Perez & Rivera, P.L.
Plan context: Perez & Rivera, P.L., 401(K) Profit Sharing Plan
EIN 65-1202222 • Titusville, FL • 21 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,244,467
2024 Contributions
$24,340
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 | 1 | 5 | $1,244,467 | $24,340 | $4,868iApproximate average salary by contribution assumption: employee only about $121,700 at 4% or $81,133 at 6%; with 50% employer match about $81,133 at 4% or $54,089 at 6%; with 100% employer match about $60,850 at 4% or $40,567 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 5 | $1,244,467 | $24,340 | $4,868iApproximate average salary by contribution assumption: employee only about $121,700 at 4% or $81,133 at 6%; with 50% employer match about $81,133 at 4% or $54,089 at 6%; with 100% employer match about $60,850 at 4% or $40,567 at 6%. |
| 2023 | 1 | 6 | $1,147,485 | $31,090 | $5,182iApproximate average salary by contribution assumption: employee only about $129,542 at 4% or $86,361 at 6%; with 50% employer match about $86,361 at 4% or $57,574 at 6%; with 100% employer match about $64,771 at 4% or $43,181 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 6 | $1,147,485 | $31,090 | $5,182iApproximate average salary by contribution assumption: employee only about $129,542 at 4% or $86,361 at 6%; with 50% employer match about $86,361 at 4% or $57,574 at 6%; with 100% employer match about $64,771 at 4% or $43,181 at 6%. |
| 2022 | 1 | 7 | $981,048 | $32,378 | $4,625iApproximate average salary by contribution assumption: employee only about $115,636 at 4% or $77,090 at 6%; with 50% employer match about $77,090 at 4% or $51,394 at 6%; with 100% employer match about $57,818 at 4% or $38,545 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 7 | $981,048 | $32,378 | $4,625iApproximate average salary by contribution assumption: employee only about $115,636 at 4% or $77,090 at 6%; with 50% employer match about $77,090 at 4% or $51,394 at 6%; with 100% employer match about $57,818 at 4% or $38,545 at 6%. |
| 2021 | 1 | 8 | $1,125,864 | $47,176 | $5,897iApproximate average salary by contribution assumption: employee only about $147,425 at 4% or $98,283 at 6%; with 50% employer match about $98,283 at 4% or $65,522 at 6%; with 100% employer match about $73,713 at 4% or $49,142 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 8 | $1,125,864 | $47,176 | $5,897iApproximate average salary by contribution assumption: employee only about $147,425 at 4% or $98,283 at 6%; with 50% employer match about $98,283 at 4% or $65,522 at 6%; with 100% employer match about $73,713 at 4% or $49,142 at 6%. |
| 2020 | 1 | 9 | $928,121 | $31,730 | $3,526iApproximate average salary by contribution assumption: employee only about $88,139 at 4% or $58,759 at 6%; with 50% employer match about $58,759 at 4% or $39,173 at 6%; with 100% employer match about $44,069 at 4% or $29,380 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 9 | $928,121 | $31,730 | $3,526iApproximate average salary by contribution assumption: employee only about $88,139 at 4% or $58,759 at 6%; with 50% employer match about $58,759 at 4% or $39,173 at 6%; with 100% employer match about $44,069 at 4% or $29,380 at 6%. |
| 2019 | 1 | 12 | $2,121,404 | $37,445 | $3,120iApproximate average salary by contribution assumption: employee only about $78,010 at 4% or $52,007 at 6%; with 50% employer match about $52,007 at 4% or $34,671 at 6%; with 100% employer match about $39,005 at 4% or $26,003 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 12 | $2,121,404 | $37,445 | $3,120iApproximate average salary by contribution assumption: employee only about $78,010 at 4% or $52,007 at 6%; with 50% employer match about $52,007 at 4% or $34,671 at 6%; with 100% employer match about $39,005 at 4% or $26,003 at 6%. |
| 2018 | 1 | 10 | $1,684,360 | $46,024 | $4,602iApproximate average salary by contribution assumption: employee only about $115,060 at 4% or $76,707 at 6%; with 50% employer match about $76,707 at 4% or $51,138 at 6%; with 100% employer match about $57,530 at 4% or $38,353 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 10 | $1,684,360 | $46,024 | $4,602iApproximate average salary by contribution assumption: employee only about $115,060 at 4% or $76,707 at 6%; with 50% employer match about $76,707 at 4% or $51,138 at 6%; with 100% employer match about $57,530 at 4% or $38,353 at 6%. |
| 2017 | 1 | 8 | $1,680,201 | $43,500 | $5,438iApproximate average salary by contribution assumption: employee only about $135,938 at 4% or $90,625 at 6%; with 50% employer match about $90,625 at 4% or $60,417 at 6%; with 100% employer match about $67,969 at 4% or $45,313 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 8 | $1,680,201 | $43,500 | $5,438iApproximate average salary by contribution assumption: employee only about $135,938 at 4% or $90,625 at 6%; with 50% employer match about $90,625 at 4% or $60,417 at 6%; with 100% employer match about $67,969 at 4% or $45,313 at 6%. |
| 2016 | 1 | 7 | $1,454,952 | $25,800 | $3,686iApproximate average salary by contribution assumption: employee only about $92,143 at 4% or $61,429 at 6%; with 50% employer match about $61,429 at 4% or $40,952 at 6%; with 100% employer match about $46,071 at 4% or $30,714 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 7 | $1,454,952 | $25,800 | $3,686iApproximate average salary by contribution assumption: employee only about $92,143 at 4% or $61,429 at 6%; with 50% employer match about $61,429 at 4% or $40,952 at 6%; with 100% employer match about $46,071 at 4% or $30,714 at 6%. |
