Civic Intelligence

Donald M. Perez MD

Plan context: PEREZ LI OPHTHALMOLOGY GROUP, P.C. CASH BALANCE PLAN

EIN 35-1746914 • Anderson, IN • 42 filings • 8 plans

2905 Enterprise Dr.Anderson, IN 46013
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,795,682

2024 Contributions

$82,006

Historical Graphs

Total Assets Over Time

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

$2,795,682$1,397,841$0199920122024YearValue
$2,795,682Latest year 2024

Participants Over Time

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

20100199920122024YearValue
13Latest 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
2024213$2,795,682$82,006$6,308iApproximate average salary by contribution assumption: employee only about $157,704 at 4% or $105,136 at 6%; with 50% employer match about $105,136 at 4% or $70,091 at 6%; with 100% employer match about $78,852 at 4% or $52,568 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, P.C. CASH BALANCE PLAN-7$1,963,394$30,456$4,351iApproximate average salary by contribution assumption: employee only about $108,771 at 4% or $72,514 at 6%; with 50% employer match about $72,514 at 4% or $48,343 at 6%; with 100% employer match about $54,386 at 4% or $36,257 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP PC 401(K) PLAN-13$832,288$51,550$3,965iApproximate average salary by contribution assumption: employee only about $99,135 at 4% or $66,090 at 6%; with 50% employer match about $66,090 at 4% or $44,060 at 6%; with 100% employer match about $49,567 at 4% or $33,045 at 6%.
2023213$2,452,973$267,898$20,608iApproximate average salary by contribution assumption: employee only about $515,188 at 4% or $343,459 at 6%; with 50% employer match about $343,459 at 4% or $228,973 at 6%; with 100% employer match about $257,594 at 4% or $171,729 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, P.C. CASH BALANCE PLAN-11$1,746,169$155,752$14,159iApproximate average salary by contribution assumption: employee only about $353,982 at 4% or $235,988 at 6%; with 50% employer match about $235,988 at 4% or $157,325 at 6%; with 100% employer match about $176,991 at 4% or $117,994 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP PC 401(K) PLAN-13$706,804$112,146$8,627iApproximate average salary by contribution assumption: employee only about $215,665 at 4% or $143,777 at 6%; with 50% employer match about $143,777 at 4% or $95,851 at 6%; with 100% employer match about $107,833 at 4% or $71,888 at 6%.
2022215$1,958,387$190,912$12,727iApproximate average salary by contribution assumption: employee only about $318,187 at 4% or $212,124 at 6%; with 50% employer match about $212,124 at 4% or $141,416 at 6%; with 100% employer match about $159,093 at 4% or $106,062 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, P.C. CASH BALANCE PLAN-13$1,399,940$150,000$11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP PC 401(K) PLAN-15$558,447$40,912$2,727iApproximate average salary by contribution assumption: employee only about $68,187 at 4% or $45,458 at 6%; with 50% employer match about $45,458 at 4% or $30,305 at 6%; with 100% employer match about $34,093 at 4% or $22,729 at 6%.
2021213$2,121,389$234,184$18,014iApproximate average salary by contribution assumption: employee only about $450,354 at 4% or $300,236 at 6%; with 50% employer match about $300,236 at 4% or $200,157 at 6%; with 100% employer match about $225,177 at 4% or $150,118 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, P.C. CASH BALANCE PLAN-11$1,469,212$150,088$13,644iApproximate average salary by contribution assumption: employee only about $341,109 at 4% or $227,406 at 6%; with 50% employer match about $227,406 at 4% or $151,604 at 6%; with 100% employer match about $170,555 at 4% or $113,703 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP PC 401(K) PLAN-13$652,177$84,096$6,469iApproximate average salary by contribution assumption: employee only about $161,723 at 4% or $107,815 at 6%; with 50% employer match about $107,815 at 4% or $71,877 at 6%; with 100% employer match about $80,862 at 4% or $53,908 at 6%.
