Original filing (PDF)20250528134905NAL0012980368001

PEREZ & PEREZ ARCHITECTS PLANNERS, INC.

Name: PEREZ & PEREZ ARCHITECTS PLANNERS, INC. — PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PEREZ & PEREZ ARCHITECTS PLANNERS, INC.

Form 5500-SF

FILING_RECEIVED

PEREZ & PEREZ ARCHITECTS PLANNERS, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEREZ & PEREZ ARCHITECTS PLANNERS, INC..

Plan sponsor

Name

PEREZ & PEREZ ARCHITECTS PLANNERS, INC.

EIN

59-2400309

Address

2121 DOUGLAS ROAD · MIAMI, FL · 33145

Phone

(305) 444-4545

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

ARCHITECTURAL DESIGN WEST, P.C.

ARCHITECTURAL DESIGN WEST 401(K) PLAN

$4.1M · 36 participants

STEPHEN HERLONG & ASSOC.

STEPHEN HERLONG & ASSOC. 401(K) PROFIT SHARING PLAN

$4.1M · 17 participants

BUCKL ARCHITECTS

BUCKL ARCHITECTS 401(K) PROFIT SHARING PLAN

$4.1M · 20 participants

ZARAS & NEUDORFER ARCHITECTS, P.C.

ZARAS & NEUDORFER ARCHITECTS, P.C. 401(K) PROFIT SHARING PLAN

$4.1M · 4 participants

DAVIDSON & ASSOCIATES CONSTRUCTION ANALYST, INC.