Civic Intelligence

Susan B. Perry, M.D.

Plan context: Susan B. Perry, M.D. Profit Sharing Plan & Trust

EIN 42-1239765 • Davenport, IA • 23 filings • 2 plans

162 Fernwood AveneueDavenport, IA 52803
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$3,979,748

2017 Contributions

$74,184

Historical Graphs

Total Assets Over Time

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

$3,979,748$1,989,874$0199920082016YearValue
$3,979,748Latest year 2016

Participants Over Time

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

320199920082016YearValue
3Latest year 2016

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
201710$0$0-
Susan B. Perry, M.D. Profit Sharing Plan & Trust-0$0--
201613$3,979,748$74,184$24,728iApproximate average salary by contribution assumption: employee only about $618,200 at 4% or $412,133 at 6%; with 50% employer match about $412,133 at 4% or $274,756 at 6%; with 100% employer match about $309,100 at 4% or $206,067 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$3,979,748$74,184$24,728iApproximate average salary by contribution assumption: employee only about $618,200 at 4% or $412,133 at 6%; with 50% employer match about $412,133 at 4% or $274,756 at 6%; with 100% employer match about $309,100 at 4% or $206,067 at 6%.
201513$3,612,177$74,644$24,881iApproximate average salary by contribution assumption: employee only about $622,033 at 4% or $414,689 at 6%; with 50% employer match about $414,689 at 4% or $276,459 at 6%; with 100% employer match about $311,017 at 4% or $207,344 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$3,612,177$74,644$24,881iApproximate average salary by contribution assumption: employee only about $622,033 at 4% or $414,689 at 6%; with 50% employer match about $414,689 at 4% or $276,459 at 6%; with 100% employer match about $311,017 at 4% or $207,344 at 6%.
201413$3,510,037$72,673$24,224iApproximate average salary by contribution assumption: employee only about $605,608 at 4% or $403,739 at 6%; with 50% employer match about $403,739 at 4% or $269,159 at 6%; with 100% employer match about $302,804 at 4% or $201,869 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$3,510,037$72,673$24,224iApproximate average salary by contribution assumption: employee only about $605,608 at 4% or $403,739 at 6%; with 50% employer match about $403,739 at 4% or $269,159 at 6%; with 100% employer match about $302,804 at 4% or $201,869 at 6%.
201313$3,239,667$67,726$22,575iApproximate average salary by contribution assumption: employee only about $564,383 at 4% or $376,256 at 6%; with 50% employer match about $376,256 at 4% or $250,837 at 6%; with 100% employer match about $282,192 at 4% or $188,128 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$3,239,667$67,726$22,575iApproximate average salary by contribution assumption: employee only about $564,383 at 4% or $376,256 at 6%; with 50% employer match about $376,256 at 4% or $250,837 at 6%; with 100% employer match about $282,192 at 4% or $188,128 at 6%.
201213$2,578,795$69,147$23,049iApproximate average salary by contribution assumption: employee only about $576,225 at 4% or $384,150 at 6%; with 50% employer match about $384,150 at 4% or $256,100 at 6%; with 100% employer match about $288,113 at 4% or $192,075 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$2,578,795$69,147$23,049iApproximate average salary by contribution assumption: employee only about $576,225 at 4% or $384,150 at 6%; with 50% employer match about $384,150 at 4% or $256,100 at 6%; with 100% employer match about $288,113 at 4% or $192,075 at 6%.
201113$2,186,811$66,074$22,025iApproximate average salary by contribution assumption: employee only about $550,617 at 4% or $367,078 at 6%; with 50% employer match about $367,078 at 4% or $244,719 at 6%; with 100% employer match about $275,308 at 4% or $183,539 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$2,186,811$66,074$22,025iApproximate average salary by contribution assumption: employee only about $550,617 at 4% or $367,078 at 6%; with 50% employer match about $367,078 at 4% or $244,719 at 6%; with 100% employer match about $275,308 at 4% or $183,539 at 6%.
