Luis M. Rodriguez Vidal
Plan context: Ubs Trust Company of Pr Luis M. Rodriguez Vidal Retirement Plan
EIN 66-0816861 • San Juan, PR • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$164,254
2024 Contributions
$656
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 | $164,254 | $0 | - |
| Ubs Trust Company of Pr Luis M. Rodriguez Vidal Retirement Plan | - | 1 | $164,254 | - | - |
| 2023 | 1 | 1 | $169,359 | $0 | - |
| Ubs Trust Company of Pr Luis M. Rodriguez Vidal Retirement Plan | - | 1 | $169,359 | - | - |
| 2022 | 1 | 1 | $174,873 | $656 | $656iApproximate average salary by contribution assumption: employee only about $16,400 at 4% or $10,933 at 6%; with 50% employer match about $10,933 at 4% or $7,289 at 6%; with 100% employer match about $8,200 at 4% or $5,467 at 6%. |
| Ubs Trust Company of Pr Luis M. Rodriguez Vidal Retirement Plan | - | 1 | $174,873 | $656 | $656iApproximate average salary by contribution assumption: employee only about $16,400 at 4% or $10,933 at 6%; with 50% employer match about $10,933 at 4% or $7,289 at 6%; with 100% employer match about $8,200 at 4% or $5,467 at 6%. |
| 2021 | 1 | 1 | $242,708 | $0 | - |
| Ubs Trust Company of Pr Luis M. Rodriguez Vidal Retirement Plan | - | 1 | $242,708 | - | - |
| 2020 | 1 | 1 | $246,379 | $0 | - |
| Ubs Trust Company of Pr Luis M. Rodriguez Vidal Retirement Plan | - | 1 | $246,379 | - | - |
| 2017 | 1 | 1 | $269,420 | $7,875 | $7,875iApproximate average salary by contribution assumption: employee only about $196,875 at 4% or $131,250 at 6%; with 50% employer match about $131,250 at 4% or $87,500 at 6%; with 100% employer match about $98,438 at 4% or $65,625 at 6%. |
| Ubs Trust Company of Pr Luis M. Rodriguez Vidal Retirement Plan | - | 1 | $269,420 | $7,875 | $7,875iApproximate average salary by contribution assumption: employee only about $196,875 at 4% or $131,250 at 6%; with 50% employer match about $131,250 at 4% or $87,500 at 6%; with 100% employer match about $98,438 at 4% or $65,625 at 6%. |
| 2016 | 1 | 1 | $270,932 | $0 | - |
| Ubs Trust Company of Pr Luis M. Rodriguez Vidal Retirement Plan | - | 1 | $270,932 | - | - |
| 2015 | 1 | 1 | $280,790 | $0 | - |
| Ubs Trust Company of Pr Luis M. Rodriguez Vidal Retirement Plan | - | 1 | $280,790 | - | - |
| 2014 | 1 | 1 | $316,432 | $312,302 | $312,302iApproximate average salary by contribution assumption: employee only about $7,807,550 at 4% or $5,205,033 at 6%; with 50% employer match about $5,205,033 at 4% or $3,470,022 at 6%; with 100% employer match about $3,903,775 at 4% or $2,602,517 at 6%. |
| Ubs Trust Company of Pr Luis M. Rodriguez Vidal Retirement Plan | - | 1 | $316,432 | $312,302 | $312,302iApproximate average salary by contribution assumption: employee only about $7,807,550 at 4% or $5,205,033 at 6%; with 50% employer match about $5,205,033 at 4% or $3,470,022 at 6%; with 100% employer match about $3,903,775 at 4% or $2,602,517 at 6%. |