PEREZ PRIVATE WEALTH GROUP LLC
Plan context: PEREZ PRIVATE WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 87-1219219 • San Antonio, TX • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$178,720
2025 Contributions
$44,382
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $178,720 | $44,382 | $44,382iApproximate average salary by contribution assumption: employee only about $1,109,550 at 4% or $739,700 at 6%; with 50% employer match about $739,700 at 4% or $493,133 at 6%; with 100% employer match about $554,775 at 4% or $369,850 at 6%. |
| PEREZ PRIVATE WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $178,720 | $44,382 | $44,382iApproximate average salary by contribution assumption: employee only about $1,109,550 at 4% or $739,700 at 6%; with 50% employer match about $739,700 at 4% or $493,133 at 6%; with 100% employer match about $554,775 at 4% or $369,850 at 6%. |
| 2024 | 1 | 1 | $115,396 | $35,356 | $35,356iApproximate average salary by contribution assumption: employee only about $883,900 at 4% or $589,267 at 6%; with 50% employer match about $589,267 at 4% or $392,844 at 6%; with 100% employer match about $441,950 at 4% or $294,633 at 6%. |
| PEREZ PRIVATE WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $115,396 | $35,356 | $35,356iApproximate average salary by contribution assumption: employee only about $883,900 at 4% or $589,267 at 6%; with 50% employer match about $589,267 at 4% or $392,844 at 6%; with 100% employer match about $441,950 at 4% or $294,633 at 6%. |
| 2023 | 1 | 1 | $66,013 | $49,480 | $49,480iApproximate average salary by contribution assumption: employee only about $1,237,000 at 4% or $824,667 at 6%; with 50% employer match about $824,667 at 4% or $549,778 at 6%; with 100% employer match about $618,500 at 4% or $412,333 at 6%. |
| PEREZ PRIVATE WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $66,013 | $49,480 | $49,480iApproximate average salary by contribution assumption: employee only about $1,237,000 at 4% or $824,667 at 6%; with 50% employer match about $824,667 at 4% or $549,778 at 6%; with 100% employer match about $618,500 at 4% or $412,333 at 6%. |
| 2022 | 1 | 2 | $11,327 | $11,028 | $5,514iApproximate average salary by contribution assumption: employee only about $137,850 at 4% or $91,900 at 6%; with 50% employer match about $91,900 at 4% or $61,267 at 6%; with 100% employer match about $68,925 at 4% or $45,950 at 6%. |
| THE PEREZ PRIVATE WEALTH GROUP 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $11,327 | $11,028 | $5,514iApproximate average salary by contribution assumption: employee only about $137,850 at 4% or $91,900 at 6%; with 50% employer match about $91,900 at 4% or $61,267 at 6%; with 100% employer match about $68,925 at 4% or $45,950 at 6%. |