Civic Intelligence

Charles Perry Partners Inc.

Plan context: Charles Perry Partners Inc. 401(K) Plan

EIN 45-1601307 • 18 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

193

2024 Assets

$21,808,274

2024 Contributions

$1,910,141

Historical Graphs

Total Assets Over Time

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

$24,986,060$12,493,030$0201220182024YearValue
$21,808,274Latest year 2024

Participants Over Time

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

2141070201220182024YearValue
193Latest 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
20241193$21,808,274$1,910,141$9,897iApproximate average salary by contribution assumption: employee only about $247,428 at 4% or $164,952 at 6%; with 50% employer match about $164,952 at 4% or $109,968 at 6%; with 100% employer match about $123,714 at 4% or $82,476 at 6%.
Charles Perry Partners Inc. 401(K) Plan-193$21,808,274$1,910,141$9,897iApproximate average salary by contribution assumption: employee only about $247,428 at 4% or $164,952 at 6%; with 50% employer match about $164,952 at 4% or $109,968 at 6%; with 100% employer match about $123,714 at 4% or $82,476 at 6%.
20232200$19,231,563$1,727,920$8,640iApproximate average salary by contribution assumption: employee only about $215,990 at 4% or $143,993 at 6%; with 50% employer match about $143,993 at 4% or $95,996 at 6%; with 100% employer match about $107,995 at 4% or $71,997 at 6%.
Charles Perry Partners Inc. 401(K) Plan-200$19,231,563$1,727,920$8,640iApproximate average salary by contribution assumption: employee only about $215,990 at 4% or $143,993 at 6%; with 50% employer match about $143,993 at 4% or $95,996 at 6%; with 100% employer match about $107,995 at 4% or $71,997 at 6%.
CHARLES PERRY PARTNERS, INC. WELFARE BENEFITS PLAN-185---
20222163$17,470,190$1,892,588$11,611iApproximate average salary by contribution assumption: employee only about $290,274 at 4% or $193,516 at 6%; with 50% employer match about $193,516 at 4% or $129,011 at 6%; with 100% employer match about $145,137 at 4% or $96,758 at 6%.
Charles Perry Partners Inc. 401(K) Plan-163$17,470,190$1,892,588$11,611iApproximate average salary by contribution assumption: employee only about $290,274 at 4% or $193,516 at 6%; with 50% employer match about $193,516 at 4% or $129,011 at 6%; with 100% employer match about $145,137 at 4% or $96,758 at 6%.
CHARLES PERRY PARTNERS, INC. WELFARE BENEFITS PLAN-147---
20212191$24,986,060$1,871,779$9,800iApproximate average salary by contribution assumption: employee only about $244,997 at 4% or $163,332 at 6%; with 50% employer match about $163,332 at 4% or $108,888 at 6%; with 100% employer match about $122,499 at 4% or $81,666 at 6%.
Charles Perry Partners Inc. 401(K) Plan-191$24,986,060$1,871,779$9,800iApproximate average salary by contribution assumption: employee only about $244,997 at 4% or $163,332 at 6%; with 50% employer match about $163,332 at 4% or $108,888 at 6%; with 100% employer match about $122,499 at 4% or $81,666 at 6%.
CHARLES PERRY PARTNERS, INC. WELFARE BENEFITS PLAN-168---
20202192$21,542,915$1,832,075$9,542iApproximate average salary by contribution assumption: employee only about $238,551 at 4% or $159,034 at 6%; with 50% employer match about $159,034 at 4% or $106,023 at 6%; with 100% employer match about $119,276 at 4% or $79,517 at 6%.
Charles Perry Partners Inc. 401(K) Plan-178$21,542,915$1,832,075$10,293iApproximate average salary by contribution assumption: employee only about $257,314 at 4% or $171,543 at 6%; with 50% employer match about $171,543 at 4% or $114,362 at 6%; with 100% employer match about $128,657 at 4% or $85,771 at 6%.
CHARLES PERRY PARTNERS, INC. WELFARE BENEFITS PLAN-192---
20192214$19,122,454$1,998,475$9,339iApproximate average salary by contribution assumption: employee only about $233,467 at 4% or $155,644 at 6%; with 50% employer match about $155,644 at 4% or $103,763 at 6%; with 100% employer match about $116,733 at 4% or $77,822 at 6%.
Charles Perry Partners Inc. 401(K) Plan-207$19,122,454$1,998,475$9,654iApproximate average salary by contribution assumption: employee only about $241,362 at 4% or $160,908 at 6%; with 50% employer match about $160,908 at 4% or $107,272 at 6%; with 100% employer match about $120,681 at 4% or $80,454 at 6%.
