Civic Intelligence

J. Perez Inc.

Plan context: J. Perez Associates Inc. 401(K) Plan II

EIN 74-2623123 • Cerritos, CA • 39 filings • 5 plans

12750 Center Court Dr S Ste 200Cerritos, CA 90703
Current Snapshot

Latest Year

2024

2024 Participants

108

2024 Assets

$2,105,231

2024 Contributions

$273,992

Historical Graphs

Total Assets Over Time

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

$2,105,231$1,052,616$0200220132024YearValue
$2,105,231Latest year 2024

Participants Over Time

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

177890200120132024YearValue
108Latest year 2024

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
20242108$2,105,231$273,992$2,537iApproximate average salary by contribution assumption: employee only about $63,424 at 4% or $42,283 at 6%; with 50% employer match about $42,283 at 4% or $28,188 at 6%; with 100% employer match about $31,712 at 4% or $21,141 at 6%.
J. Perez Associates Inc. 401(K) Plan II-70$2,105,231$273,992$3,914iApproximate average salary by contribution assumption: employee only about $97,854 at 4% or $65,236 at 6%; with 50% employer match about $65,236 at 4% or $43,491 at 6%; with 100% employer match about $48,927 at 4% or $32,618 at 6%.
J Perez Associates Inc. Employee Benefits Plan-108---
20232101$1,913,734$248,505$2,460iApproximate average salary by contribution assumption: employee only about $61,511 at 4% or $41,007 at 6%; with 50% employer match about $41,007 at 4% or $27,338 at 6%; with 100% employer match about $30,756 at 4% or $20,504 at 6%.
J. Perez Associates Inc. 401(K) Plan II-87$1,913,734$248,505$2,856iApproximate average salary by contribution assumption: employee only about $71,409 at 4% or $47,606 at 6%; with 50% employer match about $47,606 at 4% or $31,738 at 6%; with 100% employer match about $35,705 at 4% or $23,803 at 6%.
J Perez Associates Inc. Employee Benefits Plan-101---
2022298$1,666,822$266,339$2,718iApproximate average salary by contribution assumption: employee only about $67,944 at 4% or $45,296 at 6%; with 50% employer match about $45,296 at 4% or $30,197 at 6%; with 100% employer match about $33,972 at 4% or $22,648 at 6%.
J. Perez Associates Inc. 401(K) Plan II-76$1,666,822$266,339$3,504iApproximate average salary by contribution assumption: employee only about $87,612 at 4% or $58,408 at 6%; with 50% employer match about $58,408 at 4% or $38,938 at 6%; with 100% employer match about $43,806 at 4% or $29,204 at 6%.
J Perez Associates Inc. Employee Benefits Plan-98---
20212111$1,728,528$129,130$1,163iApproximate average salary by contribution assumption: employee only about $29,083 at 4% or $19,389 at 6%; with 50% employer match about $19,389 at 4% or $12,926 at 6%; with 100% employer match about $14,542 at 4% or $9,694 at 6%.
J. Perez Associates Inc. 401(K) Plan II-80$1,728,528$129,130$1,614iApproximate average salary by contribution assumption: employee only about $40,353 at 4% or $26,902 at 6%; with 50% employer match about $26,902 at 4% or $17,935 at 6%; with 100% employer match about $20,177 at 4% or $13,451 at 6%.
J Perez Associates Inc. Employee Benefits Plan-111---
20202104$1,548,546$172,777$1,661iApproximate average salary by contribution assumption: employee only about $41,533 at 4% or $27,689 at 6%; with 50% employer match about $27,689 at 4% or $18,459 at 6%; with 100% employer match about $20,766 at 4% or $13,844 at 6%.
J. Perez Associates Inc. 401(K) Plan II-94$1,548,546$172,777$1,838iApproximate average salary by contribution assumption: employee only about $45,951 at 4% or $30,634 at 6%; with 50% employer match about $30,634 at 4% or $20,423 at 6%; with 100% employer match about $22,976 at 4% or $15,317 at 6%.
