Ivan Y. Roman Rosa
Plan context: Ubs Trust Company of Pr Ivan Y. Roman Rosa Retirement Plan
EIN 15-7084643 • 3 filings • 1 plans
Current Snapshot
Latest Year
2007
2007 Participants
3
2007 Assets
$8,814
2007 Contributions
$5,564
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2007 | 1 | 3 | $8,814 | $5,564 | $1,855iApproximate average salary by contribution assumption: employee only about $46,367 at 4% or $30,911 at 6%; with 50% employer match about $30,911 at 4% or $20,607 at 6%; with 100% employer match about $23,183 at 4% or $15,456 at 6%. |
| Ubs Trust Company of Pr Ivan Y. Roman Rosa Retirement Plan | - | 3 | $8,814 | $5,564 | $1,855iApproximate average salary by contribution assumption: employee only about $46,367 at 4% or $30,911 at 6%; with 50% employer match about $30,911 at 4% or $20,607 at 6%; with 100% employer match about $23,183 at 4% or $15,456 at 6%. |
| 2006 | 1 | 3 | $2,941 | $2,854 | $951iApproximate average salary by contribution assumption: employee only about $23,783 at 4% or $15,856 at 6%; with 50% employer match about $15,856 at 4% or $10,570 at 6%; with 100% employer match about $11,892 at 4% or $7,928 at 6%. |
| Ubs Trust Company of Pr Ivan Y. Roman Rosa Retirement Plan | - | 3 | $2,941 | $2,854 | $951iApproximate average salary by contribution assumption: employee only about $23,783 at 4% or $15,856 at 6%; with 50% employer match about $15,856 at 4% or $10,570 at 6%; with 100% employer match about $11,892 at 4% or $7,928 at 6%. |
| 2005 | 1 | 3 | $0 | $0 | - |
| Ubs Trust Company of Pr Ivan Y. Roman Rosa Retirement Plan | - | 3 | - | - | - |