Julio a. Melendez
Plan context: Ubs Trust Company of Pr Julio a. Melendez Retirement Plan
EIN 66-0802855 • San Juan, PR • 5 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
1
2017 Assets
$354,593
2017 Contributions
$21
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 1 | $354,593 | $21 | $21iApproximate average salary by contribution assumption: employee only about $525 at 4% or $350 at 6%; with 50% employer match about $350 at 4% or $233 at 6%; with 100% employer match about $263 at 4% or $175 at 6%. |
| Ubs Trust Company of Pr Julio a. Melendez Retirement Plan | - | 1 | $354,593 | $21 | $21iApproximate average salary by contribution assumption: employee only about $525 at 4% or $350 at 6%; with 50% employer match about $350 at 4% or $233 at 6%; with 100% employer match about $263 at 4% or $175 at 6%. |
| 2016 | 1 | 1 | $342,369 | $0 | - |
| Ubs Trust Company of Pr Julio a. Melendez Retirement Plan | - | 1 | $342,369 | - | - |
| 2015 | 1 | 1 | $333,914 | $0 | - |
| Ubs Trust Company of Pr Julio a. Melendez Retirement Plan | - | 1 | $333,914 | - | - |
| 2014 | 1 | 1 | $339,570 | $0 | - |
| Ubs Trust Company of Pr Julio a. Melendez Retirement Plan | - | 1 | $339,570 | - | - |
| 2013 | 1 | 1 | $319,291 | $332,185 | $332,185iApproximate average salary by contribution assumption: employee only about $8,304,625 at 4% or $5,536,417 at 6%; with 50% employer match about $5,536,417 at 4% or $3,690,944 at 6%; with 100% employer match about $4,152,313 at 4% or $2,768,208 at 6%. |
| Ubs Trust Company of Pr Julio a. Melendez Retirement Plan | - | 1 | $319,291 | $332,185 | $332,185iApproximate average salary by contribution assumption: employee only about $8,304,625 at 4% or $5,536,417 at 6%; with 50% employer match about $5,536,417 at 4% or $3,690,944 at 6%; with 100% employer match about $4,152,313 at 4% or $2,768,208 at 6%. |