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UBS TRUST COMPANY OF PR NEYSA CARO SERBIA RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR NEYSA CARO SERBIA RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR NEYSA CARO SERBIA RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

NEYSA CARO SERBIA has sponsored the creation of one or more 401k plans.

Company Name:NEYSA CARO SERBIA
Employer identification number (EIN):660884241
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UBS TRUST COMPANY OF PR NEYSA CARO SERBIA 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

Financial Data on UBS TRUST COMPANY OF PR NEYSA CARO SERBIA RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR NEYSA CARO SERBIA RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-28700
Net assets as of the end of the plan year2025-07-28647837
Total assets as of the beginning of the plan year2025-07-28481020
Other income to plan in this plan year2025-07-28167517
Plan net income in this plan year2025-07-28166817
Net assets as of the end of the plan year2025-07-28647837
Net assets as of the beginning of the plan year2025-07-28481020
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28700
2024 : UBS TRUST COMPANY OF PR NEYSA CARO SERBIA RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-15700
Net assets as of the end of the plan year2024-07-15481020
Total assets as of the beginning of the plan year2024-07-15342584
Other income to plan in this plan year2024-07-15139135
Plan net income in this plan year2024-07-15138435
Net assets as of the end of the plan year2024-07-15481020
Net assets as of the beginning of the plan year2024-07-15342584
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-15700

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