Civic Intelligence

Elizabeth S. Perry, D.M.D.

Plan context: Elizabeth S. Perry Money Purchase Plan

EIN 04-3279782 • Westfield, MA • 26 filings • 6 plans

53 Southampton RoadWestfield, MA 01085
Current Snapshot

Latest Year

2021

2021 Participants

9

2021 Assets

$3,298,587

2021 Contributions

$99,029

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,298,587$1,649,294$0199920102021YearValue
$3,298,587Latest year 2021

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950199920102021YearValue
9Latest year 2021

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202129$3,298,587$99,029$11,003iApproximate average salary by contribution assumption: employee only about $275,081 at 4% or $183,387 at 6%; with 50% employer match about $183,387 at 4% or $122,258 at 6%; with 100% employer match about $137,540 at 4% or $91,694 at 6%.
Elizabeth S. Perry Money Purchase Plan-9$3,298,587$99,029$11,003iApproximate average salary by contribution assumption: employee only about $275,081 at 4% or $183,387 at 6%; with 50% employer match about $183,387 at 4% or $122,258 at 6%; with 100% employer match about $137,540 at 4% or $91,694 at 6%.
Elizabeth S. Perry Money Purchase Plan-0$0--
202019$3,107,802$90,668$10,074iApproximate average salary by contribution assumption: employee only about $251,856 at 4% or $167,904 at 6%; with 50% employer match about $167,904 at 4% or $111,936 at 6%; with 100% employer match about $125,928 at 4% or $83,952 at 6%.
Elizabeth S. Perry Money Purchase Plan-9$3,107,802$90,668$10,074iApproximate average salary by contribution assumption: employee only about $251,856 at 4% or $167,904 at 6%; with 50% employer match about $167,904 at 4% or $111,936 at 6%; with 100% employer match about $125,928 at 4% or $83,952 at 6%.
201918$3,080,302$165,035$20,629iApproximate average salary by contribution assumption: employee only about $515,734 at 4% or $343,823 at 6%; with 50% employer match about $343,823 at 4% or $229,215 at 6%; with 100% employer match about $257,867 at 4% or $171,911 at 6%.
Elizabeth S. Perry Money Purchase Plan-8$3,080,302$165,035$20,629iApproximate average salary by contribution assumption: employee only about $515,734 at 4% or $343,823 at 6%; with 50% employer match about $343,823 at 4% or $229,215 at 6%; with 100% employer match about $257,867 at 4% or $171,911 at 6%.
201818$2,332,151$163,981$20,498iApproximate average salary by contribution assumption: employee only about $512,441 at 4% or $341,627 at 6%; with 50% employer match about $341,627 at 4% or $227,751 at 6%; with 100% employer match about $256,220 at 4% or $170,814 at 6%.
Elizabeth S. Perry Money Purchase Plan-8$2,332,151$163,981$20,498iApproximate average salary by contribution assumption: employee only about $512,441 at 4% or $341,627 at 6%; with 50% employer match about $341,627 at 4% or $227,751 at 6%; with 100% employer match about $256,220 at 4% or $170,814 at 6%.
201718$2,420,807$102,402$12,800iApproximate average salary by contribution assumption: employee only about $320,006 at 4% or $213,338 at 6%; with 50% employer match about $213,338 at 4% or $142,225 at 6%; with 100% employer match about $160,003 at 4% or $106,669 at 6%.
Elizabeth S. Perry Money Purchase Plan-8$2,420,807$102,402$12,800iApproximate average salary by contribution assumption: employee only about $320,006 at 4% or $213,338 at 6%; with 50% employer match about $213,338 at 4% or $142,225 at 6%; with 100% employer match about $160,003 at 4% or $106,669 at 6%.
201617$1,969,459$104,282$14,897iApproximate average salary by contribution assumption: employee only about $372,436 at 4% or $248,290 at 6%; with 50% employer match about $248,290 at 4% or $165,527 at 6%; with 100% employer match about $186,218 at 4% or $124,145 at 6%.
Elizabeth S. Perry Money Purchase Plan-7$1,969,459$104,282$14,897iApproximate average salary by contribution assumption: employee only about $372,436 at 4% or $248,290 at 6%; with 50% employer match about $248,290 at 4% or $165,527 at 6%; with 100% employer match about $186,218 at 4% or $124,145 at 6%.
201516$1,667,078$93,214$15,536iApproximate average salary by contribution assumption: employee only about $388,392 at 4% or $258,928 at 6%; with 50% employer match about $258,928 at 4% or $172,619 at 6%; with 100% employer match about $194,196 at 4% or $129,464 at 6%.
Elizabeth S. Perry Money Purchase Plan-6$1,667,078$93,214$15,536iApproximate average salary by contribution assumption: employee only about $388,392 at 4% or $258,928 at 6%; with 50% employer match about $258,928 at 4% or $172,619 at 6%; with 100% employer match about $194,196 at 4% or $129,464 at 6%.
