PEREZ & PEREZ ARCHITECTS PLANNERS, INC. has sponsored the creation of one or more 401k plans.
Additional information about PEREZ & PEREZ ARCHITECTS PLANNERS, INC.
Submission information for form 5500 for 401k plan PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-05-28 | 21 |
| Total number of particpants at end of year | 2025-05-28 | 21 |
| Number of Participants With Account Balances | 2025-05-28 | 21 |
| 2024: PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-03-20 | 21 |
| Total number of particpants at end of year | 2024-03-20 | 20 |
| Number of Participants With Account Balances | 2024-03-20 | 20 |
| 2022: PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-03-24 | 17 |
| Total number of particpants at end of year | 2022-03-24 | 17 |
| Number of Participants With Account Balances | 2022-03-24 | 17 |
| 2010: PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 7 |
| Total of all active and inactive participants | 2010-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 20 |
| Number of participants with account balances | 2010-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 5 |
| 2009: PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 17 |
| Total of all active and inactive participants | 2009-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 34 |
| Number of participants with account balances | 2009-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2025 : PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-28 | 691779 |
| Net assets as of the end of the plan year | 2025-05-28 | 4053742 |
| Total assets as of the beginning of the plan year | 2025-05-28 | 4161131 |
| Value of plan covered by a fidelity bond | 2025-05-28 | 420000 |
| Participant contributions to plan in this plan year | 2025-05-28 | 178658 |
| Other expenses paid from plan in this plan year | 2025-05-28 | 0 |
| Other contributions to plan in this plan year | 2025-05-28 | 0 |
| Other income to plan in this plan year | 2025-05-28 | 316277 |
| Plan net income in this plan year | 2025-05-28 | -107389 |
| Net assets as of the end of the plan year | 2025-05-28 | 4053742 |
| Net assets as of the beginning of the plan year | 2025-05-28 | 4161131 |
| Employer contributions to plan in this plan year | 2025-05-28 | 89455 |
| Fees paid to broker by Benefit Provider | 2025-05-28 | 44918 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-28 | 42762 |
| 2024 : PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-03-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-03-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-03-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-03-20 | 43995 |
| Net assets as of the end of the plan year | 2024-03-20 | 4161131 |
| Total assets as of the beginning of the plan year | 2024-03-20 | 3612716 |
| Value of plan covered by a fidelity bond | 2024-03-20 | 370000 |
| Participant contributions to plan in this plan year | 2024-03-20 | 121442 |
| Other expenses paid from plan in this plan year | 2024-03-20 | 0 |
| Other contributions to plan in this plan year | 2024-03-20 | 0 |
| Other income to plan in this plan year | 2024-03-20 | 373631 |
| Plan net income in this plan year | 2024-03-20 | 548415 |
| Net assets as of the end of the plan year | 2024-03-20 | 4161131 |
| Net assets as of the beginning of the plan year | 2024-03-20 | 3612716 |
| Employer contributions to plan in this plan year | 2024-03-20 | 97337 |
| Fees paid to broker by Benefit Provider | 2024-03-20 | 39961 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-20 | 38079 |
| 2022 : PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-03-24 | 0 |
| Total liabilities as of the end of the plan year | 2022-03-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-03-24 | 0 |
| Total expenses incurred by plan in this plan year | 2022-03-24 | 37373 |
| Net assets as of the end of the plan year | 2022-03-24 | 3967878 |
| Total assets as of the beginning of the plan year | 2022-03-24 | 3572386 |
| Value of plan covered by a fidelity bond | 2022-03-24 | 360000 |
| Participant contributions to plan in this plan year | 2022-03-24 | 85765 |
| Other expenses paid from plan in this plan year | 2022-03-24 | 0 |
| Other contributions to plan in this plan year | 2022-03-24 | 0 |
| Other income to plan in this plan year | 2022-03-24 | 267028 |
| Plan net income in this plan year | 2022-03-24 | 395492 |
| Net assets as of the end of the plan year | 2022-03-24 | 3967878 |
| Net assets as of the beginning of the plan year | 2022-03-24 | 3572386 |
| Employer contributions to plan in this plan year | 2022-03-24 | 80072 |
| Fees paid to broker by Benefit Provider | 2022-03-24 | 39251 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-03-24 | 37373 |
| 2010 : PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $243,708 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $121,866 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $121,866 |
| Total plan assets at end of year | 2010-12-31 | $1,359,812 |
| Total plan assets at beginning of year | 2010-12-31 | $1,237,970 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $100,460 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $118,807 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $121,842 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,359,812 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,237,970 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $24,441 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2010: PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING 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 – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