CHARLES PERRY PARTNERS, INC. WELFARE BENEFITS PLAN-214---
20181184$15,381,970$1,513,425$8,225iApproximate average salary by contribution assumption: employee only about $205,628 at 4% or $137,086 at 6%; with 50% employer match about $137,086 at 4% or $91,390 at 6%; with 100% employer match about $102,814 at 4% or $68,543 at 6%.
Charles Perry Partners Inc. 401(K) Plan-184$15,381,970$1,513,425$8,225iApproximate average salary by contribution assumption: employee only about $205,628 at 4% or $137,086 at 6%; with 50% employer match about $137,086 at 4% or $91,390 at 6%; with 100% employer match about $102,814 at 4% or $68,543 at 6%.
20171183$15,706,104$1,406,924$7,688iApproximate average salary by contribution assumption: employee only about $192,203 at 4% or $128,135 at 6%; with 50% employer match about $128,135 at 4% or $85,423 at 6%; with 100% employer match about $96,101 at 4% or $64,068 at 6%.
Charles Perry Partners Inc. 401(K) Plan-183$15,706,104$1,406,924$7,688iApproximate average salary by contribution assumption: employee only about $192,203 at 4% or $128,135 at 6%; with 50% employer match about $128,135 at 4% or $85,423 at 6%; with 100% employer match about $96,101 at 4% or $64,068 at 6%.
20161147$13,969,217$1,285,823$8,747iApproximate average salary by contribution assumption: employee only about $218,677 at 4% or $145,785 at 6%; with 50% employer match about $145,785 at 4% or $97,190 at 6%; with 100% employer match about $109,339 at 4% or $72,892 at 6%.
Charles Perry Partners Inc. 401(K) Plan-147$13,969,217$1,285,823$8,747iApproximate average salary by contribution assumption: employee only about $218,677 at 4% or $145,785 at 6%; with 50% employer match about $145,785 at 4% or $97,190 at 6%; with 100% employer match about $109,339 at 4% or $72,892 at 6%.
20151112$12,734,098$763,701$6,819iApproximate average salary by contribution assumption: employee only about $170,469 at 4% or $113,646 at 6%; with 50% employer match about $113,646 at 4% or $75,764 at 6%; with 100% employer match about $85,234 at 4% or $56,823 at 6%.
Charles Perry Partners Inc. 401(K) Plan-112$12,734,098$763,701$6,819iApproximate average salary by contribution assumption: employee only about $170,469 at 4% or $113,646 at 6%; with 50% employer match about $113,646 at 4% or $75,764 at 6%; with 100% employer match about $85,234 at 4% or $56,823 at 6%.
20141112$12,989,363$615,000$5,491iApproximate average salary by contribution assumption: employee only about $137,277 at 4% or $91,518 at 6%; with 50% employer match about $91,518 at 4% or $61,012 at 6%; with 100% employer match about $68,638 at 4% or $45,759 at 6%.
Charles Perry Partners Inc. 401(K) Plan-112$12,989,363$615,000$5,491iApproximate average salary by contribution assumption: employee only about $137,277 at 4% or $91,518 at 6%; with 50% employer match about $91,518 at 4% or $61,012 at 6%; with 100% employer match about $68,638 at 4% or $45,759 at 6%.
2013189$13,965,058$888,616$9,984iApproximate average salary by contribution assumption: employee only about $249,611 at 4% or $166,407 at 6%; with 50% employer match about $166,407 at 4% or $110,938 at 6%; with 100% employer match about $124,806 at 4% or $83,204 at 6%.
Charles Perry Partners Inc. 401(K) Plan-89$13,965,058$888,616$9,984iApproximate average salary by contribution assumption: employee only about $249,611 at 4% or $166,407 at 6%; with 50% employer match about $166,407 at 4% or $110,938 at 6%; with 100% employer match about $124,806 at 4% or $83,204 at 6%.
20121117$13,541,760$1,298,908$11,102iApproximate average salary by contribution assumption: employee only about $277,544 at 4% or $185,030 at 6%; with 50% employer match about $185,030 at 4% or $123,353 at 6%; with 100% employer match about $138,772 at 4% or $92,515 at 6%.
Charles Perry Partners Inc. 401(K) Plan-117$13,541,760$1,298,908$11,102iApproximate average salary by contribution assumption: employee only about $277,544 at 4% or $185,030 at 6%; with 50% employer match about $185,030 at 4% or $123,353 at 6%; with 100% employer match about $138,772 at 4% or $92,515 at 6%.