Civic Intelligence

Mario Chalas

Plan context: Ubs Trust Company of Pr as Trustee for Mario Chalas Retirement Plan

EIN 66-0773092 • San Juan, PR • 7 filings • 2 plans

250 Munoz Rivera Avenue 10th FloorAmerican International PlazaSan Juan, PR 00918
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$418,533

2017 Contributions

$25,004

Historical Graphs

Total Assets Over Time

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

$418,533$209,267$0201120142017YearValue
$418,533Latest year 2017

Participants Over Time

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

110201120142017YearValue
1Latest year 2017

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
201711$418,533$25,004$25,004iApproximate average salary by contribution assumption: employee only about $625,100 at 4% or $416,733 at 6%; with 50% employer match about $416,733 at 4% or $277,822 at 6%; with 100% employer match about $312,550 at 4% or $208,367 at 6%.
Ubs Trust Company of Pr as Trustee for Mario Chalas Retirement Plan-1$418,533$25,004$25,004iApproximate average salary by contribution assumption: employee only about $625,100 at 4% or $416,733 at 6%; with 50% employer match about $416,733 at 4% or $277,822 at 6%; with 100% employer match about $312,550 at 4% or $208,367 at 6%.
201611$350,247$25,510$25,510iApproximate average salary by contribution assumption: employee only about $637,750 at 4% or $425,167 at 6%; with 50% employer match about $425,167 at 4% or $283,444 at 6%; with 100% employer match about $318,875 at 4% or $212,583 at 6%.
Ubs Trust Company of Pr as Trustee for Mario Chalas Retirement Plan-1$350,247$25,510$25,510iApproximate average salary by contribution assumption: employee only about $637,750 at 4% or $425,167 at 6%; with 50% employer match about $425,167 at 4% or $283,444 at 6%; with 100% employer match about $318,875 at 4% or $212,583 at 6%.
201511$301,939$30,700$30,700iApproximate average salary by contribution assumption: employee only about $767,500 at 4% or $511,667 at 6%; with 50% employer match about $511,667 at 4% or $341,111 at 6%; with 100% employer match about $383,750 at 4% or $255,833 at 6%.
Ubs Trust Company of Pr as Trustee for Mario Chalas Retirement Plan-1$301,939$30,700$30,700iApproximate average salary by contribution assumption: employee only about $767,500 at 4% or $511,667 at 6%; with 50% employer match about $511,667 at 4% or $341,111 at 6%; with 100% employer match about $383,750 at 4% or $255,833 at 6%.
201411$287,419$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 as Trustee for Mario Chalas Retirement Plan-1$287,419$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$256,016$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Ubs Trust Company of Pr as Trustee for Mario Chalas Retirement Plan-1$256,016$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201211$209,451$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Ubs Trust Company of Pr as Trustee for Mario Chalas Retirement Plan-1$209,451$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201111$167,228$197,446$197,446iApproximate average salary by contribution assumption: employee only about $4,936,150 at 4% or $3,290,767 at 6%; with 50% employer match about $3,290,767 at 4% or $2,193,844 at 6%; with 100% employer match about $2,468,075 at 4% or $1,645,383 at 6%.
Ubs Trust Company of Pr as Trustee for Mario Chalas Retirement Plan-1$167,228$197,446$197,446iApproximate average salary by contribution assumption: employee only about $4,936,150 at 4% or $3,290,767 at 6%; with 50% employer match about $3,290,767 at 4% or $2,193,844 at 6%; with 100% employer match about $2,468,075 at 4% or $1,645,383 at 6%.