Noemi Perez Insurance Partner, LLC DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Noemi Perez Insurance Partner, LLC
  • Sponsor EIN: 660796802
  • Sponsor Address: PO BOX 195151, SAN JUAN, PR, 009015151
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $184,031

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20234$184,031$0$0
20224$28,467$9,000$0

Similar Plans