Patricia a. Luke-Perless, C.P.A.
Plan context: Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan
EIN 16-1448989 • Syracuse, NY • 27 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$2,318,596
2025 Contributions
$166,573
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $2,318,596 | $166,573 | $13,881iApproximate average salary by contribution assumption: employee only about $347,027 at 4% or $231,351 at 6%; with 50% employer match about $231,351 at 4% or $154,234 at 6%; with 100% employer match about $173,514 at 4% or $115,676 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 12 | $2,318,596 | $166,573 | $13,881iApproximate average salary by contribution assumption: employee only about $347,027 at 4% or $231,351 at 6%; with 50% employer match about $231,351 at 4% or $154,234 at 6%; with 100% employer match about $173,514 at 4% or $115,676 at 6%. |
| 2024 | 1 | 11 | $1,924,213 | $156,207 | $14,201iApproximate average salary by contribution assumption: employee only about $355,016 at 4% or $236,677 at 6%; with 50% employer match about $236,677 at 4% or $157,785 at 6%; with 100% employer match about $177,508 at 4% or $118,339 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 11 | $1,924,213 | $156,207 | $14,201iApproximate average salary by contribution assumption: employee only about $355,016 at 4% or $236,677 at 6%; with 50% employer match about $236,677 at 4% or $157,785 at 6%; with 100% employer match about $177,508 at 4% or $118,339 at 6%. |
| 2023 | 1 | 11 | $1,634,917 | $214,111 | $19,465iApproximate average salary by contribution assumption: employee only about $486,616 at 4% or $324,411 at 6%; with 50% employer match about $324,411 at 4% or $216,274 at 6%; with 100% employer match about $243,308 at 4% or $162,205 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 11 | $1,634,917 | $214,111 | $19,465iApproximate average salary by contribution assumption: employee only about $486,616 at 4% or $324,411 at 6%; with 50% employer match about $324,411 at 4% or $216,274 at 6%; with 100% employer match about $243,308 at 4% or $162,205 at 6%. |
| 2022 | 1 | 10 | $1,320,062 | $119,993 | $11,999iApproximate average salary by contribution assumption: employee only about $299,983 at 4% or $199,988 at 6%; with 50% employer match about $199,988 at 4% or $133,326 at 6%; with 100% employer match about $149,991 at 4% or $99,994 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 10 | $1,320,062 | $119,993 | $11,999iApproximate average salary by contribution assumption: employee only about $299,983 at 4% or $199,988 at 6%; with 50% employer match about $199,988 at 4% or $133,326 at 6%; with 100% employer match about $149,991 at 4% or $99,994 at 6%. |
| 2021 | 1 | 11 | $1,313,064 | $65,064 | $5,915iApproximate average salary by contribution assumption: employee only about $147,873 at 4% or $98,582 at 6%; with 50% employer match about $98,582 at 4% or $65,721 at 6%; with 100% employer match about $73,936 at 4% or $49,291 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 11 | $1,313,064 | $65,064 | $5,915iApproximate average salary by contribution assumption: employee only about $147,873 at 4% or $98,582 at 6%; with 50% employer match about $98,582 at 4% or $65,721 at 6%; with 100% employer match about $73,936 at 4% or $49,291 at 6%. |
| 2020 | 1 | 5 | $1,176,536 | $52,122 | $10,424iApproximate average salary by contribution assumption: employee only about $260,610 at 4% or $173,740 at 6%; with 50% employer match about $173,740 at 4% or $115,827 at 6%; with 100% employer match about $130,305 at 4% or $86,870 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 5 | $1,176,536 | $52,122 | $10,424iApproximate average salary by contribution assumption: employee only about $260,610 at 4% or $173,740 at 6%; with 50% employer match about $173,740 at 4% or $115,827 at 6%; with 100% employer match about $130,305 at 4% or $86,870 at 6%. |
