Civic Intelligence

Perez Wealth Management LLC

Plan context: Perez Wealth Management LLC 401(K) Profit Sharing Plan & Trust

EIN 47-5501350 • Miami, FL • 9 filings • 2 plans

1441 Brickell Ave Ste 1700Miami, FL 33131-3362
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,212,571

2025 Contributions

$168,900

Historical Graphs

Total Assets Over Time

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

$1,212,571$606,286$0201620212025YearValue
$1,212,571Latest year 2025

Participants Over Time

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

320201620212025YearValue
3Latest year 2025

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
202513$1,212,571$168,900$56,300iApproximate average salary by contribution assumption: employee only about $1,407,500 at 4% or $938,333 at 6%; with 50% employer match about $938,333 at 4% or $625,556 at 6%; with 100% employer match about $703,750 at 4% or $469,167 at 6%.
Perez Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3$1,212,571$168,900$56,300iApproximate average salary by contribution assumption: employee only about $1,407,500 at 4% or $938,333 at 6%; with 50% employer match about $938,333 at 4% or $625,556 at 6%; with 100% employer match about $703,750 at 4% or $469,167 at 6%.
202413$928,353$167,125$55,708iApproximate average salary by contribution assumption: employee only about $1,392,708 at 4% or $928,472 at 6%; with 50% employer match about $928,472 at 4% or $618,981 at 6%; with 100% employer match about $696,354 at 4% or $464,236 at 6%.
Perez Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3$928,353$167,125$55,708iApproximate average salary by contribution assumption: employee only about $1,392,708 at 4% or $928,472 at 6%; with 50% employer match about $928,472 at 4% or $618,981 at 6%; with 100% employer match about $696,354 at 4% or $464,236 at 6%.
202313$746,977$175,425$58,475iApproximate average salary by contribution assumption: employee only about $1,461,875 at 4% or $974,583 at 6%; with 50% employer match about $974,583 at 4% or $649,722 at 6%; with 100% employer match about $730,938 at 4% or $487,292 at 6%.
Perez Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3$746,977$175,425$58,475iApproximate average salary by contribution assumption: employee only about $1,461,875 at 4% or $974,583 at 6%; with 50% employer match about $974,583 at 4% or $649,722 at 6%; with 100% employer match about $730,938 at 4% or $487,292 at 6%.
202213$551,344$168,325$56,108iApproximate average salary by contribution assumption: employee only about $1,402,708 at 4% or $935,139 at 6%; with 50% employer match about $935,139 at 4% or $623,426 at 6%; with 100% employer match about $701,354 at 4% or $467,569 at 6%.
Perez Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3$551,344$168,325$56,108iApproximate average salary by contribution assumption: employee only about $1,402,708 at 4% or $935,139 at 6%; with 50% employer match about $935,139 at 4% or $623,426 at 6%; with 100% employer match about $701,354 at 4% or $467,569 at 6%.
202113$533,625$142,092$47,364iApproximate average salary by contribution assumption: employee only about $1,184,100 at 4% or $789,400 at 6%; with 50% employer match about $789,400 at 4% or $526,267 at 6%; with 100% employer match about $592,050 at 4% or $394,700 at 6%.
Perez Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3$533,625$142,092$47,364iApproximate average salary by contribution assumption: employee only about $1,184,100 at 4% or $789,400 at 6%; with 50% employer match about $789,400 at 4% or $526,267 at 6%; with 100% employer match about $592,050 at 4% or $394,700 at 6%.
202013$395,199$141,734$47,245iApproximate average salary by contribution assumption: employee only about $1,181,117 at 4% or $787,411 at 6%; with 50% employer match about $787,411 at 4% or $524,941 at 6%; with 100% employer match about $590,558 at 4% or $393,706 at 6%.
Perez Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3$395,199$141,734$47,245iApproximate average salary by contribution assumption: employee only about $1,181,117 at 4% or $787,411 at 6%; with 50% employer match about $787,411 at 4% or $524,941 at 6%; with 100% employer match about $590,558 at 4% or $393,706 at 6%.
201813$164,513$123,065$41,022iApproximate average salary by contribution assumption: employee only about $1,025,542 at 4% or $683,694 at 6%; with 50% employer match about $683,694 at 4% or $455,796 at 6%; with 100% employer match about $512,771 at 4% or $341,847 at 6%.
Perez Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3$164,513$123,065$41,022iApproximate average salary by contribution assumption: employee only about $1,025,542 at 4% or $683,694 at 6%; with 50% employer match about $683,694 at 4% or $455,796 at 6%; with 100% employer match about $512,771 at 4% or $341,847 at 6%.
201713$107,666$110,100$36,700iApproximate average salary by contribution assumption: employee only about $917,500 at 4% or $611,667 at 6%; with 50% employer match about $611,667 at 4% or $407,778 at 6%; with 100% employer match about $458,750 at 4% or $305,833 at 6%.
Perez Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3$107,666$110,100$36,700iApproximate average salary by contribution assumption: employee only about $917,500 at 4% or $611,667 at 6%; with 50% employer match about $611,667 at 4% or $407,778 at 6%; with 100% employer match about $458,750 at 4% or $305,833 at 6%.
201612$50,062$50,072$25,036iApproximate average salary by contribution assumption: employee only about $625,900 at 4% or $417,267 at 6%; with 50% employer match about $417,267 at 4% or $278,178 at 6%; with 100% employer match about $312,950 at 4% or $208,633 at 6%.
Perez Wealth Management LLC 401(K) Profit Sharing Plan & Trust-2$50,062$50,072$25,036iApproximate average salary by contribution assumption: employee only about $625,900 at 4% or $417,267 at 6%; with 50% employer match about $417,267 at 4% or $278,178 at 6%; with 100% employer match about $312,950 at 4% or $208,633 at 6%.