Carmen Rivera
Plan context: Ubs Trust Company of Pr Carmen Rivera Retirement Plan
EIN 66-0797969 • San Juan, PR • 11 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$159,989
2024 Contributions
$525,250
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 | $159,989 | $0 | - |
| Ubs Trust Company of Pr Carmen Rivera Retirement Plan | - | 1 | $159,989 | - | - |
| 2023 | 1 | 1 | $140,048 | $0 | - |
| Ubs Trust Company of Pr Carmen Rivera Retirement Plan | - | 1 | $140,048 | - | - |
| 2022 | 1 | 1 | $199,491 | $0 | - |
| Ubs Trust Company of Pr Carmen Rivera Retirement Plan | - | 1 | $199,491 | - | - |
| 2021 | 1 | 1 | $264,540 | $0 | - |
| Ubs Trust Company of Pr Carmen Rivera Retirement Plan | - | 1 | $264,540 | - | - |
| 2020 | 1 | 1 | $254,091 | $0 | - |
| Ubs Trust Company of Pr Carmen Rivera Retirement Plan | - | 1 | $254,091 | - | - |
| 2018 | 1 | 1 | $215,295 | $0 | - |
| Ubs Trust Company of Pr Carmen Rivera Retirement Plan | - | 1 | $215,295 | - | - |
| 2017 | 1 | 1 | $235,297 | $0 | - |
| Ubs Trust Company of Pr Carmen Rivera Retirement Plan | - | 1 | $235,297 | - | - |
| 2016 | 1 | 1 | $315,557 | $0 | - |
| Ubs Trust Company of Pr Carmen Rivera Retirement Plan | - | 1 | $315,557 | - | - |
| 2015 | 1 | 1 | $354,516 | $0 | - |
| Ubs Trust Company of Pr Carmen Rivera Retirement Plan | - | 1 | $354,516 | - | - |
| 2014 | 1 | 1 | $369,871 | $0 | - |
| Ubs Trust Company of Pr Carmen Rivera Retirement Plan | - | 1 | $369,871 | - | - |
| 2013 | 1 | 1 | $412,679 | $525,250 | $525,250iApproximate average salary by contribution assumption: employee only about $13,131,250 at 4% or $8,754,167 at 6%; with 50% employer match about $8,754,167 at 4% or $5,836,111 at 6%; with 100% employer match about $6,565,625 at 4% or $4,377,083 at 6%. |
| Ubs Trust Company of Pr Carmen Rivera Retirement Plan | - | 1 | $412,679 | $525,250 | $525,250iApproximate average salary by contribution assumption: employee only about $13,131,250 at 4% or $8,754,167 at 6%; with 50% employer match about $8,754,167 at 4% or $5,836,111 at 6%; with 100% employer match about $6,565,625 at 4% or $4,377,083 at 6%. |