Civic Intelligence

DAVID PERIMUTTER & ASSOCIATES

Plan context: David Perlmutter & Associates Retirement Plan

EIN 13-3645802 • 9 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

3

2007 Assets

$886,624

2007 Contributions

$58,683

Historical Graphs

Total Assets Over Time

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

$886,624$443,312$0199920032006YearValue
$886,624Latest year 2006

Participants Over Time

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

530199920032007YearValue
3Latest year 2007

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
200713$0$0-
David Perlmutter & Associates Retirement Plan-3---
200612$886,624$58,683$29,342iApproximate average salary by contribution assumption: employee only about $733,538 at 4% or $489,025 at 6%; with 50% employer match about $489,025 at 4% or $326,017 at 6%; with 100% employer match about $366,769 at 4% or $244,513 at 6%.
David Perlmutter & Associates Retirement Plan-2$886,624$58,683$29,342iApproximate average salary by contribution assumption: employee only about $733,538 at 4% or $489,025 at 6%; with 50% employer match about $489,025 at 4% or $326,017 at 6%; with 100% employer match about $366,769 at 4% or $244,513 at 6%.
200513$793,115$52,999$17,666iApproximate average salary by contribution assumption: employee only about $441,658 at 4% or $294,439 at 6%; with 50% employer match about $294,439 at 4% or $196,293 at 6%; with 100% employer match about $220,829 at 4% or $147,219 at 6%.
David Perlmutter & Associates Retirement Plan-3$793,115$52,999$17,666iApproximate average salary by contribution assumption: employee only about $441,658 at 4% or $294,439 at 6%; with 50% employer match about $294,439 at 4% or $196,293 at 6%; with 100% employer match about $220,829 at 4% or $147,219 at 6%.
200413$757,488$46,893$15,631iApproximate average salary by contribution assumption: employee only about $390,775 at 4% or $260,517 at 6%; with 50% employer match about $260,517 at 4% or $173,678 at 6%; with 100% employer match about $195,388 at 4% or $130,258 at 6%.
David Perlmutter & Associates Retirement Plan-3$757,488$46,893$15,631iApproximate average salary by contribution assumption: employee only about $390,775 at 4% or $260,517 at 6%; with 50% employer match about $260,517 at 4% or $173,678 at 6%; with 100% employer match about $195,388 at 4% or $130,258 at 6%.
200313$628,565$53,067$17,689iApproximate average salary by contribution assumption: employee only about $442,225 at 4% or $294,817 at 6%; with 50% employer match about $294,817 at 4% or $196,544 at 6%; with 100% employer match about $221,113 at 4% or $147,408 at 6%.
David Perlmutter & Associates Retirement Plan-3$628,565$53,067$17,689iApproximate average salary by contribution assumption: employee only about $442,225 at 4% or $294,817 at 6%; with 50% employer match about $294,817 at 4% or $196,544 at 6%; with 100% employer match about $221,113 at 4% or $147,408 at 6%.
200215$570,533$52,184$10,437iApproximate average salary by contribution assumption: employee only about $260,920 at 4% or $173,947 at 6%; with 50% employer match about $173,947 at 4% or $115,964 at 6%; with 100% employer match about $130,460 at 4% or $86,973 at 6%.
David Perlmutter & Associates Retirement Plan-5$570,533$52,184$10,437iApproximate average salary by contribution assumption: employee only about $260,920 at 4% or $173,947 at 6%; with 50% employer match about $173,947 at 4% or $115,964 at 6%; with 100% employer match about $130,460 at 4% or $86,973 at 6%.
200115$0$0-
David Perlmutter & Associates Retirement Plan-5---
200013$451,857$26,336$8,779iApproximate average salary by contribution assumption: employee only about $219,467 at 4% or $146,311 at 6%; with 50% employer match about $146,311 at 4% or $97,541 at 6%; with 100% employer match about $109,733 at 4% or $73,156 at 6%.
David Perlmutter & Associates Retirement Plan-3$451,857$26,336$8,779iApproximate average salary by contribution assumption: employee only about $219,467 at 4% or $146,311 at 6%; with 50% employer match about $146,311 at 4% or $97,541 at 6%; with 100% employer match about $109,733 at 4% or $73,156 at 6%.
199914$370,001$37,073$9,268iApproximate average salary by contribution assumption: employee only about $231,706 at 4% or $154,471 at 6%; with 50% employer match about $154,471 at 4% or $102,981 at 6%; with 100% employer match about $115,853 at 4% or $77,235 at 6%.
David Perlmutter & Associates Retirement Plan-4$370,001$37,073$9,268iApproximate average salary by contribution assumption: employee only about $231,706 at 4% or $154,471 at 6%; with 50% employer match about $154,471 at 4% or $102,981 at 6%; with 100% employer match about $115,853 at 4% or $77,235 at 6%.