201013$2,153,821$65,054$21,685iApproximate average salary by contribution assumption: employee only about $542,117 at 4% or $361,411 at 6%; with 50% employer match about $361,411 at 4% or $240,941 at 6%; with 100% employer match about $271,058 at 4% or $180,706 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$2,153,821$65,054$21,685iApproximate average salary by contribution assumption: employee only about $542,117 at 4% or $361,411 at 6%; with 50% employer match about $361,411 at 4% or $240,941 at 6%; with 100% employer match about $271,058 at 4% or $180,706 at 6%.
200913$1,856,479$67,638$22,546iApproximate average salary by contribution assumption: employee only about $563,650 at 4% or $375,767 at 6%; with 50% employer match about $375,767 at 4% or $250,511 at 6%; with 100% employer match about $281,825 at 4% or $187,883 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$1,856,479$67,638$22,546iApproximate average salary by contribution assumption: employee only about $563,650 at 4% or $375,767 at 6%; with 50% employer match about $375,767 at 4% or $250,511 at 6%; with 100% employer match about $281,825 at 4% or $187,883 at 6%.
200813$1,385,764$65,218$21,739iApproximate average salary by contribution assumption: employee only about $543,483 at 4% or $362,322 at 6%; with 50% employer match about $362,322 at 4% or $241,548 at 6%; with 100% employer match about $271,742 at 4% or $181,161 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$1,385,764$65,218$21,739iApproximate average salary by contribution assumption: employee only about $543,483 at 4% or $362,322 at 6%; with 50% employer match about $362,322 at 4% or $241,548 at 6%; with 100% employer match about $271,742 at 4% or $181,161 at 6%.
200713$2,038,268$61,355$20,452iApproximate average salary by contribution assumption: employee only about $511,292 at 4% or $340,861 at 6%; with 50% employer match about $340,861 at 4% or $227,241 at 6%; with 100% employer match about $255,646 at 4% or $170,431 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$2,038,268$61,355$20,452iApproximate average salary by contribution assumption: employee only about $511,292 at 4% or $340,861 at 6%; with 50% employer match about $340,861 at 4% or $227,241 at 6%; with 100% employer match about $255,646 at 4% or $170,431 at 6%.
200613$1,827,692$62,264$20,755iApproximate average salary by contribution assumption: employee only about $518,867 at 4% or $345,911 at 6%; with 50% employer match about $345,911 at 4% or $230,607 at 6%; with 100% employer match about $259,433 at 4% or $172,956 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$1,827,692$62,264$20,755iApproximate average salary by contribution assumption: employee only about $518,867 at 4% or $345,911 at 6%; with 50% employer match about $345,911 at 4% or $230,607 at 6%; with 100% employer match about $259,433 at 4% or $172,956 at 6%.
200513$1,499,446$56,567$18,856iApproximate average salary by contribution assumption: employee only about $471,392 at 4% or $314,261 at 6%; with 50% employer match about $314,261 at 4% or $209,507 at 6%; with 100% employer match about $235,696 at 4% or $157,131 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$1,499,446$56,567$18,856iApproximate average salary by contribution assumption: employee only about $471,392 at 4% or $314,261 at 6%; with 50% employer match about $314,261 at 4% or $209,507 at 6%; with 100% employer match about $235,696 at 4% or $157,131 at 6%.
200413$1,342,237$53,572$17,857iApproximate average salary by contribution assumption: employee only about $446,433 at 4% or $297,622 at 6%; with 50% employer match about $297,622 at 4% or $198,415 at 6%; with 100% employer match about $223,217 at 4% or $148,811 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$1,342,237$53,572$17,857iApproximate average salary by contribution assumption: employee only about $446,433 at 4% or $297,622 at 6%; with 50% employer match about $297,622 at 4% or $198,415 at 6%; with 100% employer match about $223,217 at 4% or $148,811 at 6%.
