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UBS TRUST COMPANY OF PR LUIS NEGRON CORDERO RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR LUIS NEGRON CORDERO RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR LUIS NEGRON CORDERO RETIREMENT PLAN Benefits

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

LUIS NEGRON CORDERO has sponsored the creation of one or more 401k plans.

Company Name:LUIS NEGRON CORDERO
Employer identification number (EIN):900625112
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 LUIS NEGRON CORDERO 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 MATHEU2013-06-24
0012011-01-01ALFREDO MATHEU2012-06-26

Financial Data on UBS TRUST COMPANY OF PR LUIS NEGRON CORDERO RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR LUIS NEGRON CORDERO RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-242821
Net assets as of the end of the plan year2025-06-2438232
Total assets as of the beginning of the plan year2025-06-2428136
Other income to plan in this plan year2025-06-2412917
Plan net income in this plan year2025-06-2410096
Net assets as of the end of the plan year2025-06-2438232
Net assets as of the beginning of the plan year2025-06-2428136
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-24700
2024 : UBS TRUST COMPANY OF PR LUIS NEGRON CORDERO RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-112625
Net assets as of the end of the plan year2024-07-1128136
Total assets as of the beginning of the plan year2024-07-1121307
Other income to plan in this plan year2024-07-119454
Plan net income in this plan year2024-07-116829
Net assets as of the end of the plan year2024-07-1128136
Net assets as of the beginning of the plan year2024-07-1121307
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-11700

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