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UBS TRUST COMPANY OF PR HERIBERTO FIGUEROA CRUZ RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR HERIBERTO FIGUEROA CRUZ RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR HERIBERTO FIGUEROA CRUZ RETIREMENT PLAN Benefits

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

HERIBERTO FIGUEROA CRUZ has sponsored the creation of one or more 401k plans.

Company Name:HERIBERTO FIGUEROA CRUZ
Employer identification number (EIN):660779908
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 HERIBERTO FIGUEROA CRUZ 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
0012014-01-01
0012013-01-01
0012012-01-01ALFREDO MATHEU2013-06-24

Financial Data on UBS TRUST COMPANY OF PR HERIBERTO FIGUEROA CRUZ RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR HERIBERTO FIGUEROA CRUZ RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2111889
Net assets as of the end of the plan year2025-07-21223841
Total assets as of the beginning of the plan year2025-07-21226055
Other expenses paid from plan in this plan year2025-07-211
Other income to plan in this plan year2025-07-218990
Plan net income in this plan year2025-07-21-2214
Net assets as of the end of the plan year2025-07-21223841
Net assets as of the beginning of the plan year2025-07-21226055
Employer contributions to plan in this plan year2025-07-21685
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-212967
2024 : UBS TRUST COMPANY OF PR HERIBERTO FIGUEROA CRUZ RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2411039
Net assets as of the end of the plan year2024-07-24226055
Total assets as of the beginning of the plan year2024-07-24222856
Other income to plan in this plan year2024-07-2414238
Plan net income in this plan year2024-07-243199
Net assets as of the end of the plan year2024-07-24226055
Net assets as of the beginning of the plan year2024-07-24222856
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-245

Potentially related plans

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