How big is Carla Perez's plan?

Carla Perez's plan reported $115 in assets and 8 participants for 2024.

Original filing (PDF)20250717203405NAL0000477523001

Carla Perez

Name: Carla Perez — South Bay Dance Academy, Form 5500 (2024)
Creator: Carla Perez
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

South Bay Dance Academy

401(k) retirement plan · Carla Perez's South Bay Dance Academy held $115 in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$115

Net assets (EOY)

$115

People on this filing

Shirley Horner signed Carla Perez's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Carla Perez's EIN is 27-1644033.

EIN 27-1644033

Plan number 001

Plan year 2024

ACK ID 20250717203405NAL0000477523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carla Perez from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carla Perez's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CARLA PEREZ

EIN

all filings

Address

1392 E PALOMAR ST · STE 404 · CHULA VISTA, CA · 91913

Phone

(619) 395-1316

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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