Lourdes Galan
Plan context: Ubs Trust Company of Pr Lourdes Galan Retirement Plan
EIN 66-0646374 • San Juan, PR • 11 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$904,736
2023 Contributions
$15,000
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 1 | $0 | $0 | - |
| Ubs Trust Company of Pr Lourdes Galan Retirement Plan | - | 1 | $0 | - | - |
| 2022 | 1 | 1 | $904,736 | $0 | - |
| Ubs Trust Company of Pr Lourdes Galan Retirement Plan | - | 1 | $904,736 | - | - |
| 2021 | 1 | 1 | $1,310,633 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Ubs Trust Company of Pr Lourdes Galan Retirement Plan | - | 1 | $1,310,633 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2020 | 1 | 1 | $1,080,213 | $0 | - |
| Ubs Trust Company of Pr Lourdes Galan Retirement Plan | - | 1 | $1,080,213 | - | - |
| 2017 | 1 | 1 | $632,257 | $14,498 | $14,498iApproximate average salary by contribution assumption: employee only about $362,450 at 4% or $241,633 at 6%; with 50% employer match about $241,633 at 4% or $161,089 at 6%; with 100% employer match about $181,225 at 4% or $120,817 at 6%. |
| Ubs Trust Company of Pr Lourdes Galan Retirement Plan | - | 1 | $632,257 | $14,498 | $14,498iApproximate average salary by contribution assumption: employee only about $362,450 at 4% or $241,633 at 6%; with 50% employer match about $241,633 at 4% or $161,089 at 6%; with 100% employer match about $181,225 at 4% or $120,817 at 6%. |
| 2016 | 1 | 1 | $514,359 | $0 | - |
| Ubs Trust Company of Pr Lourdes Galan Retirement Plan | - | 1 | $514,359 | - | - |
| 2015 | 1 | 1 | $484,061 | $35,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Ubs Trust Company of Pr Lourdes Galan Retirement Plan | - | 1 | $484,061 | $35,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| 2014 | 1 | 1 | $481,838 | $34,000 | $34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%. |
| Ubs Trust Company of Pr Lourdes Galan Retirement Plan | - | 1 | $481,838 | $34,000 | $34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%. |
| 2013 | 1 | 1 | $437,538 | $32,010 | $32,010iApproximate average salary by contribution assumption: employee only about $800,250 at 4% or $533,500 at 6%; with 50% employer match about $533,500 at 4% or $355,667 at 6%; with 100% employer match about $400,125 at 4% or $266,750 at 6%. |
| Ubs Trust Company of Pr Lourdes Galan Retirement Plan | - | 1 | $437,538 | $32,010 | $32,010iApproximate average salary by contribution assumption: employee only about $800,250 at 4% or $533,500 at 6%; with 50% employer match about $533,500 at 4% or $355,667 at 6%; with 100% employer match about $400,125 at 4% or $266,750 at 6%. |
| 2012 | 1 | 1 | $372,216 | $31,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| Ubs Trust Company of Pr Lourdes Galan Retirement Plan | - | 1 | $372,216 | $31,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| 2011 | 1 | 1 | $313,944 | $28,803 | $28,803iApproximate average salary by contribution assumption: employee only about $720,075 at 4% or $480,050 at 6%; with 50% employer match about $480,050 at 4% or $320,033 at 6%; with 100% employer match about $360,038 at 4% or $240,025 at 6%. |
| Ubs Trust Company of Pr Lourdes Galan Retirement Plan | - | 1 | $313,944 | $28,803 | $28,803iApproximate average salary by contribution assumption: employee only about $720,075 at 4% or $480,050 at 6%; with 50% employer match about $480,050 at 4% or $320,033 at 6%; with 100% employer match about $360,038 at 4% or $240,025 at 6%. |