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UBS TRUST COMPANY OF PR SR. WILLIAM FERNANDEZ MASCARO RETIREMENT PLAN SERIES 97-1535 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR SR. WILLIAM FERNANDEZ MASCARO RETIREMENT PLAN SERIES 97-1535
Plan identification number 001

UBS TRUST COMPANY OF PR SR. WILLIAM FERNANDEZ MASCARO RETIREMENT PLAN SERIES 97-1535 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

SR. WILLIAM FERNANDEZ MASCARO has sponsored the creation of one or more 401k plans.

Company Name:SR. WILLIAM FERNANDEZ MASCARO
Employer identification number (EIN):666021614
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 SR. WILLIAM FERNANDEZ MASCARO RETIREMENT PLAN SERIES 97-1535

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
0012013-01-01
0012012-01-01ALFREDO MATHEU2013-07-10
0012011-01-01ALFREDO MATHEU2012-06-20
0012010-01-01HILDA MALDONADO2011-07-28 HILDA MALDONADO2011-07-28

Financial Data on UBS TRUST COMPANY OF PR SR. WILLIAM FERNANDEZ MASCARO RETIREMENT PLAN SERIES 97-1535

Measure Date Value
2025 : UBS TRUST COMPANY OF PR SR. WILLIAM FERNANDEZ MASCARO RETIREMENT PLAN SERIES 97-1535 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-15180
Net assets as of the end of the plan year2025-10-15560384
Total assets as of the beginning of the plan year2025-10-15500698
Other income to plan in this plan year2025-10-1559866
Plan net income in this plan year2025-10-1559686
Net assets as of the end of the plan year2025-10-15560384
Net assets as of the beginning of the plan year2025-10-15500698
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-15180
Total expenses incurred by plan in this plan year2025-01-17470
Net assets as of the end of the plan year2025-01-17500698
Total assets as of the beginning of the plan year2025-01-17434613
Other expenses paid from plan in this plan year2025-01-17290
Other income to plan in this plan year2025-01-1766555
Plan net income in this plan year2025-01-1766085
Net assets as of the end of the plan year2025-01-17500698
Net assets as of the beginning of the plan year2025-01-17434613
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-17180

Potentially related plans

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