How big is Hanna Perez PC's plan?

Hanna Perez PC's plan reported $413K in assets and 16 participants for 2024.

Original filing (PDF)20250516094132NAL0046500674001

Hanna Perez PC

Name: Hanna Perez PC — Hanna Perez PC 401(k) Profit, Form 5500 (2024)
Creator: Hanna Perez PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hanna Perez PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Hanna Perez PC's Hanna Perez PC 401(k) Profit Sharing Plan & Trust held $413K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$413K

Net assets (EOY)

$413K

People on this filing

Robert Hanna signed Hanna Perez PC's 2024 Form 5500 as plan administrator.

Robert Hanna — 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

Hanna Perez PC's EIN is 47-2888979.

EIN 47-2888979

Plan number 001

Plan year 2024

ACK ID 20250516094132NAL0046500674001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off