Perez Trading Company
Plan context: Perez Trading Company Inc. 401(K) Savings Plan
EIN 13-5660405 • Miami, FL • 47 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
205
2024 Assets
$20,663,910
2024 Contributions
$1,132,198
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 205 | $20,663,910 | $1,132,198 | $5,523iApproximate average salary by contribution assumption: employee only about $138,073 at 4% or $92,049 at 6%; with 50% employer match about $92,049 at 4% or $61,366 at 6%; with 100% employer match about $69,036 at 4% or $46,024 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 133 | $20,663,910 | $1,132,198 | $8,513iApproximate average salary by contribution assumption: employee only about $212,819 at 4% or $141,879 at 6%; with 50% employer match about $141,879 at 4% or $94,586 at 6%; with 100% employer match about $106,410 at 4% or $70,940 at 6%. |
| Perez Trading Company Inc. Employee Medical Plan | - | 205 | - | - | - |
| 2023 | 2 | 210 | $17,986,241 | $1,267,324 | $6,035iApproximate average salary by contribution assumption: employee only about $150,872 at 4% or $100,581 at 6%; with 50% employer match about $100,581 at 4% or $67,054 at 6%; with 100% employer match about $75,436 at 4% or $50,291 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 132 | $17,986,241 | $1,267,324 | $9,601iApproximate average salary by contribution assumption: employee only about $240,023 at 4% or $160,016 at 6%; with 50% employer match about $160,016 at 4% or $106,677 at 6%; with 100% employer match about $120,012 at 4% or $80,008 at 6%. |
| Perez Trading Company Inc. Employee Medical Plan | - | 210 | - | - | - |
| 2022 | 2 | 218 | $14,526,478 | $1,048,751 | $4,811iApproximate average salary by contribution assumption: employee only about $120,270 at 4% or $80,180 at 6%; with 50% employer match about $80,180 at 4% or $53,453 at 6%; with 100% employer match about $60,135 at 4% or $40,090 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 133 | $14,526,478 | $1,048,751 | $7,885iApproximate average salary by contribution assumption: employee only about $197,134 at 4% or $131,422 at 6%; with 50% employer match about $131,422 at 4% or $87,615 at 6%; with 100% employer match about $98,567 at 4% or $65,711 at 6%. |
| Perez Trading Company Inc. Employee Medical Plan | - | 218 | - | - | - |
| 2021 | 2 | 224 | $16,268,424 | $889,508 | $3,971iApproximate average salary by contribution assumption: employee only about $99,275 at 4% or $66,184 at 6%; with 50% employer match about $66,184 at 4% or $44,122 at 6%; with 100% employer match about $49,638 at 4% or $33,092 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 116 | $16,268,424 | $889,508 | $7,668iApproximate average salary by contribution assumption: employee only about $191,704 at 4% or $127,803 at 6%; with 50% employer match about $127,803 at 4% or $85,202 at 6%; with 100% employer match about $95,852 at 4% or $63,901 at 6%. |
| Perez Trading Company Inc. Employee Medical Plan | - | 224 | - | - | - |
| 2020 | 2 | 243 | $14,298,891 | $887,379 | $3,652iApproximate average salary by contribution assumption: employee only about $91,294 at 4% or $60,863 at 6%; with 50% employer match about $60,863 at 4% or $40,575 at 6%; with 100% employer match about $45,647 at 4% or $30,431 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 116 | $14,298,891 | $887,379 | $7,650iApproximate average salary by contribution assumption: employee only about $191,245 at 4% or $127,497 at 6%; with 50% employer match about $127,497 at 4% or $84,998 at 6%; with 100% employer match about $95,623 at 4% or $63,748 at 6%. |
| Perez Trading Company Inc. Employee Medical Plan | - | 243 | - | - | - |
| 2019 | 2 | 234 | $12,783,071 | $900,637 | $3,849iApproximate average salary by contribution assumption: employee only about $96,222 at 4% or $64,148 at 6%; with 50% employer match about $64,148 at 4% or $42,765 at 6%; with 100% employer match about $48,111 at 4% or $32,074 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 118 | $12,783,071 | $900,637 | $7,633iApproximate average salary by contribution assumption: employee only about $190,813 at 4% or $127,209 at 6%; with 50% employer match about $127,209 at 4% or $84,806 at 6%; with 100% employer match about $95,406 at 4% or $63,604 at 6%. |
