Jorge a. Meaux Pereda
Plan context: Ubs Trust Company of Pr as Trustee for Jorge a. Meaux Pereda Retirement Plan
EIN 58-3230846 • San Juan, PR • 8 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$687,108
2023 Contributions
$20,000
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 1 | $687,108 | $0 | - |
| Ubs Trust Company of Pr as Trustee for Jorge a. Meaux Pereda Retirement Plan | - | 1 | $687,108 | - | - |
| 2022 | 1 | 1 | $671,303 | $0 | - |
| Ubs Trust Company of Pr as Trustee for Jorge a. Meaux Pereda Retirement Plan | - | 1 | $671,303 | - | - |
| 2021 | 1 | 1 | $869,921 | $0 | - |
| Ubs Trust Company of Pr as Trustee for Jorge a. Meaux Pereda Retirement Plan | - | 1 | $869,921 | - | - |
| 2020 | 1 | 1 | $780,023 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Ubs Trust Company of Pr as Trustee for Jorge a. Meaux Pereda Retirement Plan | - | 1 | $780,023 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2017 | 1 | 1 | $403,589 | $21,261 | $21,261iApproximate average salary by contribution assumption: employee only about $531,525 at 4% or $354,350 at 6%; with 50% employer match about $354,350 at 4% or $236,233 at 6%; with 100% employer match about $265,763 at 4% or $177,175 at 6%. |
| Ubs Trust Company of Pr as Trustee for Jorge a. Meaux Pereda Retirement Plan | - | 1 | $403,589 | $21,261 | $21,261iApproximate average salary by contribution assumption: employee only about $531,525 at 4% or $354,350 at 6%; with 50% employer match about $354,350 at 4% or $236,233 at 6%; with 100% employer match about $265,763 at 4% or $177,175 at 6%. |
| 2016 | 1 | 1 | $323,335 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| Ubs Trust Company of Pr as Trustee for Jorge a. Meaux Pereda Retirement Plan | - | 1 | $323,335 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2015 | 1 | 1 | $277,664 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| Ubs Trust Company of Pr as Trustee for Jorge a. Meaux Pereda Retirement Plan | - | 1 | $277,664 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2014 | 1 | 1 | $272,995 | $17,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Ubs Trust Company of Pr as Trustee for Jorge a. Meaux Pereda Retirement Plan | - | 1 | $272,995 | $17,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |