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UBS TRUST COMPANY OF PR MAYRA E. LOPEZ MULERO RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR MAYRA E. LOPEZ MULERO RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR MAYRA E. LOPEZ MULERO RETIREMENT PLAN 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

MAYRA E. LOPEZ MULERO has sponsored the creation of one or more 401k plans.

Company Name:MAYRA E. LOPEZ MULERO
Employer identification number (EIN):900352172
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 MAYRA E. LOPEZ MULERO 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
0012017-01-01
0012016-01-01
0012015-01-01
0012012-01-01ALFREDO MATHEU2013-06-25
0012011-01-01ALFREDO MATHEU2012-06-19
0012010-01-01HILDA MALDONADO2011-07-28 HILDA MALDONADO2011-07-28

Financial Data on UBS TRUST COMPANY OF PR MAYRA E. LOPEZ MULERO RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR MAYRA E. LOPEZ MULERO RETIREMENT PLAN 2025 401k financial data
Net assets as of the end of the plan year2025-07-21169917
Total assets as of the beginning of the plan year2025-07-21150757
Other income to plan in this plan year2025-07-2119160
Plan net income in this plan year2025-07-2119160
Net assets as of the end of the plan year2025-07-21169917
Net assets as of the beginning of the plan year2025-07-21150757
2024 : UBS TRUST COMPANY OF PR MAYRA E. LOPEZ MULERO 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 year2024-07-15150757
Total assets as of the beginning of the plan year2024-07-15135345
Other income to plan in this plan year2024-07-1516112
Plan net income in this plan year2024-07-1515412
Net assets as of the end of the plan year2024-07-15150757
Net assets as of the beginning of the plan year2024-07-15135345
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-15700
2022 : UBS TRUST COMPANY OF PR MAYRA E. LOPEZ MULERO RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-29797
Net assets as of the end of the plan year2022-07-29158441
Total assets as of the beginning of the plan year2022-07-29161697
Other expenses paid from plan in this plan year2022-07-2997
Other income to plan in this plan year2022-07-29-2459
Plan net income in this plan year2022-07-29-3256
Net assets as of the end of the plan year2022-07-29158441
Net assets as of the beginning of the plan year2022-07-29161697
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-29700

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