| Perez Trading Company Inc. Employee Medical Plan | - | 234 | - | - | - |
| 2018 | 2 | 239 | $11,552,441 | $870,730 | $3,643iApproximate average salary by contribution assumption: employee only about $91,081 at 4% or $60,720 at 6%; with 50% employer match about $60,720 at 4% or $40,480 at 6%; with 100% employer match about $45,540 at 4% or $30,360 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 116 | $11,552,441 | $870,730 | $7,506iApproximate average salary by contribution assumption: employee only about $187,657 at 4% or $125,105 at 6%; with 50% employer match about $125,105 at 4% or $83,403 at 6%; with 100% employer match about $93,829 at 4% or $62,552 at 6%. |
| Perez Trading Company Inc. Employee Medical Plan | - | 239 | - | - | - |
| 2017 | 3 | 250 | $12,628,961 | $852,693 | $3,411iApproximate average salary by contribution assumption: employee only about $85,269 at 4% or $56,846 at 6%; with 50% employer match about $56,846 at 4% or $37,897 at 6%; with 100% employer match about $42,635 at 4% or $28,423 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 122 | $12,628,961 | $852,693 | $6,989iApproximate average salary by contribution assumption: employee only about $174,732 at 4% or $116,488 at 6%; with 50% employer match about $116,488 at 4% or $77,659 at 6%; with 100% employer match about $87,366 at 4% or $58,244 at 6%. |
| Perez Trading Company Group Dental Plan | - | 73 | - | - | - |
| Perez Trading Company Inc. Employee Medical Plan | - | 250 | - | - | - |
| 2016 | 3 | 259 | $10,833,683 | $893,421 | $3,450iApproximate average salary by contribution assumption: employee only about $86,238 at 4% or $57,492 at 6%; with 50% employer match about $57,492 at 4% or $38,328 at 6%; with 100% employer match about $43,119 at 4% or $28,746 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 125 | $10,833,683 | $893,421 | $7,147iApproximate average salary by contribution assumption: employee only about $178,684 at 4% or $119,123 at 6%; with 50% employer match about $119,123 at 4% or $79,415 at 6%; with 100% employer match about $89,342 at 4% or $59,561 at 6%. |
| Perez Trading Company Inc. Employee Medical Plan | - | 259 | - | - | - |
| Perez Trading Company Group Dental Plan | - | 128 | - | - | - |
| 2015 | 3 | 294 | $10,907,903 | $905,387 | $3,080iApproximate average salary by contribution assumption: employee only about $76,989 at 4% or $51,326 at 6%; with 50% employer match about $51,326 at 4% or $34,217 at 6%; with 100% employer match about $38,494 at 4% or $25,663 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 150 | $10,907,903 | $905,387 | $6,036iApproximate average salary by contribution assumption: employee only about $150,898 at 4% or $100,599 at 6%; with 50% employer match about $100,599 at 4% or $67,066 at 6%; with 100% employer match about $75,449 at 4% or $50,299 at 6%. |
| Perez Trading Company Group Dental Plan | - | 0 | - | - | - |
| Perez Trading Company Inc. Employee Medical Plan | - | 294 | - | - | - |
| 2014 | 5 | 306 | $10,224,649 | $845,923 | $2,764iApproximate average salary by contribution assumption: employee only about $69,111 at 4% or $46,074 at 6%; with 50% employer match about $46,074 at 4% or $30,716 at 6%; with 100% employer match about $34,556 at 4% or $23,037 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 156 | $10,224,649 | $845,923 | $5,423iApproximate average salary by contribution assumption: employee only about $135,565 at 4% or $90,376 at 6%; with 50% employer match about $90,376 at 4% or $60,251 at 6%; with 100% employer match about $67,782 at 4% or $45,188 at 6%. |
| Perez Trading Company Inc. Employee Medical Plan | - | 301 | - | - | - |
| Perez Trading Company Group Dental Plan | - | 137 | - | - | - |
| Perez Trading Company Group Dental Plan | - | 148 | - | - | - |
| Perez Trading Company Inc. Employee Medical Plan | - | 306 | - | - | - |
| 2013 | 3 | 299 | $9,086,776 | $890,477 | $2,978iApproximate average salary by contribution assumption: employee only about $74,455 at 4% or $49,636 at 6%; with 50% employer match about $49,636 at 4% or $33,091 at 6%; with 100% employer match about $37,227 at 4% or $24,818 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 147 | $9,086,776 | $890,477 | $6,058iApproximate average salary by contribution assumption: employee only about $151,442 at 4% or $100,961 at 6%; with 50% employer match about $100,961 at 4% or $67,307 at 6%; with 100% employer match about $75,721 at 4% or $50,481 at 6%. |
| Perez Trading Company Group Dental Plan | - | 138 | - | - | - |
| Perez Trading Company Inc. Employee Medical Plan | - | 299 | - | - | - |
| 2012 | 3 | 261 | $7,345,117 | $718,226 | $2,752iApproximate average salary by contribution assumption: employee only about $68,796 at 4% or $45,864 at 6%; with 50% employer match about $45,864 at 4% or $30,576 at 6%; with 100% employer match about $34,398 at 4% or $22,932 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 135 | $7,345,117 | $718,226 | $5,320iApproximate average salary by contribution assumption: employee only about $133,005 at 4% or $88,670 at 6%; with 50% employer match about $88,670 at 4% or $59,113 at 6%; with 100% employer match about $66,502 at 4% or $44,335 at 6%. |
| Perez Trading Company Group Dental Plan | - | 112 | - | - | - |
| Perez Trading Company Inc. Employee Medical Plan | - | 261 | - | - | - |
| 2011 | 2 | 253 | $6,408,133 | $686,599 | $2,714iApproximate average salary by contribution assumption: employee only about $67,846 at 4% or $45,231 at 6%; with 50% employer match about $45,231 at 4% or $30,154 at 6%; with 100% employer match about $33,923 at 4% or $22,615 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 121 | $6,408,133 | $686,599 | $5,674iApproximate average salary by contribution assumption: employee only about $141,859 at 4% or $94,573 at 6%; with 50% employer match about $94,573 at 4% or $63,049 at 6%; with 100% employer match about $70,930 at 4% or $47,286 at 6%. |
| Perez Trading Company Inc. Employee Medical Plan | - | 253 | - | - | - |
| 2010 | 1 | 86 | $5,802,886 | $573,271 | $6,666iApproximate average salary by contribution assumption: employee only about $166,649 at 4% or $111,099 at 6%; with 50% employer match about $111,099 at 4% or $74,066 at 6%; with 100% employer match about $83,324 at 4% or $55,550 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 86 | $5,802,886 | $573,271 | $6,666iApproximate average salary by contribution assumption: employee only about $166,649 at 4% or $111,099 at 6%; with 50% employer match about $111,099 at 4% or $74,066 at 6%; with 100% employer match about $83,324 at 4% or $55,550 at 6%. |
| 2009 | 1 | 85 | $4,743,146 | $581,383 | $6,840iApproximate average salary by contribution assumption: employee only about $170,995 at 4% or $113,997 at 6%; with 50% employer match about $113,997 at 4% or $75,998 at 6%; with 100% employer match about $85,498 at 4% or $56,998 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 85 | $4,743,146 | $581,383 | $6,840iApproximate average salary by contribution assumption: employee only about $170,995 at 4% or $113,997 at 6%; with 50% employer match about $113,997 at 4% or $75,998 at 6%; with 100% employer match about $85,498 at 4% or $56,998 at 6%. |
| 2008 | 1 | 94 | $3,808,681 | $471,291 | $5,014iApproximate average salary by contribution assumption: employee only about $125,343 at 4% or $83,562 at 6%; with 50% employer match about $83,562 at 4% or $55,708 at 6%; with 100% employer match about $62,672 at 4% or $41,781 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 94 | $3,808,681 | $471,291 | $5,014iApproximate average salary by contribution assumption: employee only about $125,343 at 4% or $83,562 at 6%; with 50% employer match about $83,562 at 4% or $55,708 at 6%; with 100% employer match about $62,672 at 4% or $41,781 at 6%. |
