Civic Intelligence

Augusto C. Sepulveda

Plan context: Ubs Trust Company of Pr Augusto C. Sepulveda Retirement Plan

EIN 66-0726665 • San Juan, PR • 9 filings • 1 plans

250 Munoz Rivera AveAmerican International PlazaSan Juan, PR 00918
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$720

2020 Contributions

$18,225

Historical Graphs

Total Assets Over Time

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

$479,122$239,561$0201120152018YearValue
$720Latest year 2018

Participants Over Time

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

110201120152020YearValue
1Latest year 2020

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
202011$0$0-
Ubs Trust Company of Pr Augusto C. Sepulveda Retirement Plan-1$0--
201811$720$0-
Ubs Trust Company of Pr Augusto C. Sepulveda Retirement Plan-1$720--
201711$109,305$0-
Ubs Trust Company of Pr Augusto C. Sepulveda Retirement Plan-1$109,305--
201611$377,293$0-
Ubs Trust Company of Pr Augusto C. Sepulveda Retirement Plan-1$377,293--
201511$445,489$0-
Ubs Trust Company of Pr Augusto C. Sepulveda Retirement Plan-1$445,489--
201411$479,122$0-
Ubs Trust Company of Pr Augusto C. Sepulveda Retirement Plan-1$479,122--
201311$362,584$18,225$18,225iApproximate average salary by contribution assumption: employee only about $455,625 at 4% or $303,750 at 6%; with 50% employer match about $303,750 at 4% or $202,500 at 6%; with 100% employer match about $227,813 at 4% or $151,875 at 6%.
Ubs Trust Company of Pr Augusto C. Sepulveda Retirement Plan-1$362,584$18,225$18,225iApproximate average salary by contribution assumption: employee only about $455,625 at 4% or $303,750 at 6%; with 50% employer match about $303,750 at 4% or $202,500 at 6%; with 100% employer match about $227,813 at 4% or $151,875 at 6%.
201211$310,238$25,860$25,860iApproximate average salary by contribution assumption: employee only about $646,500 at 4% or $431,000 at 6%; with 50% employer match about $431,000 at 4% or $287,333 at 6%; with 100% employer match about $323,250 at 4% or $215,500 at 6%.
Ubs Trust Company of Pr Augusto C. Sepulveda Retirement Plan-1$310,238$25,860$25,860iApproximate average salary by contribution assumption: employee only about $646,500 at 4% or $431,000 at 6%; with 50% employer match about $431,000 at 4% or $287,333 at 6%; with 100% employer match about $323,250 at 4% or $215,500 at 6%.
201111$284,347$18,050$18,050iApproximate average salary by contribution assumption: employee only about $451,250 at 4% or $300,833 at 6%; with 50% employer match about $300,833 at 4% or $200,556 at 6%; with 100% employer match about $225,625 at 4% or $150,417 at 6%.
Ubs Trust Company of Pr Augusto C. Sepulveda Retirement Plan-1$284,347$18,050$18,050iApproximate average salary by contribution assumption: employee only about $451,250 at 4% or $300,833 at 6%; with 50% employer match about $300,833 at 4% or $200,556 at 6%; with 100% employer match about $225,625 at 4% or $150,417 at 6%.
Augusto C. Sepulveda | EIN 66-0726665 | 2020 Form 5500 Company Profile