Ricardo R. Vallejo
Plan context: Ubs Trust Company of Pr Ricardo R. Vallejo Retirement Plan
EIN 66-0669702 • San Juan, PR • 13 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$824,607
2024 Contributions
$48,764
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $824,607 | $0 | - |
| Ubs Trust Company of Pr Ricardo R. Vallejo Retirement Plan | - | 1 | $824,607 | - | - |
| 2023 | 1 | 1 | $774,184 | $0 | - |
| Ubs Trust Company of Pr Ricardo R. Vallejo Retirement Plan | - | 1 | $774,184 | - | - |
| 2022 | 1 | 1 | $706,208 | $0 | - |
| Ubs Trust Company of Pr Ricardo R. Vallejo Retirement Plan | - | 1 | $706,208 | - | - |
| 2021 | 1 | 1 | $806,357 | $0 | - |
| Ubs Trust Company of Pr Ricardo R. Vallejo Retirement Plan | - | 1 | $806,357 | - | - |
| 2020 | 1 | 1 | $760,247 | $0 | - |
| Ubs Trust Company of Pr Ricardo R. Vallejo Retirement Plan | - | 1 | $760,247 | - | - |
| 2018 | 1 | 1 | $618,191 | $0 | - |
| Ubs Trust Company of Pr Ricardo R. Vallejo Retirement Plan | - | 1 | $618,191 | - | - |
| 2017 | 1 | 1 | $652,917 | $48,764 | $48,764iApproximate average salary by contribution assumption: employee only about $1,219,100 at 4% or $812,733 at 6%; with 50% employer match about $812,733 at 4% or $541,822 at 6%; with 100% employer match about $609,550 at 4% or $406,367 at 6%. |
| Ubs Trust Company of Pr Ricardo R. Vallejo Retirement Plan | - | 1 | $652,917 | $48,764 | $48,764iApproximate average salary by contribution assumption: employee only about $1,219,100 at 4% or $812,733 at 6%; with 50% employer match about $812,733 at 4% or $541,822 at 6%; with 100% employer match about $609,550 at 4% or $406,367 at 6%. |
| 2016 | 1 | 1 | $562,279 | $50,570 | $50,570iApproximate average salary by contribution assumption: employee only about $1,264,250 at 4% or $842,833 at 6%; with 50% employer match about $842,833 at 4% or $561,889 at 6%; with 100% employer match about $632,125 at 4% or $421,417 at 6%. |
| Ubs Trust Company of Pr Ricardo R. Vallejo Retirement Plan | - | 1 | $562,279 | $50,570 | $50,570iApproximate average salary by contribution assumption: employee only about $1,264,250 at 4% or $842,833 at 6%; with 50% employer match about $842,833 at 4% or $561,889 at 6%; with 100% employer match about $632,125 at 4% or $421,417 at 6%. |
| 2015 | 1 | 1 | $493,214 | $47,368 | $47,368iApproximate average salary by contribution assumption: employee only about $1,184,200 at 4% or $789,467 at 6%; with 50% employer match about $789,467 at 4% or $526,311 at 6%; with 100% employer match about $592,100 at 4% or $394,733 at 6%. |
| Ubs Trust Company of Pr Ricardo R. Vallejo Retirement Plan | - | 1 | $493,214 | $47,368 | $47,368iApproximate average salary by contribution assumption: employee only about $1,184,200 at 4% or $789,467 at 6%; with 50% employer match about $789,467 at 4% or $526,311 at 6%; with 100% employer match about $592,100 at 4% or $394,733 at 6%. |
| 2014 | 1 | 1 | $458,592 | $48,023 | $48,023iApproximate average salary by contribution assumption: employee only about $1,200,575 at 4% or $800,383 at 6%; with 50% employer match about $800,383 at 4% or $533,589 at 6%; with 100% employer match about $600,288 at 4% or $400,192 at 6%. |
| Ubs Trust Company of Pr Ricardo R. Vallejo Retirement Plan | - | 1 | $458,592 | $48,023 | $48,023iApproximate average salary by contribution assumption: employee only about $1,200,575 at 4% or $800,383 at 6%; with 50% employer match about $800,383 at 4% or $533,589 at 6%; with 100% employer match about $600,288 at 4% or $400,192 at 6%. |
| 2013 | 1 | 1 | $401,088 | $0 | - |
| Ubs Trust Company of Pr Ricardo R. Vallejo Retirement Plan | - | 1 | $401,088 | - | - |
| 2012 | 1 | 1 | $333,569 | $49,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| Ubs Trust Company of Pr Ricardo R. Vallejo Retirement Plan | - | 1 | $333,569 | $49,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| 2011 | 1 | 1 | $269,771 | $57,451 | $57,451iApproximate average salary by contribution assumption: employee only about $1,436,275 at 4% or $957,517 at 6%; with 50% employer match about $957,517 at 4% or $638,344 at 6%; with 100% employer match about $718,138 at 4% or $478,758 at 6%. |
| Ubs Trust Company of Pr Ricardo R. Vallejo Retirement Plan | - | 1 | $269,771 | $57,451 | $57,451iApproximate average salary by contribution assumption: employee only about $1,436,275 at 4% or $957,517 at 6%; with 50% employer match about $957,517 at 4% or $638,344 at 6%; with 100% employer match about $718,138 at 4% or $478,758 at 6%. |