Civic Intelligence

Cherryl V. Duran Couvertier

Plan context: Ubs Trust Company of Pr Cherryl V Duran Couvertier Retirement Plan

EIN 66-0785399 • San Juan, PR • 11 filings • 1 plans

250 Munoz Rivera AveUnit 250 Munoz RiveraSan Juan, PR 00918
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$603,296

2024 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$603,296$301,648$0201220172024YearValue
$603,296Latest year 2024

Participants Over Time

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

210201220172024YearValue
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$603,296$0-
Ubs Trust Company of Pr Cherryl V Duran Couvertier Retirement Plan-1$603,296--
202311$536,285$0-
Ubs Trust Company of Pr Cherryl V Duran Couvertier Retirement Plan-1$536,285--
202211$482,443$0-
Ubs Trust Company of Pr Cherryl V Duran Couvertier Retirement Plan-1$482,443--
202111$603,277$0-
Ubs Trust Company of Pr Cherryl V Duran Couvertier Retirement Plan-1$603,277--
202011$515,090$0-
Ubs Trust Company of Pr Cherryl V Duran Couvertier Retirement Plan-1$515,090--
201711$454,369$0-
Ubs Trust Company of Pr Cherryl V Duran Couvertier Retirement Plan-1$454,369--
201611$377,352$0-
Ubs Trust Company of Pr Cherryl V Duran Couvertier Retirement Plan-1$377,352--
201511$378,143$0-
Ubs Trust Company of Pr Cherryl V Duran Couvertier Retirement Plan-1$378,143--
201412$400,459$0-
Ubs Trust Company of Pr Cherryl V Duran Couvertier Retirement Plan-2$400,459--
201311$381,467$0-
Ubs Trust Company of Pr Cherryl V Duran Couvertier Retirement Plan-1$381,467--
201211$320,886$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Ubs Trust Company of Pr Cherryl V Duran Couvertier Retirement Plan-1$320,886$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.