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PEREIRA & AZEVEDO, LLC 401(K) PLAN 401k Plan overview

Plan NamePEREIRA & AZEVEDO, LLC 401(K) PLAN
Plan identification number 001

PEREIRA & AZEVEDO, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PEREIRA & AZEVEDO, LLC has sponsored the creation of one or more 401k plans.

Company Name:PEREIRA & AZEVEDO, LLC
Employer identification number (EIN):223621748
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEREIRA & AZEVEDO, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANTONIO PEREIRA2024-03-18
0012022-01-01ANTONIO PEREIRA2023-03-26
0012021-01-01ANTONIO PEREIRA2022-03-23
0012020-01-01ANTONIO PEREIRA2021-04-28
0012019-01-01ANTONIO PEREIRA2020-03-23
0012018-01-01ANTONIO PEREIRA2019-07-18
0012017-01-01ANTONIO PEREIRA2018-06-24
0012016-01-01ANTONIO PEREIRA2017-07-30
0012015-01-01ANTONIO PEREIRA2016-05-21
0012014-01-01ANTONIO PEREIRA2015-05-21
0012013-01-01ANTONIO PEREIRA2014-05-12
0012012-01-01ANTONIO PEREIRA2013-05-20
0012011-01-01ANTONIO PEREIRA2012-03-11 ANTONIO PEREIRA2012-03-11
0012010-01-01ANTONIO PEREIRA2011-02-16 ANTONIO PEREIRA2011-02-16
0012009-01-01ANTONIO PEREIRA

Financial Data on PEREIRA & AZEVEDO, LLC 401(K) PLAN

Measure Date Value
2025 : PEREIRA & AZEVEDO, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-130
Total liabilities as of the end of the plan year2025-06-130
Total liabilities as of the beginning of the plan year2025-06-130
Total expenses incurred by plan in this plan year2025-06-13262317
Net assets as of the end of the plan year2025-06-136362166
Total assets as of the beginning of the plan year2025-06-135099209
Value of plan covered by a fidelity bond2025-06-13509921
Participant contributions to plan in this plan year2025-06-13180529
Value of participant loans at end of plan year2025-06-1335569
Other expenses paid from plan in this plan year2025-06-130
Other contributions to plan in this plan year2025-06-130
Other income to plan in this plan year2025-06-131211949
Plan net income in this plan year2025-06-131262957
Net assets as of the end of the plan year2025-06-136362166
Net assets as of the beginning of the plan year2025-06-135099209
Employer contributions to plan in this plan year2025-06-13132796
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1311459
2024 : PEREIRA & AZEVEDO, LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-180
Total liabilities as of the end of the plan year2024-03-180
Total liabilities as of the beginning of the plan year2024-03-180
Total expenses incurred by plan in this plan year2024-03-1811536
Net assets as of the end of the plan year2024-03-185099209
Total assets as of the beginning of the plan year2024-03-183851089
Value of plan covered by a fidelity bond2024-03-18385109
Participant contributions to plan in this plan year2024-03-18171012
Value of participant loans at end of plan year2024-03-1864248
Other expenses paid from plan in this plan year2024-03-180
Other contributions to plan in this plan year2024-03-180
Other income to plan in this plan year2024-03-18951863
Plan net income in this plan year2024-03-181248120
Net assets as of the end of the plan year2024-03-185099209
Net assets as of the beginning of the plan year2024-03-183851089
Employer contributions to plan in this plan year2024-03-18136781
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-1811536
2022 : PEREIRA & AZEVEDO, LLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-230
Total liabilities as of the end of the plan year2022-03-230
Total liabilities as of the beginning of the plan year2022-03-230
Total expenses incurred by plan in this plan year2022-03-2313648
Net assets as of the end of the plan year2022-03-234413495
Total assets as of the beginning of the plan year2022-03-233620359
Value of plan covered by a fidelity bond2022-03-23362036
Participant contributions to plan in this plan year2022-03-23142346
Value of participant loans at end of plan year2022-03-2317510
Other expenses paid from plan in this plan year2022-03-230
Other contributions to plan in this plan year2022-03-230
Other income to plan in this plan year2022-03-23566130
Plan net income in this plan year2022-03-23793136
Net assets as of the end of the plan year2022-03-234413495
Net assets as of the beginning of the plan year2022-03-233620359
Employer contributions to plan in this plan year2022-03-2398308
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-2311415

Form 5500 Responses for PEREIRA & AZEVEDO, LLC 401(K) PLAN

2009: PEREIRA & AZEVEDO, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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