Andres Diaz Bergnes
Plan context: Ubs Trust Company of Pr Andres Diaz Bergnes Retirement Plan
EIN 66-0669500 • San Juan, PR • 6 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$488,679
2016 Contributions
$31,790
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 1 | $0 | $0 | - |
| Ubs Trust Company of Pr Andres Diaz Bergnes Retirement Plan | - | 1 | $0 | - | - |
| 2015 | 1 | 1 | $488,679 | $0 | - |
| Ubs Trust Company of Pr Andres Diaz Bergnes Retirement Plan | - | 1 | $488,679 | - | - |
| 2014 | 1 | 1 | $470,272 | $0 | - |
| Ubs Trust Company of Pr Andres Diaz Bergnes Retirement Plan | - | 1 | $470,272 | - | - |
| 2013 | 1 | 1 | $458,804 | $0 | - |
| Ubs Trust Company of Pr Andres Diaz Bergnes Retirement Plan | - | 1 | $458,804 | - | - |
| 2012 | 1 | 1 | $403,364 | $31,790 | $31,790iApproximate average salary by contribution assumption: employee only about $794,750 at 4% or $529,833 at 6%; with 50% employer match about $529,833 at 4% or $353,222 at 6%; with 100% employer match about $397,375 at 4% or $264,917 at 6%. |
| Ubs Trust Company of Pr Andres Diaz Bergnes Retirement Plan | - | 1 | $403,364 | $31,790 | $31,790iApproximate average salary by contribution assumption: employee only about $794,750 at 4% or $529,833 at 6%; with 50% employer match about $529,833 at 4% or $353,222 at 6%; with 100% employer match about $397,375 at 4% or $264,917 at 6%. |
| 2011 | 1 | 1 | $333,492 | $21,338 | $21,338iApproximate average salary by contribution assumption: employee only about $533,450 at 4% or $355,633 at 6%; with 50% employer match about $355,633 at 4% or $237,089 at 6%; with 100% employer match about $266,725 at 4% or $177,817 at 6%. |
| Ubs Trust Company of Pr Andres Diaz Bergnes Retirement Plan | - | 1 | $333,492 | $21,338 | $21,338iApproximate average salary by contribution assumption: employee only about $533,450 at 4% or $355,633 at 6%; with 50% employer match about $355,633 at 4% or $237,089 at 6%; with 100% employer match about $266,725 at 4% or $177,817 at 6%. |