Civic Intelligence

Eric a. Perez, D.D.S. Inc.

Plan context: Eric a. Perez, D.D.S. Inc. 401(K) Plan

EIN 27-3983995 • Napa, CA • 6 filings • 1 plans

1230 Jefferson StreetNapa, CA 94559
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$402,087

2017 Contributions

$38,244

Historical Graphs

Total Assets Over Time

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

$402,087$201,044$0201220152017YearValue
$402,087Latest year 2017

Participants Over Time

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

530201220152017YearValue
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
201715$402,087$38,244$7,649iApproximate average salary by contribution assumption: employee only about $191,220 at 4% or $127,480 at 6%; with 50% employer match about $127,480 at 4% or $84,987 at 6%; with 100% employer match about $95,610 at 4% or $63,740 at 6%.
Eric a. Perez, D.D.S. Inc. 401(K) Plan-5$402,087$38,244$7,649iApproximate average salary by contribution assumption: employee only about $191,220 at 4% or $127,480 at 6%; with 50% employer match about $127,480 at 4% or $84,987 at 6%; with 100% employer match about $95,610 at 4% or $63,740 at 6%.
201615$310,939$51,495$10,299iApproximate average salary by contribution assumption: employee only about $257,475 at 4% or $171,650 at 6%; with 50% employer match about $171,650 at 4% or $114,433 at 6%; with 100% employer match about $128,738 at 4% or $85,825 at 6%.
Eric a. Perez, D.D.S. Inc. 401(K) Plan-5$310,939$51,495$10,299iApproximate average salary by contribution assumption: employee only about $257,475 at 4% or $171,650 at 6%; with 50% employer match about $171,650 at 4% or $114,433 at 6%; with 100% employer match about $128,738 at 4% or $85,825 at 6%.
201515$248,893$49,379$9,876iApproximate average salary by contribution assumption: employee only about $246,895 at 4% or $164,597 at 6%; with 50% employer match about $164,597 at 4% or $109,731 at 6%; with 100% employer match about $123,447 at 4% or $82,298 at 6%.
Eric a. Perez, D.D.S. Inc. 401(K) Plan-5$248,893$49,379$9,876iApproximate average salary by contribution assumption: employee only about $246,895 at 4% or $164,597 at 6%; with 50% employer match about $164,597 at 4% or $109,731 at 6%; with 100% employer match about $123,447 at 4% or $82,298 at 6%.
201415$201,335$52,303$10,461iApproximate average salary by contribution assumption: employee only about $261,515 at 4% or $174,343 at 6%; with 50% employer match about $174,343 at 4% or $116,229 at 6%; with 100% employer match about $130,758 at 4% or $87,172 at 6%.
Eric a. Perez, D.D.S. Inc. 401(K) Plan-5$201,335$52,303$10,461iApproximate average salary by contribution assumption: employee only about $261,515 at 4% or $174,343 at 6%; with 50% employer match about $174,343 at 4% or $116,229 at 6%; with 100% employer match about $130,758 at 4% or $87,172 at 6%.
201315$139,254$52,258$10,452iApproximate average salary by contribution assumption: employee only about $261,290 at 4% or $174,193 at 6%; with 50% employer match about $174,193 at 4% or $116,129 at 6%; with 100% employer match about $130,645 at 4% or $87,097 at 6%.
Eric a. Perez, D.D.S. Inc. 401(K) Plan-5$139,254$52,258$10,452iApproximate average salary by contribution assumption: employee only about $261,290 at 4% or $174,193 at 6%; with 50% employer match about $174,193 at 4% or $116,129 at 6%; with 100% employer match about $130,645 at 4% or $87,097 at 6%.
201215$68,661$67,752$13,550iApproximate average salary by contribution assumption: employee only about $338,760 at 4% or $225,840 at 6%; with 50% employer match about $225,840 at 4% or $150,560 at 6%; with 100% employer match about $169,380 at 4% or $112,920 at 6%.
Eric a. Perez, D.D.S. Inc. 401(K) Plan-5$68,661$67,752$13,550iApproximate average salary by contribution assumption: employee only about $338,760 at 4% or $225,840 at 6%; with 50% employer match about $225,840 at 4% or $150,560 at 6%; with 100% employer match about $169,380 at 4% or $112,920 at 6%.
Eric a. Perez, D.D.S. Inc. | EIN 27-3983995 | 2017 Form 5500 Company Profile