Civic Intelligence

Richard Perry, CPA PC

Plan context: Richard H. Perry, CPA PC 401(K) Plan

EIN 26-2783293 • Knoxville, TN • 15 filings • 1 plans

620 Mabry Hood Road, Suite 201Knoxville, TN 37932
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,115,921

2024 Contributions

$64,666

Historical Graphs

Total Assets Over Time

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

$1,115,921$557,961$0201020172024YearValue
$1,115,921Latest year 2024

Participants Over Time

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

1260201020172024YearValue
10Latest year 2024

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
2024110$1,115,921$64,666$6,467iApproximate average salary by contribution assumption: employee only about $161,665 at 4% or $107,777 at 6%; with 50% employer match about $107,777 at 4% or $71,851 at 6%; with 100% employer match about $80,833 at 4% or $53,888 at 6%.
Richard H. Perry, CPA PC 401(K) Plan-10$1,115,921$64,666$6,467iApproximate average salary by contribution assumption: employee only about $161,665 at 4% or $107,777 at 6%; with 50% employer match about $107,777 at 4% or $71,851 at 6%; with 100% employer match about $80,833 at 4% or $53,888 at 6%.
2023112$938,637$59,733$4,978iApproximate average salary by contribution assumption: employee only about $124,444 at 4% or $82,963 at 6%; with 50% employer match about $82,963 at 4% or $55,308 at 6%; with 100% employer match about $62,222 at 4% or $41,481 at 6%.
Richard H. Perry, CPA PC 401(K) Plan-12$938,637$59,733$4,978iApproximate average salary by contribution assumption: employee only about $124,444 at 4% or $82,963 at 6%; with 50% employer match about $82,963 at 4% or $55,308 at 6%; with 100% employer match about $62,222 at 4% or $41,481 at 6%.
2022111$764,563$55,746$5,068iApproximate average salary by contribution assumption: employee only about $126,695 at 4% or $84,464 at 6%; with 50% employer match about $84,464 at 4% or $56,309 at 6%; with 100% employer match about $63,348 at 4% or $42,232 at 6%.
Richard H. Perry, CPA PC 401(K) Plan-11$764,563$55,746$5,068iApproximate average salary by contribution assumption: employee only about $126,695 at 4% or $84,464 at 6%; with 50% employer match about $84,464 at 4% or $56,309 at 6%; with 100% employer match about $63,348 at 4% or $42,232 at 6%.
202119$880,554$37,799$4,200iApproximate average salary by contribution assumption: employee only about $104,997 at 4% or $69,998 at 6%; with 50% employer match about $69,998 at 4% or $46,665 at 6%; with 100% employer match about $52,499 at 4% or $34,999 at 6%.
Richard H. Perry, CPA PC 401(K) Plan-9$880,554$37,799$4,200iApproximate average salary by contribution assumption: employee only about $104,997 at 4% or $69,998 at 6%; with 50% employer match about $69,998 at 4% or $46,665 at 6%; with 100% employer match about $52,499 at 4% or $34,999 at 6%.
202019$758,100$30,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Richard H. Perry, CPA PC 401(K) Plan-9$758,100$30,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
201918$615,431$46,037$5,755iApproximate average salary by contribution assumption: employee only about $143,866 at 4% or $95,910 at 6%; with 50% employer match about $95,910 at 4% or $63,940 at 6%; with 100% employer match about $71,933 at 4% or $47,955 at 6%.
Richard H. Perry, CPA PC 401(K) Plan-8$615,431$46,037$5,755iApproximate average salary by contribution assumption: employee only about $143,866 at 4% or $95,910 at 6%; with 50% employer match about $95,910 at 4% or $63,940 at 6%; with 100% employer match about $71,933 at 4% or $47,955 at 6%.
201819$522,362$62,557$6,951iApproximate average salary by contribution assumption: employee only about $173,769 at 4% or $115,846 at 6%; with 50% employer match about $115,846 at 4% or $77,231 at 6%; with 100% employer match about $86,885 at 4% or $57,923 at 6%.
Richard H. Perry, CPA PC 401(K) Plan-9$522,362$62,557$6,951iApproximate average salary by contribution assumption: employee only about $173,769 at 4% or $115,846 at 6%; with 50% employer match about $115,846 at 4% or $77,231 at 6%; with 100% employer match about $86,885 at 4% or $57,923 at 6%.
201719$493,644$62,947$6,994iApproximate average salary by contribution assumption: employee only about $174,853 at 4% or $116,569 at 6%; with 50% employer match about $116,569 at 4% or $77,712 at 6%; with 100% employer match about $87,426 at 4% or $58,284 at 6%.