J Perez Associates Inc. Employee Benefits Plan-104---
20192177$1,480,721$249,002$1,407iApproximate average salary by contribution assumption: employee only about $35,170 at 4% or $23,447 at 6%; with 50% employer match about $23,447 at 4% or $15,631 at 6%; with 100% employer match about $17,585 at 4% or $11,723 at 6%.
J. Perez Associates Inc. 401(K) Plan II-104$1,480,721$249,002$2,394iApproximate average salary by contribution assumption: employee only about $59,856 at 4% or $39,904 at 6%; with 50% employer match about $39,904 at 4% or $26,603 at 6%; with 100% employer match about $29,928 at 4% or $19,952 at 6%.
J Perez Associates Inc. Employee Benefits Plan-177---
20182136$1,229,536$221,844$1,631iApproximate average salary by contribution assumption: employee only about $40,780 at 4% or $27,187 at 6%; with 50% employer match about $27,187 at 4% or $18,125 at 6%; with 100% employer match about $20,390 at 4% or $13,593 at 6%.
J. Perez Associates Inc. 401(K) Plan II-53$1,229,536$221,844$4,186iApproximate average salary by contribution assumption: employee only about $104,643 at 4% or $69,762 at 6%; with 50% employer match about $69,762 at 4% or $46,508 at 6%; with 100% employer match about $52,322 at 4% or $34,881 at 6%.
J Perez Associates Inc. Employee Benefits Plan-136---
20172135$1,227,319$170,389$1,262iApproximate average salary by contribution assumption: employee only about $31,554 at 4% or $21,036 at 6%; with 50% employer match about $21,036 at 4% or $14,024 at 6%; with 100% employer match about $15,777 at 4% or $10,518 at 6%.
J. Perez Associates Inc. 401(K) Plan II-38$1,227,319$170,389$4,484iApproximate average salary by contribution assumption: employee only about $112,098 at 4% or $74,732 at 6%; with 50% employer match about $74,732 at 4% or $49,821 at 6%; with 100% employer match about $56,049 at 4% or $37,366 at 6%.
J Perez Associates Inc. Employee Benefits Plan-135---
20162146$1,057,452$160,605$1,100iApproximate average salary by contribution assumption: employee only about $27,501 at 4% or $18,334 at 6%; with 50% employer match about $18,334 at 4% or $12,223 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%.
J. Perez Associates Inc. 401(K) Plan II-104$1,057,452$160,605$1,544iApproximate average salary by contribution assumption: employee only about $38,607 at 4% or $25,738 at 6%; with 50% employer match about $25,738 at 4% or $17,159 at 6%; with 100% employer match about $19,303 at 4% or $12,869 at 6%.
J Perez Associates Inc. Employee Benefits Plan-146---
20153154$929,368$174,722$1,135iApproximate average salary by contribution assumption: employee only about $28,364 at 4% or $18,909 at 6%; with 50% employer match about $18,909 at 4% or $12,606 at 6%; with 100% employer match about $14,182 at 4% or $9,455 at 6%.
J. Perez Associates Inc. 401(K) Plan II-104$929,368$174,722$1,680iApproximate average salary by contribution assumption: employee only about $42,000 at 4% or $28,000 at 6%; with 50% employer match about $28,000 at 4% or $18,667 at 6%; with 100% employer match about $21,000 at 4% or $14,000 at 6%.
J. Perez Associates Inc. 401K Plan-0---
J Perez Associates Inc. Employee Benefits Plan-154---
20143144$795,205$149,138$1,036iApproximate average salary by contribution assumption: employee only about $25,892 at 4% or $17,261 at 6%; with 50% employer match about $17,261 at 4% or $11,508 at 6%; with 100% employer match about $12,946 at 4% or $8,631 at 6%.
