Civic Intelligence

Mckell W Perry Dds

Plan context: Mckell W Perry Dds 401 K Profit Sharing Plan Trust

EIN 26-3924261 • Novato, CA • 17 filings • 5 plans

190 San Marin DriveNovato, CA 94945
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$7,117,972

2024 Contributions

$154,561

Historical Graphs

Total Assets Over Time

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

$7,117,972$3,558,986$0200820162024YearValue
$7,117,972Latest year 2024

Participants Over Time

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

1890200820162024YearValue
17Latest 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
2024117$7,117,972$154,561$9,092iApproximate average salary by contribution assumption: employee only about $227,296 at 4% or $151,530 at 6%; with 50% employer match about $151,530 at 4% or $101,020 at 6%; with 100% employer match about $113,648 at 4% or $75,765 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-17$7,117,972$154,561$9,092iApproximate average salary by contribution assumption: employee only about $227,296 at 4% or $151,530 at 6%; with 50% employer match about $151,530 at 4% or $101,020 at 6%; with 100% employer match about $113,648 at 4% or $75,765 at 6%.
2023118$6,423,712$156,192$8,677iApproximate average salary by contribution assumption: employee only about $216,933 at 4% or $144,622 at 6%; with 50% employer match about $144,622 at 4% or $96,415 at 6%; with 100% employer match about $108,467 at 4% or $72,311 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-18$6,423,712$156,192$8,677iApproximate average salary by contribution assumption: employee only about $216,933 at 4% or $144,622 at 6%; with 50% employer match about $144,622 at 4% or $96,415 at 6%; with 100% employer match about $108,467 at 4% or $72,311 at 6%.
2022117$5,390,437$131,142$7,714iApproximate average salary by contribution assumption: employee only about $192,856 at 4% or $128,571 at 6%; with 50% employer match about $128,571 at 4% or $85,714 at 6%; with 100% employer match about $96,428 at 4% or $64,285 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-17$5,390,437$131,142$7,714iApproximate average salary by contribution assumption: employee only about $192,856 at 4% or $128,571 at 6%; with 50% employer match about $128,571 at 4% or $85,714 at 6%; with 100% employer match about $96,428 at 4% or $64,285 at 6%.
2021117$6,536,260$125,852$7,403iApproximate average salary by contribution assumption: employee only about $185,076 at 4% or $123,384 at 6%; with 50% employer match about $123,384 at 4% or $82,256 at 6%; with 100% employer match about $92,538 at 4% or $61,692 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-17$6,536,260$125,852$7,403iApproximate average salary by contribution assumption: employee only about $185,076 at 4% or $123,384 at 6%; with 50% employer match about $123,384 at 4% or $82,256 at 6%; with 100% employer match about $92,538 at 4% or $61,692 at 6%.
2020118$5,762,224$159,470$8,859iApproximate average salary by contribution assumption: employee only about $221,486 at 4% or $147,657 at 6%; with 50% employer match about $147,657 at 4% or $98,438 at 6%; with 100% employer match about $110,743 at 4% or $73,829 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-18$5,762,224$159,470$8,859iApproximate average salary by contribution assumption: employee only about $221,486 at 4% or $147,657 at 6%; with 50% employer match about $147,657 at 4% or $98,438 at 6%; with 100% employer match about $110,743 at 4% or $73,829 at 6%.
2019116$4,882,210$169,446$10,590iApproximate average salary by contribution assumption: employee only about $264,759 at 4% or $176,506 at 6%; with 50% employer match about $176,506 at 4% or $117,671 at 6%; with 100% employer match about $132,380 at 4% or $88,253 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-16$4,882,210$169,446$10,590iApproximate average salary by contribution assumption: employee only about $264,759 at 4% or $176,506 at 6%; with 50% employer match about $176,506 at 4% or $117,671 at 6%; with 100% employer match about $132,380 at 4% or $88,253 at 6%.
2018115$3,853,498$144,941$9,663iApproximate average salary by contribution assumption: employee only about $241,568 at 4% or $161,046 at 6%; with 50% employer match about $161,046 at 4% or $107,364 at 6%; with 100% employer match about $120,784 at 4% or $80,523 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-15$3,853,498$144,941$9,663iApproximate average salary by contribution assumption: employee only about $241,568 at 4% or $161,046 at 6%; with 50% employer match about $161,046 at 4% or $107,364 at 6%; with 100% employer match about $120,784 at 4% or $80,523 at 6%.
2017114$3,855,765$146,629$10,474iApproximate average salary by contribution assumption: employee only about $261,838 at 4% or $174,558 at 6%; with 50% employer match about $174,558 at 4% or $116,372 at 6%; with 100% employer match about $130,919 at 4% or $87,279 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-14$3,855,765$146,629$10,474iApproximate average salary by contribution assumption: employee only about $261,838 at 4% or $174,558 at 6%; with 50% employer match about $174,558 at 4% or $116,372 at 6%; with 100% employer match about $130,919 at 4% or $87,279 at 6%.
