Rosa E Santiago Serrano
Plan context: Ubs Trust Company of Pr Rosa E Santiago Serrano
EIN 66-0669299 • San Juan, PR • 6 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
1
2017 Assets
$36,240
2017 Contributions
$18,000
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Ubs Trust Company of Pr Rosa E Santiago Serrano | - | 0 | - | - | - |
| 2016 | 1 | 1 | $36,240 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| Ubs Trust Company of Pr Rosa E Santiago Serrano | - | 1 | $36,240 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2015 | 1 | 1 | $322,141 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| Ubs Trust Company of Pr Rosa E Santiago Serrano | - | 1 | $322,141 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2014 | 1 | 1 | $313,007 | $114,829 | $114,829iApproximate average salary by contribution assumption: employee only about $2,870,725 at 4% or $1,913,817 at 6%; with 50% employer match about $1,913,817 at 4% or $1,275,878 at 6%; with 100% employer match about $1,435,363 at 4% or $956,908 at 6%. |
| Ubs Trust Company of Pr Rosa E Santiago Serrano | - | 1 | $313,007 | $114,829 | $114,829iApproximate average salary by contribution assumption: employee only about $2,870,725 at 4% or $1,913,817 at 6%; with 50% employer match about $1,913,817 at 4% or $1,275,878 at 6%; with 100% employer match about $1,435,363 at 4% or $956,908 at 6%. |
| 2012 | 1 | 1 | $163,914 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| Ubs Trust Company of Pr Rosa E Santiago Serrano | - | 1 | $163,914 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2011 | 1 | 1 | $138,197 | $19,500 | $19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%. |
| Ubs Trust Company of Pr Rosa E Santiago Serrano | - | 1 | $138,197 | $19,500 | $19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%. |