Civic Intelligence

David Perry Associates

Plan context: David Perry Associates Retirement Plan

EIN 22-2623221 • Marlton, NJ • 15 filings • 1 plans

525 Rt. 73 South, Suite 201Marlton, NJ 08053
Current Snapshot

Latest Year

2018

2018 Participants

5

2018 Assets

$681,374

2018 Contributions

$28,520

Historical Graphs

Total Assets Over Time

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

$692,923$346,462$0200420112017YearValue
$681,374Latest year 2017

Participants Over Time

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

840200420112017YearValue
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-
David Perry Associates Retirement Plan-0$0--
201715$681,374$28,520$5,704iApproximate average salary by contribution assumption: employee only about $142,600 at 4% or $95,067 at 6%; with 50% employer match about $95,067 at 4% or $63,378 at 6%; with 100% employer match about $71,300 at 4% or $47,533 at 6%.
David Perry Associates Retirement Plan-5$681,374$28,520$5,704iApproximate average salary by contribution assumption: employee only about $142,600 at 4% or $95,067 at 6%; with 50% employer match about $95,067 at 4% or $63,378 at 6%; with 100% employer match about $71,300 at 4% or $47,533 at 6%.
201616$588,955$20,115$3,353iApproximate average salary by contribution assumption: employee only about $83,813 at 4% or $55,875 at 6%; with 50% employer match about $55,875 at 4% or $37,250 at 6%; with 100% employer match about $41,906 at 4% or $27,938 at 6%.
David Perry Associates Retirement Plan-6$588,955$20,115$3,353iApproximate average salary by contribution assumption: employee only about $83,813 at 4% or $55,875 at 6%; with 50% employer match about $55,875 at 4% or $37,250 at 6%; with 100% employer match about $41,906 at 4% or $27,938 at 6%.
201516$535,141$22,208$3,701iApproximate average salary by contribution assumption: employee only about $92,533 at 4% or $61,689 at 6%; with 50% employer match about $61,689 at 4% or $41,126 at 6%; with 100% employer match about $46,267 at 4% or $30,844 at 6%.
David Perry Associates Retirement Plan-6$535,141$22,208$3,701iApproximate average salary by contribution assumption: employee only about $92,533 at 4% or $61,689 at 6%; with 50% employer match about $61,689 at 4% or $41,126 at 6%; with 100% employer match about $46,267 at 4% or $30,844 at 6%.
201417$562,124$21,534$3,076iApproximate average salary by contribution assumption: employee only about $76,907 at 4% or $51,271 at 6%; with 50% employer match about $51,271 at 4% or $34,181 at 6%; with 100% employer match about $38,454 at 4% or $25,636 at 6%.
David Perry Associates Retirement Plan-7$562,124$21,534$3,076iApproximate average salary by contribution assumption: employee only about $76,907 at 4% or $51,271 at 6%; with 50% employer match about $51,271 at 4% or $34,181 at 6%; with 100% employer match about $38,454 at 4% or $25,636 at 6%.
201317$532,387$28,558$4,080iApproximate average salary by contribution assumption: employee only about $101,993 at 4% or $67,995 at 6%; with 50% employer match about $67,995 at 4% or $45,330 at 6%; with 100% employer match about $50,996 at 4% or $33,998 at 6%.
David Perry Associates Retirement Plan-7$532,387$28,558$4,080iApproximate average salary by contribution assumption: employee only about $101,993 at 4% or $67,995 at 6%; with 50% employer match about $67,995 at 4% or $45,330 at 6%; with 100% employer match about $50,996 at 4% or $33,998 at 6%.
201218$478,046$43,225$5,403iApproximate average salary by contribution assumption: employee only about $135,078 at 4% or $90,052 at 6%; with 50% employer match about $90,052 at 4% or $60,035 at 6%; with 100% employer match about $67,539 at 4% or $45,026 at 6%.
David Perry Associates Retirement Plan-8$478,046$43,225$5,403iApproximate average salary by contribution assumption: employee only about $135,078 at 4% or $90,052 at 6%; with 50% employer match about $90,052 at 4% or $60,035 at 6%; with 100% employer match about $67,539 at 4% or $45,026 at 6%.
201116$388,425$20,721$3,454iApproximate average salary by contribution assumption: employee only about $86,338 at 4% or $57,558 at 6%; with 50% employer match about $57,558 at 4% or $38,372 at 6%; with 100% employer match about $43,169 at 4% or $28,779 at 6%.