| 2015 | 1 | 8 | $1,310,147 | $22,800 | $2,850iApproximate average salary by contribution assumption: employee only about $71,250 at 4% or $47,500 at 6%; with 50% employer match about $47,500 at 4% or $31,667 at 6%; with 100% employer match about $35,625 at 4% or $23,750 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 8 | $1,310,147 | $22,800 | $2,850iApproximate average salary by contribution assumption: employee only about $71,250 at 4% or $47,500 at 6%; with 50% employer match about $47,500 at 4% or $31,667 at 6%; with 100% employer match about $35,625 at 4% or $23,750 at 6%. |
| 2014 | 1 | 7 | $1,293,377 | $23,247 | $3,321iApproximate average salary by contribution assumption: employee only about $83,025 at 4% or $55,350 at 6%; with 50% employer match about $55,350 at 4% or $36,900 at 6%; with 100% employer match about $41,513 at 4% or $27,675 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 7 | $1,293,377 | $23,247 | $3,321iApproximate average salary by contribution assumption: employee only about $83,025 at 4% or $55,350 at 6%; with 50% employer match about $55,350 at 4% or $36,900 at 6%; with 100% employer match about $41,513 at 4% or $27,675 at 6%. |
| 2013 | 1 | 6 | $1,189,729 | $31,800 | $5,300iApproximate average salary by contribution assumption: employee only about $132,500 at 4% or $88,333 at 6%; with 50% employer match about $88,333 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,167 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 6 | $1,189,729 | $31,800 | $5,300iApproximate average salary by contribution assumption: employee only about $132,500 at 4% or $88,333 at 6%; with 50% employer match about $88,333 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,167 at 6%. |
| 2012 | 1 | 6 | $955,852 | $40,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 6 | $955,852 | $40,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2011 | 1 | 6 | $810,615 | $40,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 6 | $810,615 | $40,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2010 | 1 | 9 | $747,374 | $40,000 | $4,444iApproximate average salary by contribution assumption: employee only about $111,111 at 4% or $74,074 at 6%; with 50% employer match about $74,074 at 4% or $49,383 at 6%; with 100% employer match about $55,556 at 4% or $37,037 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 9 | $747,374 | $40,000 | $4,444iApproximate average salary by contribution assumption: employee only about $111,111 at 4% or $74,074 at 6%; with 50% employer match about $74,074 at 4% or $49,383 at 6%; with 100% employer match about $55,556 at 4% or $37,037 at 6%. |
| 2009 | 1 | 10 | $655,958 | $36,000 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 10 | $655,958 | $36,000 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |
| 2008 | 1 | 6 | $526,410 | $34,000 | $5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 6 | $526,410 | $34,000 | $5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%. |
| 2007 | 1 | 7 | $619,134 | $27,000 | $3,857iApproximate average salary by contribution assumption: employee only about $96,429 at 4% or $64,286 at 6%; with 50% employer match about $64,286 at 4% or $42,857 at 6%; with 100% employer match about $48,214 at 4% or $32,143 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 7 | $619,134 | $27,000 | $3,857iApproximate average salary by contribution assumption: employee only about $96,429 at 4% or $64,286 at 6%; with 50% employer match about $64,286 at 4% or $42,857 at 6%; with 100% employer match about $48,214 at 4% or $32,143 at 6%. |
| 2006 | 1 | 7 | $559,915 | $65,000 | $9,286iApproximate average salary by contribution assumption: employee only about $232,143 at 4% or $154,762 at 6%; with 50% employer match about $154,762 at 4% or $103,175 at 6%; with 100% employer match about $116,071 at 4% or $77,381 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 7 | $559,915 | $65,000 | $9,286iApproximate average salary by contribution assumption: employee only about $232,143 at 4% or $154,762 at 6%; with 50% employer match about $154,762 at 4% or $103,175 at 6%; with 100% employer match about $116,071 at 4% or $77,381 at 6%. |
| 2005 | 1 | 6 | $438,177 | $368,866 | $61,478iApproximate average salary by contribution assumption: employee only about $1,536,942 at 4% or $1,024,628 at 6%; with 50% employer match about $1,024,628 at 4% or $683,085 at 6%; with 100% employer match about $768,471 at 4% or $512,314 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 6 | $438,177 | $368,866 | $61,478iApproximate average salary by contribution assumption: employee only about $1,536,942 at 4% or $1,024,628 at 6%; with 50% employer match about $1,024,628 at 4% or $683,085 at 6%; with 100% employer match about $768,471 at 4% or $512,314 at 6%. |
| 2004 | 1 | 6 | $47,028 | $47,028 | $7,838iApproximate average salary by contribution assumption: employee only about $195,950 at 4% or $130,633 at 6%; with 50% employer match about $130,633 at 4% or $87,089 at 6%; with 100% employer match about $97,975 at 4% or $65,317 at 6%. |
| Perez & Rivera, P.L., 401(K) Profit Sharing Plan | - | 6 | $47,028 | $47,028 | $7,838iApproximate average salary by contribution assumption: employee only about $195,950 at 4% or $130,633 at 6%; with 50% employer match about $130,633 at 4% or $87,089 at 6%; with 100% employer match about $97,975 at 4% or $65,317 at 6%. |