201418$1,700,736$89,491$11,186iApproximate average salary by contribution assumption: employee only about $279,659 at 4% or $186,440 at 6%; with 50% employer match about $186,440 at 4% or $124,293 at 6%; with 100% employer match about $139,830 at 4% or $93,220 at 6%.
Elizabeth S. Perry Money Purchase Plan-8$1,700,736$89,491$11,186iApproximate average salary by contribution assumption: employee only about $279,659 at 4% or $186,440 at 6%; with 50% employer match about $186,440 at 4% or $124,293 at 6%; with 100% employer match about $139,830 at 4% or $93,220 at 6%.
201316$1,517,888$84,622$14,104iApproximate average salary by contribution assumption: employee only about $352,592 at 4% or $235,061 at 6%; with 50% employer match about $235,061 at 4% or $156,707 at 6%; with 100% employer match about $176,296 at 4% or $117,531 at 6%.
Elizabeth S. Perry Money Purchase Plan-6$1,517,888$84,622$14,104iApproximate average salary by contribution assumption: employee only about $352,592 at 4% or $235,061 at 6%; with 50% employer match about $235,061 at 4% or $156,707 at 6%; with 100% employer match about $176,296 at 4% or $117,531 at 6%.
201215$1,182,167$81,615$16,323iApproximate average salary by contribution assumption: employee only about $408,075 at 4% or $272,050 at 6%; with 50% employer match about $272,050 at 4% or $181,367 at 6%; with 100% employer match about $204,038 at 4% or $136,025 at 6%.
Elizabeth S. Perry Money Purchase Plan-5$1,182,167$81,615$16,323iApproximate average salary by contribution assumption: employee only about $408,075 at 4% or $272,050 at 6%; with 50% employer match about $272,050 at 4% or $181,367 at 6%; with 100% employer match about $204,038 at 4% or $136,025 at 6%.
201116$982,216$81,353$13,559iApproximate average salary by contribution assumption: employee only about $338,971 at 4% or $225,981 at 6%; with 50% employer match about $225,981 at 4% or $150,654 at 6%; with 100% employer match about $169,485 at 4% or $112,990 at 6%.
Elizabeth S. Perry Money Purchase Plan-6$982,216$81,353$13,559iApproximate average salary by contribution assumption: employee only about $338,971 at 4% or $225,981 at 6%; with 50% employer match about $225,981 at 4% or $150,654 at 6%; with 100% employer match about $169,485 at 4% or $112,990 at 6%.
201016$894,876$82,594$13,766iApproximate average salary by contribution assumption: employee only about $344,142 at 4% or $229,428 at 6%; with 50% employer match about $229,428 at 4% or $152,952 at 6%; with 100% employer match about $172,071 at 4% or $114,714 at 6%.
Elizabeth S. Perry Money Purchase Plan-6$894,876$82,594$13,766iApproximate average salary by contribution assumption: employee only about $344,142 at 4% or $229,428 at 6%; with 50% employer match about $229,428 at 4% or $152,952 at 6%; with 100% employer match about $172,071 at 4% or $114,714 at 6%.
200916$733,763$60,724$10,121iApproximate average salary by contribution assumption: employee only about $253,017 at 4% or $168,678 at 6%; with 50% employer match about $168,678 at 4% or $112,452 at 6%; with 100% employer match about $126,508 at 4% or $84,339 at 6%.
Elizabeth S. Perry Money Purchase Plan-6$733,763$60,724$10,121iApproximate average salary by contribution assumption: employee only about $253,017 at 4% or $168,678 at 6%; with 50% employer match about $168,678 at 4% or $112,452 at 6%; with 100% employer match about $126,508 at 4% or $84,339 at 6%.
200815$574,147$77,408$15,482iApproximate average salary by contribution assumption: employee only about $387,040 at 4% or $258,027 at 6%; with 50% employer match about $258,027 at 4% or $172,018 at 6%; with 100% employer match about $193,520 at 4% or $129,013 at 6%.
Elizabeth S. Perry Money Purchase Plan-5$574,147$77,408$15,482iApproximate average salary by contribution assumption: employee only about $387,040 at 4% or $258,027 at 6%; with 50% employer match about $258,027 at 4% or $172,018 at 6%; with 100% employer match about $193,520 at 4% or $129,013 at 6%.
200715$684,047$55,660$11,132iApproximate average salary by contribution assumption: employee only about $278,300 at 4% or $185,533 at 6%; with 50% employer match about $185,533 at 4% or $123,689 at 6%; with 100% employer match about $139,150 at 4% or $92,767 at 6%.
Elizabeth S. Perry Money Purchase Plan-5$684,047$55,660$11,132iApproximate average salary by contribution assumption: employee only about $278,300 at 4% or $185,533 at 6%; with 50% employer match about $185,533 at 4% or $123,689 at 6%; with 100% employer match about $139,150 at 4% or $92,767 at 6%.