| 2019 | 1 | 2 | $1,067,406 | $49,950 | $24,975iApproximate average salary by contribution assumption: employee only about $624,375 at 4% or $416,250 at 6%; with 50% employer match about $416,250 at 4% or $277,500 at 6%; with 100% employer match about $312,188 at 4% or $208,125 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 2 | $1,067,406 | $49,950 | $24,975iApproximate average salary by contribution assumption: employee only about $624,375 at 4% or $416,250 at 6%; with 50% employer match about $416,250 at 4% or $277,500 at 6%; with 100% employer match about $312,188 at 4% or $208,125 at 6%. |
| 2018 | 1 | 5 | $992,108 | $54,688 | $10,938iApproximate average salary by contribution assumption: employee only about $273,440 at 4% or $182,293 at 6%; with 50% employer match about $182,293 at 4% or $121,529 at 6%; with 100% employer match about $136,720 at 4% or $91,147 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 5 | $992,108 | $54,688 | $10,938iApproximate average salary by contribution assumption: employee only about $273,440 at 4% or $182,293 at 6%; with 50% employer match about $182,293 at 4% or $121,529 at 6%; with 100% employer match about $136,720 at 4% or $91,147 at 6%. |
| 2017 | 1 | 5 | $901,312 | $50,151 | $10,030iApproximate average salary by contribution assumption: employee only about $250,755 at 4% or $167,170 at 6%; with 50% employer match about $167,170 at 4% or $111,447 at 6%; with 100% employer match about $125,378 at 4% or $83,585 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 5 | $901,312 | $50,151 | $10,030iApproximate average salary by contribution assumption: employee only about $250,755 at 4% or $167,170 at 6%; with 50% employer match about $167,170 at 4% or $111,447 at 6%; with 100% employer match about $125,378 at 4% or $83,585 at 6%. |
| 2016 | 1 | 5 | $817,757 | $59,138 | $11,828iApproximate average salary by contribution assumption: employee only about $295,690 at 4% or $197,127 at 6%; with 50% employer match about $197,127 at 4% or $131,418 at 6%; with 100% employer match about $147,845 at 4% or $98,563 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 5 | $817,757 | $59,138 | $11,828iApproximate average salary by contribution assumption: employee only about $295,690 at 4% or $197,127 at 6%; with 50% employer match about $197,127 at 4% or $131,418 at 6%; with 100% employer match about $147,845 at 4% or $98,563 at 6%. |
| 2015 | 1 | 5 | $728,248 | $54,609 | $10,922iApproximate average salary by contribution assumption: employee only about $273,045 at 4% or $182,030 at 6%; with 50% employer match about $182,030 at 4% or $121,353 at 6%; with 100% employer match about $136,523 at 4% or $91,015 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 5 | $728,248 | $54,609 | $10,922iApproximate average salary by contribution assumption: employee only about $273,045 at 4% or $182,030 at 6%; with 50% employer match about $182,030 at 4% or $121,353 at 6%; with 100% employer match about $136,523 at 4% or $91,015 at 6%. |
| 2014 | 1 | 5 | $709,237 | $27,580 | $5,516iApproximate average salary by contribution assumption: employee only about $137,900 at 4% or $91,933 at 6%; with 50% employer match about $91,933 at 4% or $61,289 at 6%; with 100% employer match about $68,950 at 4% or $45,967 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 5 | $709,237 | $27,580 | $5,516iApproximate average salary by contribution assumption: employee only about $137,900 at 4% or $91,933 at 6%; with 50% employer match about $91,933 at 4% or $61,289 at 6%; with 100% employer match about $68,950 at 4% or $45,967 at 6%. |