2020213$1,803,620$179,814$13,832iApproximate average salary by contribution assumption: employee only about $345,796 at 4% or $230,531 at 6%; with 50% employer match about $230,531 at 4% or $153,687 at 6%; with 100% employer match about $172,898 at 4% or $115,265 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, P.C. CASH BALANCE PLAN-10$1,199,132$150,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP PC 401(K) PLAN-13$604,488$29,814$2,293iApproximate average salary by contribution assumption: employee only about $57,335 at 4% or $38,223 at 6%; with 50% employer match about $38,223 at 4% or $25,482 at 6%; with 100% employer match about $28,667 at 4% or $19,112 at 6%.
2019210$1,439,655$171,523$17,152iApproximate average salary by contribution assumption: employee only about $428,808 at 4% or $285,872 at 6%; with 50% employer match about $285,872 at 4% or $190,581 at 6%; with 100% employer match about $214,404 at 4% or $142,936 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, P.C. CASH BALANCE PLAN-10$942,186$80,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, PC 401(K) PLAN-5$497,469$91,523$18,305iApproximate average salary by contribution assumption: employee only about $457,615 at 4% or $305,077 at 6%; with 50% employer match about $305,077 at 4% or $203,384 at 6%; with 100% employer match about $228,807 at 4% or $152,538 at 6%.
2018212$1,200,190$137,088$11,424iApproximate average salary by contribution assumption: employee only about $285,600 at 4% or $190,400 at 6%; with 50% employer match about $190,400 at 4% or $126,933 at 6%; with 100% employer match about $142,800 at 4% or $95,200 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, P.C. CASH BALANCE PLAN-11$760,205$24,521$2,229iApproximate average salary by contribution assumption: employee only about $55,730 at 4% or $37,153 at 6%; with 50% employer match about $37,153 at 4% or $24,769 at 6%; with 100% employer match about $27,865 at 4% or $18,577 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, PC 401(K) PLAN-12$439,985$112,567$9,381iApproximate average salary by contribution assumption: employee only about $234,515 at 4% or $156,343 at 6%; with 50% employer match about $156,343 at 4% or $104,229 at 6%; with 100% employer match about $117,257 at 4% or $78,172 at 6%.
2017217$2,697,363$189,983$11,175iApproximate average salary by contribution assumption: employee only about $279,387 at 4% or $186,258 at 6%; with 50% employer match about $186,258 at 4% or $124,172 at 6%; with 100% employer match about $139,693 at 4% or $93,129 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, P.C. CASH BALANCE PLAN-10$1,746,735$64,933$6,493iApproximate average salary by contribution assumption: employee only about $162,333 at 4% or $108,222 at 6%; with 50% employer match about $108,222 at 4% or $72,148 at 6%; with 100% employer match about $81,166 at 4% or $54,111 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, PC 401(K) PLAN-17$950,628$125,050$7,356iApproximate average salary by contribution assumption: employee only about $183,897 at 4% or $122,598 at 6%; with 50% employer match about $122,598 at 4% or $81,732 at 6%; with 100% employer match about $91,949 at 4% or $61,299 at 6%.
