How big is Perez Planning and Design's plan?

Perez Planning and Design's plan reported $295 in assets and 2 participants for 2025.

Original filing (PDF)20260220120302NAL0011940691001

Perez Planning and Design

Name: Perez Planning and Design — Perez Planning and, Form 5500 (2025)
Creator: Perez Planning and Design
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perez Planning and Design GFB Benefit Plan

Health & welfare plan · Perez Planning and Design's Perez Planning and Design GFB Benefit Plan held $295 in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$295

Net assets (EOY)

$86

People on this filing

Rachel Mosely signed Perez Planning and Design's 2025 Form 5500 as plan administrator.

Rachel Mosely — 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

Perez Planning and Design's EIN is 46-5212000.

EIN 46-5212000

Plan number 501

Plan year 2025

ACK ID 20260220120302NAL0011940691001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Perez Planning and Design from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Perez Planning and Design's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score