Civic Intelligence

Margarita Herrea Abolafio

Plan context: Ubs Trust Company of Pr as Trustee for Margarita Herrea Abolafio Retirement Plan

EIN 66-0726693 • Guaynabo, PR • 9 filings • 3 plans

PO Box 3600Guaynabo, PR 00970-3600
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$608,907

2019 Contributions

$21,884

Historical Graphs

Total Assets Over Time

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

$658,802$329,401$0201120152019YearValue
$608,907Latest year 2019

Participants Over Time

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

110201120152019YearValue
1Latest year 2019

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
201911$608,907$0-
Ubs Trust Company of Pr as Trustee for Margarita Herrea Abolafio Retirement Plan-1$608,907--
201811$512,510$0-
Ubs Trust Company of Pr as Trustee for Margarita Herrea Abolafio Retirement Plan-1$512,510--
201711$516,504$0-
Ubs Trust Company of Pr as Trustee for Margarita Herrea Abolafio Retirement Plan-1$516,504--
201611$548,917$21,884$21,884iApproximate average salary by contribution assumption: employee only about $547,100 at 4% or $364,733 at 6%; with 50% employer match about $364,733 at 4% or $243,156 at 6%; with 100% employer match about $273,550 at 4% or $182,367 at 6%.
Ubs Trust Company of Pr as Trustee for Margarita Herrea Abolafio Retirement Plan-1$548,917$21,884$21,884iApproximate average salary by contribution assumption: employee only about $547,100 at 4% or $364,733 at 6%; with 50% employer match about $364,733 at 4% or $243,156 at 6%; with 100% employer match about $273,550 at 4% or $182,367 at 6%.
201511$527,733$0-
Ubs Trust Company of Pr as Trustee for Margarita Herrea Abolafio Retirement Plan-1$527,733--
201411$565,061$0-
Ubs Trust Company of Pr as Trustee for Margarita Herrea Abolafio Retirement Plan-1$565,061--
201311$536,310$0-
Ubs Trust Company of Pr as Trustee for Margarita Herrea Abolafio Retirement Plan-1$536,310--
201211$593,664$0-
Ubs Trust Company of Pr as Trustee for Margarita Herrea Abolafio Retirement Plan-1$593,664--
201111$658,802$0-
Ubs Trust Company of Pr as Trustee for Margarita Herrea Abolafio Retirement Plan-1$658,802--