2016114$3,089,146$145,503$10,393iApproximate average salary by contribution assumption: employee only about $259,827 at 4% or $173,218 at 6%; with 50% employer match about $173,218 at 4% or $115,479 at 6%; with 100% employer match about $129,913 at 4% or $86,609 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-14$3,089,146$145,503$10,393iApproximate average salary by contribution assumption: employee only about $259,827 at 4% or $173,218 at 6%; with 50% employer match about $173,218 at 4% or $115,479 at 6%; with 100% employer match about $129,913 at 4% or $86,609 at 6%.
2015113$2,749,996$135,086$10,391iApproximate average salary by contribution assumption: employee only about $259,781 at 4% or $173,187 at 6%; with 50% employer match about $173,187 at 4% or $115,458 at 6%; with 100% employer match about $129,890 at 4% or $86,594 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-13$2,749,996$135,086$10,391iApproximate average salary by contribution assumption: employee only about $259,781 at 4% or $173,187 at 6%; with 50% employer match about $173,187 at 4% or $115,458 at 6%; with 100% employer match about $129,890 at 4% or $86,594 at 6%.
2014113$2,671,433$131,458$10,112iApproximate average salary by contribution assumption: employee only about $252,804 at 4% or $168,536 at 6%; with 50% employer match about $168,536 at 4% or $112,357 at 6%; with 100% employer match about $126,402 at 4% or $84,268 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-13$2,671,433$131,458$10,112iApproximate average salary by contribution assumption: employee only about $252,804 at 4% or $168,536 at 6%; with 50% employer match about $168,536 at 4% or $112,357 at 6%; with 100% employer match about $126,402 at 4% or $84,268 at 6%.
2013112$2,402,100$127,931$10,661iApproximate average salary by contribution assumption: employee only about $266,523 at 4% or $177,682 at 6%; with 50% employer match about $177,682 at 4% or $118,455 at 6%; with 100% employer match about $133,261 at 4% or $88,841 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-12$2,402,100$127,931$10,661iApproximate average salary by contribution assumption: employee only about $266,523 at 4% or $177,682 at 6%; with 50% employer match about $177,682 at 4% or $118,455 at 6%; with 100% employer match about $133,261 at 4% or $88,841 at 6%.
2012114$1,822,103$141,763$10,126iApproximate average salary by contribution assumption: employee only about $253,148 at 4% or $168,765 at 6%; with 50% employer match about $168,765 at 4% or $112,510 at 6%; with 100% employer match about $126,574 at 4% or $84,383 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-14$1,822,103$141,763$10,126iApproximate average salary by contribution assumption: employee only about $253,148 at 4% or $168,765 at 6%; with 50% employer match about $168,765 at 4% or $112,510 at 6%; with 100% employer match about $126,574 at 4% or $84,383 at 6%.
2011116$1,581,967$115,739$7,234iApproximate average salary by contribution assumption: employee only about $180,842 at 4% or $120,561 at 6%; with 50% employer match about $120,561 at 4% or $80,374 at 6%; with 100% employer match about $90,421 at 4% or $60,281 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-16$1,581,967$115,739$7,234iApproximate average salary by contribution assumption: employee only about $180,842 at 4% or $120,561 at 6%; with 50% employer match about $120,561 at 4% or $80,374 at 6%; with 100% employer match about $90,421 at 4% or $60,281 at 6%.
2010115$1,540,610$176,946$11,796iApproximate average salary by contribution assumption: employee only about $294,910 at 4% or $196,607 at 6%; with 50% employer match about $196,607 at 4% or $131,071 at 6%; with 100% employer match about $147,455 at 4% or $98,303 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-15$1,540,610$176,946$11,796iApproximate average salary by contribution assumption: employee only about $294,910 at 4% or $196,607 at 6%; with 50% employer match about $196,607 at 4% or $131,071 at 6%; with 100% employer match about $147,455 at 4% or $98,303 at 6%.
2009112$1,124,300$112,698$9,392iApproximate average salary by contribution assumption: employee only about $234,788 at 4% or $156,525 at 6%; with 50% employer match about $156,525 at 4% or $104,350 at 6%; with 100% employer match about $117,394 at 4% or $78,263 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-12$1,124,300$112,698$9,392iApproximate average salary by contribution assumption: employee only about $234,788 at 4% or $156,525 at 6%; with 50% employer match about $156,525 at 4% or $104,350 at 6%; with 100% employer match about $117,394 at 4% or $78,263 at 6%.
2008113$781,288$95,275$7,329iApproximate average salary by contribution assumption: employee only about $183,221 at 4% or $122,147 at 6%; with 50% employer match about $122,147 at 4% or $81,432 at 6%; with 100% employer match about $91,611 at 4% or $61,074 at 6%.
Mckell W Perry Dds 401 K Profit Sharing Plan Trust-13$781,288$95,275$7,329iApproximate average salary by contribution assumption: employee only about $183,221 at 4% or $122,147 at 6%; with 50% employer match about $122,147 at 4% or $81,432 at 6%; with 100% employer match about $91,611 at 4% or $61,074 at 6%.