Civic Intelligence

Ederlinda Rivera Oquendo

Plan context: Ubs Trust Company of Pr Ederlinda Rivera Oquendo Retirement Plan

EIN 66-0832915 • San Juan, PR • 10 filings • 1 plans

250 Munuz Rivera AveSan Juan, PR 00918
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$910,471

2024 Contributions

$127,426

Historical Graphs

Total Assets Over Time

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

$910,471$455,236$0201420202024YearValue
$910,471Latest year 2024

Participants Over Time

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

110201420202024YearValue
1Latest 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
202411$910,471$0-
Ubs Trust Company of Pr Ederlinda Rivera Oquendo Retirement Plan-1$910,471--
202311$699,422$0-
Ubs Trust Company of Pr Ederlinda Rivera Oquendo Retirement Plan-1$699,422--
202211$568,929$0-
Ubs Trust Company of Pr Ederlinda Rivera Oquendo Retirement Plan-1$568,929--
202111$768,958$0-
Ubs Trust Company of Pr Ederlinda Rivera Oquendo Retirement Plan-1$768,958--
202011$663,259$127,426$127,426iApproximate average salary by contribution assumption: employee only about $3,185,650 at 4% or $2,123,767 at 6%; with 50% employer match about $2,123,767 at 4% or $1,415,844 at 6%; with 100% employer match about $1,592,825 at 4% or $1,061,883 at 6%.
Ubs Trust Company of Pr Ederlinda Rivera Oquendo Retirement Plan-1$663,259$127,426$127,426iApproximate average salary by contribution assumption: employee only about $3,185,650 at 4% or $2,123,767 at 6%; with 50% employer match about $2,123,767 at 4% or $1,415,844 at 6%; with 100% employer match about $1,592,825 at 4% or $1,061,883 at 6%.
201811$442,052$0-
Ubs Trust Company of Pr Ederlinda Rivera Oquendo Retirement Plan-1$442,052--
201711$464,276$0-
Ubs Trust Company of Pr Ederlinda Rivera Oquendo Retirement Plan-1$464,276--
201611$395,382$0-
Ubs Trust Company of Pr Ederlinda Rivera Oquendo Retirement Plan-1$395,382--
201511$411,595$247$247iApproximate average salary by contribution assumption: employee only about $6,175 at 4% or $4,117 at 6%; with 50% employer match about $4,117 at 4% or $2,744 at 6%; with 100% employer match about $3,088 at 4% or $2,058 at 6%.
Ubs Trust Company of Pr Ederlinda Rivera Oquendo Retirement Plan-1$411,595$247$247iApproximate average salary by contribution assumption: employee only about $6,175 at 4% or $4,117 at 6%; with 50% employer match about $4,117 at 4% or $2,744 at 6%; with 100% employer match about $3,088 at 4% or $2,058 at 6%.
201411$436,324$439,639$439,639iApproximate average salary by contribution assumption: employee only about $10,990,975 at 4% or $7,327,317 at 6%; with 50% employer match about $7,327,317 at 4% or $4,884,878 at 6%; with 100% employer match about $5,495,488 at 4% or $3,663,658 at 6%.
Ubs Trust Company of Pr Ederlinda Rivera Oquendo Retirement Plan-1$436,324$439,639$439,639iApproximate average salary by contribution assumption: employee only about $10,990,975 at 4% or $7,327,317 at 6%; with 50% employer match about $7,327,317 at 4% or $4,884,878 at 6%; with 100% employer match about $5,495,488 at 4% or $3,663,658 at 6%.