200613$593,919$52,538$17,513iApproximate average salary by contribution assumption: employee only about $437,817 at 4% or $291,878 at 6%; with 50% employer match about $291,878 at 4% or $194,585 at 6%; with 100% employer match about $218,908 at 4% or $145,939 at 6%.
Elizabeth S. Perry Money Purchase Plan-3$593,919$52,538$17,513iApproximate average salary by contribution assumption: employee only about $437,817 at 4% or $291,878 at 6%; with 50% employer match about $291,878 at 4% or $194,585 at 6%; with 100% employer match about $218,908 at 4% or $145,939 at 6%.
200514$472,249$44,949$11,237iApproximate average salary by contribution assumption: employee only about $280,931 at 4% or $187,288 at 6%; with 50% employer match about $187,288 at 4% or $124,858 at 6%; with 100% employer match about $140,466 at 4% or $93,644 at 6%.
Elizabeth S. Perry Money Purchase Plan-4$472,249$44,949$11,237iApproximate average salary by contribution assumption: employee only about $280,931 at 4% or $187,288 at 6%; with 50% employer match about $187,288 at 4% or $124,858 at 6%; with 100% employer match about $140,466 at 4% or $93,644 at 6%.
200414$428,630$47,735$11,934iApproximate average salary by contribution assumption: employee only about $298,344 at 4% or $198,896 at 6%; with 50% employer match about $198,896 at 4% or $132,597 at 6%; with 100% employer match about $149,172 at 4% or $99,448 at 6%.
Elizabeth S. Perry Money Purchase Plan-4$428,630$47,735$11,934iApproximate average salary by contribution assumption: employee only about $298,344 at 4% or $198,896 at 6%; with 50% employer match about $198,896 at 4% or $132,597 at 6%; with 100% employer match about $149,172 at 4% or $99,448 at 6%.
200314$336,582$49,108$12,277iApproximate average salary by contribution assumption: employee only about $306,925 at 4% or $204,617 at 6%; with 50% employer match about $204,617 at 4% or $136,411 at 6%; with 100% employer match about $153,463 at 4% or $102,308 at 6%.
Elizabeth S. Perry Money Purchase Plan-4$336,582$49,108$12,277iApproximate average salary by contribution assumption: employee only about $306,925 at 4% or $204,617 at 6%; with 50% employer match about $204,617 at 4% or $136,411 at 6%; with 100% employer match about $153,463 at 4% or $102,308 at 6%.
200213$190,957$44,956$14,985iApproximate average salary by contribution assumption: employee only about $374,633 at 4% or $249,756 at 6%; with 50% employer match about $249,756 at 4% or $166,504 at 6%; with 100% employer match about $187,317 at 4% or $124,878 at 6%.
Elizabeth S. Perry Money Purchase Plan-3$190,957$44,956$14,985iApproximate average salary by contribution assumption: employee only about $374,633 at 4% or $249,756 at 6%; with 50% employer match about $249,756 at 4% or $166,504 at 6%; with 100% employer match about $187,317 at 4% or $124,878 at 6%.
200112$174,142$41,773$20,887iApproximate average salary by contribution assumption: employee only about $522,163 at 4% or $348,108 at 6%; with 50% employer match about $348,108 at 4% or $232,072 at 6%; with 100% employer match about $261,081 at 4% or $174,054 at 6%.
Elizabeth S. Perry Money Purchase Plan-2$174,142$41,773$20,887iApproximate average salary by contribution assumption: employee only about $522,163 at 4% or $348,108 at 6%; with 50% employer match about $348,108 at 4% or $232,072 at 6%; with 100% employer match about $261,081 at 4% or $174,054 at 6%.
200023$189,464$22,765$7,588iApproximate average salary by contribution assumption: employee only about $189,708 at 4% or $126,472 at 6%; with 50% employer match about $126,472 at 4% or $84,315 at 6%; with 100% employer match about $94,854 at 4% or $63,236 at 6%.
Elizabeth S. Perry Money Purchase Plan-3$189,464$22,765$7,588iApproximate average salary by contribution assumption: employee only about $189,708 at 4% or $126,472 at 6%; with 50% employer match about $126,472 at 4% or $84,315 at 6%; with 100% employer match about $94,854 at 4% or $63,236 at 6%.
Elizabeth S. Perry Profit Sharing Plan-0---
199921$179,844$32,058$32,058iApproximate average salary by contribution assumption: employee only about $801,450 at 4% or $534,300 at 6%; with 50% employer match about $534,300 at 4% or $356,200 at 6%; with 100% employer match about $400,725 at 4% or $267,150 at 6%.
Elizabeth S. Perry Money Purchase Plan-1$94,858$22,298$22,298iApproximate average salary by contribution assumption: employee only about $557,450 at 4% or $371,633 at 6%; with 50% employer match about $371,633 at 4% or $247,756 at 6%; with 100% employer match about $278,725 at 4% or $185,817 at 6%.
Elizabeth S. Perry Profit Sharing Plan-0$84,986$9,760-