PEREZ & COMPANY CPAS PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN
| Measure | Date | Value |
|---|
| 2017 : PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $44,960 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $25,653 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $23,950 |
| Total plan assets at end of year | 2017-12-31 | $113,458 |
| Total plan assets at beginning of year | 2017-12-31 | $94,151 |
| Total contributions received or receivable from participants | 2017-12-31 | $29,850 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $1,703 |
| Other income received | 2017-12-31 | $15,110 |
| Net income (gross income less expenses) | 2017-12-31 | $19,307 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $113,458 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $94,151 |
| 2016 : PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $34,498 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $25,491 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $24,000 |
| Total plan assets at end of year | 2016-12-31 | $94,101 |
| Total plan assets at beginning of year | 2016-12-31 | $85,094 |
| Total contributions received or receivable from participants | 2016-12-31 | $33,140 |
| Other income received | 2016-12-31 | $1,358 |
| Net income (gross income less expenses) | 2016-12-31 | $9,007 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $94,101 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $85,094 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,491 |
| 2015 : PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $33,609 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $51,259 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $49,760 |
| Total plan assets at end of year | 2015-12-31 | $85,094 |
| Total plan assets at beginning of year | 2015-12-31 | $102,744 |
| Total contributions received or receivable from participants | 2015-12-31 | $33,700 |
| Other income received | 2015-12-31 | $-91 |
| Net income (gross income less expenses) | 2015-12-31 | $-17,650 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $85,094 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $102,744 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,499 |
| 2014 : PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $39,684 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $23,920 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $23,000 |
| Total plan assets at end of year | 2014-12-31 | $102,744 |
| Total plan assets at beginning of year | 2014-12-31 | $86,980 |
| Total contributions received or receivable from participants | 2014-12-31 | $35,500 |
| Other income received | 2014-12-31 | $4,184 |
| Net income (gross income less expenses) | 2014-12-31 | $15,764 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $102,744 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $86,980 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $920 |
| 2013 : PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $44,301 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $22,673 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $22,500 |
| Total plan assets at end of year | 2013-12-31 | $86,980 |
| Total plan assets at beginning of year | 2013-12-31 | $65,352 |
| Total contributions received or receivable from participants | 2013-12-31 | $35,800 |
| Other income received | 2013-12-31 | $8,501 |
| Net income (gross income less expenses) | 2013-12-31 | $21,628 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $86,980 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $65,352 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $173 |
| 2012 : PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $40,344 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $23,137 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $22,500 |
| Total plan assets at end of year | 2012-12-31 | $65,352 |
| Total plan assets at beginning of year | 2012-12-31 | $48,145 |
| Total contributions received or receivable from participants | 2012-12-31 | $34,650 |
| Other income received | 2012-12-31 | $5,694 |
| Net income (gross income less expenses) | 2012-12-31 | $17,207 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $65,352 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $48,145 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $637 |
| 2011 : PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $33,212 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $22,557 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $22,000 |
| Total plan assets at end of year | 2011-12-31 | $48,145 |
| Total plan assets at beginning of year | 2011-12-31 | $37,490 |
| Total contributions received or receivable from participants | 2011-12-31 | $34,900 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $557 |
| Other income received | 2011-12-31 | $-1,688 |
| Net income (gross income less expenses) | 2011-12-31 | $10,655 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $48,145 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $37,490 |
| 2010 : PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $30,544 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $22,409 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $22,000 |
| Total plan assets at end of year | 2010-12-31 | $37,490 |
| Total plan assets at beginning of year | 2010-12-31 | $29,354 |
| Total contributions received or receivable from participants | 2010-12-31 | $26,800 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $409 |
| Other income received | 2010-12-31 | $3,744 |
| Net income (gross income less expenses) | 2010-12-31 | $8,135 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $37,490 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $29,354 |
| 2017: PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PEREZ & COMPANY, C.P.A.S, P.A. 401 (K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