200313$1,147,751$46,692$15,564iApproximate average salary by contribution assumption: employee only about $389,100 at 4% or $259,400 at 6%; with 50% employer match about $259,400 at 4% or $172,933 at 6%; with 100% employer match about $194,550 at 4% or $129,700 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$1,147,751$46,692$15,564iApproximate average salary by contribution assumption: employee only about $389,100 at 4% or $259,400 at 6%; with 50% employer match about $259,400 at 4% or $172,933 at 6%; with 100% employer match about $194,550 at 4% or $129,700 at 6%.
200223$862,186$52,388$17,463iApproximate average salary by contribution assumption: employee only about $436,567 at 4% or $291,044 at 6%; with 50% employer match about $291,044 at 4% or $194,030 at 6%; with 100% employer match about $218,283 at 4% or $145,522 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$862,186$52,388$17,463iApproximate average salary by contribution assumption: employee only about $436,567 at 4% or $291,044 at 6%; with 50% employer match about $291,044 at 4% or $194,030 at 6%; with 100% employer match about $218,283 at 4% or $145,522 at 6%.
Susan B. Perry, M.D. Money Purchase Plan & Trust-0---
200123$913,123$44,172$14,724iApproximate average salary by contribution assumption: employee only about $368,100 at 4% or $245,400 at 6%; with 50% employer match about $245,400 at 4% or $163,600 at 6%; with 100% employer match about $184,050 at 4% or $122,700 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$580,071$25,735$8,578iApproximate average salary by contribution assumption: employee only about $214,458 at 4% or $142,972 at 6%; with 50% employer match about $142,972 at 4% or $95,315 at 6%; with 100% employer match about $107,229 at 4% or $71,486 at 6%.
Susan B. Perry, M.D. Money Purchase Plan & Trust-3$333,052$18,437$6,146iApproximate average salary by contribution assumption: employee only about $153,642 at 4% or $102,428 at 6%; with 50% employer match about $102,428 at 4% or $68,285 at 6%; with 100% employer match about $76,821 at 4% or $51,214 at 6%.
200023$897,231$38,138$12,713iApproximate average salary by contribution assumption: employee only about $317,817 at 4% or $211,878 at 6%; with 50% employer match about $211,878 at 4% or $141,252 at 6%; with 100% employer match about $158,908 at 4% or $105,939 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$569,820$21,200$7,067iApproximate average salary by contribution assumption: employee only about $176,667 at 4% or $117,778 at 6%; with 50% employer match about $117,778 at 4% or $78,519 at 6%; with 100% employer match about $88,333 at 4% or $58,889 at 6%.
Susan B. Perry, M.D. Money Purchase Plan & Trust-3$327,411$16,938$5,646iApproximate average salary by contribution assumption: employee only about $141,150 at 4% or $94,100 at 6%; with 50% employer match about $94,100 at 4% or $62,733 at 6%; with 100% employer match about $70,575 at 4% or $47,050 at 6%.
199923$840,889$37,399$12,466iApproximate average salary by contribution assumption: employee only about $311,658 at 4% or $207,772 at 6%; with 50% employer match about $207,772 at 4% or $138,515 at 6%; with 100% employer match about $155,829 at 4% or $103,886 at 6%.
Susan B. Perry, M.D. Profit Sharing Plan & Trust-3$526,251$20,146$6,715iApproximate average salary by contribution assumption: employee only about $167,883 at 4% or $111,922 at 6%; with 50% employer match about $111,922 at 4% or $74,615 at 6%; with 100% employer match about $83,942 at 4% or $55,961 at 6%.
Susan B. Perry, M.D. Money Purchase Plan & Trust-3$314,638$17,253$5,751iApproximate average salary by contribution assumption: employee only about $143,775 at 4% or $95,850 at 6%; with 50% employer match about $95,850 at 4% or $63,900 at 6%; with 100% employer match about $71,888 at 4% or $47,925 at 6%.