How big is Tim A. Perez, LLC's plan?

Tim A. Perez, LLC's plan reported $477K in assets and 7 participants for 2023.

Original filing (PDF)20241004123846NAL0011418833001

Tim A. Perez, LLC

Name: Tim A. Perez, LLC — Valueris Cash Balance Plan, Form 5500 (2023)
Creator: Tim A. Perez, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valueris Cash Balance Plan

Defined-benefit pension plan · Tim A. Perez, LLC's Valueris Cash Balance Plan held $477K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$477K

Net assets (EOY)

$477K

People on this filing

Cynthia Perez signed Tim A. Perez, LLC's 2023 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 002

Plan year 2023

ACK ID 20241004123846NAL0011418833001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Tim A. Perez, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Tim A. Perez, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score