Civic Intelligence

Dr. Renier Mendez

Plan context: Ubs Trust Company of Pr Dr. Renier Mendez Retirement Plan

EIN 66-0767753 • San Juan, PR • 13 filings • 2 plans

250 Munoz Rivera Ave 10th FloorSan Juan, PR 00918
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$303,704

2024 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$487,289$243,645$0201020162024YearValue
$303,704Latest year 2024

Participants Over Time

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

110201020162024YearValue
1Latest year 2024

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
202411$303,704$0-
Ubs Trust Company of Pr Dr. Renier Mendez Retirement Plan-1$303,704--
202311$297,715$0-
Ubs Trust Company of Pr Dr. Renier Mendez Retirement Plan-1$297,715--
202211$278,970$0-
Ubs Trust Company of Pr Dr. Renier Mendez Retirement Plan-1$278,970--
202111$439,727$0-
Ubs Trust Company of Pr Dr. Renier Mendez Retirement Plan-1$439,727--
202011$435,616$0-
Ubs Trust Company of Pr Dr. Renier Mendez Retirement Plan-1$435,616--
201711$487,289$0-
Ubs Trust Company of Pr Dr. Renier Mendez Retirement Plan-1$487,289--
201611$438,186$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Ubs Trust Company of Pr Dr. Renier Mendez Retirement Plan-1$438,186$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201511$396,068$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Ubs Trust Company of Pr Dr. Renier Mendez Retirement Plan-1$396,068$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201411$388,267$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Ubs Trust Company of Pr Dr. Renier Mendez Retirement Plan-1$388,267$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201311$348,167$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Ubs Trust Company of Pr Dr. Renier Mendez Retirement Plan-1$348,167$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201211$307,598$0-
Ubs Trust Company of Pr Dr. Renier Mendez Retirement Plan-1$307,598--
201111$272,023$25,013$25,013iApproximate average salary by contribution assumption: employee only about $625,325 at 4% or $416,883 at 6%; with 50% employer match about $416,883 at 4% or $277,922 at 6%; with 100% employer match about $312,663 at 4% or $208,442 at 6%.
Ubs Trust Company of Pr Dr. Renier Mendez Retirement Plan-1$272,023$25,013$25,013iApproximate average salary by contribution assumption: employee only about $625,325 at 4% or $416,883 at 6%; with 50% employer match about $416,883 at 4% or $277,922 at 6%; with 100% employer match about $312,663 at 4% or $208,442 at 6%.
201011$264,598$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Ubs Trust Company of Pr Dr. Renier Mendez Retirement Plan-1$264,598$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.