Civic Intelligence

Edwin E. Velez Lopez

Plan context: Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan

EIN 66-0583996 • San Juan, PR • 101 filings • 33 plans

250 Munoz Rivera Ave 10th FloorSan Juan, PR 00918
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$435,644

2025 Contributions

$593,195

Historical Graphs

Total Assets Over Time

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

$2,143,536$1,071,768$0200520152025YearValue
$435,644Latest year 2025

Participants Over Time

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

1680200520152025YearValue
1Latest year 2025

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
202511$435,644$0-
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$435,644--
202431$1,265,312$0-
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$870,999--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$394,313--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-0$0--
2023610$2,143,536$593,195$59,320iApproximate average salary by contribution assumption: employee only about $1,482,988 at 4% or $988,658 at 6%; with 50% employer match about $988,658 at 4% or $659,106 at 6%; with 100% employer match about $741,494 at 4% or $494,329 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$744,894--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$605,996$593,195$593,195iApproximate average salary by contribution assumption: employee only about $14,829,875 at 4% or $9,886,583 at 6%; with 50% employer match about $9,886,583 at 4% or $6,591,056 at 6%; with 100% employer match about $7,414,938 at 4% or $4,943,292 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$375,316--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$317,211--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-10$100,119--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$0--
2022412$1,354,039$0-
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$632,612--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$339,052--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$284,395--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-12$97,980--
2021413$1,589,074$0-
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$722,781--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$403,207--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$355,660--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-13$107,426--
2020415$1,415,634$0-
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$630,163--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$382,307--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$299,073--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-15$104,091--
2019115$99,798$5,000$333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-15$99,798$5,000$333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%.
2018215$82,996$12,750$850iApproximate average salary by contribution assumption: employee only about $21,250 at 4% or $14,167 at 6%; with 50% employer match about $14,167 at 4% or $9,444 at 6%; with 100% employer match about $10,625 at 4% or $7,083 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-15$82,992$10,000$667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-0$4$2,750-
2017711$991,429$41,800$3,800iApproximate average salary by contribution assumption: employee only about $95,000 at 4% or $63,333 at 6%; with 50% employer match about $63,333 at 4% or $42,222 at 6%; with 100% employer match about $47,500 at 4% or $31,667 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$288,829$28,800$28,800iApproximate average salary by contribution assumption: employee only about $720,000 at 4% or $480,000 at 6%; with 50% employer match about $480,000 at 4% or $320,000 at 6%; with 100% employer match about $360,000 at 4% or $240,000 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$277,830--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$256,424--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-3$112,008$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-11$56,338$10,000$909iApproximate average salary by contribution assumption: employee only about $22,727 at 4% or $15,152 at 6%; with 50% employer match about $15,152 at 4% or $10,101 at 6%; with 100% employer match about $11,364 at 4% or $7,576 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-0$0--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-0$0--
2016313$157,997$12,250$942iApproximate average salary by contribution assumption: employee only about $23,558 at 4% or $15,705 at 6%; with 50% employer match about $15,705 at 4% or $10,470 at 6%; with 100% employer match about $11,779 at 4% or $7,853 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-3$94,650$2,250$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-13$63,347$10,000$769iApproximate average salary by contribution assumption: employee only about $19,231 at 4% or $12,821 at 6%; with 50% employer match about $12,821 at 4% or $8,547 at 6%; with 100% employer match about $9,615 at 4% or $6,410 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-0---
201521$264,771$0-
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$264,771$0-
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-0$0--
2014413$1,012,984$50,200$3,862iApproximate average salary by contribution assumption: employee only about $96,538 at 4% or $64,359 at 6%; with 50% employer match about $64,359 at 4% or $42,906 at 6%; with 100% employer match about $48,269 at 4% or $32,179 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-13$616,222$0-
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$269,773$0-
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$79,616$40,200$40,200iApproximate average salary by contribution assumption: employee only about $1,005,000 at 4% or $670,000 at 6%; with 50% employer match about $670,000 at 4% or $446,667 at 6%; with 100% employer match about $502,500 at 4% or $335,000 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-10$47,373$10,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
2013313$889,184$68,862$5,297iApproximate average salary by contribution assumption: employee only about $132,427 at 4% or $88,285 at 6%; with 50% employer match about $88,285 at 4% or $58,856 at 6%; with 100% employer match about $66,213 at 4% or $44,142 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-13$589,171$0-
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$262,407$25,202$25,202iApproximate average salary by contribution assumption: employee only about $630,050 at 4% or $420,033 at 6%; with 50% employer match about $420,033 at 4% or $280,022 at 6%; with 100% employer match about $315,025 at 4% or $210,017 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-10$37,606$43,660$4,366iApproximate average salary by contribution assumption: employee only about $109,150 at 4% or $72,767 at 6%; with 50% employer match about $72,767 at 4% or $48,511 at 6%; with 100% employer match about $54,575 at 4% or $36,383 at 6%.
2012213$761,201$5,700$438iApproximate average salary by contribution assumption: employee only about $10,962 at 4% or $7,308 at 6%; with 50% employer match about $7,308 at 4% or $4,872 at 6%; with 100% employer match about $5,481 at 4% or $3,654 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-13$508,996$0-
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$252,205$5,700$5,700iApproximate average salary by contribution assumption: employee only about $142,500 at 4% or $95,000 at 6%; with 50% employer match about $95,000 at 4% or $63,333 at 6%; with 100% employer match about $71,250 at 4% or $47,500 at 6%.
