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401k Sponsoring company profile

PEREZ LI OPHTHALMOLOGY GROUP, PC has sponsored the creation of one or more 401k plans.

Company Name:PEREZ LI OPHTHALMOLOGY GROUP, PC
Employer identification number (EIN):351746914
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

The following addresses have been detected on the 401k submissions:

USA Location Address
141 WEST 22ND STREET, STE 112
ANDERSON
IN
460164315
Date first seen: 2011-09-12
Date last seen: 2022-07-08
USA Location Address
141 WEST 22ND STREET, SUITE 11
ANDERSON
IN
46016
Date first seen: 2008-07-01
Date last seen: 2025-06-30
USA Location Address
2905 ENTERPRISE DR
ANDERSON
IN
460139667
Date first seen: 2021-07-16
Date last seen: 2024-04-27
USA Location Address
2905 ENTERPRISE DRIVE
ANDERSON
IN
46013
Date first seen: 2008-07-01
Date last seen: 2025-06-30
401k Sponsor USA Address
2905 ENTERPRISE DR
ANDERSON
IN
46013
Date first seen: 2008-07-01
Date last seen: 2025-09-24
401k Sponsor USA Address
2905 ENTERPRISE DRIVE
ANDERSON
IN
46013
Date first seen: 2008-07-01
Date last seen: 2025-06-30
401k Sponsor USA Address
141 WEST 22ND STREET
STE 112
ANDERSON
IN
460164315
Date first seen: 2022-07-08
Date last seen: 2022-07-08
401k Sponsor USA Address
2905 ENTERPRISE DR.
ANDERSON
IN
46013
Date first seen: 2008-07-01
Date last seen: 2025-09-23

Sponsoring Company Events

DateDescription
2022-07-08351746914 Change of name detected from PEREZ LI OPHTHALMOLOGY GROUP to PEREZ LI OPHTHALMOLOGY GROUP, PC

PEREZ LI OPHTHALMOLOGY GROUP, PC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
004PEREZ LI OPHTHALMOLOGY GROUP, P.C. CASH BALANCE PLAN2016-01-01 2012-01-01
002DONALD M. PEREZ, M.D., L.L.C. DEFINED BENEFIT PLAN2011-01-01 2004-01-01
003DONALD M. PEREZ, MD, PC 401(K) PLAN2013-01-01 2011-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-09-15Employer Contributions $ 150,000
2023-09-15Employee Contributions $ 150,000
2022-08-24Employer Contributions $ 150,088
2022-08-24Employee Contributions $ 150,088
2020-09-14Employer Contributions $ 80,000
2020-09-14Employee Contributions $ 80,000
2019-09-03Employer Contributions $ 24,521
2019-09-03Employee Contributions $ 24,521
2018-04-10Employer Contributions $ 39,611
2018-04-10Employee Contributions $ 39,611
2018-03-28Employer Contributions $ 25,383
2018-03-28Employee Contributions $ 25,383
2017-09-15Employer Contributions $ 8,510
2017-09-15Employee Contributions $ 8,510
2017-08-11Employer Contributions $ 210,000
2017-08-11Employee Contributions $ 210,000
2017-01-31Employer Contributions $ 30,000
2017-01-31Employee Contributions $ 30,000
2016-12-08Employer Contributions $ 25,000
2016-12-08Employee Contributions $ 25,000
2016-11-08Employer Contributions $ 80,000
2016-11-08Employee Contributions $ 80,000
2016-07-15Employer Contributions $ 376
2016-07-15Employee Contributions $ 376
2016-07-13Employer Contributions $ 21,124
2016-07-13Employee Contributions $ 21,124
2016-07-06Employer Contributions $ 25,000
2016-07-06Employee Contributions $ 25,000
2016-06-01Employer Contributions $ 30,000
2016-06-01Employee Contributions $ 30,000
2016-04-13Employer Contributions $ 20,000
2016-04-13Employee Contributions $ 20,000
2016-03-20Employer Contributions $ 25,000
2016-03-20Employee Contributions $ 25,000
2016-01-08Employer Contributions $ 35,000
2016-01-08Employee Contributions $ 35,000
2015-12-23Employer Contributions $ 40,000
2015-12-23Employee Contributions $ 40,000
2015-11-17Employer Contributions $ 50,000
2015-11-17Employee Contributions $ 50,000
2015-10-02Employer Contributions $ 50,000
2015-10-02Employee Contributions $ 50,000
2015-04-15Employer Contributions $ 24,307
2015-04-15Employee Contributions $ 24,307
2014-12-30Employer Contributions $ 45,000
2014-12-30Employee Contributions $ 45,000
2014-11-25Employer Contributions $ 50,000
2014-11-25Employee Contributions $ 50,000
2014-10-31Employer Contributions $ 45,000
2014-10-31Employee Contributions $ 45,000
2014-10-02Employer Contributions $ 45,000
2014-10-02Employee Contributions $ 45,000
2014-09-16Employer Contributions $ 25,000
2014-09-16Employee Contributions $ 25,000
2014-07-18Employer Contributions $ 50,000
2014-07-18Employee Contributions $ 50,000
2014-04-11Employer Contributions $ 8,654
2014-04-11Employee Contributions $ 8,654
2014-04-04Employer Contributions $ 35,000
2014-04-04Employee Contributions $ 35,000
2014-03-18Employer Contributions $ 80,000
2014-03-18Employee Contributions $ 80,000
2014-01-17Employer Contributions $ 50,000
2014-01-17Employee Contributions $ 50,000
2013-11-14Employer Contributions $ 100,000
2013-11-14Employee Contributions $ 100,000
2013-04-15Employer Contributions $ 227,610
2013-04-15Employee Contributions $ 227,610
2010-12-23Employer Contributions $ 170,817
2010-12-23Employee Contributions $ 170,817

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