Civic Intelligence

J.W. Perry Inc.

Plan context: J.W. Perry Inc. Retirement Plan

EIN 39-1100885 • Merrill, WI • 25 filings • 3 plans

707 S. Center Ave.PO Box 542Merrill, WI 54452
Current Snapshot

Latest Year

2022

2022 Participants

6

2022 Assets

$433,749

2022 Contributions

$10,986

Historical Graphs

Total Assets Over Time

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

$1,401,914$700,957$0199920122021YearValue
$433,749Latest year 2021

Participants Over Time

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

124620199920102021YearValue
6Latest year 2021

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
202210$0$10,986-
J.W. Perry Inc. Retirement Plan-0$0$10,986-
202116$433,749$14,650$2,442iApproximate average salary by contribution assumption: employee only about $61,042 at 4% or $40,694 at 6%; with 50% employer match about $40,694 at 4% or $27,130 at 6%; with 100% employer match about $30,521 at 4% or $20,347 at 6%.
J.W. Perry Inc. Retirement Plan-6$433,749$14,650$2,442iApproximate average salary by contribution assumption: employee only about $61,042 at 4% or $40,694 at 6%; with 50% employer match about $40,694 at 4% or $27,130 at 6%; with 100% employer match about $30,521 at 4% or $20,347 at 6%.
202016$495,294$12,939$2,157iApproximate average salary by contribution assumption: employee only about $53,913 at 4% or $35,942 at 6%; with 50% employer match about $35,942 at 4% or $23,961 at 6%; with 100% employer match about $26,956 at 4% or $17,971 at 6%.
J.W. Perry Inc. Retirement Plan-6$495,294$12,939$2,157iApproximate average salary by contribution assumption: employee only about $53,913 at 4% or $35,942 at 6%; with 50% employer match about $35,942 at 4% or $23,961 at 6%; with 100% employer match about $26,956 at 4% or $17,971 at 6%.
201916$380,980$15,311$2,552iApproximate average salary by contribution assumption: employee only about $63,796 at 4% or $42,531 at 6%; with 50% employer match about $42,531 at 4% or $28,354 at 6%; with 100% employer match about $31,898 at 4% or $21,265 at 6%.
J.W. Perry Inc. Retirement Plan-6$380,980$15,311$2,552iApproximate average salary by contribution assumption: employee only about $63,796 at 4% or $42,531 at 6%; with 50% employer match about $42,531 at 4% or $28,354 at 6%; with 100% employer match about $31,898 at 4% or $21,265 at 6%.
201818$377,182$12,919$1,615iApproximate average salary by contribution assumption: employee only about $40,372 at 4% or $26,915 at 6%; with 50% employer match about $26,915 at 4% or $17,943 at 6%; with 100% employer match about $20,186 at 4% or $13,457 at 6%.
J.W. Perry Inc. Retirement Plan-8$377,182$12,919$1,615iApproximate average salary by contribution assumption: employee only about $40,372 at 4% or $26,915 at 6%; with 50% employer match about $26,915 at 4% or $17,943 at 6%; with 100% employer match about $20,186 at 4% or $13,457 at 6%.
2017112$886,873$19,787$1,649iApproximate average salary by contribution assumption: employee only about $41,223 at 4% or $27,482 at 6%; with 50% employer match about $27,482 at 4% or $18,321 at 6%; with 100% employer match about $20,611 at 4% or $13,741 at 6%.
J.W. Perry Inc. Retirement Plan-12$886,873$19,787$1,649iApproximate average salary by contribution assumption: employee only about $41,223 at 4% or $27,482 at 6%; with 50% employer match about $27,482 at 4% or $18,321 at 6%; with 100% employer match about $20,611 at 4% or $13,741 at 6%.
2016117$941,573$49,649$2,921iApproximate average salary by contribution assumption: employee only about $73,013 at 4% or $48,675 at 6%; with 50% employer match about $48,675 at 4% or $32,450 at 6%; with 100% employer match about $36,507 at 4% or $24,338 at 6%.
J.W. Perry Inc. Retirement Plan-17$941,573$49,649$2,921iApproximate average salary by contribution assumption: employee only about $73,013 at 4% or $48,675 at 6%; with 50% employer match about $48,675 at 4% or $32,450 at 6%; with 100% employer match about $36,507 at 4% or $24,338 at 6%.
