Civic Intelligence

Jose a. Cerpa Pimentel

Plan context: Ubs Trust Company of Pr Jose a. Cerpa Pimentel Retirement Plan

EIN 66-0770752 • San Juan, PR • 12 filings • 4 plans

250 Munoz Rivera Ave 10thFloor American International PlazaSan Juan, PR 00918
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$34,761

2024 Contributions

$51,119

Historical Graphs

Total Assets Over Time

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

$308,696$154,348$0201020182024YearValue
$34,761Latest year 2024

Participants Over Time

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

110201020182024YearValue
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$34,761$0-
Ubs Trust Company of Pr Jose a. Cerpa Pimentel Retirement Plan-1$34,761--
202311$25,087$0-
Ubs Trust Company of Pr Jose a. Cerpa Pimentel Retirement Plan-1$25,087--
202211$18,739$0-
Ubs Trust Company of Pr Jose a. Cerpa Pimentel Retirement Plan-1$18,739--
202111$41,542$0-
Ubs Trust Company of Pr Jose a. Cerpa Pimentel Retirement Plan-1$41,542--
202011$43,829$51,119$51,119iApproximate average salary by contribution assumption: employee only about $1,277,975 at 4% or $851,983 at 6%; with 50% employer match about $851,983 at 4% or $567,989 at 6%; with 100% employer match about $638,988 at 4% or $425,992 at 6%.
Ubs Trust Company of Pr Jose a. Cerpa Pimentel Retirement Plan-1$43,829$51,119$51,119iApproximate average salary by contribution assumption: employee only about $1,277,975 at 4% or $851,983 at 6%; with 50% employer match about $851,983 at 4% or $567,989 at 6%; with 100% employer match about $638,988 at 4% or $425,992 at 6%.
201811$45,897$0-
Ubs Trust Company of Pr Jose a. Cerpa Pimentel Retirement Plan-1$45,897--
201711$43,602$0-
Ubs Trust Company of Pr Jose a. Cerpa Pimentel Retirement Plan-1$43,602--
201611$56,407$0-
Ubs Trust Company of Pr Jose a. Cerpa Pimentel Retirement Plan-1$56,407--
201511$52,464$0-
Ubs Trust Company of Pr Jose a. Cerpa Pimentel Retirement Plan-1$52,464--
201211$297,534$0-
Ubs Trust Company of Pr Jose a. Cerpa Pimentel Retirement Plan-1$297,534--
201111$308,696$0-
Ubs Trust Company of Pr Jose a. Cerpa Pimentel Retirement Plan-1$308,696--
201011$276,642$0-
Ubs Trust Company of Pr Jose a. Cerpa Pimentel Retirement Plan-1$276,642$0-