Original filing (PDF)20231121131651NAL0000348355001

Tim A. Perez, LLC

Name: Tim A. Perez, LLC — Valueris Benefit Plan, Form 5500 (2022)
Creator: Tim A. Perez, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valueris Benefit Plan

401(k) retirement plan · Tim A. Perez, LLC's Valueris Benefit Plan filed a Form 5500 for plan year 2022.

Signals · 1

Late filing · 0.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Cynthia Perez signed Tim A. Perez, LLC's 2022 Form 5500 as plan administrator.

Cynthia Perez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tim A. Perez, LLC's EIN is 27-0629452.

EIN 27-0629452

Plan number 001

Plan year 2022

ACK ID 20231121131651NAL0000348355001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Tim A. Perez, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Tim A. Perez, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TIM A. PEREZ, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off