Carlos a. Gonzalez
Plan context: Ubs Trust Company of Pr Carlos a. Gonzalez Retirement Plan
EIN 90-0316585 • San Juan, PR • 6 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$23,534
2016 Contributions
$52,000
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 1 | $23,534 | $0 | - |
| Ubs Trust Company of Pr Carlos a. Gonzalez Retirement Plan | - | 1 | $23,534 | - | - |
| 2015 | 1 | 1 | $404,344 | $52,000 | $52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%. |
| Ubs Trust Company of Pr Carlos a. Gonzalez Retirement Plan | - | 1 | $404,344 | $52,000 | $52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%. |
| 2014 | 1 | 1 | $370,704 | $0 | - |
| Ubs Trust Company of Pr Carlos a. Gonzalez Retirement Plan | - | 1 | $370,704 | - | - |
| 2013 | 1 | 1 | $362,834 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Ubs Trust Company of Pr Carlos a. Gonzalez Retirement Plan | - | 1 | $362,834 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2012 | 1 | 1 | $359,052 | $59,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| Ubs Trust Company of Pr Carlos a. Gonzalez Retirement Plan | - | 1 | $359,052 | $59,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| 2011 | 1 | 1 | $235,832 | $125,110 | $125,110iApproximate average salary by contribution assumption: employee only about $3,127,750 at 4% or $2,085,167 at 6%; with 50% employer match about $2,085,167 at 4% or $1,390,111 at 6%; with 100% employer match about $1,563,875 at 4% or $1,042,583 at 6%. |
| Ubs Trust Company of Pr Carlos a. Gonzalez Retirement Plan | - | 1 | $235,832 | $125,110 | $125,110iApproximate average salary by contribution assumption: employee only about $3,127,750 at 4% or $2,085,167 at 6%; with 50% employer match about $2,085,167 at 4% or $1,390,111 at 6%; with 100% employer match about $1,563,875 at 4% or $1,042,583 at 6%. |