2011213$702,812$80,000$6,154iApproximate average salary by contribution assumption: employee only about $153,846 at 4% or $102,564 at 6%; with 50% employer match about $102,564 at 4% or $68,376 at 6%; with 100% employer match about $76,923 at 4% or $51,282 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-13$460,033$50,000$3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$242,779$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
2010313$786,487$50,000$3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-13$425,256$50,000$3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$215,167$0-
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$146,064$0-
2009216$521,732$18,000$1,125iApproximate average salary by contribution assumption: employee only about $28,125 at 4% or $18,750 at 6%; with 50% employer match about $18,750 at 4% or $12,500 at 6%; with 100% employer match about $14,063 at 4% or $9,375 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-16$333,103$0-
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-10$188,629$18,000$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
2008813$1,021,267$131,575$10,121iApproximate average salary by contribution assumption: employee only about $253,029 at 4% or $168,686 at 6%; with 50% employer match about $168,686 at 4% or $112,457 at 6%; with 100% employer match about $126,514 at 4% or $84,343 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-13$252,746--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$198,203--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$169,684--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$168,881$121,575$121,575iApproximate average salary by contribution assumption: employee only about $3,039,375 at 4% or $2,026,250 at 6%; with 50% employer match about $2,026,250 at 4% or $1,350,833 at 6%; with 100% employer match about $1,519,688 at 4% or $1,013,125 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$158,061--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$73,692$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-0---
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-0---
20071814$1,737,297$196,490$14,035iApproximate average salary by contribution assumption: employee only about $350,875 at 4% or $233,917 at 6%; with 50% employer match about $233,917 at 4% or $155,944 at 6%; with 100% employer match about $175,438 at 4% or $116,958 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-14$830,625$22,243$1,589iApproximate average salary by contribution assumption: employee only about $39,720 at 4% or $26,480 at 6%; with 50% employer match about $26,480 at 4% or $17,653 at 6%; with 100% employer match about $19,860 at 4% or $13,240 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-13$331,913$80,000$6,154iApproximate average salary by contribution assumption: employee only about $153,846 at 4% or $102,564 at 6%; with 50% employer match about $102,564 at 4% or $68,376 at 6%; with 100% employer match about $76,923 at 4% or $51,282 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$227,036$43,960$43,960iApproximate average salary by contribution assumption: employee only about $1,099,000 at 4% or $732,667 at 6%; with 50% employer match about $732,667 at 4% or $488,444 at 6%; with 100% employer match about $549,500 at 4% or $366,333 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-9$150,304$18,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$87,338$27,287$27,287iApproximate average salary by contribution assumption: employee only about $682,175 at 4% or $454,783 at 6%; with 50% employer match about $454,783 at 4% or $303,189 at 6%; with 100% employer match about $341,088 at 4% or $227,392 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$60,886$5,000$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 Edwin E. Velez Lopez Retirement Plan-4$33,478--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-2$15,717--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1---
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1---
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-0---
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1---
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1---
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1---
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1---
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1---
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1---
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1---
2006101$1,373,499$155,000$155,000iApproximate average salary by contribution assumption: employee only about $3,875,000 at 4% or $2,583,333 at 6%; with 50% employer match about $2,583,333 at 4% or $1,722,222 at 6%; with 100% employer match about $1,937,500 at 4% or $1,291,667 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$389,251$80,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$219,980$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$173,870$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$164,112--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$145,432--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$137,860--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$49,784--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$47,750--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$39,550--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$5,910--
2005121$1,228,165$370,758$370,758iApproximate average salary by contribution assumption: employee only about $9,268,950 at 4% or $6,179,300 at 6%; with 50% employer match about $6,179,300 at 4% or $4,119,533 at 6%; with 100% employer match about $4,634,475 at 4% or $3,089,650 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$287,612$63,000$63,000iApproximate average salary by contribution assumption: employee only about $1,575,000 at 4% or $1,050,000 at 6%; with 50% employer match about $1,050,000 at 4% or $700,000 at 6%; with 100% employer match about $787,500 at 4% or $525,000 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$180,695$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$149,028$143,509$143,509iApproximate average salary by contribution assumption: employee only about $3,587,725 at 4% or $2,391,817 at 6%; with 50% employer match about $2,391,817 at 4% or $1,594,544 at 6%; with 100% employer match about $1,793,863 at 4% or $1,195,908 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$137,043--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$121,168$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$111,574$12,765$12,765iApproximate average salary by contribution assumption: employee only about $319,125 at 4% or $212,750 at 6%; with 50% employer match about $212,750 at 4% or $141,833 at 6%; with 100% employer match about $159,563 at 4% or $106,375 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$96,099--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$52,617$61,484$61,484iApproximate average salary by contribution assumption: employee only about $1,537,100 at 4% or $1,024,733 at 6%; with 50% employer match about $1,024,733 at 4% or $683,156 at 6%; with 100% employer match about $768,550 at 4% or $512,367 at 6%.
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$48,496--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$37,982--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-1$5,851--
Ubs Trust Company of Pr Edwin E. Velez Lopez Retirement Plan-0---