Civic Intelligence

Pedro N Farinacci Morales

Plan context: Ubs Trust Company of Pr Pedro N. Farinacci Morales Retiment Plan

EIN 66-0635786 • San Juan, PR • 14 filings • 3 plans

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

Latest Year

2024

2024 Participants

1

2024 Assets

$3,017,671

2024 Contributions

$106,000

Historical Graphs

Total Assets Over Time

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

$3,017,671$1,508,836$0200920162024YearValue
$3,017,671Latest year 2024

Participants Over Time

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

110200920162024YearValue
1Latest 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
202411$3,017,671$0-
Ubs Trust Company of Pr Pedro N. Farinacci Morales Retiment Plan-1$3,017,671--
202311$2,774,320$0-
Ubs Trust Company of Pr Pedro N. Farinacci Morales Retiment Plan-1$2,774,320--
202211$2,394,405$0-
Ubs Trust Company of Pr Pedro N. Farinacci Morales Retiment Plan-1$2,394,405--
202111$2,809,681$0-
Ubs Trust Company of Pr Pedro N. Farinacci Morales Retiment Plan-1$2,809,681--
202011$2,505,659$0-
Ubs Trust Company of Pr Pedro N. Farinacci Morales Retiment Plan-1$2,505,659--
201711$1,816,993$0-
Ubs Trust Company of Pr Pedro N. Farinacci Morales Retiment Plan-1$1,816,993--
201611$1,714,961$106,000$106,000iApproximate average salary by contribution assumption: employee only about $2,650,000 at 4% or $1,766,667 at 6%; with 50% employer match about $1,766,667 at 4% or $1,177,778 at 6%; with 100% employer match about $1,325,000 at 4% or $883,333 at 6%.
Ubs Trust Company of Pr Pedro N. Farinacci Morales Retiment Plan-1$1,714,961$106,000$106,000iApproximate average salary by contribution assumption: employee only about $2,650,000 at 4% or $1,766,667 at 6%; with 50% employer match about $1,766,667 at 4% or $1,177,778 at 6%; with 100% employer match about $1,325,000 at 4% or $883,333 at 6%.
201511$1,448,831$52,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
Ubs Trust Company of Pr Pedro N. Farinacci Morales Retiment Plan-1$1,448,831$52,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
201411$1,545,376$34,993$34,993iApproximate average salary by contribution assumption: employee only about $874,825 at 4% or $583,217 at 6%; with 50% employer match about $583,217 at 4% or $388,811 at 6%; with 100% employer match about $437,413 at 4% or $291,608 at 6%.
Ubs Trust Company of Pr Pedro N. Farinacci Morales Retiment Plan-1$1,545,376$34,993$34,993iApproximate average salary by contribution assumption: employee only about $874,825 at 4% or $583,217 at 6%; with 50% employer match about $583,217 at 4% or $388,811 at 6%; with 100% employer match about $437,413 at 4% or $291,608 at 6%.
201311$1,436,033$49,159$49,159iApproximate average salary by contribution assumption: employee only about $1,228,975 at 4% or $819,317 at 6%; with 50% employer match about $819,317 at 4% or $546,211 at 6%; with 100% employer match about $614,488 at 4% or $409,658 at 6%.
Ubs Trust Company of Pr Pedro N. Farinacci Morales Retiment Plan-1$1,436,033$49,159$49,159iApproximate average salary by contribution assumption: employee only about $1,228,975 at 4% or $819,317 at 6%; with 50% employer match about $819,317 at 4% or $546,211 at 6%; with 100% employer match about $614,488 at 4% or $409,658 at 6%.
201211$1,627,185$161,224$161,224iApproximate average salary by contribution assumption: employee only about $4,030,600 at 4% or $2,687,067 at 6%; with 50% employer match about $2,687,067 at 4% or $1,791,378 at 6%; with 100% employer match about $2,015,300 at 4% or $1,343,533 at 6%.
Ubs Trust Company of Pr Pedro N. Farinacci Morales Retiment Plan-1$1,627,185$161,224$161,224iApproximate average salary by contribution assumption: employee only about $4,030,600 at 4% or $2,687,067 at 6%; with 50% employer match about $2,687,067 at 4% or $1,791,378 at 6%; with 100% employer match about $2,015,300 at 4% or $1,343,533 at 6%.
201111$1,338,204$158,770$158,770iApproximate average salary by contribution assumption: employee only about $3,969,250 at 4% or $2,646,167 at 6%; with 50% employer match about $2,646,167 at 4% or $1,764,111 at 6%; with 100% employer match about $1,984,625 at 4% or $1,323,083 at 6%.
Ubs Trust Company of Pr Pedro N. Farinacci Morales Retiment Plan-1$1,338,204$158,770$158,770iApproximate average salary by contribution assumption: employee only about $3,969,250 at 4% or $2,646,167 at 6%; with 50% employer match about $2,646,167 at 4% or $1,764,111 at 6%; with 100% employer match about $1,984,625 at 4% or $1,323,083 at 6%.
201011$1,124,261$42,094$42,094iApproximate average salary by contribution assumption: employee only about $1,052,350 at 4% or $701,567 at 6%; with 50% employer match about $701,567 at 4% or $467,711 at 6%; with 100% employer match about $526,175 at 4% or $350,783 at 6%.
Ubs Trust Company of Pr Pedro N. Farinacci Morales Retiment Plan-1$1,124,261$42,094$42,094iApproximate average salary by contribution assumption: employee only about $1,052,350 at 4% or $701,567 at 6%; with 50% employer match about $701,567 at 4% or $467,711 at 6%; with 100% employer match about $526,175 at 4% or $350,783 at 6%.
200911$865,914$0-
Ubs Trust Company of Pr Pedro N. Farinacci Morales Retiment Plan-1$865,914--