Perry & Associates
Plan context: Perry & Associates 401K Retirement Savings Plan & Trust
EIN 31-0022077 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
17
2003 Assets
$773,291
2003 Contributions
$84,436
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 17 | $773,291 | $84,436 | $4,967iApproximate average salary by contribution assumption: employee only about $124,171 at 4% or $82,780 at 6%; with 50% employer match about $82,780 at 4% or $55,187 at 6%; with 100% employer match about $62,085 at 4% or $41,390 at 6%. |
| Perry & Associates 401K Retirement Savings Plan & Trust | - | 17 | $773,291 | $84,436 | $4,967iApproximate average salary by contribution assumption: employee only about $124,171 at 4% or $82,780 at 6%; with 50% employer match about $82,780 at 4% or $55,187 at 6%; with 100% employer match about $62,085 at 4% or $41,390 at 6%. |
| 2002 | 1 | 16 | $575,744 | $83,084 | $5,193iApproximate average salary by contribution assumption: employee only about $129,819 at 4% or $86,546 at 6%; with 50% employer match about $86,546 at 4% or $57,697 at 6%; with 100% employer match about $64,909 at 4% or $43,273 at 6%. |
| Perry & Associates 401K Retirement Savings Plan & Trust | - | 16 | $575,744 | $83,084 | $5,193iApproximate average salary by contribution assumption: employee only about $129,819 at 4% or $86,546 at 6%; with 50% employer match about $86,546 at 4% or $57,697 at 6%; with 100% employer match about $64,909 at 4% or $43,273 at 6%. |
| 2001 | 1 | 16 | $635,995 | $81,422 | $5,089iApproximate average salary by contribution assumption: employee only about $127,222 at 4% or $84,815 at 6%; with 50% employer match about $84,815 at 4% or $56,543 at 6%; with 100% employer match about $63,611 at 4% or $42,407 at 6%. |
| Perry & Associates 401K Retirement Savings Plan & Trust | - | 16 | $635,995 | $81,422 | $5,089iApproximate average salary by contribution assumption: employee only about $127,222 at 4% or $84,815 at 6%; with 50% employer match about $84,815 at 4% or $56,543 at 6%; with 100% employer match about $63,611 at 4% or $42,407 at 6%. |
| 2000 | 1 | 15 | $0 | $0 | - |
| Perry & Associates 401K Retirement Savings Plan & Trust | - | 15 | - | - | - |
| 1999 | 1 | 14 | $521,143 | $53,054 | $3,790iApproximate average salary by contribution assumption: employee only about $94,739 at 4% or $63,160 at 6%; with 50% employer match about $63,160 at 4% or $42,106 at 6%; with 100% employer match about $47,370 at 4% or $31,580 at 6%. |
| Perry & Associates 401K Retirement Savings Plan & Trust | - | 14 | $521,143 | $53,054 | $3,790iApproximate average salary by contribution assumption: employee only about $94,739 at 4% or $63,160 at 6%; with 50% employer match about $63,160 at 4% or $42,106 at 6%; with 100% employer match about $47,370 at 4% or $31,580 at 6%. |