Civic Intelligence

Jose L. Alvarez Pedraza

Plan context: Ubs Trust Company of Pr Jose L. Alvarez Pedraza Retirement Plan

EIN 66-0772169 • San Juan, PR • 11 filings • 3 plans

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

Latest Year

2024

2024 Participants

1

2024 Assets

$35,434

2024 Contributions

$268,380

Historical Graphs

Total Assets Over Time

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

$309,231$154,616$0201020172024YearValue
$35,434Latest year 2024

Participants Over Time

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

110201020172024YearValue
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$35,434$0-
Ubs Trust Company of Pr Jose L. Alvarez Pedraza Retirement Plan-1$35,434--
202311$25,575$0-
Ubs Trust Company of Pr Jose L. Alvarez Pedraza Retirement Plan-1$25,575--
202211$19,105$0-
Ubs Trust Company of Pr Jose L. Alvarez Pedraza Retirement Plan-1$19,105--
202111$42,352$0-
Ubs Trust Company of Pr Jose L. Alvarez Pedraza Retirement Plan-1$42,352--
202011$44,682$0-
Ubs Trust Company of Pr Jose L. Alvarez Pedraza Retirement Plan-1$44,682--
201711$44,447$0-
Ubs Trust Company of Pr Jose L. Alvarez Pedraza Retirement Plan-1$44,447--
201611$57,493$0-
Ubs Trust Company of Pr Jose L. Alvarez Pedraza Retirement Plan-1$57,493--
201511$53,478$0-
Ubs Trust Company of Pr Jose L. Alvarez Pedraza Retirement Plan-1$53,478--
201211$298,593$0-
Ubs Trust Company of Pr Jose L. Alvarez Pedraza Retirement Plan-1$298,593--
201111$309,231$0-
Ubs Trust Company of Pr Jose L. Alvarez Pedraza Retirement Plan-1$309,231--
201011$277,442$268,380$268,380iApproximate average salary by contribution assumption: employee only about $6,709,500 at 4% or $4,473,000 at 6%; with 50% employer match about $4,473,000 at 4% or $2,982,000 at 6%; with 100% employer match about $3,354,750 at 4% or $2,236,500 at 6%.
Ubs Trust Company of Pr Jose L. Alvarez Pedraza Retirement Plan-1$277,442$268,380$268,380iApproximate average salary by contribution assumption: employee only about $6,709,500 at 4% or $4,473,000 at 6%; with 50% employer match about $4,473,000 at 4% or $2,982,000 at 6%; with 100% employer match about $3,354,750 at 4% or $2,236,500 at 6%.