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Perez & Morris, LLC 401(k) Profit Sharing Plan

Perez & Morris, LLC, Columbus OH. Employer ID 311658788, plan number 001. Annual reports on file for 2015 to 2025.

Where the money went

  1. Filed 2015-2025Perez & Morris, LLC 401(k) Profit Sharing Plan, Perez & Morris, LLC
  2. TodayPerez & Morris, LLC 401(k) Profit Sharing Plan still files. That is where to ask.

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

No unusual events.

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsLeft, still in the planSource
201524—Filing
201626—Filing
201731—Filing
201840—Filing
201949—Filing
202052—Filing
202167—Filing
202283—Filing
202391—Filing
2024101—Filing
2025101—Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.