Civic Intelligence

Luis Ortiz Ortiz

Plan context: Ubs Trust Company of Pr Luis Ortiz Ortiz

EIN 66-0786322 • San Juan, PR • 12 filings • 2 plans

250 Ave Munoz Intl PlazaSan Juan, PR 00918
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$360,936

2023 Contributions

$46,440

Historical Graphs

Total Assets Over Time

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

$416,876$208,438$0201120182023YearValue
$360,936Latest year 2023

Participants Over Time

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

110201120182023YearValue
1Latest year 2023

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
202311$360,936$0-
Ubs Trust Company of Pr Luis Ortiz Ortiz-1$360,936--
202211$327,082$0-
Ubs Trust Company of Pr Luis Ortiz Ortiz-1$327,082--
202111$416,876$0-
Ubs Trust Company of Pr Luis Ortiz Ortiz-1$416,876--
202011$365,057$0-
Ubs Trust Company of Pr Luis Ortiz Ortiz-1$365,057--
201911$344,778$0-
Ubs Trust Company of Pr Luis Ortiz Ortiz-1$344,778--
201811$317,641$0-
Ubs Trust Company of Pr Luis Ortiz Ortiz-1$317,641--
201711$343,454$46,440$46,440iApproximate average salary by contribution assumption: employee only about $1,161,000 at 4% or $774,000 at 6%; with 50% employer match about $774,000 at 4% or $516,000 at 6%; with 100% employer match about $580,500 at 4% or $387,000 at 6%.
Ubs Trust Company of Pr Luis Ortiz Ortiz-1$343,454$46,440$46,440iApproximate average salary by contribution assumption: employee only about $1,161,000 at 4% or $774,000 at 6%; with 50% employer match about $774,000 at 4% or $516,000 at 6%; with 100% employer match about $580,500 at 4% or $387,000 at 6%.
201611$254,087$0-
Ubs Trust Company of Pr Luis Ortiz Ortiz-1$254,087--
201511$264,688$0-
Ubs Trust Company of Pr Luis Ortiz Ortiz-1$264,688--
201411$292,381$55,846$55,846iApproximate average salary by contribution assumption: employee only about $1,396,150 at 4% or $930,767 at 6%; with 50% employer match about $930,767 at 4% or $620,511 at 6%; with 100% employer match about $698,075 at 4% or $465,383 at 6%.
Ubs Trust Company of Pr Luis Ortiz Ortiz-1$292,381$55,846$55,846iApproximate average salary by contribution assumption: employee only about $1,396,150 at 4% or $930,767 at 6%; with 50% employer match about $930,767 at 4% or $620,511 at 6%; with 100% employer match about $698,075 at 4% or $465,383 at 6%.
201211$197,592$21,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Ubs Trust Company of Pr Luis Ortiz Ortiz-1$197,592$21,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
201111$211,862$211,862$211,862iApproximate average salary by contribution assumption: employee only about $5,296,550 at 4% or $3,531,033 at 6%; with 50% employer match about $3,531,033 at 4% or $2,354,022 at 6%; with 100% employer match about $2,648,275 at 4% or $1,765,517 at 6%.
Ubs Trust Company of Pr Luis Ortiz Ortiz-1$211,862$211,862$211,862iApproximate average salary by contribution assumption: employee only about $5,296,550 at 4% or $3,531,033 at 6%; with 50% employer match about $3,531,033 at 4% or $2,354,022 at 6%; with 100% employer match about $2,648,275 at 4% or $1,765,517 at 6%.