W Charles Perry and Associates
Plan context: W Charles Perry and Associates
EIN 26-1277485 • San Mateo, CA • 4 filings • 4 plans
Current Snapshot
Latest Year
2011
2011 Participants
3
2011 Assets
$58,948
2011 Contributions
$6,639
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $6,639 | - |
| W Charles Perry and Associates | - | 0 | $0 | $6,639 | - |
| 2010 | 1 | 3 | $58,948 | $34,823 | $11,608iApproximate average salary by contribution assumption: employee only about $290,192 at 4% or $193,461 at 6%; with 50% employer match about $193,461 at 4% or $128,974 at 6%; with 100% employer match about $145,096 at 4% or $96,731 at 6%. |
| W Charles Perry and Associates | - | 3 | $58,948 | $34,823 | $11,608iApproximate average salary by contribution assumption: employee only about $290,192 at 4% or $193,461 at 6%; with 50% employer match about $193,461 at 4% or $128,974 at 6%; with 100% employer match about $145,096 at 4% or $96,731 at 6%. |
| 2009 | 1 | 4 | $32,920 | $22,420 | $5,605iApproximate average salary by contribution assumption: employee only about $140,125 at 4% or $93,417 at 6%; with 50% employer match about $93,417 at 4% or $62,278 at 6%; with 100% employer match about $70,063 at 4% or $46,708 at 6%. |
| W Charles Perry and Associates | - | 4 | $32,920 | $22,420 | $5,605iApproximate average salary by contribution assumption: employee only about $140,125 at 4% or $93,417 at 6%; with 50% employer match about $93,417 at 4% or $62,278 at 6%; with 100% employer match about $70,063 at 4% or $46,708 at 6%. |
| 2008 | 1 | 5 | $9,086 | $9,027 | $1,805iApproximate average salary by contribution assumption: employee only about $45,135 at 4% or $30,090 at 6%; with 50% employer match about $30,090 at 4% or $20,060 at 6%; with 100% employer match about $22,568 at 4% or $15,045 at 6%. |
| W CHARLES PERRY AND ASSOCIATES 401K PROFIT SHARING PLAN & TRUST | - | 5 | $9,086 | $9,027 | $1,805iApproximate average salary by contribution assumption: employee only about $45,135 at 4% or $30,090 at 6%; with 50% employer match about $30,090 at 4% or $20,060 at 6%; with 100% employer match about $22,568 at 4% or $15,045 at 6%. |