2015122$1,048,987$60,020$2,728iApproximate average salary by contribution assumption: employee only about $68,205 at 4% or $45,470 at 6%; with 50% employer match about $45,470 at 4% or $30,313 at 6%; with 100% employer match about $34,102 at 4% or $22,735 at 6%.
J.W. Perry Inc. Retirement Plan-22$1,048,987$60,020$2,728iApproximate average salary by contribution assumption: employee only about $68,205 at 4% or $45,470 at 6%; with 50% employer match about $45,470 at 4% or $30,313 at 6%; with 100% employer match about $34,102 at 4% or $22,735 at 6%.
2014125$1,401,914$55,311$2,212iApproximate average salary by contribution assumption: employee only about $55,311 at 4% or $36,874 at 6%; with 50% employer match about $36,874 at 4% or $24,583 at 6%; with 100% employer match about $27,656 at 4% or $18,437 at 6%.
J.W. Perry Inc. Retirement Plan-25$1,401,914$55,311$2,212iApproximate average salary by contribution assumption: employee only about $55,311 at 4% or $36,874 at 6%; with 50% employer match about $36,874 at 4% or $24,583 at 6%; with 100% employer match about $27,656 at 4% or $18,437 at 6%.
2013124$1,350,331$55,145$2,298iApproximate average salary by contribution assumption: employee only about $57,443 at 4% or $38,295 at 6%; with 50% employer match about $38,295 at 4% or $25,530 at 6%; with 100% employer match about $28,721 at 4% or $19,148 at 6%.
J.W. Perry Inc. Retirement Plan-24$1,350,331$55,145$2,298iApproximate average salary by contribution assumption: employee only about $57,443 at 4% or $38,295 at 6%; with 50% employer match about $38,295 at 4% or $25,530 at 6%; with 100% employer match about $28,721 at 4% or $19,148 at 6%.
2012124$1,134,041$55,729$2,322iApproximate average salary by contribution assumption: employee only about $58,051 at 4% or $38,701 at 6%; with 50% employer match about $38,701 at 4% or $25,800 at 6%; with 100% employer match about $29,026 at 4% or $19,350 at 6%.
J.W. Perry Inc. Retirement Plan-24$1,134,041$55,729$2,322iApproximate average salary by contribution assumption: employee only about $58,051 at 4% or $38,701 at 6%; with 50% employer match about $38,701 at 4% or $25,800 at 6%; with 100% employer match about $29,026 at 4% or $19,350 at 6%.
2011125$1,022,441$51,772$2,071iApproximate average salary by contribution assumption: employee only about $51,772 at 4% or $34,515 at 6%; with 50% employer match about $34,515 at 4% or $23,010 at 6%; with 100% employer match about $25,886 at 4% or $17,257 at 6%.
J.W. Perry Inc. Retirement Plan-25$1,022,441$51,772$2,071iApproximate average salary by contribution assumption: employee only about $51,772 at 4% or $34,515 at 6%; with 50% employer match about $34,515 at 4% or $23,010 at 6%; with 100% employer match about $25,886 at 4% or $17,257 at 6%.
2010124$999,818$50,201$2,092iApproximate average salary by contribution assumption: employee only about $52,293 at 4% or $34,862 at 6%; with 50% employer match about $34,862 at 4% or $23,241 at 6%; with 100% employer match about $26,146 at 4% or $17,431 at 6%.
J.W. Perry Inc. Retirement Plan-24$999,818$50,201$2,092iApproximate average salary by contribution assumption: employee only about $52,293 at 4% or $34,862 at 6%; with 50% employer match about $34,862 at 4% or $23,241 at 6%; with 100% employer match about $26,146 at 4% or $17,431 at 6%.
2009169$861,751$64,146$930iApproximate average salary by contribution assumption: employee only about $23,241 at 4% or $15,494 at 6%; with 50% employer match about $15,494 at 4% or $10,329 at 6%; with 100% employer match about $11,621 at 4% or $7,747 at 6%.
J.W. Perry Inc. Retirement Plan-69$861,751$64,146$930iApproximate average salary by contribution assumption: employee only about $23,241 at 4% or $15,494 at 6%; with 50% employer match about $15,494 at 4% or $10,329 at 6%; with 100% employer match about $11,621 at 4% or $7,747 at 6%.
