Civic Intelligence

Antonio Otao

Plan context: Ubs Trust Company of Pr Antonio Otao Retirement Plan III

EIN 66-0836759 • San Juan, PR • 3 filings • 1 plans

250 Munoz Rivera AveSan Juan, PR 00918
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$458,921

2017 Contributions

$423,880

Historical Graphs

Total Assets Over Time

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

$458,921$229,461$0201520162017YearValue
$458,921Latest year 2017

Participants Over Time

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

110201520162017YearValue
1Latest year 2017

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
201711$458,921$0-
Ubs Trust Company of Pr Antonio Otao Retirement Plan III-1$458,921--
201611$429,007$0-
Ubs Trust Company of Pr Antonio Otao Retirement Plan III-1$429,007--
201511$401,654$423,880$423,880iApproximate average salary by contribution assumption: employee only about $10,597,000 at 4% or $7,064,667 at 6%; with 50% employer match about $7,064,667 at 4% or $4,709,778 at 6%; with 100% employer match about $5,298,500 at 4% or $3,532,333 at 6%.
Ubs Trust Company of Pr Antonio Otao Retirement Plan III-1$401,654$423,880$423,880iApproximate average salary by contribution assumption: employee only about $10,597,000 at 4% or $7,064,667 at 6%; with 50% employer match about $7,064,667 at 4% or $4,709,778 at 6%; with 100% employer match about $5,298,500 at 4% or $3,532,333 at 6%.