Civic Intelligence

Edna I Santiago

Plan context: Ubs Trust Company of Pr Edna I Santiago Retirement Plan

EIN 66-0458496 • San Juan, PR • 21 filings • 3 plans

250 Munoz Rivera Intl PlazaSan Juan, PR 00918
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$80,984

2024 Contributions

$36

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$84,061$42,031$0200420152024YearValue
$80,984Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

210200420142024YearValue
2Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202412$80,984$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$80,984--
202312$75,263$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$75,263--
202212$72,770$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$72,770--
202112$84,061$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$84,061--
202012$80,595$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$80,595--
201912$75,311$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$75,311--
201812$64,448$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$64,448--
201712$68,448$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$68,448--
201612$64,832$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$64,832--
201512$63,978$36$18iApproximate average salary by contribution assumption: employee only about $450 at 4% or $300 at 6%; with 50% employer match about $300 at 4% or $200 at 6%; with 100% employer match about $225 at 4% or $150 at 6%.
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$63,978$36$18iApproximate average salary by contribution assumption: employee only about $450 at 4% or $300 at 6%; with 50% employer match about $300 at 4% or $200 at 6%; with 100% employer match about $225 at 4% or $150 at 6%.
201412$64,161$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$64,161--
201312$60,068$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$60,068--
201212$59,711$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$59,711$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201112$44,843$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$44,843--
201012$40,999$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$40,999--
200912$32,956$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$32,956--
200812$26,584$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$26,584--
200712$0$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2---
200612$29,459$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$29,459--
200512$25,609$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$25,609--
200412$28,660$0-
Ubs Trust Company of Pr Edna I Santiago Retirement Plan-2$28,660--