| 2013 | 1 | 5 | $664,307 | $38,584 | $7,717iApproximate average salary by contribution assumption: employee only about $192,920 at 4% or $128,613 at 6%; with 50% employer match about $128,613 at 4% or $85,742 at 6%; with 100% employer match about $96,460 at 4% or $64,307 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 5 | $664,307 | $38,584 | $7,717iApproximate average salary by contribution assumption: employee only about $192,920 at 4% or $128,613 at 6%; with 50% employer match about $128,613 at 4% or $85,742 at 6%; with 100% employer match about $96,460 at 4% or $64,307 at 6%. |
| 2012 | 1 | 5 | $599,593 | $39,221 | $7,844iApproximate average salary by contribution assumption: employee only about $196,105 at 4% or $130,737 at 6%; with 50% employer match about $130,737 at 4% or $87,158 at 6%; with 100% employer match about $98,053 at 4% or $65,368 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 5 | $599,593 | $39,221 | $7,844iApproximate average salary by contribution assumption: employee only about $196,105 at 4% or $130,737 at 6%; with 50% employer match about $130,737 at 4% or $87,158 at 6%; with 100% employer match about $98,053 at 4% or $65,368 at 6%. |
| 2011 | 1 | 5 | $531,681 | $38,661 | $7,732iApproximate average salary by contribution assumption: employee only about $193,305 at 4% or $128,870 at 6%; with 50% employer match about $128,870 at 4% or $85,913 at 6%; with 100% employer match about $96,653 at 4% or $64,435 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 5 | $531,681 | $38,661 | $7,732iApproximate average salary by contribution assumption: employee only about $193,305 at 4% or $128,870 at 6%; with 50% employer match about $128,870 at 4% or $85,913 at 6%; with 100% employer match about $96,653 at 4% or $64,435 at 6%. |
| 2010 | 1 | 5 | $512,509 | $49,862 | $9,972iApproximate average salary by contribution assumption: employee only about $249,310 at 4% or $166,207 at 6%; with 50% employer match about $166,207 at 4% or $110,804 at 6%; with 100% employer match about $124,655 at 4% or $83,103 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 5 | $512,509 | $49,862 | $9,972iApproximate average salary by contribution assumption: employee only about $249,310 at 4% or $166,207 at 6%; with 50% employer match about $166,207 at 4% or $110,804 at 6%; with 100% employer match about $124,655 at 4% or $83,103 at 6%. |
| 2009 | 1 | 5 | $358,680 | $57,707 | $11,541iApproximate average salary by contribution assumption: employee only about $288,535 at 4% or $192,357 at 6%; with 50% employer match about $192,357 at 4% or $128,238 at 6%; with 100% employer match about $144,268 at 4% or $96,178 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 5 | $358,680 | $57,707 | $11,541iApproximate average salary by contribution assumption: employee only about $288,535 at 4% or $192,357 at 6%; with 50% employer match about $192,357 at 4% or $128,238 at 6%; with 100% employer match about $144,268 at 4% or $96,178 at 6%. |
| 2008 | 1 | 4 | $279,268 | $36,315 | $9,079iApproximate average salary by contribution assumption: employee only about $226,969 at 4% or $151,313 at 6%; with 50% employer match about $151,313 at 4% or $100,875 at 6%; with 100% employer match about $113,484 at 4% or $75,656 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 4 | $279,268 | $36,315 | $9,079iApproximate average salary by contribution assumption: employee only about $226,969 at 4% or $151,313 at 6%; with 50% employer match about $151,313 at 4% or $100,875 at 6%; with 100% employer match about $113,484 at 4% or $75,656 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $312,154 | $47,585 | $11,896iApproximate average salary by contribution assumption: employee only about $297,406 at 4% or $198,271 at 6%; with 50% employer match about $198,271 at 4% or $132,181 at 6%; with 100% employer match about $148,703 at 4% or $99,135 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 4 | $312,154 | $47,585 | $11,896iApproximate average salary by contribution assumption: employee only about $297,406 at 4% or $198,271 at 6%; with 50% employer match about $198,271 at 4% or $132,181 at 6%; with 100% employer match about $148,703 at 4% or $99,135 at 6%. |
