-07-1923154
Net assets as of the end of the plan year2022-07-19456248
Net assets as of the beginning of the plan year2022-07-19433094
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-19700

Potentially related plans

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