Civic Intelligence

Lucas B. Perrigo, D.M.D. PC.

Plan context: Lucas B. Perrigo, D.M.D. PC. Retirement Plan & Trust

EIN 20-1396113 • Birmingham, AL • 13 filings • 1 plans

2038 Patton Chapel RoadBirmingham, AL 35216-5770
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$3,317

2018 Contributions

$77,438

Historical Graphs

Total Assets Over Time

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

$543,799$271,900$0200620132017YearValue
$3,317Latest year 2017

Participants Over Time

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

1160200620122017YearValue
1Latest year 2017

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
201810$0$0-
Lucas B. Perrigo, D.M.D. PC. Retirement Plan & Trust-0$0--
201711$3,317$0-
Lucas B. Perrigo, D.M.D. PC. Retirement Plan & Trust-1$3,317--
201614$5,896$77,438$19,360iApproximate average salary by contribution assumption: employee only about $483,988 at 4% or $322,658 at 6%; with 50% employer match about $322,658 at 4% or $215,106 at 6%; with 100% employer match about $241,994 at 4% or $161,329 at 6%.
Lucas B. Perrigo, D.M.D. PC. Retirement Plan & Trust-4$5,896$77,438$19,360iApproximate average salary by contribution assumption: employee only about $483,988 at 4% or $322,658 at 6%; with 50% employer match about $322,658 at 4% or $215,106 at 6%; with 100% employer match about $241,994 at 4% or $161,329 at 6%.
201519$530,696$57,060$6,340iApproximate average salary by contribution assumption: employee only about $158,500 at 4% or $105,667 at 6%; with 50% employer match about $105,667 at 4% or $70,444 at 6%; with 100% employer match about $79,250 at 4% or $52,833 at 6%.
Lucas B. Perrigo, D.M.D. PC. Retirement Plan & Trust-9$530,696$57,060$6,340iApproximate average salary by contribution assumption: employee only about $158,500 at 4% or $105,667 at 6%; with 50% employer match about $105,667 at 4% or $70,444 at 6%; with 100% employer match about $79,250 at 4% or $52,833 at 6%.
2014110$543,799$56,705$5,671iApproximate average salary by contribution assumption: employee only about $141,763 at 4% or $94,508 at 6%; with 50% employer match about $94,508 at 4% or $63,006 at 6%; with 100% employer match about $70,881 at 4% or $47,254 at 6%.
Lucas B. Perrigo, D.M.D. PC. Retirement Plan & Trust-10$543,799$56,705$5,671iApproximate average salary by contribution assumption: employee only about $141,763 at 4% or $94,508 at 6%; with 50% employer match about $94,508 at 4% or $63,006 at 6%; with 100% employer match about $70,881 at 4% or $47,254 at 6%.
2013111$483,884$40,874$3,716iApproximate average salary by contribution assumption: employee only about $92,895 at 4% or $61,930 at 6%; with 50% employer match about $61,930 at 4% or $41,287 at 6%; with 100% employer match about $46,448 at 4% or $30,965 at 6%.
Lucas B. Perrigo, D.M.D. PC. Retirement Plan & Trust-11$483,884$40,874$3,716iApproximate average salary by contribution assumption: employee only about $92,895 at 4% or $61,930 at 6%; with 50% employer match about $61,930 at 4% or $41,287 at 6%; with 100% employer match about $46,448 at 4% or $30,965 at 6%.
201218$387,470$60,297$7,537iApproximate average salary by contribution assumption: employee only about $188,428 at 4% or $125,619 at 6%; with 50% employer match about $125,619 at 4% or $83,746 at 6%; with 100% employer match about $94,214 at 4% or $62,809 at 6%.
Lucas B. Perrigo, D.M.D. PC. Retirement Plan & Trust-8$387,470$60,297$7,537iApproximate average salary by contribution assumption: employee only about $188,428 at 4% or $125,619 at 6%; with 50% employer match about $125,619 at 4% or $83,746 at 6%; with 100% employer match about $94,214 at 4% or $62,809 at 6%.
201117$295,779$51,746$7,392iApproximate average salary by contribution assumption: employee only about $184,807 at 4% or $123,205 at 6%; with 50% employer match about $123,205 at 4% or $82,137 at 6%; with 100% employer match about $92,404 at 4% or $61,602 at 6%.
Lucas B. Perrigo, D.M.D. PC. Retirement Plan & Trust-7$295,779$51,746$7,392iApproximate average salary by contribution assumption: employee only about $184,807 at 4% or $123,205 at 6%; with 50% employer match about $123,205 at 4% or $82,137 at 6%; with 100% employer match about $92,404 at 4% or $61,602 at 6%.
201015$247,664$49,280$9,856iApproximate average salary by contribution assumption: employee only about $246,400 at 4% or $164,267 at 6%; with 50% employer match about $164,267 at 4% or $109,511 at 6%; with 100% employer match about $123,200 at 4% or $82,133 at 6%.
Lucas B. Perrigo, D.M.D. PC. Retirement Plan & Trust-5$247,664$49,280$9,856iApproximate average salary by contribution assumption: employee only about $246,400 at 4% or $164,267 at 6%; with 50% employer match about $164,267 at 4% or $109,511 at 6%; with 100% employer match about $123,200 at 4% or $82,133 at 6%.
200915$178,269$46,312$9,262iApproximate average salary by contribution assumption: employee only about $231,560 at 4% or $154,373 at 6%; with 50% employer match about $154,373 at 4% or $102,916 at 6%; with 100% employer match about $115,780 at 4% or $77,187 at 6%.
Lucas B. Perrigo, D.M.D. PC. Retirement Plan & Trust-5$178,269$46,312$9,262iApproximate average salary by contribution assumption: employee only about $231,560 at 4% or $154,373 at 6%; with 50% employer match about $154,373 at 4% or $102,916 at 6%; with 100% employer match about $115,780 at 4% or $77,187 at 6%.
200814$0$0-
Lucas B. Perrigo, D.M.D. PC. Retirement Plan & Trust-4---
200716$0$0-
Lucas B. Perrigo, D.M.D. PC. Retirement Plan & Trust-6---
200616$76,274$44,381$7,397iApproximate average salary by contribution assumption: employee only about $184,921 at 4% or $123,281 at 6%; with 50% employer match about $123,281 at 4% or $82,187 at 6%; with 100% employer match about $92,460 at 4% or $61,640 at 6%.
Lucas B. Perrigo, D.M.D. PC. Retirement Plan & Trust-6$76,274$44,381$7,397iApproximate average salary by contribution assumption: employee only about $184,921 at 4% or $123,281 at 6%; with 50% employer match about $123,281 at 4% or $82,187 at 6%; with 100% employer match about $92,460 at 4% or $61,640 at 6%.