2016217$2,326,860$477,991$28,117iApproximate average salary by contribution assumption: employee only about $702,928 at 4% or $468,619 at 6%; with 50% employer match about $468,619 at 4% or $312,412 at 6%; with 100% employer match about $351,464 at 4% or $234,309 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, P.C. CASH BALANCE PLAN-10$1,518,862$353,886$35,389iApproximate average salary by contribution assumption: employee only about $884,715 at 4% or $589,810 at 6%; with 50% employer match about $589,810 at 4% or $393,207 at 6%; with 100% employer match about $442,358 at 4% or $294,905 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, PC 401(K) PLAN-17$807,998$124,105$7,300iApproximate average salary by contribution assumption: employee only about $182,507 at 4% or $121,672 at 6%; with 50% employer match about $121,672 at 4% or $81,114 at 6%; with 100% employer match about $91,254 at 4% or $60,836 at 6%.
2015216$1,756,137$418,540$26,159iApproximate average salary by contribution assumption: employee only about $653,969 at 4% or $435,979 at 6%; with 50% employer match about $435,979 at 4% or $290,653 at 6%; with 100% employer match about $326,984 at 4% or $217,990 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, P.C. CASH BALANCE PLAN-11$1,102,390$296,124$26,920iApproximate average salary by contribution assumption: employee only about $673,009 at 4% or $448,673 at 6%; with 50% employer match about $448,673 at 4% or $299,115 at 6%; with 100% employer match about $336,505 at 4% or $224,336 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, PC 401(K) PLAN-16$653,747$122,416$7,651iApproximate average salary by contribution assumption: employee only about $191,275 at 4% or $127,517 at 6%; with 50% employer match about $127,517 at 4% or $85,011 at 6%; with 100% employer match about $95,638 at 4% or $63,758 at 6%.
2014220$1,402,874$406,521$20,326iApproximate average salary by contribution assumption: employee only about $508,151 at 4% or $338,768 at 6%; with 50% employer match about $338,768 at 4% or $225,845 at 6%; with 100% employer match about $254,076 at 4% or $169,384 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, P.C. CASH BALANCE PLAN-11$828,202$284,307$25,846iApproximate average salary by contribution assumption: employee only about $646,152 at 4% or $430,768 at 6%; with 50% employer match about $430,768 at 4% or $287,179 at 6%; with 100% employer match about $323,076 at 4% or $215,384 at 6%.
PEREZ LI OPHTHALMOLOGY GROUP, PC 401(K) PLAN-20$574,672$122,214$6,111iApproximate average salary by contribution assumption: employee only about $152,768 at 4% or $101,845 at 6%; with 50% employer match about $101,845 at 4% or $67,897 at 6%; with 100% employer match about $76,384 at 4% or $50,923 at 6%.
2013218$948,393$386,318$21,462iApproximate average salary by contribution assumption: employee only about $536,553 at 4% or $357,702 at 6%; with 50% employer match about $357,702 at 4% or $238,468 at 6%; with 100% employer match about $268,276 at 4% or $178,851 at 6%.
DONALD M. PEREZ, M.D., L.L.C. CASH BALANCE PLAN-9$519,974$273,654$30,406iApproximate average salary by contribution assumption: employee only about $760,150 at 4% or $506,767 at 6%; with 50% employer match about $506,767 at 4% or $337,844 at 6%; with 100% employer match about $380,075 at 4% or $253,383 at 6%.
DONALD M. PEREZ, MD, PC 401(K) PLAN-18$428,419$112,664$6,259iApproximate average salary by contribution assumption: employee only about $156,478 at 4% or $104,319 at 6%; with 50% employer match about $104,319 at 4% or $69,546 at 6%; with 100% employer match about $78,239 at 4% or $52,159 at 6%.
2012211$493,857$333,188$30,290iApproximate average salary by contribution assumption: employee only about $757,245 at 4% or $504,830 at 6%; with 50% employer match about $504,830 at 4% or $336,554 at 6%; with 100% employer match about $378,623 at 4% or $252,415 at 6%.
DONALD M. PEREZ, MD, PC 401(K) PLAN-11$266,247$105,578$9,598iApproximate average salary by contribution assumption: employee only about $239,950 at 4% or $159,967 at 6%; with 50% employer match about $159,967 at 4% or $106,644 at 6%; with 100% employer match about $119,975 at 4% or $79,983 at 6%.
