PEREZ & MORRIS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PEREZ & MORRIS, LLC 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for PEREZ & MORRIS, LLC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : PEREZ & MORRIS, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-02 | 707020 |
| Net assets as of the end of the plan year | 2025-09-02 | 5423825 |
| Total assets as of the beginning of the plan year | 2025-09-02 | 4744505 |
| Value of plan covered by a fidelity bond | 2025-09-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-02 | 507009 |
| Other contributions to plan in this plan year | 2025-09-02 | 77420 |
| Other income to plan in this plan year | 2025-09-02 | 621246 |
| Plan net income in this plan year | 2025-09-02 | 679320 |
| Net assets as of the end of the plan year | 2025-09-02 | 5423825 |
| Net assets as of the beginning of the plan year | 2025-09-02 | 4744505 |
| Employer contributions to plan in this plan year | 2025-09-02 | 180665 |
| Fees paid to broker by Benefit Provider | 2025-09-02 | 547 |
| 2024 : PEREZ & MORRIS, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-13 | 386418 |
| Net assets as of the end of the plan year | 2024-08-13 | 4744505 |
| Total assets as of the beginning of the plan year | 2024-08-13 | 3832941 |
| Value of plan covered by a fidelity bond | 2024-08-13 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-13 | 416375 |
| Other income to plan in this plan year | 2024-08-13 | 729390 |
| Plan net income in this plan year | 2024-08-13 | 911564 |
| Net assets as of the end of the plan year | 2024-08-13 | 4744505 |
| Net assets as of the beginning of the plan year | 2024-08-13 | 3832941 |
| Employer contributions to plan in this plan year | 2024-08-13 | 152217 |
| Fees paid to broker by Benefit Provider | 2024-08-13 | 480 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-13 | 360 |
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