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| Plan Name | UBS TRUST COMPANY OF PR LUIS ORTIZ ORTIZ RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | LUIS ORTIZ ORTIZ |
| Employer identification number (EIN): | 660786322 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | ||||
| 001 | 2012-01-01 | ALFREDO MATHEU | 2013-07-29 | ||
| 001 | 2011-01-01 | ALFREDO MATHEU | 2012-06-19 |
| Measure | Date | Value |
|---|---|---|
| 2024: UBS TRUST COMPANY OF PR LUIS ORTIZ ORTIZ RETIREMENT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-23 | 1 |
| Total number of particpants at end of year | 2024-07-23 | 1 |
| Number of Participants With Account Balances | 2024-07-23 | 1 |
| Measure | Date | Value |
|---|---|---|
| 2024 : UBS TRUST COMPANY OF PR LUIS ORTIZ ORTIZ RETIREMENT PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-23 | 8030 |
| Net assets as of the end of the plan year | 2024-07-23 | 360936 |
| Total assets as of the beginning of the plan year | 2024-07-23 | 327082 |
| Other expenses paid from plan in this plan year | 2024-07-23 | 51 |
| Other income to plan in this plan year | 2024-07-23 | 41884 |
| Plan net income in this plan year | 2024-07-23 | 33854 |
| Net assets as of the end of the plan year | 2024-07-23 | 360936 |
| Net assets as of the beginning of the plan year | 2024-07-23 | 327082 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-23 | 5694 |
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