Ortho Evolution LLC
Plan context: Ubs Trust Company of Pr Ortho Evolution Retirement Plan
EIN 66-0747938 • San Juan, PR • 12 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$346,063
2024 Contributions
$4
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 | 6 | $346,063 | $0 | - |
| Ubs Trust Company of Pr Ortho Evolution Retirement Plan | - | 6 | $346,063 | - | - |
| 2023 | 1 | 6 | $326,017 | $0 | - |
| Ubs Trust Company of Pr Ortho Evolution Retirement Plan | - | 6 | $326,017 | - | - |
| 2022 | 1 | 6 | $300,063 | $0 | - |
| Ubs Trust Company of Pr Ortho Evolution Retirement Plan | - | 6 | $300,063 | - | - |
| 2021 | 1 | 6 | $327,730 | $0 | - |
| Ubs Trust Company of Pr Ortho Evolution Retirement Plan | - | 6 | $327,730 | - | - |
| 2020 | 1 | 6 | $299,437 | $0 | - |
| Ubs Trust Company of Pr Ortho Evolution Retirement Plan | - | 6 | $299,437 | - | - |
| 2019 | 1 | 6 | $300,971 | $0 | - |
| Ubs Trust Company of Pr Ortho Evolution Retirement Plan | - | 6 | $300,971 | - | - |
| 2018 | 1 | 6 | $264,778 | $0 | - |
| Ubs Trust Company of Pr Ortho Evolution Retirement Plan | - | 6 | $264,778 | - | - |
| 2017 | 1 | 6 | $290,840 | $4 | $1iApproximate average salary by contribution assumption: employee only about $17 at 4% or $11 at 6%; with 50% employer match about $11 at 4% or $7 at 6%; with 100% employer match about $8 at 4% or $6 at 6%. |
| Ubs Trust Company of Pr Ortho Evolution Retirement Plan | - | 6 | $290,840 | $4 | $1iApproximate average salary by contribution assumption: employee only about $17 at 4% or $11 at 6%; with 50% employer match about $11 at 4% or $7 at 6%; with 100% employer match about $8 at 4% or $6 at 6%. |
| 2016 | 1 | 7 | $266,418 | $55,000 | $7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%. |
| Ubs Trust Company of Pr Ortho Evolution Retirement Plan | - | 7 | $266,418 | $55,000 | $7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%. |
| 2015 | 1 | 7 | $200,636 | $55,000 | $7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%. |
| Ubs Trust Company of Pr Ortho Evolution Retirement Plan | - | 7 | $200,636 | $55,000 | $7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%. |
| 2014 | 1 | 5 | $155,999 | $36,000 | $7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%. |
| Ubs Trust Company of Pr Ortho Evolution Retirement Plan | - | 5 | $155,999 | $36,000 | $7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%. |
| 2013 | 1 | 5 | $285,528 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Ubs Trust Company of Pr Ortho Evolution Retirement Plan | - | 5 | $285,528 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |