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PEREZ, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePEREZ, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

PEREZ, A PROFESSIONAL CORPORATION 401(K) 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
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PEREZ, A PROFESSIONAL CORPORATION
Employer identification number (EIN):721474666
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about PEREZ, A PROFESSIONAL CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2009-08-24
Company Identification Number: 0801161580
Legal Registered Office Address: 2525 BURGUNDY ST

NEW ORLEANS
United States of America (USA)
70117

More information about PEREZ, A PROFESSIONAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEREZ, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01
0012017-01-01
0012016-01-01ANGELA O'BYRNE2017-06-29
0012015-01-01ANGELA O'BYRNE2016-07-12
0012014-01-01ANGELA O'BYRNE2015-06-30
0012013-01-01ANGELA O'BYRNE2014-07-16
0012012-01-01ANGELA O'BYRNE2013-07-29
0012011-01-01ANGELA O'BYRNE2012-10-09
0012010-01-01PEREZ PROFESSIONAL CORPORATION2011-04-28

Financial Data on PEREZ, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PEREZ, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-0210422
Net assets as of the end of the plan year2025-07-022310103
Total assets as of the beginning of the plan year2025-07-021928242
Value of plan covered by a fidelity bond2025-07-02500000
Participant contributions to plan in this plan year2025-07-0287982
Value of participant loans at end of plan year2025-07-02118480
Other income to plan in this plan year2025-07-02272424
Plan net income in this plan year2025-07-02381861
Net assets as of the end of the plan year2025-07-022310103
Net assets as of the beginning of the plan year2025-07-021928242
Employer contributions to plan in this plan year2025-07-0231877
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-021045
2024 : PEREZ, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1712379
Net assets as of the end of the plan year2024-07-171928242
Total assets as of the beginning of the plan year2024-07-171444058
Value of plan covered by a fidelity bond2024-07-17500000
Participant contributions to plan in this plan year2024-07-17104450
Value of participant loans at end of plan year2024-07-1767938
Other income to plan in this plan year2024-07-17254646
Plan net income in this plan year2024-07-17484184
Net assets as of the end of the plan year2024-07-171928242
Net assets as of the beginning of the plan year2024-07-171444058
Employer contributions to plan in this plan year2024-07-17137467
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-17410
2022 : PEREZ, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1144140
Net assets as of the end of the plan year2022-07-111494345
Total assets as of the beginning of the plan year2022-07-111205329
Value of plan covered by a fidelity bond2022-07-11500000
Participant contributions to plan in this plan year2022-07-1189957
Value of participant loans at end of plan year2022-07-1143085
Other income to plan in this plan year2022-07-11203851
Plan net income in this plan year2022-07-11289016
Net assets as of the end of the plan year2022-07-111494345
Net assets as of the beginning of the plan year2022-07-111205329
Employer contributions to plan in this plan year2022-07-1139348
Fees paid to broker by Benefit Provider2022-07-11989
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-11703

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