David Perry Associates Retirement Plan-6$388,425$20,721$3,454iApproximate average salary by contribution assumption: employee only about $86,338 at 4% or $57,558 at 6%; with 50% employer match about $57,558 at 4% or $38,372 at 6%; with 100% employer match about $43,169 at 4% or $28,779 at 6%.
201016$422,979$30,798$5,133iApproximate average salary by contribution assumption: employee only about $128,325 at 4% or $85,550 at 6%; with 50% employer match about $85,550 at 4% or $57,033 at 6%; with 100% employer match about $64,163 at 4% or $42,775 at 6%.
David Perry Associates Retirement Plan-6$422,979$30,798$5,133iApproximate average salary by contribution assumption: employee only about $128,325 at 4% or $85,550 at 6%; with 50% employer match about $85,550 at 4% or $57,033 at 6%; with 100% employer match about $64,163 at 4% or $42,775 at 6%.
200916$352,828$35,057$5,843iApproximate average salary by contribution assumption: employee only about $146,071 at 4% or $97,381 at 6%; with 50% employer match about $97,381 at 4% or $64,920 at 6%; with 100% employer match about $73,035 at 4% or $48,690 at 6%.
David Perry Associates Retirement Plan-6$352,828$35,057$5,843iApproximate average salary by contribution assumption: employee only about $146,071 at 4% or $97,381 at 6%; with 50% employer match about $97,381 at 4% or $64,920 at 6%; with 100% employer match about $73,035 at 4% or $48,690 at 6%.
200816$475,556$58,550$9,758iApproximate average salary by contribution assumption: employee only about $243,958 at 4% or $162,639 at 6%; with 50% employer match about $162,639 at 4% or $108,426 at 6%; with 100% employer match about $121,979 at 4% or $81,319 at 6%.
David Perry Associates Retirement Plan-6$475,556$58,550$9,758iApproximate average salary by contribution assumption: employee only about $243,958 at 4% or $162,639 at 6%; with 50% employer match about $162,639 at 4% or $108,426 at 6%; with 100% employer match about $121,979 at 4% or $81,319 at 6%.
200715$692,923$43,420$8,684iApproximate average salary by contribution assumption: employee only about $217,100 at 4% or $144,733 at 6%; with 50% employer match about $144,733 at 4% or $96,489 at 6%; with 100% employer match about $108,550 at 4% or $72,367 at 6%.
David Perry Associates Retirement Plan-5$692,923$43,420$8,684iApproximate average salary by contribution assumption: employee only about $217,100 at 4% or $144,733 at 6%; with 50% employer match about $144,733 at 4% or $96,489 at 6%; with 100% employer match about $108,550 at 4% or $72,367 at 6%.
200616$574,937$48,478$8,080iApproximate average salary by contribution assumption: employee only about $201,992 at 4% or $134,661 at 6%; with 50% employer match about $134,661 at 4% or $89,774 at 6%; with 100% employer match about $100,996 at 4% or $67,331 at 6%.
David Perry Associates Retirement Plan-6$574,937$48,478$8,080iApproximate average salary by contribution assumption: employee only about $201,992 at 4% or $134,661 at 6%; with 50% employer match about $134,661 at 4% or $89,774 at 6%; with 100% employer match about $100,996 at 4% or $67,331 at 6%.
200516$438,094$55,350$9,225iApproximate average salary by contribution assumption: employee only about $230,625 at 4% or $153,750 at 6%; with 50% employer match about $153,750 at 4% or $102,500 at 6%; with 100% employer match about $115,313 at 4% or $76,875 at 6%.
David Perry Associates Retirement Plan-6$438,094$55,350$9,225iApproximate average salary by contribution assumption: employee only about $230,625 at 4% or $153,750 at 6%; with 50% employer match about $153,750 at 4% or $102,500 at 6%; with 100% employer match about $115,313 at 4% or $76,875 at 6%.
200416$355,718$12,575$2,096iApproximate average salary by contribution assumption: employee only about $52,396 at 4% or $34,931 at 6%; with 50% employer match about $34,931 at 4% or $23,287 at 6%; with 100% employer match about $26,198 at 4% or $17,465 at 6%.
David Perry Associates Retirement Plan-6$355,718$12,575$2,096iApproximate average salary by contribution assumption: employee only about $52,396 at 4% or $34,931 at 6%; with 50% employer match about $34,931 at 4% or $23,287 at 6%; with 100% employer match about $26,198 at 4% or $17,465 at 6%.