| 2005 | 1 | 4 | $236,087 | $47,194 | $11,799iApproximate average salary by contribution assumption: employee only about $294,963 at 4% or $196,642 at 6%; with 50% employer match about $196,642 at 4% or $131,094 at 6%; with 100% employer match about $147,481 at 4% or $98,321 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 4 | $236,087 | $47,194 | $11,799iApproximate average salary by contribution assumption: employee only about $294,963 at 4% or $196,642 at 6%; with 50% employer match about $196,642 at 4% or $131,094 at 6%; with 100% employer match about $147,481 at 4% or $98,321 at 6%. |
| 2004 | 1 | 4 | $178,153 | $34,004 | $8,501iApproximate average salary by contribution assumption: employee only about $212,525 at 4% or $141,683 at 6%; with 50% employer match about $141,683 at 4% or $94,456 at 6%; with 100% employer match about $106,263 at 4% or $70,842 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 4 | $178,153 | $34,004 | $8,501iApproximate average salary by contribution assumption: employee only about $212,525 at 4% or $141,683 at 6%; with 50% employer match about $141,683 at 4% or $94,456 at 6%; with 100% employer match about $106,263 at 4% or $70,842 at 6%. |
| 2003 | 1 | 4 | $143,770 | $34,636 | $8,659iApproximate average salary by contribution assumption: employee only about $216,475 at 4% or $144,317 at 6%; with 50% employer match about $144,317 at 4% or $96,211 at 6%; with 100% employer match about $108,238 at 4% or $72,158 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 4 | $143,770 | $34,636 | $8,659iApproximate average salary by contribution assumption: employee only about $216,475 at 4% or $144,317 at 6%; with 50% employer match about $144,317 at 4% or $96,211 at 6%; with 100% employer match about $108,238 at 4% or $72,158 at 6%. |
| 2002 | 1 | 4 | $95,841 | $30,370 | $7,593iApproximate average salary by contribution assumption: employee only about $189,813 at 4% or $126,542 at 6%; with 50% employer match about $126,542 at 4% or $84,361 at 6%; with 100% employer match about $94,906 at 4% or $63,271 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 4 | $95,841 | $30,370 | $7,593iApproximate average salary by contribution assumption: employee only about $189,813 at 4% or $126,542 at 6%; with 50% employer match about $126,542 at 4% or $84,361 at 6%; with 100% employer match about $94,906 at 4% or $63,271 at 6%. |
| 2001 | 1 | 4 | $82,322 | $16,650 | $4,163iApproximate average salary by contribution assumption: employee only about $104,063 at 4% or $69,375 at 6%; with 50% employer match about $69,375 at 4% or $46,250 at 6%; with 100% employer match about $52,031 at 4% or $34,688 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 4 | $82,322 | $16,650 | $4,163iApproximate average salary by contribution assumption: employee only about $104,063 at 4% or $69,375 at 6%; with 50% employer match about $69,375 at 4% or $46,250 at 6%; with 100% employer match about $52,031 at 4% or $34,688 at 6%. |
| 2000 | 1 | 4 | $0 | $0 | - |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 4 | - | - | - |
| 1999 | 1 | 3 | $66,066 | $14,763 | $4,921iApproximate average salary by contribution assumption: employee only about $123,025 at 4% or $82,017 at 6%; with 50% employer match about $82,017 at 4% or $54,678 at 6%; with 100% employer match about $61,513 at 4% or $41,008 at 6%. |
| Patricia a. Luke-Perless, C.P.A. Profit Sharing Plan | - | 3 | $66,066 | $14,763 | $4,921iApproximate average salary by contribution assumption: employee only about $123,025 at 4% or $82,017 at 6%; with 50% employer match about $82,017 at 4% or $54,678 at 6%; with 100% employer match about $61,513 at 4% or $41,008 at 6%. |