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PEREZ & PEREZ MEDICAL CORPORATION DB PLAN 401k Plan overview

Plan NamePEREZ & PEREZ MEDICAL CORPORATION DB PLAN
Plan identification number 001

PEREZ & PEREZ MEDICAL CORPORATION DB PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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.

401k Sponsoring company profile

PEREZ & PEREZ MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PEREZ & PEREZ MEDICAL CORPORATION
Employer identification number (EIN):300230306
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about PEREZ & PEREZ MEDICAL CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2004-02-04
Company Identification Number: C2604913
Legal Registered Office Address: 630 N 13th Ave Ste A

Upland
United States of America (USA)
91786

More information about PEREZ & PEREZ MEDICAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEREZ & PEREZ MEDICAL CORPORATION DB PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GLENN M. PEREZ2024-09-23 GLENN M. PEREZ2024-09-23
0012022-01-01GLENN M. PEREZ2023-09-29 GLENN M. PEREZ2023-09-29
0012021-01-01GLENN M. PEREZ2022-10-04 GLENN M. PEREZ2022-10-04
0012020-01-01GLENN M. PEREZ2021-07-11 GLENN M. PEREZ2021-07-11
0012019-01-01GLENN M. PEREZ2020-09-28 GLENN M. PEREZ2020-09-28
0012018-01-01GLENN M. PEREZ2019-10-04 GLENN M. PEREZ2019-10-04
0012017-01-01GLENN M. PEREZ2018-09-21 GLENN M. PEREZ2018-09-21
0012016-01-01GLENN M. PEREZ2017-09-26 GLENN M. PEREZ2017-09-26
0012015-01-01GLENN M. PEREZ2016-09-22 GLENN M. PEREZ2016-09-22
0012014-01-01GLENN M. PEREZ2015-10-09 GLENN M. PEREZ2015-10-09
0012013-01-01GLENN M. PEREZ2014-10-04 GLENN M. PEREZ2014-10-04
0012012-01-01GLENN M. PEREZ2013-10-11 GLENN M. PEREZ2013-10-11
0012011-01-01GLENN M. PEREZ2012-10-09 GLENN M. PEREZ2012-10-09
0012010-01-01GLENN M. PEREZ2011-10-11 GLENN M. PEREZ2011-10-11

Financial Data on PEREZ & PEREZ MEDICAL CORPORATION DB PLAN

Measure Date Value
2025 : PEREZ & PEREZ MEDICAL CORPORATION DB PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-060
Total liabilities as of the end of the plan year2025-03-060
Total liabilities as of the beginning of the plan year2025-03-060
Total expenses incurred by plan in this plan year2025-03-061626665
Net assets as of the end of the plan year2025-03-060
Total assets as of the beginning of the plan year2025-03-061413404
Participant contributions to plan in this plan year2025-03-060
Other expenses paid from plan in this plan year2025-03-060
Other contributions to plan in this plan year2025-03-060
Other income to plan in this plan year2025-03-06213261
Plan net income in this plan year2025-03-06-1413404
Net assets as of the end of the plan year2025-03-060
Net assets as of the beginning of the plan year2025-03-061413404
Employer contributions to plan in this plan year2025-03-060
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-060
2024 : PEREZ & PEREZ MEDICAL CORPORATION DB PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-230
Total liabilities as of the end of the plan year2024-09-230
Total liabilities as of the beginning of the plan year2024-09-230
Total expenses incurred by plan in this plan year2024-09-230
Net assets as of the end of the plan year2024-09-231413404
Total assets as of the beginning of the plan year2024-09-231282646
Participant contributions to plan in this plan year2024-09-230
Value of participant loans at end of plan year2024-09-2360682
Other expenses paid from plan in this plan year2024-09-230
Other contributions to plan in this plan year2024-09-230
Other income to plan in this plan year2024-09-23130758
Plan net income in this plan year2024-09-23130758
Net assets as of the end of the plan year2024-09-231413404
Net assets as of the beginning of the plan year2024-09-231282646
Employer contributions to plan in this plan year2024-09-230
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-230
2022 : PEREZ & PEREZ MEDICAL CORPORATION DB PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-040
Total liabilities as of the end of the plan year2022-10-040
Total liabilities as of the beginning of the plan year2022-10-040
Total expenses incurred by plan in this plan year2022-10-040
Net assets as of the end of the plan year2022-10-041445180
Total assets as of the beginning of the plan year2022-10-041188500
Participant contributions to plan in this plan year2022-10-040
Other expenses paid from plan in this plan year2022-10-040
Other contributions to plan in this plan year2022-10-040
Other income to plan in this plan year2022-10-04115398
Plan net income in this plan year2022-10-04256680
Net assets as of the end of the plan year2022-10-041445180
Net assets as of the beginning of the plan year2022-10-041188500
Employer contributions to plan in this plan year2022-10-04141282
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-040

Potentially related plans

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