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PEREZ ORTHODONTICS, INC. 401(K) PLAN 401k Plan overview

Plan NamePEREZ ORTHODONTICS, INC. 401(K) PLAN
Plan identification number 001

PEREZ ORTHODONTICS, INC. 401(K) 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.
  • 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 ORTHODONTICS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PEREZ ORTHODONTICS, INC.
Employer identification number (EIN):800481711
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about PEREZ ORTHODONTICS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2009-09-21
Company Identification Number: P09000078606
Legal Registered Office Address: 1906 S. MACDILL AVE.

TAMPA

33629

More information about PEREZ ORTHODONTICS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEREZ ORTHODONTICS, INC. 401(K) 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
0012019-01-01
0012018-01-01BARBARA PEREZ2019-10-10
0012017-01-01BARBARA PEREZ2018-10-02
0012016-01-01
0012015-01-01
0012014-01-01BARBARA PEREZ2015-10-08
0012013-01-01BARBARA PEREZ2015-10-08

Financial Data on PEREZ ORTHODONTICS, INC. 401(K) PLAN

Measure Date Value
2025 : PEREZ ORTHODONTICS, INC. 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-08-089304
Total expenses incurred by plan in this plan year2025-08-081524
Net assets as of the end of the plan year2025-08-08926427
Total assets as of the beginning of the plan year2025-08-08768384
Value of plan covered by a fidelity bond2025-08-08150000
Participant contributions to plan in this plan year2025-08-0870613
Value of participant loans at end of plan year2025-08-0810535
Other contributions to plan in this plan year2025-08-089304
Other income to plan in this plan year2025-08-0871312
Plan net income in this plan year2025-08-08167347
Net assets as of the end of the plan year2025-08-08926427
Net assets as of the beginning of the plan year2025-08-08759080
Employer contributions to plan in this plan year2025-08-0817642
Fees paid to broker by Benefit Provider2025-08-08121
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-081524
2024 : PEREZ ORTHODONTICS, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-190
Total liabilities as of the end of the plan year2024-06-199304
Total liabilities as of the beginning of the plan year2024-06-199304
Total expenses incurred by plan in this plan year2024-06-191518
Net assets as of the end of the plan year2024-06-19768384
Total assets as of the beginning of the plan year2024-06-19595952
Value of plan covered by a fidelity bond2024-06-19150000
Participant contributions to plan in this plan year2024-06-1966327
Other expenses paid from plan in this plan year2024-06-190
Other contributions to plan in this plan year2024-06-190
Other income to plan in this plan year2024-06-1992087
Plan net income in this plan year2024-06-19172432
Net assets as of the end of the plan year2024-06-19759080
Net assets as of the beginning of the plan year2024-06-19586648
Employer contributions to plan in this plan year2024-06-1915536
Fees paid to broker by Benefit Provider2024-06-191904
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-191518

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