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UBS TRUST COMPANY OF OR HAD REALTY CORP RETIRMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF OR HAD REALTY CORP RETIRMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF OR HAD REALTY CORP RETIRMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • 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

HAD REALTY CORP has sponsored the creation of one or more 401k plans.

Company Name:HAD REALTY CORP
Employer identification number (EIN):900213525
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 OR HAD REALTY CORP RETIRMENT 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
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ALFREDO MATHEU2013-07-30

Financial Data on UBS TRUST COMPANY OF OR HAD REALTY CORP RETIRMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF OR HAD REALTY CORP RETIRMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-244927
Net assets as of the end of the plan year2025-06-24294782
Total assets as of the beginning of the plan year2025-06-24247590
Value of plan covered by a fidelity bond2025-06-2410000000
Other expenses paid from plan in this plan year2025-06-2419
Other income to plan in this plan year2025-06-2452119
Plan net income in this plan year2025-06-2447192
Net assets as of the end of the plan year2025-06-24294782
Net assets as of the beginning of the plan year2025-06-24247590
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-244908
2024 : UBS TRUST COMPANY OF OR HAD REALTY CORP RETIRMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-104289
Net assets as of the end of the plan year2024-07-10247590
Total assets as of the beginning of the plan year2024-07-10207067
Value of plan covered by a fidelity bond2024-07-1010000000
Other expenses paid from plan in this plan year2024-07-1027
Other income to plan in this plan year2024-07-1044812
Plan net income in this plan year2024-07-1040523
Net assets as of the end of the plan year2024-07-10247590
Net assets as of the beginning of the plan year2024-07-10207067
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-104262
2022 : UBS TRUST COMPANY OF OR HAD REALTY CORP RETIRMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-145001
Net assets as of the end of the plan year2022-07-14311689
Total assets as of the beginning of the plan year2022-07-14265569
Value of plan covered by a fidelity bond2022-07-1410000000
Other expenses paid from plan in this plan year2022-07-142
Other income to plan in this plan year2022-07-1431121
Plan net income in this plan year2022-07-1446120
Net assets as of the end of the plan year2022-07-14311689
Net assets as of the beginning of the plan year2022-07-14265569
Employer contributions to plan in this plan year2022-07-1420000
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-144999

Potentially related plans

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