Dennis R. Roman Rosa
Plan context: Ubs Trust Company of Pr Dennis R. Roman Rosa Retirement Plan
EIN 66-0816819 • San Juan, PR • 6 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
1
2020 Assets
$435,932
2020 Contributions
$15
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 1 | $0 | $0 | - |
| Ubs Trust Company of Pr Dennis R. Roman Rosa Retirement Plan | - | 1 | $0 | - | - |
| 2017 | 1 | 1 | $435,932 | $15 | $15iApproximate average salary by contribution assumption: employee only about $375 at 4% or $250 at 6%; with 50% employer match about $250 at 4% or $167 at 6%; with 100% employer match about $188 at 4% or $125 at 6%. |
| Ubs Trust Company of Pr Dennis R. Roman Rosa Retirement Plan | - | 1 | $435,932 | $15 | $15iApproximate average salary by contribution assumption: employee only about $375 at 4% or $250 at 6%; with 50% employer match about $250 at 4% or $167 at 6%; with 100% employer match about $188 at 4% or $125 at 6%. |
| 2016 | 1 | 1 | $463,328 | $0 | - |
| Ubs Trust Company of Pr Dennis R. Roman Rosa Retirement Plan | - | 1 | $463,328 | - | - |
| 2015 | 1 | 1 | $457,338 | $0 | - |
| Ubs Trust Company of Pr Dennis R. Roman Rosa Retirement Plan | - | 1 | $457,338 | - | - |
| 2014 | 1 | 1 | $572,524 | $0 | - |
| Ubs Trust Company of Pr Dennis R. Roman Rosa Retirement Plan | - | 1 | $572,524 | - | - |
| 2013 | 1 | 1 | $559,864 | $614,245 | $614,245iApproximate average salary by contribution assumption: employee only about $15,356,125 at 4% or $10,237,417 at 6%; with 50% employer match about $10,237,417 at 4% or $6,824,944 at 6%; with 100% employer match about $7,678,063 at 4% or $5,118,708 at 6%. |
| Ubs Trust Company of Pr Dennis R. Roman Rosa Retirement Plan | - | 1 | $559,864 | $614,245 | $614,245iApproximate average salary by contribution assumption: employee only about $15,356,125 at 4% or $10,237,417 at 6%; with 50% employer match about $10,237,417 at 4% or $6,824,944 at 6%; with 100% employer match about $7,678,063 at 4% or $5,118,708 at 6%. |