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UBS TRUST COMPANY OF PR ROBERTO GONZALEZ ESCOBAR RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR ROBERTO GONZALEZ ESCOBAR RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR ROBERTO GONZALEZ ESCOBAR RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • Plan covering Self-Employed individuals.
  • 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

ROBERTO GONZALEZ ESCOBAR has sponsored the creation of one or more 401k plans.

Company Name:ROBERTO GONZALEZ ESCOBAR
Employer identification number (EIN):660832910

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UBS TRUST COMPANY OF PR ROBERTO GONZALEZ ESCOBAR 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
0012019-01-01

Plan Statistics for UBS TRUST COMPANY OF PR ROBERTO GONZALEZ ESCOBAR RETIREMENT PLAN

401k plan membership statisitcs for UBS TRUST COMPANY OF PR ROBERTO GONZALEZ ESCOBAR RETIREMENT PLAN

Measure Date Value
2024: UBS TRUST COMPANY OF PR ROBERTO GONZALEZ ESCOBAR RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-111
Total number of particpants at end of year2024-07-111
Number of Participants With Account Balances2024-07-111
2022: UBS TRUST COMPANY OF PR ROBERTO GONZALEZ ESCOBAR RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-271
Total number of particpants at end of year2022-07-271
Number of Participants With Account Balances2022-07-271

Financial Data on UBS TRUST COMPANY OF PR ROBERTO GONZALEZ ESCOBAR RETIREMENT PLAN

Measure Date Value
2024 : UBS TRUST COMPANY OF PR ROBERTO GONZALEZ ESCOBAR RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-11202281
Net assets as of the end of the plan year2024-07-110
Total assets as of the beginning of the plan year2024-07-11180762
Other expenses paid from plan in this plan year2024-07-1117
Other income to plan in this plan year2024-07-1121519
Plan net income in this plan year2024-07-11-180762
Net assets as of the beginning of the plan year2024-07-11180762
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-114770
2022 : UBS TRUST COMPANY OF PR ROBERTO GONZALEZ ESCOBAR RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2719073
Net assets as of the end of the plan year2022-07-27260197
Total assets as of the beginning of the plan year2022-07-27238516
Other expenses paid from plan in this plan year2022-07-2722
Other income to plan in this plan year2022-07-2740754
Plan net income in this plan year2022-07-2721681
Net assets as of the end of the plan year2022-07-27260197
Net assets as of the beginning of the plan year2022-07-27238516
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-275851

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