Civic Intelligence

Pedro Jimenez Rodriguez

Plan context: Ubs Trust Company of Pr Pedro Jimenez Rodriguez Retirement Plan

EIN 90-0351425 • San Juan, PR • 9 filings • 1 plans

250 Munoz Rivera Ave Intl PlazaSan Juan, PR 00926
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$573,510

2024 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$573,510$286,755$0201420202024YearValue
$573,510Latest 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$573,510$0-
Ubs Trust Company of Pr Pedro Jimenez Rodriguez Retirement Plan-1$573,510--
202311$544,987$0-
Ubs Trust Company of Pr Pedro Jimenez Rodriguez Retirement Plan-1$544,987--
202211$519,645$0-
Ubs Trust Company of Pr Pedro Jimenez Rodriguez Retirement Plan-1$519,645--
202111$513,473$0-
Ubs Trust Company of Pr Pedro Jimenez Rodriguez Retirement Plan-1$513,473--
202011$514,009$0-
Ubs Trust Company of Pr Pedro Jimenez Rodriguez Retirement Plan-1$514,009--
201711$402,041$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Ubs Trust Company of Pr Pedro Jimenez Rodriguez Retirement Plan-1$402,041$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201611$361,159$40$40iApproximate average salary by contribution assumption: employee only about $1,000 at 4% or $667 at 6%; with 50% employer match about $667 at 4% or $444 at 6%; with 100% employer match about $500 at 4% or $333 at 6%.
Ubs Trust Company of Pr Pedro Jimenez Rodriguez Retirement Plan-1$361,159$40$40iApproximate average salary by contribution assumption: employee only about $1,000 at 4% or $667 at 6%; with 50% employer match about $667 at 4% or $444 at 6%; with 100% employer match about $500 at 4% or $333 at 6%.
201511$361,819$0-
Ubs Trust Company of Pr Pedro Jimenez Rodriguez Retirement Plan-1$361,819--
201411$362,482$0-
Ubs Trust Company of Pr Pedro Jimenez Rodriguez Retirement Plan-1$362,482--
Pedro Jimenez Rodriguez | EIN 90-0351425 | 2024 Form 5500 Company Profile