Curtis J Perry MD
Plan context: Curtis J Perry MD Safe-Harbor 401K Profit Sharing Plan
EIN 05-0453032 • Agoura Hills, CA • 8 filings • 4 plans
Current Snapshot
Latest Year
2013
2013 Participants
3
2013 Assets
$605,826
2013 Contributions
$10,490
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 1 | 3 | $605,826 | $10,490 | $3,497iApproximate average salary by contribution assumption: employee only about $87,417 at 4% or $58,278 at 6%; with 50% employer match about $58,278 at 4% or $38,852 at 6%; with 100% employer match about $43,708 at 4% or $29,139 at 6%. |
| Curtis J Perry MD Safe-Harbor 401K Profit Sharing Plan | - | 3 | $605,826 | $10,490 | $3,497iApproximate average salary by contribution assumption: employee only about $87,417 at 4% or $58,278 at 6%; with 50% employer match about $58,278 at 4% or $38,852 at 6%; with 100% employer match about $43,708 at 4% or $29,139 at 6%. |
| 2012 | 1 | 3 | $474,364 | $11,200 | $3,733iApproximate average salary by contribution assumption: employee only about $93,333 at 4% or $62,222 at 6%; with 50% employer match about $62,222 at 4% or $41,481 at 6%; with 100% employer match about $46,667 at 4% or $31,111 at 6%. |
| Curtis J Perry MD Safe-Harbor 401K Profit Sharing Plan | - | 3 | $474,364 | $11,200 | $3,733iApproximate average salary by contribution assumption: employee only about $93,333 at 4% or $62,222 at 6%; with 50% employer match about $62,222 at 4% or $41,481 at 6%; with 100% employer match about $46,667 at 4% or $31,111 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| Curtis J Perry MD Safe-Harbor 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2006 | 1 | 3 | $399,795 | $80,823 | $26,941iApproximate average salary by contribution assumption: employee only about $673,525 at 4% or $449,017 at 6%; with 50% employer match about $449,017 at 4% or $299,344 at 6%; with 100% employer match about $336,763 at 4% or $224,508 at 6%. |
| Curtis J Perry MD Safe-Harbor 401K Profit Sharing Plan | - | 3 | $399,795 | $80,823 | $26,941iApproximate average salary by contribution assumption: employee only about $673,525 at 4% or $449,017 at 6%; with 50% employer match about $449,017 at 4% or $299,344 at 6%; with 100% employer match about $336,763 at 4% or $224,508 at 6%. |
| 2005 | 1 | 3 | $275,056 | $62,553 | $20,851iApproximate average salary by contribution assumption: employee only about $521,275 at 4% or $347,517 at 6%; with 50% employer match about $347,517 at 4% or $231,678 at 6%; with 100% employer match about $260,638 at 4% or $173,758 at 6%. |
| Curtis J Perry MD Safe-Harbor 401K Profit Sharing Plan | - | 3 | $275,056 | $62,553 | $20,851iApproximate average salary by contribution assumption: employee only about $521,275 at 4% or $347,517 at 6%; with 50% employer match about $347,517 at 4% or $231,678 at 6%; with 100% employer match about $260,638 at 4% or $173,758 at 6%. |
| 2004 | 1 | 4 | $221,478 | $64,879 | $16,220iApproximate average salary by contribution assumption: employee only about $405,494 at 4% or $270,329 at 6%; with 50% employer match about $270,329 at 4% or $180,219 at 6%; with 100% employer match about $202,747 at 4% or $135,165 at 6%. |
| Curtis J Perry MD Safe-Harbor 401K Profit Sharing Plan | - | 4 | $221,478 | $64,879 | $16,220iApproximate average salary by contribution assumption: employee only about $405,494 at 4% or $270,329 at 6%; with 50% employer match about $270,329 at 4% or $180,219 at 6%; with 100% employer match about $202,747 at 4% or $135,165 at 6%. |
| 2003 | 1 | 4 | $138,624 | $62,018 | $15,505iApproximate average salary by contribution assumption: employee only about $387,613 at 4% or $258,408 at 6%; with 50% employer match about $258,408 at 4% or $172,272 at 6%; with 100% employer match about $193,806 at 4% or $129,204 at 6%. |
| Curtis J Perry MD Safe-Harbor 401K Profit Sharing Plan | - | 4 | $138,624 | $62,018 | $15,505iApproximate average salary by contribution assumption: employee only about $387,613 at 4% or $258,408 at 6%; with 50% employer match about $258,408 at 4% or $172,272 at 6%; with 100% employer match about $193,806 at 4% or $129,204 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Curtis J Perry MD Safe-Harbor 401K Profit Sharing Plan | - | 4 | - | - | - |