Jose Morales Rodriguez
Plan context: Ubs Trust Company of Pr Jose Morales Rodriguez Retirement Plan
EIN 66-0793844 • San Juan, PR • 11 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$89,064
2024 Contributions
$702,753
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $89,064 | $0 | - |
| Ubs Trust Company of Pr Jose Morales Rodriguez Retirement Plan | - | 1 | $89,064 | - | - |
| 2023 | 1 | 1 | $75,908 | $0 | - |
| Ubs Trust Company of Pr Jose Morales Rodriguez Retirement Plan | - | 1 | $75,908 | - | - |
| 2022 | 1 | 1 | $72,576 | $0 | - |
| Ubs Trust Company of Pr Jose Morales Rodriguez Retirement Plan | - | 1 | $72,576 | - | - |
| 2021 | 1 | 1 | $128,630 | $0 | - |
| Ubs Trust Company of Pr Jose Morales Rodriguez Retirement Plan | - | 1 | $128,630 | - | - |
| 2020 | 1 | 1 | $131,803 | $0 | - |
| Ubs Trust Company of Pr Jose Morales Rodriguez Retirement Plan | - | 1 | $131,803 | - | - |
| 2017 | 1 | 1 | $145,628 | $0 | - |
| Ubs Trust Company of Pr Jose Morales Rodriguez Retirement Plan | - | 1 | $145,628 | - | - |
| 2016 | 1 | 1 | $218,479 | $0 | - |
| Ubs Trust Company of Pr Jose Morales Rodriguez Retirement Plan | - | 1 | $218,479 | - | - |
| 2015 | 1 | 1 | $237,586 | $0 | - |
| Ubs Trust Company of Pr Jose Morales Rodriguez Retirement Plan | - | 1 | $237,586 | - | - |
| 2014 | 1 | 1 | $356,400 | $0 | - |
| Ubs Trust Company of Pr Jose Morales Rodriguez Retirement Plan | - | 1 | $356,400 | - | - |
| 2013 | 1 | 1 | $391,802 | $0 | - |
| Ubs Trust Company of Pr Jose Morales Rodriguez Retirement Plan | - | 1 | $391,802 | - | - |
| 2012 | 1 | 1 | $653,730 | $702,753 | $702,753iApproximate average salary by contribution assumption: employee only about $17,568,825 at 4% or $11,712,550 at 6%; with 50% employer match about $11,712,550 at 4% or $7,808,367 at 6%; with 100% employer match about $8,784,413 at 4% or $5,856,275 at 6%. |
| Ubs Trust Company of Pr Jose Morales Rodriguez Retirement Plan | - | 1 | $653,730 | $702,753 | $702,753iApproximate average salary by contribution assumption: employee only about $17,568,825 at 4% or $11,712,550 at 6%; with 50% employer match about $11,712,550 at 4% or $7,808,367 at 6%; with 100% employer match about $8,784,413 at 4% or $5,856,275 at 6%. |