Civic Intelligence

Heriberto Figueroa Cruz

Plan context: Ubs Trust Company of Pr Heriberto Figueroa Cruz Retirement Plan

EIN 66-0779908 • San Juan, PR • 12 filings • 1 plans

250 Munoz Rivera Intl PlazaSan Juan, PR 00918
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$223,841

2024 Contributions

$685

Historical Graphs

Total Assets Over Time

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

$283,055$141,528$0201220182024YearValue
$223,841Latest year 2024

Participants Over Time

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

110201220182024YearValue
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$223,841$685$685iApproximate average salary by contribution assumption: employee only about $17,125 at 4% or $11,417 at 6%; with 50% employer match about $11,417 at 4% or $7,611 at 6%; with 100% employer match about $8,563 at 4% or $5,708 at 6%.
Ubs Trust Company of Pr Heriberto Figueroa Cruz Retirement Plan-1$223,841$685$685iApproximate average salary by contribution assumption: employee only about $17,125 at 4% or $11,417 at 6%; with 50% employer match about $11,417 at 4% or $7,611 at 6%; with 100% employer match about $8,563 at 4% or $5,708 at 6%.
202311$226,055$0-
Ubs Trust Company of Pr Heriberto Figueroa Cruz Retirement Plan-1$226,055--
202211$222,856$0-
Ubs Trust Company of Pr Heriberto Figueroa Cruz Retirement Plan-1$222,856--
202111$259,023$0-
Ubs Trust Company of Pr Heriberto Figueroa Cruz Retirement Plan-1$259,023--
202011$258,506$0-
Ubs Trust Company of Pr Heriberto Figueroa Cruz Retirement Plan-1$258,506--
201811$247,696$685$685iApproximate average salary by contribution assumption: employee only about $17,125 at 4% or $11,417 at 6%; with 50% employer match about $11,417 at 4% or $7,611 at 6%; with 100% employer match about $8,563 at 4% or $5,708 at 6%.
Ubs Trust Company of Pr Heriberto Figueroa Cruz Retirement Plan-1$247,696$685$685iApproximate average salary by contribution assumption: employee only about $17,125 at 4% or $11,417 at 6%; with 50% employer match about $11,417 at 4% or $7,611 at 6%; with 100% employer match about $8,563 at 4% or $5,708 at 6%.
201711$273,113$1,370$1,370iApproximate average salary by contribution assumption: employee only about $34,250 at 4% or $22,833 at 6%; with 50% employer match about $22,833 at 4% or $15,222 at 6%; with 100% employer match about $17,125 at 4% or $11,417 at 6%.
Ubs Trust Company of Pr Heriberto Figueroa Cruz Retirement Plan-1$273,113$1,370$1,370iApproximate average salary by contribution assumption: employee only about $34,250 at 4% or $22,833 at 6%; with 50% employer match about $22,833 at 4% or $15,222 at 6%; with 100% employer match about $17,125 at 4% or $11,417 at 6%.
201611$264,442$649$649iApproximate average salary by contribution assumption: employee only about $16,225 at 4% or $10,817 at 6%; with 50% employer match about $10,817 at 4% or $7,211 at 6%; with 100% employer match about $8,113 at 4% or $5,408 at 6%.
Ubs Trust Company of Pr Heriberto Figueroa Cruz Retirement Plan-1$264,442$649$649iApproximate average salary by contribution assumption: employee only about $16,225 at 4% or $10,817 at 6%; with 50% employer match about $10,817 at 4% or $7,211 at 6%; with 100% employer match about $8,113 at 4% or $5,408 at 6%.
201511$264,859$0-
Ubs Trust Company of Pr Heriberto Figueroa Cruz Retirement Plan-1$264,859--
201411$283,055$0-
Ubs Trust Company of Pr Heriberto Figueroa Cruz Retirement Plan-1$283,055--
201311$265,921$0-
Ubs Trust Company of Pr Heriberto Figueroa Cruz Retirement Plan-1$265,921--
201211$279,257$273,602$273,602iApproximate average salary by contribution assumption: employee only about $6,840,050 at 4% or $4,560,033 at 6%; with 50% employer match about $4,560,033 at 4% or $3,040,022 at 6%; with 100% employer match about $3,420,025 at 4% or $2,280,017 at 6%.
Ubs Trust Company of Pr Heriberto Figueroa Cruz Retirement Plan-1$279,257$273,602$273,602iApproximate average salary by contribution assumption: employee only about $6,840,050 at 4% or $4,560,033 at 6%; with 50% employer match about $4,560,033 at 4% or $3,040,022 at 6%; with 100% employer match about $3,420,025 at 4% or $2,280,017 at 6%.