J. PEREZ ASSOCIATES, INC. 401(K) PLAN II

Plan Contact

  • Address: 12750 CENTER COURT DRIVE, SUITE 200,CERRITOS,CA
  • Phone: (562) 424-1975

Plan General Information

J. PEREZ ASSOCIATES, INC. 401(K) PLAN II Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of J. PEREZ ASSOCIATES, INC. 401(K) PLAN II is $1,666,822.00.This plan was established in 2014.

J. PEREZ ASSOCIATES, INC. 401(K) PLAN II Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in J. PEREZ ASSOCIATES, INC. 401(K) PLAN II is 103

J. PEREZ ASSOCIATES, INC. 401(K) PLAN II Average Participant Retirement Account Value

In 2022, the average participant retirement account value for J. PEREZ ASSOCIATES, INC. 401(K) PLAN II is $16,182.00

J. PEREZ ASSOCIATES, INC. 401(K) PLAN II Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for J. PEREZ ASSOCIATES, INC. 401(K) PLAN II is $3,146.00.

J. PEREZ ASSOCIATES, INC. 401(K) PLAN II Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in J. PEREZ ASSOCIATES, INC. 401(K) PLAN II is approximately $1,012.00
Investing in this additonal $1,012.00 for 20 years would give you extra $64,799.00, assuming a 10% annual return.

J. PEREZ ASSOCIATES, INC. 401(K) PLAN II Total Employer Contribution and Match Rate

In 2022, J. PEREZ ASSOCIATES, INC. 401(K) PLAN II allocates $104,287.00 to match its employees' contributions, providing an employer match rate of 64.35% of their contributions

J. PEREZ ASSOCIATES, INC. 401(K) PLAN II Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of J. PEREZ ASSOCIATES, INC. 401(K) PLAN II is -3.57%.

J. PEREZ ASSOCIATES, INC. 401(K) PLAN II Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for J. PEREZ ASSOCIATES, INC. 401(K) PLAN II is -11.92%. This measures the effectiveness of the plan participants' investments in the year.

J. PEREZ ASSOCIATES, INC. 401(K) PLAN II Expense Ratio

In 2022, the investment and administrative expense ratio of J. PEREZ ASSOCIATES, INC. 401(K) PLAN II is 0.72%.

Enrollment Features

J. PEREZ ASSOCIATES, INC. 401(K) PLAN II has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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