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UBS TRUST COMPANY OF PR EDERLINDA RIVERA OQUENDO RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR EDERLINDA RIVERA OQUENDO RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR EDERLINDA RIVERA OQUENDO RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

EDERLINDA RIVERA OQUENDO has sponsored the creation of one or more 401k plans.

Company Name:EDERLINDA RIVERA OQUENDO
Employer identification number (EIN):660832915
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 EDERLINDA RIVERA OQUENDO 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

Financial Data on UBS TRUST COMPANY OF PR EDERLINDA RIVERA OQUENDO RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR EDERLINDA RIVERA OQUENDO RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2121361
Net assets as of the end of the plan year2025-07-21910471
Total assets as of the beginning of the plan year2025-07-21699422
Other expenses paid from plan in this plan year2025-07-215
Other income to plan in this plan year2025-07-21232410
Plan net income in this plan year2025-07-21211049
Net assets as of the end of the plan year2025-07-21910471
Net assets as of the beginning of the plan year2025-07-21699422
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2121356
2024 : UBS TRUST COMPANY OF PR EDERLINDA RIVERA OQUENDO RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1516478
Net assets as of the end of the plan year2024-07-15699422
Total assets as of the beginning of the plan year2024-07-15568929
Other expenses paid from plan in this plan year2024-07-157
Other income to plan in this plan year2024-07-15146971
Plan net income in this plan year2024-07-15130493
Net assets as of the end of the plan year2024-07-15699422
Net assets as of the beginning of the plan year2024-07-15568929
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1516471
2022 : UBS TRUST COMPANY OF PR EDERLINDA RIVERA OQUENDO RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1518986
Net assets as of the end of the plan year2022-07-15768958
Total assets as of the beginning of the plan year2022-07-15663259
Other expenses paid from plan in this plan year2022-07-156
Other income to plan in this plan year2022-07-15124685
Plan net income in this plan year2022-07-15105699
Net assets as of the end of the plan year2022-07-15768958
Net assets as of the beginning of the plan year2022-07-15663259
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1518980

Potentially related plans

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