Richard H. Perry, CPA PC 401(K) Plan-9$493,644$62,947$6,994iApproximate average salary by contribution assumption: employee only about $174,853 at 4% or $116,569 at 6%; with 50% employer match about $116,569 at 4% or $77,712 at 6%; with 100% employer match about $87,426 at 4% or $58,284 at 6%.
201619$373,728$59,477$6,609iApproximate average salary by contribution assumption: employee only about $165,214 at 4% or $110,143 at 6%; with 50% employer match about $110,143 at 4% or $73,428 at 6%; with 100% employer match about $82,607 at 4% or $55,071 at 6%.
Richard H. Perry, CPA PC 401(K) Plan-9$373,728$59,477$6,609iApproximate average salary by contribution assumption: employee only about $165,214 at 4% or $110,143 at 6%; with 50% employer match about $110,143 at 4% or $73,428 at 6%; with 100% employer match about $82,607 at 4% or $55,071 at 6%.
201517$277,672$55,362$7,909iApproximate average salary by contribution assumption: employee only about $197,721 at 4% or $131,814 at 6%; with 50% employer match about $131,814 at 4% or $87,876 at 6%; with 100% employer match about $98,861 at 4% or $65,907 at 6%.
Richard H. Perry, CPA PC 401(K) Plan-7$277,672$55,362$7,909iApproximate average salary by contribution assumption: employee only about $197,721 at 4% or $131,814 at 6%; with 50% employer match about $131,814 at 4% or $87,876 at 6%; with 100% employer match about $98,861 at 4% or $65,907 at 6%.
201415$231,771$44,539$8,908iApproximate average salary by contribution assumption: employee only about $222,695 at 4% or $148,463 at 6%; with 50% employer match about $148,463 at 4% or $98,976 at 6%; with 100% employer match about $111,347 at 4% or $74,232 at 6%.
Richard H. Perry, CPA PC 401(K) Plan-5$231,771$44,539$8,908iApproximate average salary by contribution assumption: employee only about $222,695 at 4% or $148,463 at 6%; with 50% employer match about $148,463 at 4% or $98,976 at 6%; with 100% employer match about $111,347 at 4% or $74,232 at 6%.
201315$178,708$46,385$9,277iApproximate average salary by contribution assumption: employee only about $231,925 at 4% or $154,617 at 6%; with 50% employer match about $154,617 at 4% or $103,078 at 6%; with 100% employer match about $115,963 at 4% or $77,308 at 6%.
Richard H. Perry, CPA PC 401(K) Plan-5$178,708$46,385$9,277iApproximate average salary by contribution assumption: employee only about $231,925 at 4% or $154,617 at 6%; with 50% employer match about $154,617 at 4% or $103,078 at 6%; with 100% employer match about $115,963 at 4% or $77,308 at 6%.
201215$118,398$40,956$8,191iApproximate average salary by contribution assumption: employee only about $204,780 at 4% or $136,520 at 6%; with 50% employer match about $136,520 at 4% or $91,013 at 6%; with 100% employer match about $102,390 at 4% or $68,260 at 6%.
Richard H. Perry, CPA PC 401(K) Plan-5$118,398$40,956$8,191iApproximate average salary by contribution assumption: employee only about $204,780 at 4% or $136,520 at 6%; with 50% employer match about $136,520 at 4% or $91,013 at 6%; with 100% employer match about $102,390 at 4% or $68,260 at 6%.
201114$69,073$41,612$10,403iApproximate average salary by contribution assumption: employee only about $260,075 at 4% or $173,383 at 6%; with 50% employer match about $173,383 at 4% or $115,589 at 6%; with 100% employer match about $130,038 at 4% or $86,692 at 6%.
Richard H. Perry, CPA PC 401(K) Plan-4$69,073$41,612$10,403iApproximate average salary by contribution assumption: employee only about $260,075 at 4% or $173,383 at 6%; with 50% employer match about $173,383 at 4% or $115,589 at 6%; with 100% employer match about $130,038 at 4% or $86,692 at 6%.
201014$28,899$28,027$7,007iApproximate average salary by contribution assumption: employee only about $175,169 at 4% or $116,779 at 6%; with 50% employer match about $116,779 at 4% or $77,853 at 6%; with 100% employer match about $87,584 at 4% or $58,390 at 6%.
Richard H. Perry, CPA PC 401(K) Plan-4$28,899$28,027$7,007iApproximate average salary by contribution assumption: employee only about $175,169 at 4% or $116,779 at 6%; with 50% employer match about $116,779 at 4% or $77,853 at 6%; with 100% employer match about $87,584 at 4% or $58,390 at 6%.