DONALD M. PEREZ, M.D., L.L.C. CASH BALANCE PLAN-8$227,610$227,610$28,451iApproximate average salary by contribution assumption: employee only about $711,281 at 4% or $474,188 at 6%; with 50% employer match about $474,188 at 4% or $316,125 at 6%; with 100% employer match about $355,641 at 4% or $237,094 at 6%.
2011211$156,771$157,559$14,324iApproximate average salary by contribution assumption: employee only about $358,089 at 4% or $238,726 at 6%; with 50% employer match about $238,726 at 4% or $159,151 at 6%; with 100% employer match about $179,044 at 4% or $119,363 at 6%.
DONALD M. PEREZ, MD, LLC 401(K) PLAN-11$156,771$157,559$14,324iApproximate average salary by contribution assumption: employee only about $358,089 at 4% or $238,726 at 6%; with 50% employer match about $238,726 at 4% or $159,151 at 6%; with 100% employer match about $179,044 at 4% or $119,363 at 6%.
DONALD M. PEREZ, M.D., L.L.C. DEFINED BENEFIT PLAN-0$0$0-
201011$10,000$170,817$170,817iApproximate average salary by contribution assumption: employee only about $4,270,425 at 4% or $2,846,950 at 6%; with 50% employer match about $2,846,950 at 4% or $1,897,967 at 6%; with 100% employer match about $2,135,213 at 4% or $1,423,475 at 6%.
DONALD M. PEREZ, M.D., L.L.C. DEFINED BENEFIT PLAN-1$10,000$170,817$170,817iApproximate average salary by contribution assumption: employee only about $4,270,425 at 4% or $2,846,950 at 6%; with 50% employer match about $2,846,950 at 4% or $1,897,967 at 6%; with 100% employer match about $2,135,213 at 4% or $1,423,475 at 6%.
200917$1,486,610$447,000$63,857iApproximate average salary by contribution assumption: employee only about $1,596,429 at 4% or $1,064,286 at 6%; with 50% employer match about $1,064,286 at 4% or $709,524 at 6%; with 100% employer match about $798,214 at 4% or $532,143 at 6%.
DONALD M. PEREZ, M.D., L.L.C. DEFINED BENEFIT PLAN-7$1,486,610$447,000$63,857iApproximate average salary by contribution assumption: employee only about $1,596,429 at 4% or $1,064,286 at 6%; with 50% employer match about $1,064,286 at 4% or $709,524 at 6%; with 100% employer match about $798,214 at 4% or $532,143 at 6%.
200817$854,492$246,137$35,162iApproximate average salary by contribution assumption: employee only about $879,061 at 4% or $586,040 at 6%; with 50% employer match about $586,040 at 4% or $390,694 at 6%; with 100% employer match about $439,530 at 4% or $293,020 at 6%.
DONALD M. PEREZ, M.D., L.L.C. DEFINED BENEFIT PLAN-7$854,492$246,137$35,162iApproximate average salary by contribution assumption: employee only about $879,061 at 4% or $586,040 at 6%; with 50% employer match about $586,040 at 4% or $390,694 at 6%; with 100% employer match about $439,530 at 4% or $293,020 at 6%.
200716$0$0-
DONALD M. PEREZ, M.D., L.L.C. DEFINED BENEFIT PLAN-6---
200618$517,576$221,975$27,747iApproximate average salary by contribution assumption: employee only about $693,672 at 4% or $462,448 at 6%; with 50% employer match about $462,448 at 4% or $308,299 at 6%; with 100% employer match about $346,836 at 4% or $231,224 at 6%.
DONALD M. PEREZ, M.D., L.L.C. DEFINED BENEFIT PLAN-8$517,576$221,975$27,747iApproximate average salary by contribution assumption: employee only about $693,672 at 4% or $462,448 at 6%; with 50% employer match about $462,448 at 4% or $308,299 at 6%; with 100% employer match about $346,836 at 4% or $231,224 at 6%.
200527$270,628$211,759$30,251iApproximate average salary by contribution assumption: employee only about $756,282 at 4% or $504,188 at 6%; with 50% employer match about $504,188 at 4% or $336,125 at 6%; with 100% employer match about $378,141 at 4% or $252,094 at 6%.
