Luis a. Ocasio Ramos
Plan context: Ubs Trust Company of Pr Luis a. Ocasio Ramos Retirement Plan
EIN 66-0816083 • San Juan, PR • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$2,642,144
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 | $2,642,144 | $0 | - |
| Ubs Trust Company of Pr Luis a. Ocasio Ramos Retirement Plan | - | 1 | $2,642,144 | - | - |
| 2023 | 1 | 1 | $2,527,800 | $0 | - |
| Ubs Trust Company of Pr Luis a. Ocasio Ramos Retirement Plan | - | 1 | $2,527,800 | - | - |
| 2022 | 1 | 1 | $2,429,482 | $0 | - |
| Ubs Trust Company of Pr Luis a. Ocasio Ramos Retirement Plan | - | 1 | $2,429,482 | - | - |
| 2021 | 1 | 1 | $2,967,277 | $0 | - |
| Ubs Trust Company of Pr Luis a. Ocasio Ramos Retirement Plan | - | 1 | $2,967,277 | - | - |
| 2020 | 1 | 1 | $2,649,477 | $0 | - |
| Ubs Trust Company of Pr Luis a. Ocasio Ramos Retirement Plan | - | 1 | $2,649,477 | - | - |
| 2017 | 1 | 1 | $2,296,370 | $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 Luis a. Ocasio Ramos Retirement Plan | - | 1 | $2,296,370 | $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 | $2,153,272 | $0 | - |
| Ubs Trust Company of Pr Luis a. Ocasio Ramos Retirement Plan | - | 1 | $2,153,272 | - | - |
| 2015 | 1 | 1 | $2,189,709 | $0 | - |
| Ubs Trust Company of Pr Luis a. Ocasio Ramos Retirement Plan | - | 1 | $2,189,709 | - | - |
| 2014 | 1 | 1 | $2,274,110 | $0 | - |
| Ubs Trust Company of Pr Luis a. Ocasio Ramos Retirement Plan | - | 1 | $2,274,110 | - | - |
| 2013 | 1 | 1 | $2,442,196 | $308,366 | $308,366iApproximate average salary by contribution assumption: employee only about $7,709,150 at 4% or $5,139,433 at 6%; with 50% employer match about $5,139,433 at 4% or $3,426,289 at 6%; with 100% employer match about $3,854,575 at 4% or $2,569,717 at 6%. |
| Ubs Trust Company of Pr Luis a. Ocasio Ramos Retirement Plan | - | 1 | $2,442,196 | $308,366 | $308,366iApproximate average salary by contribution assumption: employee only about $7,709,150 at 4% or $5,139,433 at 6%; with 50% employer match about $5,139,433 at 4% or $3,426,289 at 6%; with 100% employer match about $3,854,575 at 4% or $2,569,717 at 6%. |