Civic Intelligence

Perry Associates LLC

Plan context: Perry Associates Retirement Plan

EIN 26-0765277 • Middleton, MA • 7 filings • 1 plans

100 South Main Street, Suite EMiddleton, MA 01949
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$974,841

2020 Contributions

$151,545

Historical Graphs

Total Assets Over Time

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

$974,841$487,421$0201420172019YearValue
$974,841Latest year 2019

Participants Over Time

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

420201420172019YearValue
4Latest year 2019

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
202010$0$151,545-
Perry Associates Retirement Plan-0$0$151,545-
201914$974,841$372,784$93,196iApproximate average salary by contribution assumption: employee only about $2,329,900 at 4% or $1,553,267 at 6%; with 50% employer match about $1,553,267 at 4% or $1,035,511 at 6%; with 100% employer match about $1,164,950 at 4% or $776,633 at 6%.
Perry Associates Retirement Plan-4$974,841$372,784$93,196iApproximate average salary by contribution assumption: employee only about $2,329,900 at 4% or $1,553,267 at 6%; with 50% employer match about $1,553,267 at 4% or $1,035,511 at 6%; with 100% employer match about $1,164,950 at 4% or $776,633 at 6%.
201813$460,972$107,463$35,821iApproximate average salary by contribution assumption: employee only about $895,525 at 4% or $597,017 at 6%; with 50% employer match about $597,017 at 4% or $398,011 at 6%; with 100% employer match about $447,763 at 4% or $298,508 at 6%.
Perry Associates Retirement Plan-3$460,972$107,463$35,821iApproximate average salary by contribution assumption: employee only about $895,525 at 4% or $597,017 at 6%; with 50% employer match about $597,017 at 4% or $398,011 at 6%; with 100% employer match about $447,763 at 4% or $298,508 at 6%.
201713$414,643$98,799$32,933iApproximate average salary by contribution assumption: employee only about $823,325 at 4% or $548,883 at 6%; with 50% employer match about $548,883 at 4% or $365,922 at 6%; with 100% employer match about $411,663 at 4% or $274,442 at 6%.
Perry Associates Retirement Plan-3$414,643$98,799$32,933iApproximate average salary by contribution assumption: employee only about $823,325 at 4% or $548,883 at 6%; with 50% employer match about $548,883 at 4% or $365,922 at 6%; with 100% employer match about $411,663 at 4% or $274,442 at 6%.
201612$270,307$82,632$41,316iApproximate average salary by contribution assumption: employee only about $1,032,900 at 4% or $688,600 at 6%; with 50% employer match about $688,600 at 4% or $459,067 at 6%; with 100% employer match about $516,450 at 4% or $344,300 at 6%.
Perry Associates Retirement Plan-2$270,307$82,632$41,316iApproximate average salary by contribution assumption: employee only about $1,032,900 at 4% or $688,600 at 6%; with 50% employer match about $688,600 at 4% or $459,067 at 6%; with 100% employer match about $516,450 at 4% or $344,300 at 6%.
201512$175,052$49,366$24,683iApproximate average salary by contribution assumption: employee only about $617,075 at 4% or $411,383 at 6%; with 50% employer match about $411,383 at 4% or $274,256 at 6%; with 100% employer match about $308,538 at 4% or $205,692 at 6%.
Perry Associates Retirement Plan-2$175,052$49,366$24,683iApproximate average salary by contribution assumption: employee only about $617,075 at 4% or $411,383 at 6%; with 50% employer match about $411,383 at 4% or $274,256 at 6%; with 100% employer match about $308,538 at 4% or $205,692 at 6%.
201412$127,678$127,101$63,551iApproximate average salary by contribution assumption: employee only about $1,588,763 at 4% or $1,059,175 at 6%; with 50% employer match about $1,059,175 at 4% or $706,117 at 6%; with 100% employer match about $794,381 at 4% or $529,588 at 6%.
Perry Associates Retirement Plan-2$127,678$127,101$63,551iApproximate average salary by contribution assumption: employee only about $1,588,763 at 4% or $1,059,175 at 6%; with 50% employer match about $1,059,175 at 4% or $706,117 at 6%; with 100% employer match about $794,381 at 4% or $529,588 at 6%.