J. Perez Associates Inc. 401K Plan-78$638,631--
J. Perez Associates Inc. 401(K) Plan II-110$156,574$149,138$1,356iApproximate average salary by contribution assumption: employee only about $33,895 at 4% or $22,597 at 6%; with 50% employer match about $22,597 at 4% or $15,064 at 6%; with 100% employer match about $16,948 at 4% or $11,298 at 6%.
J Perez Associates Inc. Employee Benefits Plan-144---
20132129$643,264$114,339$886iApproximate average salary by contribution assumption: employee only about $22,159 at 4% or $14,772 at 6%; with 50% employer match about $14,772 at 4% or $9,848 at 6%; with 100% employer match about $11,079 at 4% or $7,386 at 6%.
J. Perez Associates Inc. 401K Plan-42$643,264$114,339$2,722iApproximate average salary by contribution assumption: employee only about $68,059 at 4% or $45,373 at 6%; with 50% employer match about $45,373 at 4% or $30,248 at 6%; with 100% employer match about $34,029 at 4% or $22,686 at 6%.
J Perez Associates Inc. Employee Benefits Plan-129---
20122113$580,489$80,707$714iApproximate average salary by contribution assumption: employee only about $17,856 at 4% or $11,904 at 6%; with 50% employer match about $11,904 at 4% or $7,936 at 6%; with 100% employer match about $8,928 at 4% or $5,952 at 6%.
J. Perez Associates Inc. 401K Plan-41$580,489$80,707$1,968iApproximate average salary by contribution assumption: employee only about $49,212 at 4% or $32,808 at 6%; with 50% employer match about $32,808 at 4% or $21,872 at 6%; with 100% employer match about $24,606 at 4% or $16,404 at 6%.
J Perez Associates Inc. Employee Benefits Plan-113---
2011135$466,306$69,995$2,000iApproximate average salary by contribution assumption: employee only about $49,996 at 4% or $33,331 at 6%; with 50% employer match about $33,331 at 4% or $22,221 at 6%; with 100% employer match about $24,998 at 4% or $16,665 at 6%.
J. Perez Associates Inc. 401K Plan-35$466,306$69,995$2,000iApproximate average salary by contribution assumption: employee only about $49,996 at 4% or $33,331 at 6%; with 50% employer match about $33,331 at 4% or $22,221 at 6%; with 100% employer match about $24,998 at 4% or $16,665 at 6%.
2010133$483,844$58,239$1,765iApproximate average salary by contribution assumption: employee only about $44,120 at 4% or $29,414 at 6%; with 50% employer match about $29,414 at 4% or $19,609 at 6%; with 100% employer match about $22,060 at 4% or $14,707 at 6%.
J. Perez Associates Inc. 401K Plan-33$483,844$58,239$1,765iApproximate average salary by contribution assumption: employee only about $44,120 at 4% or $29,414 at 6%; with 50% employer match about $29,414 at 4% or $19,609 at 6%; with 100% employer match about $22,060 at 4% or $14,707 at 6%.
2009173$399,044$66,191$907iApproximate average salary by contribution assumption: employee only about $22,668 at 4% or $15,112 at 6%; with 50% employer match about $15,112 at 4% or $10,075 at 6%; with 100% employer match about $11,334 at 4% or $7,556 at 6%.
J. Perez Associates Inc. 401K Plan-73$399,044$66,191$907iApproximate average salary by contribution assumption: employee only about $22,668 at 4% or $15,112 at 6%; with 50% employer match about $15,112 at 4% or $10,075 at 6%; with 100% employer match about $11,334 at 4% or $7,556 at 6%.
2008169$301,376$60,569$878iApproximate average salary by contribution assumption: employee only about $21,945 at 4% or $14,630 at 6%; with 50% employer match about $14,630 at 4% or $9,753 at 6%; with 100% employer match about $10,973 at 4% or $7,315 at 6%.
