2023 Form 5500 filing — Perez Of Florida, Inc. 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20251227123128NAL0036610530001) for Perez Of Florida, Inc. 401(K) Plan, reported by Perez Of Florida, Inc. under EIN 59-2039238 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3MReported net assets$2,950,673
Participants229
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20251227123128NAL0036610530001
Plan sponsor
Perez Of Florida, Inc.
EIN
59-2039238
Plan number
001
Location
Winter Park, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3M total assets
Net assets$3MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$102.8K
Benefits paid / distributions$84.7K
Contributions
Employer$576.6K
Participant$281.4K
Full reported line items
Total assets (EOY)
$2,950,673
Total liabilities (EOY)
$0
Net assets (EOY)
$2,950,673
Employer contributions
$576,609
Participant contributions
$281,357
Total income / additions
$1,201,824
Benefits paid
$84,704
Administrative expenses
$18,098
Total expenses
$102,802
Net increase / (decrease)
$1,099,022

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251227123128NAL0036610530001 cover?
It is the 2023 Form 5500 filing for Perez Of Florida, Inc. 401(K) Plan, reported by Perez Of Florida, Inc. (EIN 59-2039238).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages