Civic Intelligence

Ubaldo J.Perez, Jr P.A.

Plan context: Ubaldo J.Perez, Jr P.A.

EIN 27-1904313 • Weston, FL • 14 filings • 1 plans

1870 N Corporate Lakes BlvdP O Box 266167Weston, FL 33326
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$724,269

2024 Contributions

$3,504

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$724,269$362,135$0201120172023YearValue
$724,269Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320201120172023YearValue
2Latest year 2023

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$3,504-
Ubaldo J.Perez, Jr P.A.-0$0$3,504-
202312$724,269$42,033$21,017iApproximate average salary by contribution assumption: employee only about $525,413 at 4% or $350,275 at 6%; with 50% employer match about $350,275 at 4% or $233,517 at 6%; with 100% employer match about $262,706 at 4% or $175,138 at 6%.
Ubaldo J.Perez, Jr P.A.-2$724,269$42,033$21,017iApproximate average salary by contribution assumption: employee only about $525,413 at 4% or $350,275 at 6%; with 50% employer match about $350,275 at 4% or $233,517 at 6%; with 100% employer match about $262,706 at 4% or $175,138 at 6%.
202212$596,313$42,872$21,436iApproximate average salary by contribution assumption: employee only about $535,900 at 4% or $357,267 at 6%; with 50% employer match about $357,267 at 4% or $238,178 at 6%; with 100% employer match about $267,950 at 4% or $178,633 at 6%.
Ubaldo J.Perez, Jr P.A.-2$596,313$42,872$21,436iApproximate average salary by contribution assumption: employee only about $535,900 at 4% or $357,267 at 6%; with 50% employer match about $357,267 at 4% or $238,178 at 6%; with 100% employer match about $267,950 at 4% or $178,633 at 6%.
202112$640,492$39,730$19,865iApproximate average salary by contribution assumption: employee only about $496,625 at 4% or $331,083 at 6%; with 50% employer match about $331,083 at 4% or $220,722 at 6%; with 100% employer match about $248,313 at 4% or $165,542 at 6%.
Ubaldo J.Perez, Jr P.A.-2$640,492$39,730$19,865iApproximate average salary by contribution assumption: employee only about $496,625 at 4% or $331,083 at 6%; with 50% employer match about $331,083 at 4% or $220,722 at 6%; with 100% employer match about $248,313 at 4% or $165,542 at 6%.
202012$532,437$40,020$20,010iApproximate average salary by contribution assumption: employee only about $500,250 at 4% or $333,500 at 6%; with 50% employer match about $333,500 at 4% or $222,333 at 6%; with 100% employer match about $250,125 at 4% or $166,750 at 6%.
Ubaldo J.Perez, Jr P.A.-2$532,437$40,020$20,010iApproximate average salary by contribution assumption: employee only about $500,250 at 4% or $333,500 at 6%; with 50% employer match about $333,500 at 4% or $222,333 at 6%; with 100% employer match about $250,125 at 4% or $166,750 at 6%.
201912$430,960$38,163$19,082iApproximate average salary by contribution assumption: employee only about $477,038 at 4% or $318,025 at 6%; with 50% employer match about $318,025 at 4% or $212,017 at 6%; with 100% employer match about $238,519 at 4% or $159,013 at 6%.
Ubaldo J.Perez, Jr P.A.-2$430,960$38,163$19,082iApproximate average salary by contribution assumption: employee only about $477,038 at 4% or $318,025 at 6%; with 50% employer match about $318,025 at 4% or $212,017 at 6%; with 100% employer match about $238,519 at 4% or $159,013 at 6%.
201812$325,412$36,843$18,422iApproximate average salary by contribution assumption: employee only about $460,538 at 4% or $307,025 at 6%; with 50% employer match about $307,025 at 4% or $204,683 at 6%; with 100% employer match about $230,269 at 4% or $153,513 at 6%.
Ubaldo J.Perez, Jr P.A.-2$325,412$36,843$18,422iApproximate average salary by contribution assumption: employee only about $460,538 at 4% or $307,025 at 6%; with 50% employer match about $307,025 at 4% or $204,683 at 6%; with 100% employer match about $230,269 at 4% or $153,513 at 6%.
201712$311,374$37,942$18,971iApproximate average salary by contribution assumption: employee only about $474,275 at 4% or $316,183 at 6%; with 50% employer match about $316,183 at 4% or $210,789 at 6%; with 100% employer match about $237,138 at 4% or $158,092 at 6%.
Ubaldo J.Perez, Jr P.A.-2$311,374$37,942$18,971iApproximate average salary by contribution assumption: employee only about $474,275 at 4% or $316,183 at 6%; with 50% employer match about $316,183 at 4% or $210,789 at 6%; with 100% employer match about $237,138 at 4% or $158,092 at 6%.
201612$235,292$36,060$18,030iApproximate average salary by contribution assumption: employee only about $450,750 at 4% or $300,500 at 6%; with 50% employer match about $300,500 at 4% or $200,333 at 6%; with 100% employer match about $225,375 at 4% or $150,250 at 6%.
Ubaldo J.Perez, Jr P.A.-2$235,292$36,060$18,030iApproximate average salary by contribution assumption: employee only about $450,750 at 4% or $300,500 at 6%; with 50% employer match about $300,500 at 4% or $200,333 at 6%; with 100% employer match about $225,375 at 4% or $150,250 at 6%.
201512$183,293$34,809$17,405iApproximate average salary by contribution assumption: employee only about $435,113 at 4% or $290,075 at 6%; with 50% employer match about $290,075 at 4% or $193,383 at 6%; with 100% employer match about $217,556 at 4% or $145,038 at 6%.
Ubaldo J.Perez, Jr P.A.-2$183,293$34,809$17,405iApproximate average salary by contribution assumption: employee only about $435,113 at 4% or $290,075 at 6%; with 50% employer match about $290,075 at 4% or $193,383 at 6%; with 100% employer match about $217,556 at 4% or $145,038 at 6%.
201412$150,680$36,686$18,343iApproximate average salary by contribution assumption: employee only about $458,575 at 4% or $305,717 at 6%; with 50% employer match about $305,717 at 4% or $203,811 at 6%; with 100% employer match about $229,288 at 4% or $152,858 at 6%.
Ubaldo J.Perez, Jr P.A.-2$150,680$36,686$18,343iApproximate average salary by contribution assumption: employee only about $458,575 at 4% or $305,717 at 6%; with 50% employer match about $305,717 at 4% or $203,811 at 6%; with 100% employer match about $229,288 at 4% or $152,858 at 6%.
201313$119,963$37,525$12,508iApproximate average salary by contribution assumption: employee only about $312,708 at 4% or $208,472 at 6%; with 50% employer match about $208,472 at 4% or $138,981 at 6%; with 100% employer match about $156,354 at 4% or $104,236 at 6%.
Ubaldo J.Perez, Jr P.A.-3$119,963$37,525$12,508iApproximate average salary by contribution assumption: employee only about $312,708 at 4% or $208,472 at 6%; with 50% employer match about $208,472 at 4% or $138,981 at 6%; with 100% employer match about $156,354 at 4% or $104,236 at 6%.
201213$73,306$35,527$11,842iApproximate average salary by contribution assumption: employee only about $296,058 at 4% or $197,372 at 6%; with 50% employer match about $197,372 at 4% or $131,581 at 6%; with 100% employer match about $148,029 at 4% or $98,686 at 6%.
Ubaldo J.Perez, Jr P.A.-3$73,306$35,527$11,842iApproximate average salary by contribution assumption: employee only about $296,058 at 4% or $197,372 at 6%; with 50% employer match about $197,372 at 4% or $131,581 at 6%; with 100% employer match about $148,029 at 4% or $98,686 at 6%.
201113$32,069$31,910$10,637iApproximate average salary by contribution assumption: employee only about $265,917 at 4% or $177,278 at 6%; with 50% employer match about $177,278 at 4% or $118,185 at 6%; with 100% employer match about $132,958 at 4% or $88,639 at 6%.
Ubaldo J.Perez, Jr P.A.-3$32,069$31,910$10,637iApproximate average salary by contribution assumption: employee only about $265,917 at 4% or $177,278 at 6%; with 50% employer match about $177,278 at 4% or $118,185 at 6%; with 100% employer match about $132,958 at 4% or $88,639 at 6%.