Rosa M. Velez Borras
Plan context: Ubs Trust Company of Pr Rosa M. Velez Borras Retirement Plan
EIN 66-0816079 • San Juan, PR • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$1,365,581
2024 Contributions
$1
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 | $1,365,581 | $0 | - |
| Ubs Trust Company of Pr Rosa M. Velez Borras Retirement Plan | - | 1 | $1,365,581 | - | - |
| 2023 | 1 | 1 | $1,377,065 | $0 | - |
| Ubs Trust Company of Pr Rosa M. Velez Borras Retirement Plan | - | 1 | $1,377,065 | - | - |
| 2022 | 1 | 1 | $1,317,666 | $0 | - |
| Ubs Trust Company of Pr Rosa M. Velez Borras Retirement Plan | - | 1 | $1,317,666 | - | - |
| 2021 | 1 | 1 | $1,563,857 | $0 | - |
| Ubs Trust Company of Pr Rosa M. Velez Borras Retirement Plan | - | 1 | $1,563,857 | - | - |
| 2020 | 1 | 1 | $1,431,000 | $0 | - |
| Ubs Trust Company of Pr Rosa M. Velez Borras Retirement Plan | - | 1 | $1,431,000 | - | - |
| 2017 | 1 | 1 | $1,201,635 | $1 | $1iApproximate average salary by contribution assumption: employee only about $25 at 4% or $17 at 6%; with 50% employer match about $17 at 4% or $11 at 6%; with 100% employer match about $13 at 4% or $8 at 6%. |
| Ubs Trust Company of Pr Rosa M. Velez Borras Retirement Plan | - | 1 | $1,201,635 | $1 | $1iApproximate average salary by contribution assumption: employee only about $25 at 4% or $17 at 6%; with 50% employer match about $17 at 4% or $11 at 6%; with 100% employer match about $13 at 4% or $8 at 6%. |
| 2016 | 1 | 1 | $1,087,475 | $0 | - |
| Ubs Trust Company of Pr Rosa M. Velez Borras Retirement Plan | - | 1 | $1,087,475 | - | - |
| 2015 | 1 | 1 | $1,036,403 | $0 | - |
| Ubs Trust Company of Pr Rosa M. Velez Borras Retirement Plan | - | 1 | $1,036,403 | - | - |
| 2014 | 1 | 1 | $1,076,790 | $0 | - |
| Ubs Trust Company of Pr Rosa M. Velez Borras Retirement Plan | - | 1 | $1,076,790 | - | - |
| 2013 | 1 | 1 | $1,156,904 | $1,126,668 | $1,126,668iApproximate average salary by contribution assumption: employee only about $28,166,700 at 4% or $18,777,800 at 6%; with 50% employer match about $18,777,800 at 4% or $12,518,533 at 6%; with 100% employer match about $14,083,350 at 4% or $9,388,900 at 6%. |
| Ubs Trust Company of Pr Rosa M. Velez Borras Retirement Plan | - | 1 | $1,156,904 | $1,126,668 | $1,126,668iApproximate average salary by contribution assumption: employee only about $28,166,700 at 4% or $18,777,800 at 6%; with 50% employer match about $18,777,800 at 4% or $12,518,533 at 6%; with 100% employer match about $14,083,350 at 4% or $9,388,900 at 6%. |