Civic Intelligence

Luis R. Ramos Diaz

Plan context: Ubs Trust Company of Pr Luis R. Ramos Diaz Retirement Plan

EIN 66-0810062 • San Juan, PR • 11 filings • 1 plans

250 Munoz Rivera AveSan Juan, PR 00918
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$335,376

2024 Contributions

$54,000

Historical Graphs

Total Assets Over Time

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

$335,376$167,688$0201420192024YearValue
$335,376Latest year 2024

Participants Over Time

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

420201420192024YearValue
4Latest year 2024

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
202414$335,376$0-
Ubs Trust Company of Pr Luis R. Ramos Diaz Retirement Plan-4$335,376--
202314$318,473$0-
Ubs Trust Company of Pr Luis R. Ramos Diaz Retirement Plan-4$318,473--
202214$301,031$0-
Ubs Trust Company of Pr Luis R. Ramos Diaz Retirement Plan-4$301,031--
202114$306,463$0-
Ubs Trust Company of Pr Luis R. Ramos Diaz Retirement Plan-4$306,463--
202014$303,360$54,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Ubs Trust Company of Pr Luis R. Ramos Diaz Retirement Plan-4$303,360$54,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
201913$243,252$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Ubs Trust Company of Pr Luis R. Ramos Diaz Retirement Plan-3$243,252$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201813$180,424$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Ubs Trust Company of Pr Luis R. Ramos Diaz Retirement Plan-3$180,424$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201713$132,772$25,073$8,358iApproximate average salary by contribution assumption: employee only about $208,942 at 4% or $139,294 at 6%; with 50% employer match about $139,294 at 4% or $92,863 at 6%; with 100% employer match about $104,471 at 4% or $69,647 at 6%.
Ubs Trust Company of Pr Luis R. Ramos Diaz Retirement Plan-3$132,772$25,073$8,358iApproximate average salary by contribution assumption: employee only about $208,942 at 4% or $139,294 at 6%; with 50% employer match about $139,294 at 4% or $92,863 at 6%; with 100% employer match about $104,471 at 4% or $69,647 at 6%.
201613$102,407$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
Ubs Trust Company of Pr Luis R. Ramos Diaz Retirement Plan-3$102,407$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
201513$79,089$30,068$10,023iApproximate average salary by contribution assumption: employee only about $250,567 at 4% or $167,044 at 6%; with 50% employer match about $167,044 at 4% or $111,363 at 6%; with 100% employer match about $125,283 at 4% or $83,522 at 6%.
Ubs Trust Company of Pr Luis R. Ramos Diaz Retirement Plan-3$79,089$30,068$10,023iApproximate average salary by contribution assumption: employee only about $250,567 at 4% or $167,044 at 6%; with 50% employer match about $167,044 at 4% or $111,363 at 6%; with 100% employer match about $125,283 at 4% or $83,522 at 6%.
201413$51,387$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Ubs Trust Company of Pr Luis R. Ramos Diaz Retirement Plan-3$51,387$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.