2008199$863,914$80,553$814iApproximate average salary by contribution assumption: employee only about $20,342 at 4% or $13,561 at 6%; with 50% employer match about $13,561 at 4% or $9,041 at 6%; with 100% employer match about $10,171 at 4% or $6,781 at 6%.
J.W. Perry Inc. Retirement Plan-99$863,914$80,553$814iApproximate average salary by contribution assumption: employee only about $20,342 at 4% or $13,561 at 6%; with 50% employer match about $13,561 at 4% or $9,041 at 6%; with 100% employer match about $10,171 at 4% or $6,781 at 6%.
20071110$1,079,821$97,359$885iApproximate average salary by contribution assumption: employee only about $22,127 at 4% or $14,751 at 6%; with 50% employer match about $14,751 at 4% or $9,834 at 6%; with 100% employer match about $11,064 at 4% or $7,376 at 6%.
J.W. Perry Inc. Retirement Plan-110$1,079,821$97,359$885iApproximate average salary by contribution assumption: employee only about $22,127 at 4% or $14,751 at 6%; with 50% employer match about $14,751 at 4% or $9,834 at 6%; with 100% employer match about $11,064 at 4% or $7,376 at 6%.
20061117$1,283,489$111,969$957iApproximate average salary by contribution assumption: employee only about $23,925 at 4% or $15,950 at 6%; with 50% employer match about $15,950 at 4% or $10,633 at 6%; with 100% employer match about $11,963 at 4% or $7,975 at 6%.
J.W. Perry Inc. Retirement Plan-117$1,283,489$111,969$957iApproximate average salary by contribution assumption: employee only about $23,925 at 4% or $15,950 at 6%; with 50% employer match about $15,950 at 4% or $10,633 at 6%; with 100% employer match about $11,963 at 4% or $7,975 at 6%.
20052108$1,007,757$109,937$1,018iApproximate average salary by contribution assumption: employee only about $25,448 at 4% or $16,966 at 6%; with 50% employer match about $16,966 at 4% or $11,310 at 6%; with 100% employer match about $12,724 at 4% or $8,483 at 6%.
J.W. PERRY, INC. RETIREMENT PLAN-108$1,007,757$109,937$1,018iApproximate average salary by contribution assumption: employee only about $25,448 at 4% or $16,966 at 6%; with 50% employer match about $16,966 at 4% or $11,310 at 6%; with 100% employer match about $12,724 at 4% or $8,483 at 6%.
J.W. Perry Inc. Retirement Plan-108---
2004194$949,485$116,776$1,242iApproximate average salary by contribution assumption: employee only about $31,057 at 4% or $20,705 at 6%; with 50% employer match about $20,705 at 4% or $13,803 at 6%; with 100% employer match about $15,529 at 4% or $10,352 at 6%.
J.W. Perry Inc. Retirement Plan-94$949,485$116,776$1,242iApproximate average salary by contribution assumption: employee only about $31,057 at 4% or $20,705 at 6%; with 50% employer match about $20,705 at 4% or $13,803 at 6%; with 100% employer match about $15,529 at 4% or $10,352 at 6%.
20031102$820,923$155,145$1,521iApproximate average salary by contribution assumption: employee only about $38,026 at 4% or $25,350 at 6%; with 50% employer match about $25,350 at 4% or $16,900 at 6%; with 100% employer match about $19,013 at 4% or $12,675 at 6%.
J.W. Perry Inc. Retirement Plan-102$820,923$155,145$1,521iApproximate average salary by contribution assumption: employee only about $38,026 at 4% or $25,350 at 6%; with 50% employer match about $25,350 at 4% or $16,900 at 6%; with 100% employer match about $19,013 at 4% or $12,675 at 6%.
20021103$0$0-
J.W. Perry Inc. Retirement Plan-103---
20011124$0$0-
J.W. Perry Inc. Retirement Plan-124---
20001106$0$0-
J.W. Perry Inc. Retirement Plan-106---
1999194$583,119$98,527$1,048iApproximate average salary by contribution assumption: employee only about $26,204 at 4% or $17,469 at 6%; with 50% employer match about $17,469 at 4% or $11,646 at 6%; with 100% employer match about $13,102 at 4% or $8,735 at 6%.
J.W. Perry Inc. Retirement Plan-94$583,119$98,527$1,048iApproximate average salary by contribution assumption: employee only about $26,204 at 4% or $17,469 at 6%; with 50% employer match about $17,469 at 4% or $11,646 at 6%; with 100% employer match about $13,102 at 4% or $8,735 at 6%.