J. Perez Associates, Inc.

Form 5500

J. PEREZ ASSOCIATES, INC.

12750 Center Court Drive, Suite 200, Cerritos, Ca 90703 (562) 424-1975 EIN:74-2623123 Plan Admin:Art Arellanes

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameJ. PEREZ ASSOCIATES, INC. 401(K) PLAN II Plan #002 Participants BOY/EOY99 / 104 Assets BOY/EOY$1,666,822 / $1,913,734	2023	J. PEREZ ASSOCIATES, INC. 401(K) PLAN II - Plan #002	99 / 104	$1,666,822 / $1,913,734
2022	Plan NameJ. PEREZ ASSOCIATES, INC. 401(K) PLAN II Plan #002 Participants BOY/EOY103 / 95 Assets BOY/EOY$1,728,528 / $1,666,822	2022	J. PEREZ ASSOCIATES, INC. 401(K) PLAN II - Plan #002	103 / 95	$1,728,528 / $1,666,822
2021	Plan NameJ PEREZ ASSOCIATES, INC. 401(K) PLAN II Plan #002 Participants BOY/EOY120 / 103 Assets BOY/EOY$1,548,546 / $1,728,528	2021	J PEREZ ASSOCIATES, INC. 401(K) PLAN II - Plan #002	120 / 103	$1,548,546 / $1,728,528
2020	Plan NameJ PEREZ ASSOCIATES, INC. 401(K) PLAN II Plan #002 Participants BOY/EOY117 / 118 Assets BOY/EOY$1,480,721 / $1,548,546	2020	J PEREZ ASSOCIATES, INC. 401(K) PLAN II - Plan #002	117 / 118	$1,480,721 / $1,548,546
2019	Plan NameJ PEREZ ASSOCIATES, INC. 401(K) PLAN II Plan #002 Participants BOY/EOY123 / 115 Assets BOY/EOY$1,229,536 / $1,480,721	2019	J PEREZ ASSOCIATES, INC. 401(K) PLAN II - Plan #002	123 / 115	$1,229,536 / $1,480,721