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PEREZ & RIVERA, P.L., PROFIT SHARING PLAN 401k Plan overview

Plan NamePEREZ & RIVERA, P.L., PROFIT SHARING PLAN
Plan identification number 001

PEREZ & RIVERA, P.L., PROFIT SHARING 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
  • 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.
  • 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 & RIVERA, P.L. has sponsored the creation of one or more 401k plans.

Company Name:PEREZ & RIVERA, P.L.
Employer identification number (EIN):651202222
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about PEREZ & RIVERA, P.L.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2003-08-28
Company Identification Number: L03000032514
Legal Registered Office Address: 800 CENTURY MEDICAL DR., STE. A

TITUSVILLE

32796

More information about PEREZ & RIVERA, P.L.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEREZ & RIVERA, P.L., PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BEATRIZ PEREZ2024-07-22
0012022-01-01BEATRIZ PEREZ2023-07-25
0012021-01-01BEATRIZ PEREZ2022-08-08
0012020-01-01BEATRIZ PEREZ2021-07-27
0012019-01-01BEATRIZ PEREZ2020-05-26 BEATRIZ PEREZ2020-05-26
0012018-01-01JUAN PEREZ2019-07-22 JUAN PEREZ2019-07-22
0012017-01-01JUAN PEREZ2018-04-04 JUAN PEREZ2018-04-04
0012016-01-01JUAN J PEREZ2017-05-24 JUAN J PEREZ2017-05-24
0012015-01-01JUAN PEREZ2016-07-11 JUAN PEREZ2016-07-11
0012014-01-01JUAN PEREZ2015-05-11 JUAN PEREZ2015-05-11
0012013-01-01JUAN PEREZ2014-07-02 JUAN PEREZ2014-07-02
0012012-01-01JUAN PEREZ2013-06-24 JUAN PEREZ2013-06-24
0012011-01-01JUAN PEREZ2012-06-19 JUAN PEREZ2012-06-19
0012010-01-01JUAN PEREZ2011-05-12 JUAN PEREZ2011-05-12

Financial Data on PEREZ & RIVERA, P.L., PROFIT SHARING PLAN

Measure Date Value
2025 : PEREZ & RIVERA, P.L., PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-140
Total liabilities as of the end of the plan year2025-07-140
Total liabilities as of the beginning of the plan year2025-07-140
Total expenses incurred by plan in this plan year2025-07-1433416
Net assets as of the end of the plan year2025-07-141244467
Total assets as of the beginning of the plan year2025-07-141147485
Value of plan covered by a fidelity bond2025-07-14385000
Participant contributions to plan in this plan year2025-07-1413820
Other expenses paid from plan in this plan year2025-07-140
Other contributions to plan in this plan year2025-07-140
Other income to plan in this plan year2025-07-14106058
Plan net income in this plan year2025-07-1496982
Net assets as of the end of the plan year2025-07-141244467
Net assets as of the beginning of the plan year2025-07-141147485
Employer contributions to plan in this plan year2025-07-1410520
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1411233
2024 : PEREZ & RIVERA, P.L., PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-220
Total expenses incurred by plan in this plan year2024-07-2212641
Net assets as of the end of the plan year2024-07-221147485
Total assets as of the beginning of the plan year2024-07-22981048
Value of plan covered by a fidelity bond2024-07-22385000
Participant contributions to plan in this plan year2024-07-2215933
Other income to plan in this plan year2024-07-22147988
Plan net income in this plan year2024-07-22166437
Net assets as of the end of the plan year2024-07-221147485
Net assets as of the beginning of the plan year2024-07-22981048
Employer contributions to plan in this plan year2024-07-2215157
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-229329
2022 : PEREZ & RIVERA, P.L., PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-080
Total liabilities as of the end of the plan year2022-08-080
Total expenses incurred by plan in this plan year2022-08-089890
Net assets as of the end of the plan year2022-08-081125864
Total assets as of the beginning of the plan year2022-08-08928121
Value of plan covered by a fidelity bond2022-08-08385000
Participant contributions to plan in this plan year2022-08-0815835
Other expenses paid from plan in this plan year2022-08-080
Other contributions to plan in this plan year2022-08-080
Other income to plan in this plan year2022-08-08160457
Plan net income in this plan year2022-08-08197743
Net assets as of the end of the plan year2022-08-081125864
Net assets as of the beginning of the plan year2022-08-08928121
Employer contributions to plan in this plan year2022-08-0831341
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-089130

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