Oscar Zavala
Plan context: Ubs Trust Company of Pr Oscar Zavala Retirement Plan
EIN 66-0731250 • San Juan, PR • 6 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$1,036,459
2016 Contributions
$50,000
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 1 | $0 | $0 | - |
| Ubs Trust Company of Pr Oscar Zavala Retirement Plan | - | 1 | $0 | - | - |
| 2015 | 1 | 1 | $1,036,459 | $0 | - |
| Ubs Trust Company of Pr Oscar Zavala Retirement Plan | - | 1 | $1,036,459 | - | - |
| 2014 | 1 | 1 | $1,070,418 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Ubs Trust Company of Pr Oscar Zavala Retirement Plan | - | 1 | $1,070,418 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2013 | 1 | 1 | $941,338 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Ubs Trust Company of Pr Oscar Zavala Retirement Plan | - | 1 | $941,338 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2012 | 1 | 1 | $1,148,879 | $122,000 | $122,000iApproximate average salary by contribution assumption: employee only about $3,050,000 at 4% or $2,033,333 at 6%; with 50% employer match about $2,033,333 at 4% or $1,355,556 at 6%; with 100% employer match about $1,525,000 at 4% or $1,016,667 at 6%. |
| Ubs Trust Company of Pr Oscar Zavala Retirement Plan | - | 1 | $1,148,879 | $122,000 | $122,000iApproximate average salary by contribution assumption: employee only about $3,050,000 at 4% or $2,033,333 at 6%; with 50% employer match about $2,033,333 at 4% or $1,355,556 at 6%; with 100% employer match about $1,525,000 at 4% or $1,016,667 at 6%. |
| 2011 | 1 | 1 | $873,076 | $104,050 | $104,050iApproximate average salary by contribution assumption: employee only about $2,601,250 at 4% or $1,734,167 at 6%; with 50% employer match about $1,734,167 at 4% or $1,156,111 at 6%; with 100% employer match about $1,300,625 at 4% or $867,083 at 6%. |
| Ubs Trust Company of Pr Oscar Zavala Retirement Plan | - | 1 | $873,076 | $104,050 | $104,050iApproximate average salary by contribution assumption: employee only about $2,601,250 at 4% or $1,734,167 at 6%; with 50% employer match about $1,734,167 at 4% or $1,156,111 at 6%; with 100% employer match about $1,300,625 at 4% or $867,083 at 6%. |