Jeffrey Perrone DBA Perrone & Associates
Plan context: Perrone & Associates Profit Sharing 401(K) Plan
EIN 46-4231286 • Morgan Hill, CA • 6 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
5
2019 Assets
$1,539,986
2019 Contributions
$91,714
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $91,714 | - |
| Perrone & Associates Profit Sharing 401(K) Plan | - | 0 | $0 | $91,714 | - |
| 2018 | 1 | 5 | $1,539,986 | $86,558 | $17,312iApproximate average salary by contribution assumption: employee only about $432,790 at 4% or $288,527 at 6%; with 50% employer match about $288,527 at 4% or $192,351 at 6%; with 100% employer match about $216,395 at 4% or $144,263 at 6%. |
| Perrone & Associates Profit Sharing 401(K) Plan | - | 5 | $1,539,986 | $86,558 | $17,312iApproximate average salary by contribution assumption: employee only about $432,790 at 4% or $288,527 at 6%; with 50% employer match about $288,527 at 4% or $192,351 at 6%; with 100% employer match about $216,395 at 4% or $144,263 at 6%. |
| 2017 | 1 | 5 | $1,710,435 | $87,248 | $17,450iApproximate average salary by contribution assumption: employee only about $436,240 at 4% or $290,827 at 6%; with 50% employer match about $290,827 at 4% or $193,884 at 6%; with 100% employer match about $218,120 at 4% or $145,413 at 6%. |
| Perrone & Associates Profit Sharing 401(K) Plan | - | 5 | $1,710,435 | $87,248 | $17,450iApproximate average salary by contribution assumption: employee only about $436,240 at 4% or $290,827 at 6%; with 50% employer match about $290,827 at 4% or $193,884 at 6%; with 100% employer match about $218,120 at 4% or $145,413 at 6%. |
| 2016 | 1 | 5 | $1,416,488 | $208,054 | $41,611iApproximate average salary by contribution assumption: employee only about $1,040,270 at 4% or $693,513 at 6%; with 50% employer match about $693,513 at 4% or $462,342 at 6%; with 100% employer match about $520,135 at 4% or $346,757 at 6%. |
| Perrone & Associates Profit Sharing 401(K) Plan | - | 5 | $1,416,488 | $208,054 | $41,611iApproximate average salary by contribution assumption: employee only about $1,040,270 at 4% or $693,513 at 6%; with 50% employer match about $693,513 at 4% or $462,342 at 6%; with 100% employer match about $520,135 at 4% or $346,757 at 6%. |
| 2015 | 1 | 6 | $1,499,308 | $88,547 | $14,758iApproximate average salary by contribution assumption: employee only about $368,946 at 4% or $245,964 at 6%; with 50% employer match about $245,964 at 4% or $163,976 at 6%; with 100% employer match about $184,473 at 4% or $122,982 at 6%. |
| Perrone & Associates Profit Sharing 401(K) Plan | - | 6 | $1,499,308 | $88,547 | $14,758iApproximate average salary by contribution assumption: employee only about $368,946 at 4% or $245,964 at 6%; with 50% employer match about $245,964 at 4% or $163,976 at 6%; with 100% employer match about $184,473 at 4% or $122,982 at 6%. |
| 2014 | 1 | 7 | $1,530,427 | $113,357 | $16,194iApproximate average salary by contribution assumption: employee only about $404,846 at 4% or $269,898 at 6%; with 50% employer match about $269,898 at 4% or $179,932 at 6%; with 100% employer match about $202,423 at 4% or $134,949 at 6%. |
| Perrone & Associates Profit Sharing 401(K) Plan | - | 7 | $1,530,427 | $113,357 | $16,194iApproximate average salary by contribution assumption: employee only about $404,846 at 4% or $269,898 at 6%; with 50% employer match about $269,898 at 4% or $179,932 at 6%; with 100% employer match about $202,423 at 4% or $134,949 at 6%. |