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UBS TRUST COMPANY OF PR FRANCISCO AVILES RETIREMENT PLAN 401k Plan overview

Plan NameUBS TRUST COMPANY OF PR FRANCISCO AVILES RETIREMENT PLAN
Plan identification number 001

UBS TRUST COMPANY OF PR FRANCISCO AVILES RETIREMENT PLAN Benefits

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

FRANCISCO AVILES RODRIGUEZ has sponsored the creation of one or more 401k plans.

Company Name:FRANCISCO AVILES RODRIGUEZ
Employer identification number (EIN):907061129
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 FRANCISCO AVILES 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
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012012-01-01ALFREDO MATHEU2013-07-03

Financial Data on UBS TRUST COMPANY OF PR FRANCISCO AVILES RETIREMENT PLAN

Measure Date Value
2025 : UBS TRUST COMPANY OF PR FRANCISCO AVILES RETIREMENT PLAN 2025 401k financial data
Net assets as of the end of the plan year2025-07-1850224
Total assets as of the beginning of the plan year2025-07-1849266
Other income to plan in this plan year2025-07-18958
Plan net income in this plan year2025-07-18958
Net assets as of the end of the plan year2025-07-1850224
Net assets as of the beginning of the plan year2025-07-1849266
2024 : UBS TRUST COMPANY OF PR FRANCISCO AVILES RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-16502
Net assets as of the end of the plan year2024-07-1649266
Total assets as of the beginning of the plan year2024-07-1649995
Other expenses paid from plan in this plan year2024-07-162
Other income to plan in this plan year2024-07-16-227
Plan net income in this plan year2024-07-16-729
Net assets as of the end of the plan year2024-07-1649266
Net assets as of the beginning of the plan year2024-07-1649995
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-16500
2022 : UBS TRUST COMPANY OF PR FRANCISCO AVILES RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-25503
Net assets as of the end of the plan year2022-07-2552586
Total assets as of the beginning of the plan year2022-07-2552982
Other expenses paid from plan in this plan year2022-07-253
Other income to plan in this plan year2022-07-25107
Plan net income in this plan year2022-07-25-396
Net assets as of the end of the plan year2022-07-2552586
Net assets as of the beginning of the plan year2022-07-2552982
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-25500

Potentially related plans

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