LISSETTE HUERTAS SOLA
Plan context: Ubs Trust Company of Pr Lisette Huertas Sola Retirement Plan
EIN 66-0595632 • San Juan, PR • 7 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
3
2018 Assets
$159,798
2018 Contributions
$11,784
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $11,784 | - |
| Ubs Trust Company of Pr Lisette Huertas Sola Retirement Plan | - | 0 | $0 | $11,784 | - |
| 2017 | 1 | 3 | $159,798 | $30,520 | $10,173iApproximate average salary by contribution assumption: employee only about $254,333 at 4% or $169,556 at 6%; with 50% employer match about $169,556 at 4% or $113,037 at 6%; with 100% employer match about $127,167 at 4% or $84,778 at 6%. |
| Ubs Trust Company of Pr Lisette Huertas Sola Retirement Plan | - | 3 | $159,798 | $30,520 | $10,173iApproximate average salary by contribution assumption: employee only about $254,333 at 4% or $169,556 at 6%; with 50% employer match about $169,556 at 4% or $113,037 at 6%; with 100% employer match about $127,167 at 4% or $84,778 at 6%. |
| 2016 | 1 | 3 | $131,253 | $10,794 | $3,598iApproximate average salary by contribution assumption: employee only about $89,950 at 4% or $59,967 at 6%; with 50% employer match about $59,967 at 4% or $39,978 at 6%; with 100% employer match about $44,975 at 4% or $29,983 at 6%. |
| Ubs Trust Company of Pr Lisette Huertas Sola Retirement Plan | - | 3 | $131,253 | $10,794 | $3,598iApproximate average salary by contribution assumption: employee only about $89,950 at 4% or $59,967 at 6%; with 50% employer match about $59,967 at 4% or $39,978 at 6%; with 100% employer match about $44,975 at 4% or $29,983 at 6%. |
| 2015 | 1 | 3 | $114,120 | $0 | - |
| Ubs Trust Company of Pr Lisette Huertas Sola Retirement Plan | - | 3 | $114,120 | - | - |
| 2014 | 1 | 2 | $0 | $0 | - |
| Ubs Trust Company of Pr Lisette Huertas Sola Retirement Plan | - | 2 | - | - | - |
| 2013 | 1 | 2 | $86,133 | $37,610 | $18,805iApproximate average salary by contribution assumption: employee only about $470,125 at 4% or $313,417 at 6%; with 50% employer match about $313,417 at 4% or $208,944 at 6%; with 100% employer match about $235,063 at 4% or $156,708 at 6%. |
| Ubs Trust Company of Pr Lisette Huertas Sola Retirement Plan | - | 2 | $86,133 | $37,610 | $18,805iApproximate average salary by contribution assumption: employee only about $470,125 at 4% or $313,417 at 6%; with 50% employer match about $313,417 at 4% or $208,944 at 6%; with 100% employer match about $235,063 at 4% or $156,708 at 6%. |
| 2012 | 1 | 1 | $45,248 | $827 | $827iApproximate average salary by contribution assumption: employee only about $20,675 at 4% or $13,783 at 6%; with 50% employer match about $13,783 at 4% or $9,189 at 6%; with 100% employer match about $10,338 at 4% or $6,892 at 6%. |
| Ubs Trust Company of Pr Lisette Huertas Sola Retirement Plan | - | 1 | $45,248 | $827 | $827iApproximate average salary by contribution assumption: employee only about $20,675 at 4% or $13,783 at 6%; with 50% employer match about $13,783 at 4% or $9,189 at 6%; with 100% employer match about $10,338 at 4% or $6,892 at 6%. |