Miguel Aran Ortiz
Plan context: Ubs Trust Company of Pr Miguel Aran Ortiz Retirement Plan
EIN 66-0799818 • San Juan, PR • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$883,594
2024 Contributions
$34,157
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 | $883,594 | $0 | - |
| Ubs Trust Company of Pr Miguel Aran Ortiz Retirement Plan | - | 1 | $883,594 | - | - |
| 2023 | 1 | 1 | $819,809 | $0 | - |
| Ubs Trust Company of Pr Miguel Aran Ortiz Retirement Plan | - | 1 | $819,809 | - | - |
| 2022 | 1 | 1 | $747,789 | $0 | - |
| Ubs Trust Company of Pr Miguel Aran Ortiz Retirement Plan | - | 1 | $747,789 | - | - |
| 2021 | 1 | 1 | $851,017 | $0 | - |
| Ubs Trust Company of Pr Miguel Aran Ortiz Retirement Plan | - | 1 | $851,017 | - | - |
| 2020 | 1 | 1 | $796,177 | $0 | - |
| Ubs Trust Company of Pr Miguel Aran Ortiz Retirement Plan | - | 1 | $796,177 | - | - |
| 2017 | 1 | 1 | $745,757 | $0 | - |
| Ubs Trust Company of Pr Miguel Aran Ortiz Retirement Plan | - | 1 | $745,757 | - | - |
| 2016 | 1 | 1 | $684,167 | $34,157 | $34,157iApproximate average salary by contribution assumption: employee only about $853,925 at 4% or $569,283 at 6%; with 50% employer match about $569,283 at 4% or $379,522 at 6%; with 100% employer match about $426,963 at 4% or $284,642 at 6%. |
| Ubs Trust Company of Pr Miguel Aran Ortiz Retirement Plan | - | 1 | $684,167 | $34,157 | $34,157iApproximate average salary by contribution assumption: employee only about $853,925 at 4% or $569,283 at 6%; with 50% employer match about $569,283 at 4% or $379,522 at 6%; with 100% employer match about $426,963 at 4% or $284,642 at 6%. |
| 2015 | 1 | 1 | $655,837 | $0 | - |
| Ubs Trust Company of Pr Miguel Aran Ortiz Retirement Plan | - | 1 | $655,837 | - | - |
| 2014 | 1 | 1 | $673,870 | $0 | - |
| Ubs Trust Company of Pr Miguel Aran Ortiz Retirement Plan | - | 1 | $673,870 | - | - |
| 2013 | 1 | 1 | $654,537 | $648,707 | $648,707iApproximate average salary by contribution assumption: employee only about $16,217,675 at 4% or $10,811,783 at 6%; with 50% employer match about $10,811,783 at 4% or $7,207,856 at 6%; with 100% employer match about $8,108,838 at 4% or $5,405,892 at 6%. |
| Ubs Trust Company of Pr Miguel Aran Ortiz Retirement Plan | - | 1 | $654,537 | $648,707 | $648,707iApproximate average salary by contribution assumption: employee only about $16,217,675 at 4% or $10,811,783 at 6%; with 50% employer match about $10,811,783 at 4% or $7,207,856 at 6%; with 100% employer match about $8,108,838 at 4% or $5,405,892 at 6%. |