Civic Intelligence

JOSHUA E. PERRY DMD, P.A.

Plan context: PVFD 401(K) PLAN

EIN 47-3265239 • Ponte Vedra Beach, FL • 12 filings • 2 plans

7000 Sawgrass Village Cir.Ponte Vedra Beach, FL 32082
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$1,286,231

2025 Contributions

$207,619

Historical Graphs

Total Assets Over Time

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

$1,286,231$643,116$0201920222025YearValue
$1,286,231Latest year 2025

Participants Over Time

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

1370201920222025YearValue
11Latest year 2025

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
2025211$1,286,231$207,619$18,874iApproximate average salary by contribution assumption: employee only about $471,861 at 4% or $314,574 at 6%; with 50% employer match about $314,574 at 4% or $209,716 at 6%; with 100% employer match about $235,931 at 4% or $157,287 at 6%.
PVFD 401(K) PLAN-11$662,335$97,619$8,874iApproximate average salary by contribution assumption: employee only about $221,861 at 4% or $147,908 at 6%; with 50% employer match about $147,908 at 4% or $98,605 at 6%; with 100% employer match about $110,931 at 4% or $73,954 at 6%.
JOSHUA E. PERRY, DMD, P.A. CASH BALANCE PLAN-10$623,896$110,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
2024213$939,633$182,229$14,018iApproximate average salary by contribution assumption: employee only about $350,440 at 4% or $233,627 at 6%; with 50% employer match about $233,627 at 4% or $155,751 at 6%; with 100% employer match about $175,220 at 4% or $116,813 at 6%.
JOSHUA E. PERRY, DMD, P.A. CASH BALANCE PLAN-9$470,181$106,000$11,778iApproximate average salary by contribution assumption: employee only about $294,444 at 4% or $196,296 at 6%; with 50% employer match about $196,296 at 4% or $130,864 at 6%; with 100% employer match about $147,222 at 4% or $98,148 at 6%.
PVFD 401(K) PLAN-13$469,452$76,229$5,864iApproximate average salary by contribution assumption: employee only about $146,594 at 4% or $97,729 at 6%; with 50% employer match about $97,729 at 4% or $65,153 at 6%; with 100% employer match about $73,297 at 4% or $48,865 at 6%.
2023211$674,757$140,602$12,782iApproximate average salary by contribution assumption: employee only about $319,550 at 4% or $213,033 at 6%; with 50% employer match about $213,033 at 4% or $142,022 at 6%; with 100% employer match about $159,775 at 4% or $106,517 at 6%.
PVFD 401(K) PLAN-11$345,089$68,602$6,237iApproximate average salary by contribution assumption: employee only about $155,914 at 4% or $103,942 at 6%; with 50% employer match about $103,942 at 4% or $69,295 at 6%; with 100% employer match about $77,957 at 4% or $51,971 at 6%.
JOSHUA E. PERRY, DMD, P.A. CASH BALANCE PLAN-7$329,668$72,000$10,286iApproximate average salary by contribution assumption: employee only about $257,143 at 4% or $171,429 at 6%; with 50% employer match about $171,429 at 4% or $114,286 at 6%; with 100% employer match about $128,571 at 4% or $85,714 at 6%.
2022211$463,419$102,953$9,359iApproximate average salary by contribution assumption: employee only about $233,984 at 4% or $155,989 at 6%; with 50% employer match about $155,989 at 4% or $103,993 at 6%; with 100% employer match about $116,992 at 4% or $77,995 at 6%.
PVFD 401(K) PLAN-11$235,838$77,953$7,087iApproximate average salary by contribution assumption: employee only about $177,166 at 4% or $118,111 at 6%; with 50% employer match about $118,111 at 4% or $78,740 at 6%; with 100% employer match about $88,583 at 4% or $59,055 at 6%.
JOSHUA E. PERRY, DMD, P.A. CASH BALANCE PLAN-6$227,581$25,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
2021210$346,464$198,006$19,801iApproximate average salary by contribution assumption: employee only about $495,015 at 4% or $330,010 at 6%; with 50% employer match about $330,010 at 4% or $220,007 at 6%; with 100% employer match about $247,507 at 4% or $165,005 at 6%.
PVFD 401(K) PLAN-10$209,994$64,006$6,401iApproximate average salary by contribution assumption: employee only about $160,015 at 4% or $106,677 at 6%; with 50% employer match about $106,677 at 4% or $71,118 at 6%; with 100% employer match about $80,008 at 4% or $53,338 at 6%.
JOSHUA E. PERRY, DMD, P.A. CASH BALANCE PLAN-9$136,470$134,000$14,889iApproximate average salary by contribution assumption: employee only about $372,222 at 4% or $248,148 at 6%; with 50% employer match about $248,148 at 4% or $165,432 at 6%; with 100% employer match about $186,111 at 4% or $124,074 at 6%.
202017$127,592$81,185$11,598iApproximate average salary by contribution assumption: employee only about $289,946 at 4% or $193,298 at 6%; with 50% employer match about $193,298 at 4% or $128,865 at 6%; with 100% employer match about $144,973 at 4% or $96,649 at 6%.
PVFD 401(K) PLAN-7$127,592$81,185$11,598iApproximate average salary by contribution assumption: employee only about $289,946 at 4% or $193,298 at 6%; with 50% employer match about $193,298 at 4% or $128,865 at 6%; with 100% employer match about $144,973 at 4% or $96,649 at 6%.
201915$32,536$31,700$6,340iApproximate average salary by contribution assumption: employee only about $158,500 at 4% or $105,667 at 6%; with 50% employer match about $105,667 at 4% or $70,444 at 6%; with 100% employer match about $79,250 at 4% or $52,833 at 6%.
PVFD 401(K) PLAN-5$32,536$31,700$6,340iApproximate average salary by contribution assumption: employee only about $158,500 at 4% or $105,667 at 6%; with 50% employer match about $105,667 at 4% or $70,444 at 6%; with 100% employer match about $79,250 at 4% or $52,833 at 6%.
JOSHUA E. PERRY DMD, P.A. | EIN 47-3265239 | 2025 Form 5500 Company Profile