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PEREZ WEALTH MANAGEMENT, LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NamePEREZ WEALTH MANAGEMENT, LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

PEREZ WEALTH MANAGEMENT, LLC 401 K PROFIT SHARING PLAN 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 WEALTH MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:PEREZ WEALTH MANAGEMENT LLC
Employer identification number (EIN):475501350
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about PEREZ WEALTH MANAGEMENT LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-01-29
Company Identification Number: 0802380340
Legal Registered Office Address: 1221 WEST CAMPBELL ROAD

SUITE 245 RICHARDSON
United States of America (USA)
75080

More information about PEREZ WEALTH MANAGEMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEREZ WEALTH MANAGEMENT, LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GRACIELA M PEREZ2024-04-19
0012022-01-01GRACIELA M PEREZ2023-03-30
0012021-01-01GRACIELA M PEREZ2022-04-08
0012020-01-01GRACIELA M PEREZ2021-04-15
0012018-01-01GRACIELA M PEREZ2019-03-29
0012017-01-01GRACIELA M PEREZ2018-03-29
0012016-01-01GRACIELA PEREZ2017-05-15

Financial Data on PEREZ WEALTH MANAGEMENT, LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : PEREZ WEALTH MANAGEMENT, LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-080
Total liabilities as of the end of the plan year2025-04-080
Total liabilities as of the beginning of the plan year2025-04-080
Total expenses incurred by plan in this plan year2025-04-0864538
Net assets as of the end of the plan year2025-04-08928353
Total assets as of the beginning of the plan year2025-04-08746977
Value of plan covered by a fidelity bond2025-04-0874698
Participant contributions to plan in this plan year2025-04-0860750
Other expenses paid from plan in this plan year2025-04-080
Other contributions to plan in this plan year2025-04-080
Other income to plan in this plan year2025-04-0878789
Plan net income in this plan year2025-04-08181376
Net assets as of the end of the plan year2025-04-08928353
Net assets as of the beginning of the plan year2025-04-08746977
Employer contributions to plan in this plan year2025-04-08106375
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0860
2024 : PEREZ WEALTH MANAGEMENT, LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-190
Total liabilities as of the end of the plan year2024-04-190
Total liabilities as of the beginning of the plan year2024-04-190
Total expenses incurred by plan in this plan year2024-04-1968017
Net assets as of the end of the plan year2024-04-19746977
Total assets as of the beginning of the plan year2024-04-19551344
Value of plan covered by a fidelity bond2024-04-1955134
Participant contributions to plan in this plan year2024-04-1959750
Other expenses paid from plan in this plan year2024-04-190
Other contributions to plan in this plan year2024-04-190
Other income to plan in this plan year2024-04-1988225
Plan net income in this plan year2024-04-19195633
Net assets as of the end of the plan year2024-04-19746977
Net assets as of the beginning of the plan year2024-04-19551344
Employer contributions to plan in this plan year2024-04-19115675
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-1960

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