| 2007 | 1 | 85 | $4,612,406 | $474,706 | $5,585iApproximate average salary by contribution assumption: employee only about $139,619 at 4% or $93,080 at 6%; with 50% employer match about $93,080 at 4% or $62,053 at 6%; with 100% employer match about $69,810 at 4% or $46,540 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 85 | $4,612,406 | $474,706 | $5,585iApproximate average salary by contribution assumption: employee only about $139,619 at 4% or $93,080 at 6%; with 50% employer match about $93,080 at 4% or $62,053 at 6%; with 100% employer match about $69,810 at 4% or $46,540 at 6%. |
| 2006 | 1 | 91 | $4,071,818 | $400,705 | $4,403iApproximate average salary by contribution assumption: employee only about $110,084 at 4% or $73,389 at 6%; with 50% employer match about $73,389 at 4% or $48,926 at 6%; with 100% employer match about $55,042 at 4% or $36,695 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 91 | $4,071,818 | $400,705 | $4,403iApproximate average salary by contribution assumption: employee only about $110,084 at 4% or $73,389 at 6%; with 50% employer match about $73,389 at 4% or $48,926 at 6%; with 100% employer match about $55,042 at 4% or $36,695 at 6%. |
| 2005 | 1 | 86 | $3,476,137 | $374,395 | $4,353iApproximate average salary by contribution assumption: employee only about $108,836 at 4% or $72,557 at 6%; with 50% employer match about $72,557 at 4% or $48,371 at 6%; with 100% employer match about $54,418 at 4% or $36,279 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 86 | $3,476,137 | $374,395 | $4,353iApproximate average salary by contribution assumption: employee only about $108,836 at 4% or $72,557 at 6%; with 50% employer match about $72,557 at 4% or $48,371 at 6%; with 100% employer match about $54,418 at 4% or $36,279 at 6%. |
| 2004 | 1 | 92 | $3,064,529 | $329,057 | $3,577iApproximate average salary by contribution assumption: employee only about $89,418 at 4% or $59,612 at 6%; with 50% employer match about $59,612 at 4% or $39,741 at 6%; with 100% employer match about $44,709 at 4% or $29,806 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 92 | $3,064,529 | $329,057 | $3,577iApproximate average salary by contribution assumption: employee only about $89,418 at 4% or $59,612 at 6%; with 50% employer match about $59,612 at 4% or $39,741 at 6%; with 100% employer match about $44,709 at 4% or $29,806 at 6%. |
| 2003 | 1 | 98 | $2,702,829 | $330,344 | $3,371iApproximate average salary by contribution assumption: employee only about $84,271 at 4% or $56,181 at 6%; with 50% employer match about $56,181 at 4% or $37,454 at 6%; with 100% employer match about $42,136 at 4% or $28,090 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 98 | $2,702,829 | $330,344 | $3,371iApproximate average salary by contribution assumption: employee only about $84,271 at 4% or $56,181 at 6%; with 50% employer match about $56,181 at 4% or $37,454 at 6%; with 100% employer match about $42,136 at 4% or $28,090 at 6%. |
| 2002 | 1 | 100 | $2,378,527 | $322,054 | $3,221iApproximate average salary by contribution assumption: employee only about $80,514 at 4% or $53,676 at 6%; with 50% employer match about $53,676 at 4% or $35,784 at 6%; with 100% employer match about $40,257 at 4% or $26,838 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 100 | $2,378,527 | $322,054 | $3,221iApproximate average salary by contribution assumption: employee only about $80,514 at 4% or $53,676 at 6%; with 50% employer match about $53,676 at 4% or $35,784 at 6%; with 100% employer match about $40,257 at 4% or $26,838 at 6%. |
| 2001 | 2 | 105 | $2,235,309 | $296,737 | $2,826iApproximate average salary by contribution assumption: employee only about $70,652 at 4% or $47,101 at 6%; with 50% employer match about $47,101 at 4% or $31,401 at 6%; with 100% employer match about $35,326 at 4% or $23,551 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 105 | $2,235,309 | $296,737 | $2,826iApproximate average salary by contribution assumption: employee only about $70,652 at 4% or $47,101 at 6%; with 50% employer match about $47,101 at 4% or $31,401 at 6%; with 100% employer match about $35,326 at 4% or $23,551 at 6%. |
| Perez Trading Company Inc. 401(K) Savings Plan | - | 105 | - | - | - |