J. Perez Associates Inc. 401K Plan-69$301,376$60,569$878iApproximate average salary by contribution assumption: employee only about $21,945 at 4% or $14,630 at 6%; with 50% employer match about $14,630 at 4% or $9,753 at 6%; with 100% employer match about $10,973 at 4% or $7,315 at 6%.
2007179$328,465$59,649$755iApproximate average salary by contribution assumption: employee only about $18,876 at 4% or $12,584 at 6%; with 50% employer match about $12,584 at 4% or $8,389 at 6%; with 100% employer match about $9,438 at 4% or $6,292 at 6%.
J. Perez Associates Inc. 401K Plan-79$328,465$59,649$755iApproximate average salary by contribution assumption: employee only about $18,876 at 4% or $12,584 at 6%; with 50% employer match about $12,584 at 4% or $8,389 at 6%; with 100% employer match about $9,438 at 4% or $6,292 at 6%.
2006173$278,796$62,063$850iApproximate average salary by contribution assumption: employee only about $21,254 at 4% or $14,170 at 6%; with 50% employer match about $14,170 at 4% or $9,446 at 6%; with 100% employer match about $10,627 at 4% or $7,085 at 6%.
J. Perez Associates Inc. 401K Plan-73$278,796$62,063$850iApproximate average salary by contribution assumption: employee only about $21,254 at 4% or $14,170 at 6%; with 50% employer match about $14,170 at 4% or $9,446 at 6%; with 100% employer match about $10,627 at 4% or $7,085 at 6%.
2005156$224,676$68,443$1,222iApproximate average salary by contribution assumption: employee only about $30,555 at 4% or $20,370 at 6%; with 50% employer match about $20,370 at 4% or $13,580 at 6%; with 100% employer match about $15,277 at 4% or $10,185 at 6%.
J. Perez Associates Inc. 401K Plan-56$224,676$68,443$1,222iApproximate average salary by contribution assumption: employee only about $30,555 at 4% or $20,370 at 6%; with 50% employer match about $20,370 at 4% or $13,580 at 6%; with 100% employer match about $15,277 at 4% or $10,185 at 6%.
2004142$178,231$53,107$1,264iApproximate average salary by contribution assumption: employee only about $31,611 at 4% or $21,074 at 6%; with 50% employer match about $21,074 at 4% or $14,049 at 6%; with 100% employer match about $15,806 at 4% or $10,537 at 6%.
J. Perez Associates Inc. 401K Plan-42$178,231$53,107$1,264iApproximate average salary by contribution assumption: employee only about $31,611 at 4% or $21,074 at 6%; with 50% employer match about $21,074 at 4% or $14,049 at 6%; with 100% employer match about $15,806 at 4% or $10,537 at 6%.
2003148$147,558$48,735$1,015iApproximate average salary by contribution assumption: employee only about $25,383 at 4% or $16,922 at 6%; with 50% employer match about $16,922 at 4% or $11,281 at 6%; with 100% employer match about $12,691 at 4% or $8,461 at 6%.
J. Perez Associates Inc. 401K Plan-48$147,558$48,735$1,015iApproximate average salary by contribution assumption: employee only about $25,383 at 4% or $16,922 at 6%; with 50% employer match about $16,922 at 4% or $11,281 at 6%; with 100% employer match about $12,691 at 4% or $8,461 at 6%.
2002156$85,311$48,644$869iApproximate average salary by contribution assumption: employee only about $21,716 at 4% or $14,477 at 6%; with 50% employer match about $14,477 at 4% or $9,652 at 6%; with 100% employer match about $10,858 at 4% or $7,239 at 6%.
J. Perez Associates Inc. 401K Plan-56$85,311$48,644$869iApproximate average salary by contribution assumption: employee only about $21,716 at 4% or $14,477 at 6%; with 50% employer match about $14,477 at 4% or $9,652 at 6%; with 100% employer match about $10,858 at 4% or $7,239 at 6%.
2001154$0$0-
J. Perez Associates Inc. 401K Plan-54---