DONALD M. PEREZ, M.D., L.L.C. DEFINED BENEFIT PLAN-7$270,628$211,759$30,251iApproximate average salary by contribution assumption: employee only about $756,282 at 4% or $504,188 at 6%; with 50% employer match about $504,188 at 4% or $336,125 at 6%; with 100% employer match about $378,141 at 4% or $252,094 at 6%.
Donald M. Perez MD Profit Sharing Plan-0---
2004212$793,607$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%.
Donald M. Perez MD Profit Sharing Plan-12$738,572$73,322$6,110iApproximate average salary by contribution assumption: employee only about $152,754 at 4% or $101,836 at 6%; with 50% employer match about $101,836 at 4% or $67,891 at 6%; with 100% employer match about $76,377 at 4% or $50,918 at 6%.
DONALD M. PEREZ, M.D., L.L.C. DEFINED BENEFIT PLAN-6$55,035$54,609$9,102iApproximate average salary by contribution assumption: employee only about $227,538 at 4% or $151,692 at 6%; with 50% employer match about $151,692 at 4% or $101,128 at 6%; with 100% employer match about $113,769 at 4% or $75,846 at 6%.
2003112$611,512$63,650$5,304iApproximate average salary by contribution assumption: employee only about $132,604 at 4% or $88,403 at 6%; with 50% employer match about $88,403 at 4% or $58,935 at 6%; with 100% employer match about $66,302 at 4% or $44,201 at 6%.
Donald M. Perez MD Profit Sharing Plan-12$611,512$63,650$5,304iApproximate average salary by contribution assumption: employee only about $132,604 at 4% or $88,403 at 6%; with 50% employer match about $88,403 at 4% or $58,935 at 6%; with 100% employer match about $66,302 at 4% or $44,201 at 6%.
2002110$508,289$70,681$7,068iApproximate average salary by contribution assumption: employee only about $176,703 at 4% or $117,802 at 6%; with 50% employer match about $117,802 at 4% or $78,534 at 6%; with 100% employer match about $88,351 at 4% or $58,901 at 6%.
Donald M. Perez MD Profit Sharing Plan-10$508,289$70,681$7,068iApproximate average salary by contribution assumption: employee only about $176,703 at 4% or $117,802 at 6%; with 50% employer match about $117,802 at 4% or $78,534 at 6%; with 100% employer match about $88,351 at 4% or $58,901 at 6%.
200118$471,300$45,192$5,649iApproximate average salary by contribution assumption: employee only about $141,225 at 4% or $94,150 at 6%; with 50% employer match about $94,150 at 4% or $62,767 at 6%; with 100% employer match about $70,613 at 4% or $47,075 at 6%.
Donald M. Perez MD Profit Sharing Plan-8$471,300$45,192$5,649iApproximate average salary by contribution assumption: employee only about $141,225 at 4% or $94,150 at 6%; with 50% employer match about $94,150 at 4% or $62,767 at 6%; with 100% employer match about $70,613 at 4% or $47,075 at 6%.
200019$454,443$46,937$5,215iApproximate average salary by contribution assumption: employee only about $130,381 at 4% or $86,920 at 6%; with 50% employer match about $86,920 at 4% or $57,947 at 6%; with 100% employer match about $65,190 at 4% or $43,460 at 6%.
Donald M. Perez MD Profit Sharing Plan-9$454,443$46,937$5,215iApproximate average salary by contribution assumption: employee only about $130,381 at 4% or $86,920 at 6%; with 50% employer match about $86,920 at 4% or $57,947 at 6%; with 100% employer match about $65,190 at 4% or $43,460 at 6%.
1999111$405,252$45,228$4,112iApproximate average salary by contribution assumption: employee only about $102,791 at 4% or $68,527 at 6%; with 50% employer match about $68,527 at 4% or $45,685 at 6%; with 100% employer match about $51,395 at 4% or $34,264 at 6%.
Donald M. Perez MD Profit Sharing Plan-11$405,252$45,228$4,112iApproximate average salary by contribution assumption: employee only about $102,791 at 4% or $68,527 at 6%; with 50% employer match about $68,527 at 4% or $45,685 at 6%; with 100% employer match about $51,395 at 4% or $34,264 at 6%.