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UBS TRUST COMPANY OF PR CARLOS M. CUEVAS VIERA RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR CARLOS M. CUEVAS VIERA RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR CARLOS M. CUEVAS VIERA 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.

401k Sponsoring company profile

CARLOS M. CUEVAS VIERA has sponsored the creation of one or more 401k plans.

Company Name:CARLOS M. CUEVAS VIERA
Employer identification number (EIN):660816082
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 CARLOS M. CUEVAS VIERA 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
0012013-01-01

Plan Statistics for UBS TRUST COMPANY OF PR CARLOS M. CUEVAS VIERA RETIREMENT PLAN

401k plan membership statisitcs for UBS TRUST COMPANY OF PR CARLOS M. CUEVAS VIERA RETIREMENT PLAN

Measure Date Value
2025: UBS TRUST COMPANY OF PR CARLOS M. CUEVAS VIERA RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-301
Total number of particpants at end of year2025-07-301
Number of Participants With Account Balances2025-07-301
2024: UBS TRUST COMPANY OF PR CARLOS M. CUEVAS VIERA RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-181
Total number of particpants at end of year2024-07-181
Number of Participants With Account Balances2024-07-181

Financial Data on UBS TRUST COMPANY OF PR CARLOS M. CUEVAS VIERA RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR CARLOS M. CUEVAS VIERA RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-30120700
Net assets as of the end of the plan year2025-07-301588761
Total assets as of the beginning of the plan year2025-07-301625092
Other income to plan in this plan year2025-07-3084369
Plan net income in this plan year2025-07-30-36331
Net assets as of the end of the plan year2025-07-301588761
Net assets as of the beginning of the plan year2025-07-301625092
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30700
2024 : UBS TRUST COMPANY OF PR CARLOS M. CUEVAS VIERA RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-18120700
Net assets as of the end of the plan year2024-07-181625092
Total assets as of the beginning of the plan year2024-07-181665136
Other income to plan in this plan year2024-07-1880656
Plan net income in this plan year2024-07-18-40044
Net assets as of the end of the plan year2024-07-181625092
Net assets as of the beginning of the plan year2024-07-181665136
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-18700

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