Vanessa Burgos Diaz
Plan context: Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan
EIN 66-0771617 • San Juan, PR • 15 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$419,069
2024 Contributions
$333,049
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 | 1 | $419,069 | $0 | - |
| Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan | - | 1 | $419,069 | - | - |
| 2023 | 1 | 1 | $422,474 | $0 | - |
| Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan | - | 1 | $422,474 | - | - |
| 2022 | 1 | 1 | $421,118 | $0 | - |
| Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan | - | 1 | $421,118 | - | - |
| 2021 | 1 | 1 | $486,470 | $0 | - |
| Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan | - | 1 | $486,470 | - | - |
| 2020 | 1 | 1 | $473,825 | $0 | - |
| Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan | - | 1 | $473,825 | - | - |
| 2018 | 1 | 1 | $440,437 | $0 | - |
| Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan | - | 1 | $440,437 | - | - |
| 2017 | 1 | 1 | $473,219 | $0 | - |
| Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan | - | 1 | $473,219 | - | - |
| 2016 | 1 | 1 | $439,199 | $0 | - |
| Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan | - | 1 | $439,199 | - | - |
| 2015 | 1 | 1 | $416,713 | $333,049 | $333,049iApproximate average salary by contribution assumption: employee only about $8,326,225 at 4% or $5,550,817 at 6%; with 50% employer match about $5,550,817 at 4% or $3,700,544 at 6%; with 100% employer match about $4,163,113 at 4% or $2,775,408 at 6%. |
| Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan | - | 1 | $416,713 | $333,049 | $333,049iApproximate average salary by contribution assumption: employee only about $8,326,225 at 4% or $5,550,817 at 6%; with 50% employer match about $5,550,817 at 4% or $3,700,544 at 6%; with 100% employer match about $4,163,113 at 4% or $2,775,408 at 6%. |
| 2012 | 2 | 1 | $194,345 | $33,290 | $33,290iApproximate average salary by contribution assumption: employee only about $832,250 at 4% or $554,833 at 6%; with 50% employer match about $554,833 at 4% or $369,889 at 6%; with 100% employer match about $416,125 at 4% or $277,417 at 6%. |
| Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan | - | 1 | $105,862 | - | - |
| Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan | - | 1 | $88,483 | $33,290 | $33,290iApproximate average salary by contribution assumption: employee only about $832,250 at 4% or $554,833 at 6%; with 50% employer match about $554,833 at 4% or $369,889 at 6%; with 100% employer match about $416,125 at 4% or $277,417 at 6%. |
| 2011 | 2 | 1 | $144,394 | $30,139 | $30,139iApproximate average salary by contribution assumption: employee only about $753,475 at 4% or $502,317 at 6%; with 50% employer match about $502,317 at 4% or $334,878 at 6%; with 100% employer match about $376,738 at 4% or $251,158 at 6%. |
| Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan | - | 1 | $94,918 | - | - |
| Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan | - | 1 | $49,476 | $30,139 | $30,139iApproximate average salary by contribution assumption: employee only about $753,475 at 4% or $502,317 at 6%; with 50% employer match about $502,317 at 4% or $334,878 at 6%; with 100% employer match about $376,738 at 4% or $251,158 at 6%. |
| 2010 | 2 | 1 | $119,292 | $19,615 | $19,615iApproximate average salary by contribution assumption: employee only about $490,375 at 4% or $326,917 at 6%; with 50% employer match about $326,917 at 4% or $217,944 at 6%; with 100% employer match about $245,188 at 4% or $163,458 at 6%. |
| Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan | - | 1 | $97,949 | $0 | - |
| Ubs Trust Company of Pr Vanessa Burgos Diaz Retirement Plan | - | 1 | $21,343 | $19,615 | $19,615iApproximate average salary by contribution assumption: employee only about $490,375 at 4% or $326,917 at 6%; with 50% employer match about $326,917 at 4% or $217,944 at 6%; with 100% employer match about $245,188 at 4% or $163,458 at 6%. |