|
PEREZ WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
|
2023
|
475501350
|
2024-04-19
|
PEREZ WEALTH MANAGEMENT LLC
|
3
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
812990
|
| Sponsor’s telephone number |
7866937871
|
| Plan sponsor’s
address |
1441 BRICKELL AVENUE SUITE 1700, MIAMI, FL, 33131
|
Signature of
| Role |
Plan administrator |
| Date |
2024-04-19 |
| Name of individual signing |
GRACIELA M PEREZ |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
PEREZ WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
|
2022
|
475501350
|
2023-03-30
|
PEREZ WEALTH MANAGEMENT LLC
|
3
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
812990
|
| Sponsor’s telephone number |
7866937871
|
| Plan sponsor’s
address |
1441 BRICKELL AVENUE SUITE 1700, MIAMI, FL, 33131
|
Signature of
| Role |
Plan administrator |
| Date |
2023-03-30 |
| Name of individual signing |
GRACIELA M PEREZ |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
PEREZ WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
|
2021
|
475501350
|
2022-04-08
|
PEREZ WEALTH MANAGEMENT LLC
|
3
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
812990
|
| Sponsor’s telephone number |
7866937871
|
| Plan sponsor’s
address |
1441 BRICKELL AVENUE SUITE 1700, MIAMI, FL, 33131
|
Signature of
| Role |
Plan administrator |
| Date |
2022-04-08 |
| Name of individual signing |
GRACIELA M PEREZ |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
PEREZ WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
|
2020
|
475501350
|
2021-04-15
|
PEREZ WEALTH MANAGEMENT LLC
|
3
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
812990
|
| Sponsor’s telephone number |
7866937871
|
| Plan sponsor’s
address |
1441 BRICKELL AVENUE SUITE 1700, MIAMI, FL, 33131
|
Signature of
| Role |
Plan administrator |
| Date |
2021-04-15 |
| Name of individual signing |
GRACIELA M PEREZ |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
PEREZ WEALTH MANAGEMENT, LLC 401 K PROFIT SHARING PLAN TRUST
|
2018
|
475501350
|
2019-03-29
|
PEREZ WEALTH MANAGEMENT LLC
|
3
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
812990
|
| Sponsor’s telephone number |
7866937871
|
| Plan sponsor’s
address |
801 BRICKELL AVE. SUITE 2260, MIAMI, FL, 33131
|
Signature of
| Role |
Plan administrator |
| Date |
2019-03-29 |
| Name of individual signing |
GRACIELA M PEREZ |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
PEREZ WEALTH MANAGEMENT, LLC 401 K PROFIT SHARING PLAN TRUST
|
2017
|
475501350
|
2018-03-29
|
PEREZ WEALTH MANAGEMENT LLC
|
2
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
812990
|
| Sponsor’s telephone number |
7866937871
|
| Plan sponsor’s
address |
801 BRICKELL AVE. SUITE 2260, MIAMI, FL, 33131
|
Signature of
| Role |
Plan administrator |
| Date |
2018-03-29 |
| Name of individual signing |
GRACIELA M PEREZ |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
PEREZ WEALTH MANAGEMENT, LLC 401 K PROFIT SHARING PLAN TRUST
|
2016
|
475501350
|
2017-05-15
|
PEREZ WEALTH MANAGEMENT LLC
|
2
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
812990
|
| Sponsor’s telephone number |
7866937871
|
| Plan sponsor’s
address |
801 BRICKELL AVE. SUITE 2260, MIAMI, FL, 33131
|
Signature of
| Role |
Plan administrator |
| Date |
2017-05-15 |
| Name of individual signing |
GRACIELA PEREZ |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
