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PEREZ- EGUIARTE & ASSOC 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NamePEREZ- EGUIARTE & ASSOC 401K PROFIT SHARING PLAN AND TRUST
Plan identification number 001

PEREZ- EGUIARTE & ASSOC 401K PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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- EGUIARTE & ASSOC has sponsored the creation of one or more 401k plans.

Company Name:PEREZ- EGUIARTE & ASSOC
Employer identification number (EIN):262264465
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEREZ- EGUIARTE & ASSOC 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LUIS PEREZEGUIARTE2024-09-27
0012022-01-01LUIS PEREZEGUIARTE2023-05-31
0012021-01-01LUIS PEREZEGUIARTE2022-06-08
0012020-01-01LUIS PEREZEGUIARTE2021-07-27
0012019-01-01LUIS PEREZEGUIARTE2020-07-07
0012018-01-01LUIS PEREZEGUIARTE2019-09-27
0012018-01-01LUIS PEREZEGUIARTE2019-12-19
0012017-01-01LUIS PEREZEGUIARTE2019-08-30

Financial Data on PEREZ- EGUIARTE & ASSOC 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : PEREZ- EGUIARTE & ASSOC 401K PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-071775
Net assets as of the end of the plan year2025-06-07302120
Total assets as of the beginning of the plan year2025-06-07231166
Value of plan covered by a fidelity bond2025-06-0724000
Participant contributions to plan in this plan year2025-06-0733572
Value of participant loans at end of plan year2025-06-073219
Other income to plan in this plan year2025-06-0733969
Plan net income in this plan year2025-06-0770954
Net assets as of the end of the plan year2025-06-07302120
Net assets as of the beginning of the plan year2025-06-07231166
Employer contributions to plan in this plan year2025-06-075188
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-071316
2024 : PEREZ- EGUIARTE & ASSOC 401K PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-27858
Net assets as of the end of the plan year2024-09-27231166
Total assets as of the beginning of the plan year2024-09-27159140
Value of plan covered by a fidelity bond2024-09-2716000
Participant contributions to plan in this plan year2024-09-2733178
Value of participant loans at end of plan year2024-09-274894
Other income to plan in this plan year2024-09-2734137
Plan net income in this plan year2024-09-2772026
Net assets as of the end of the plan year2024-09-27231166
Net assets as of the beginning of the plan year2024-09-27159140
Employer contributions to plan in this plan year2024-09-275569
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-27858
2022 : PEREZ- EGUIARTE & ASSOC 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-08669
Net assets as of the end of the plan year2022-06-08150283
Total assets as of the beginning of the plan year2022-06-08102937
Value of plan covered by a fidelity bond2022-06-0811000
Participant contributions to plan in this plan year2022-06-0823297
Value of participant loans at end of plan year2022-06-084470
Other income to plan in this plan year2022-06-0817453
Plan net income in this plan year2022-06-0847346
Net assets as of the end of the plan year2022-06-08150283
Net assets as of the beginning of the plan year2022-06-08102937
Employer contributions to plan in this plan year2022-06-087265
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-08669

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