Ivan Y Roman Rosa
Plan context: Ubs Trust Company of Pr Ivan Y Roman Rosa Retirement Plan
EIN 66-0427909 • San Juan, PR • 11 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
1
2020 Assets
$126,626
2020 Contributions
$26,198
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 1 | $0 | $0 | - |
| Ubs Trust Company of Pr Ivan Y Roman Rosa Retirement Plan | - | 1 | - | - | - |
| 2017 | 1 | 1 | $126,626 | $0 | - |
| Ubs Trust Company of Pr Ivan Y Roman Rosa Retirement Plan | - | 1 | $126,626 | - | - |
| 2016 | 1 | 2 | $127,680 | $0 | - |
| Ubs Trust Company of Pr Ivan Y Roman Rosa Retirement Plan | - | 2 | $127,680 | - | - |
| 2015 | 1 | 2 | $156,827 | $0 | - |
| Ubs Trust Company of Pr Ivan Y Roman Rosa Retirement Plan | - | 2 | $156,827 | - | - |
| 2014 | 1 | 3 | $166,623 | $26,198 | $8,733iApproximate average salary by contribution assumption: employee only about $218,317 at 4% or $145,544 at 6%; with 50% employer match about $145,544 at 4% or $97,030 at 6%; with 100% employer match about $109,158 at 4% or $72,772 at 6%. |
| Ubs Trust Company of Pr Ivan Y Roman Rosa Retirement Plan | - | 3 | $166,623 | $26,198 | $8,733iApproximate average salary by contribution assumption: employee only about $218,317 at 4% or $145,544 at 6%; with 50% employer match about $145,544 at 4% or $97,030 at 6%; with 100% employer match about $109,158 at 4% or $72,772 at 6%. |
| 2013 | 1 | 3 | $138,987 | $27,277 | $9,092iApproximate average salary by contribution assumption: employee only about $227,308 at 4% or $151,539 at 6%; with 50% employer match about $151,539 at 4% or $101,026 at 6%; with 100% employer match about $113,654 at 4% or $75,769 at 6%. |
| Ubs Trust Company of Pr Ivan Y Roman Rosa Retirement Plan | - | 3 | $138,987 | $27,277 | $9,092iApproximate average salary by contribution assumption: employee only about $227,308 at 4% or $151,539 at 6%; with 50% employer match about $151,539 at 4% or $101,026 at 6%; with 100% employer match about $113,654 at 4% or $75,769 at 6%. |
| 2012 | 1 | 3 | $152,248 | $31,449 | $10,483iApproximate average salary by contribution assumption: employee only about $262,075 at 4% or $174,717 at 6%; with 50% employer match about $174,717 at 4% or $116,478 at 6%; with 100% employer match about $131,038 at 4% or $87,358 at 6%. |
| Ubs Trust Company of Pr Ivan Y Roman Rosa Retirement Plan | - | 3 | $152,248 | $31,449 | $10,483iApproximate average salary by contribution assumption: employee only about $262,075 at 4% or $174,717 at 6%; with 50% employer match about $174,717 at 4% or $116,478 at 6%; with 100% employer match about $131,038 at 4% or $87,358 at 6%. |
| 2011 | 1 | 3 | $115,586 | $27,606 | $9,202iApproximate average salary by contribution assumption: employee only about $230,050 at 4% or $153,367 at 6%; with 50% employer match about $153,367 at 4% or $102,244 at 6%; with 100% employer match about $115,025 at 4% or $76,683 at 6%. |
| Ubs Trust Company of Pr Ivan Y Roman Rosa Retirement Plan | - | 3 | $115,586 | $27,606 | $9,202iApproximate average salary by contribution assumption: employee only about $230,050 at 4% or $153,367 at 6%; with 50% employer match about $153,367 at 4% or $102,244 at 6%; with 100% employer match about $115,025 at 4% or $76,683 at 6%. |
| 2010 | 1 | 3 | $83,017 | $31,600 | $10,533iApproximate average salary by contribution assumption: employee only about $263,333 at 4% or $175,556 at 6%; with 50% employer match about $175,556 at 4% or $117,037 at 6%; with 100% employer match about $131,667 at 4% or $87,778 at 6%. |
| Ubs Trust Company of Pr Ivan Y Roman Rosa Retirement Plan | - | 3 | $83,017 | $31,600 | $10,533iApproximate average salary by contribution assumption: employee only about $263,333 at 4% or $175,556 at 6%; with 50% employer match about $175,556 at 4% or $117,037 at 6%; with 100% employer match about $131,667 at 4% or $87,778 at 6%. |
| 2009 | 1 | 3 | $47,177 | $38,128 | $12,709iApproximate average salary by contribution assumption: employee only about $317,733 at 4% or $211,822 at 6%; with 50% employer match about $211,822 at 4% or $141,215 at 6%; with 100% employer match about $158,867 at 4% or $105,911 at 6%. |
| Ubs Trust Company of Pr Ivan Y Roman Rosa Retirement Plan | - | 3 | $47,177 | $38,128 | $12,709iApproximate average salary by contribution assumption: employee only about $317,733 at 4% or $211,822 at 6%; with 50% employer match about $211,822 at 4% or $141,215 at 6%; with 100% employer match about $158,867 at 4% or $105,911 at 6%. |
| 2008 | 1 | 0 | $8,250 | $0 | - |
| Ubs Trust Company of Pr Ivan Y Roman Rosa Retirement Plan | - | 0 | $8,250 | - | - |