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UBS TRUST COMPANY OF PR ALFREDO SANTANA MEDINA RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR ALFREDO SANTANA MEDINA RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR ALFREDO SANTANA MEDINA 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

ALFREDO SANTANA MEDINA has sponsored the creation of one or more 401k plans.

Company Name:ALFREDO SANTANA MEDINA
Employer identification number (EIN):660779911
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 ALFREDO SANTANA MEDINA 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 ALFREDO SANTANA MEDINA RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR ALFREDO SANTANA MEDINA RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2136105
Net assets as of the end of the plan year2025-07-21599756
Total assets as of the beginning of the plan year2025-07-21500740
Other expenses paid from plan in this plan year2025-07-21405
Other income to plan in this plan year2025-07-21135121
Plan net income in this plan year2025-07-2199016
Net assets as of the end of the plan year2025-07-21599756
Net assets as of the beginning of the plan year2025-07-21500740
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-21700
2024 : UBS TRUST COMPANY OF PR ALFREDO SANTANA MEDINA RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2336076
Net assets as of the end of the plan year2024-07-23500740
Total assets as of the beginning of the plan year2024-07-23398639
Other expenses paid from plan in this plan year2024-07-23376
Other income to plan in this plan year2024-07-23138177
Plan net income in this plan year2024-07-23102101
Net assets as of the end of the plan year2024-07-23500740
Net assets as of the beginning of the plan year2024-07-23398639
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-23700
2022 : UBS TRUST COMPANY OF PR ALFREDO SANTANA MEDINA RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2036103
Net assets as of the end of the plan year2022-07-20632165
Total assets as of the beginning of the plan year2022-07-20513169
Other expenses paid from plan in this plan year2022-07-20403
Other income to plan in this plan year2022-07-20155099
Plan net income in this plan year2022-07-20118996
Net assets as of the end of the plan year2022-07-20632165
Net assets as of the beginning of the plan year2022-07-20513169
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-20700

Potentially related plans

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