How big is Perez, Salgado, Thomas & Lewis P.A.'s plan?

Perez, Salgado, Thomas & Lewis P.A.'s plan reported $2.5M in assets for 2024.

Original filing (PDF)20251002171424NAL0001774066001

Perez, Salgado, Thomas & Lewis P.A.

Name: Perez, Salgado, Thomas & Lewis P.A. — Perez, Salgado, Form 5500 (2024)
Creator: Perez, Salgado, Thomas & Lewis P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perez, Salgado, Thomas & Lewis 401(k) Retirement Plan

401(k) retirement plan · Perez, Salgado, Thomas & Lewis P.A.'s Perez, Salgado, Thomas & Lewis 401(k) Retirement Plan reported $2.5M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Perez, Salgado, Thomas & Lewis P.A.'s EIN is 59-3511088.

EIN 59-3511088

Plan number 001

Plan year 2024

ACK ID 20251002171424NAL0001774066001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Perez, Salgado, Thomas & Lewis P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Perez, Salgado, Thomas & Lewis P.A.'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 PEREZ, SALGADO, THOMAS & LEWIS P.A..

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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

Helping the score