P 401(k) Plan Report

Stable plan record

PEREZ WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by PEREZ WEALTH MANAGEMENT LLC · EIN/PN 475501350-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$35,467
Administrative cost per participant
2025
$20
Active participants
2025
3
Total plan assets
2025
$1,212,571
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260414103121NAL00321690740013$35,467
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.