Civic Intelligence

Charles W. Perry M.D. Inc. Chrys

Plan context: Charles W. Perry M.D. Inc. 401(K) Plan & Trust

EIN 20-5523209 • Sacramento, CA • 12 filings • 3 plans

785 University AveSacramento, CA 95825
Current Snapshot

Latest Year

2018

2018 Participants

5

2018 Assets

$550,579

2018 Contributions

$47,686

Historical Graphs

Total Assets Over Time

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

$550,579$275,290$0200920132017YearValue
$550,579Latest year 2017

Participants Over Time

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

630200720122017YearValue
5Latest 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-
Charles W. Perry M.D. Inc. 401(K) Plan & Trust-0$0--
201715$550,579$47,686$9,537iApproximate average salary by contribution assumption: employee only about $238,430 at 4% or $158,953 at 6%; with 50% employer match about $158,953 at 4% or $105,969 at 6%; with 100% employer match about $119,215 at 4% or $79,477 at 6%.
Charles W. Perry M.D. Inc. 401(K) Plan & Trust-5$550,579$47,686$9,537iApproximate average salary by contribution assumption: employee only about $238,430 at 4% or $158,953 at 6%; with 50% employer match about $158,953 at 4% or $105,969 at 6%; with 100% employer match about $119,215 at 4% or $79,477 at 6%.
201616$456,968$44,633$7,439iApproximate average salary by contribution assumption: employee only about $185,971 at 4% or $123,981 at 6%; with 50% employer match about $123,981 at 4% or $82,654 at 6%; with 100% employer match about $92,985 at 4% or $61,990 at 6%.
Charles W. Perry M.D. Inc. 401(K) Plan & Trust-6$456,968$44,633$7,439iApproximate average salary by contribution assumption: employee only about $185,971 at 4% or $123,981 at 6%; with 50% employer match about $123,981 at 4% or $82,654 at 6%; with 100% employer match about $92,985 at 4% or $61,990 at 6%.
201516$408,147$44,016$7,336iApproximate average salary by contribution assumption: employee only about $183,400 at 4% or $122,267 at 6%; with 50% employer match about $122,267 at 4% or $81,511 at 6%; with 100% employer match about $91,700 at 4% or $61,133 at 6%.
Charles W. Perry M.D. Inc. 401(K) Plan & Trust-6$408,147$44,016$7,336iApproximate average salary by contribution assumption: employee only about $183,400 at 4% or $122,267 at 6%; with 50% employer match about $122,267 at 4% or $81,511 at 6%; with 100% employer match about $91,700 at 4% or $61,133 at 6%.
201416$364,703$59,538$9,923iApproximate average salary by contribution assumption: employee only about $248,075 at 4% or $165,383 at 6%; with 50% employer match about $165,383 at 4% or $110,256 at 6%; with 100% employer match about $124,038 at 4% or $82,692 at 6%.
Charles W. Perry M.D. Inc. 401(K) Plan & Trust-6$364,703$59,538$9,923iApproximate average salary by contribution assumption: employee only about $248,075 at 4% or $165,383 at 6%; with 50% employer match about $165,383 at 4% or $110,256 at 6%; with 100% employer match about $124,038 at 4% or $82,692 at 6%.
201315$294,907$58,857$11,771iApproximate average salary by contribution assumption: employee only about $294,285 at 4% or $196,190 at 6%; with 50% employer match about $196,190 at 4% or $130,793 at 6%; with 100% employer match about $147,143 at 4% or $98,095 at 6%.
Charles W. Perry M.D. Inc. 401(K) Plan & Trust-5$294,907$58,857$11,771iApproximate average salary by contribution assumption: employee only about $294,285 at 4% or $196,190 at 6%; with 50% employer match about $196,190 at 4% or $130,793 at 6%; with 100% employer match about $147,143 at 4% or $98,095 at 6%.
201215$205,065$53,906$10,781iApproximate average salary by contribution assumption: employee only about $269,530 at 4% or $179,687 at 6%; with 50% employer match about $179,687 at 4% or $119,791 at 6%; with 100% employer match about $134,765 at 4% or $89,843 at 6%.
Charles W. Perry M.D. Inc. 401(K) Plan & Trust-5$205,065$53,906$10,781iApproximate average salary by contribution assumption: employee only about $269,530 at 4% or $179,687 at 6%; with 50% employer match about $179,687 at 4% or $119,791 at 6%; with 100% employer match about $134,765 at 4% or $89,843 at 6%.
201115$145,628$50,139$10,028iApproximate average salary by contribution assumption: employee only about $250,695 at 4% or $167,130 at 6%; with 50% employer match about $167,130 at 4% or $111,420 at 6%; with 100% employer match about $125,347 at 4% or $83,565 at 6%.
Charles W. Perry M.D. Inc. 401(K) Plan & Trust-5$145,628$50,139$10,028iApproximate average salary by contribution assumption: employee only about $250,695 at 4% or $167,130 at 6%; with 50% employer match about $167,130 at 4% or $111,420 at 6%; with 100% employer match about $125,347 at 4% or $83,565 at 6%.
201014$119,342$22,677$5,669iApproximate average salary by contribution assumption: employee only about $141,731 at 4% or $94,488 at 6%; with 50% employer match about $94,488 at 4% or $62,992 at 6%; with 100% employer match about $70,866 at 4% or $47,244 at 6%.
Charles W. Perry M.D. Inc. 401(K) Plan & Trust-4$119,342$22,677$5,669iApproximate average salary by contribution assumption: employee only about $141,731 at 4% or $94,488 at 6%; with 50% employer match about $94,488 at 4% or $62,992 at 6%; with 100% employer match about $70,866 at 4% or $47,244 at 6%.
200916$96,912$31,352$5,225iApproximate average salary by contribution assumption: employee only about $130,633 at 4% or $87,089 at 6%; with 50% employer match about $87,089 at 4% or $58,059 at 6%; with 100% employer match about $65,317 at 4% or $43,544 at 6%.
Charles W. Perry M.D. Inc. 401(K) Plan & Trust-6$96,912$31,352$5,225iApproximate average salary by contribution assumption: employee only about $130,633 at 4% or $87,089 at 6%; with 50% employer match about $87,089 at 4% or $58,059 at 6%; with 100% employer match about $65,317 at 4% or $43,544 at 6%.
200815$0$0-
Charles W. Perry M.D. Inc. 401(K) Plan & Trust-5---
200713$0$0-
Charles W. Perry M.D. Inc. 401(K) Plan & Trust-3---