Civic Intelligence

Ricardo a. Perez, D.D.S. PC.

Plan context: Ricardo a. Perez, D.D.S. PC. Cash Balance Plan

EIN 52-1995207 • Chevy Chase, MD • 21 filings • 3 plans

5530 Wisconsin Avenue, Suite 1230Chevy Chase, MD 20815
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$1,393,684

2023 Contributions

$278,234

Historical Graphs

Total Assets Over Time

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

$2,181,648$1,090,824$0201320182022YearValue
$1,393,684Latest year 2022

Participants Over Time

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

950201320182022YearValue
6Latest year 2022

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
202310$0$0-
Ricardo a. Perez, D.D.S. PC. Cash Balance Plan-0$0$0-
202226$1,393,684$278,234$46,372iApproximate average salary by contribution assumption: employee only about $1,159,308 at 4% or $772,872 at 6%; with 50% employer match about $772,872 at 4% or $515,248 at 6%; with 100% employer match about $579,654 at 4% or $386,436 at 6%.
Ricardo a. Perez, D.D.S. PC. Cash Balance Plan-6$1,393,684$248,858$41,476iApproximate average salary by contribution assumption: employee only about $1,036,908 at 4% or $691,272 at 6%; with 50% employer match about $691,272 at 4% or $460,848 at 6%; with 100% employer match about $518,454 at 4% or $345,636 at 6%.
Ricardo a. Perez, D.D.S. PC. 401(K) Rate Group Profit Sharing Plan-0$0$29,376-
202129$2,181,648$319,792$35,532iApproximate average salary by contribution assumption: employee only about $888,311 at 4% or $592,207 at 6%; with 50% employer match about $592,207 at 4% or $394,805 at 6%; with 100% employer match about $444,156 at 4% or $296,104 at 6%.
Ricardo a. Perez, D.D.S. PC. Cash Balance Plan-5$1,323,629$240,571$48,114iApproximate average salary by contribution assumption: employee only about $1,202,855 at 4% or $801,903 at 6%; with 50% employer match about $801,903 at 4% or $534,602 at 6%; with 100% employer match about $601,428 at 4% or $400,952 at 6%.
Ricardo a. Perez, D.D.S. PC. 401(K) Rate Group Profit Sharing Plan-9$858,019$79,221$8,802iApproximate average salary by contribution assumption: employee only about $220,058 at 4% or $146,706 at 6%; with 50% employer match about $146,706 at 4% or $97,804 at 6%; with 100% employer match about $110,029 at 4% or $73,353 at 6%.
202028$1,710,109$79,497$9,937iApproximate average salary by contribution assumption: employee only about $248,428 at 4% or $165,619 at 6%; with 50% employer match about $165,619 at 4% or $110,413 at 6%; with 100% employer match about $124,214 at 4% or $82,809 at 6%.
Ricardo a. Perez, D.D.S. PC. Cash Balance Plan-3$999,058--
Ricardo a. Perez, D.D.S. PC. 401(K) Rate Group Profit Sharing Plan-8$711,051$79,497$9,937iApproximate average salary by contribution assumption: employee only about $248,428 at 4% or $165,619 at 6%; with 50% employer match about $165,619 at 4% or $110,413 at 6%; with 100% employer match about $124,214 at 4% or $82,809 at 6%.
201926$1,465,162$199,727$33,288iApproximate average salary by contribution assumption: employee only about $832,196 at 4% or $554,797 at 6%; with 50% employer match about $554,797 at 4% or $369,865 at 6%; with 100% employer match about $416,098 at 4% or $277,399 at 6%.
Ricardo a. Perez, D.D.S. PC. Cash Balance Plan-3$870,057$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Ricardo a. Perez, D.D.S. PC. 401(K) Rate Group Profit Sharing Plan-6$595,105$74,727$12,455iApproximate average salary by contribution assumption: employee only about $311,363 at 4% or $207,575 at 6%; with 50% employer match about $207,575 at 4% or $138,383 at 6%; with 100% employer match about $155,681 at 4% or $103,788 at 6%.
201828$1,164,334$205,552$25,694iApproximate average salary by contribution assumption: employee only about $642,350 at 4% or $428,233 at 6%; with 50% employer match about $428,233 at 4% or $285,489 at 6%; with 100% employer match about $321,175 at 4% or $214,117 at 6%.
Ricardo a. Perez, D.D.S. PC. Cash Balance Plan-5$680,491$115,991$23,198iApproximate average salary by contribution assumption: employee only about $579,955 at 4% or $386,637 at 6%; with 50% employer match about $386,637 at 4% or $257,758 at 6%; with 100% employer match about $289,978 at 4% or $193,318 at 6%.
Ricardo a. Perez, D.D.S. PC. 401(K) Rate Group Profit Sharing Plan-8$483,843$89,561$11,195iApproximate average salary by contribution assumption: employee only about $279,878 at 4% or $186,585 at 6%; with 50% employer match about $186,585 at 4% or $124,390 at 6%; with 100% employer match about $139,939 at 4% or $93,293 at 6%.
201728$1,047,105$196,613$24,577iApproximate average salary by contribution assumption: employee only about $614,416 at 4% or $409,610 at 6%; with 50% employer match about $409,610 at 4% or $273,074 at 6%; with 100% employer match about $307,208 at 4% or $204,805 at 6%.
Ricardo a. Perez, D.D.S. PC. Cash Balance Plan-6$606,878$115,000$19,167iApproximate average salary by contribution assumption: employee only about $479,167 at 4% or $319,444 at 6%; with 50% employer match about $319,444 at 4% or $212,963 at 6%; with 100% employer match about $239,583 at 4% or $159,722 at 6%.
Ricardo a. Perez, D.D.S. PC. 401(K) Rate Group Profit Sharing Plan-8$440,227$81,613$10,202iApproximate average salary by contribution assumption: employee only about $255,041 at 4% or $170,027 at 6%; with 50% employer match about $170,027 at 4% or $113,351 at 6%; with 100% employer match about $127,520 at 4% or $85,014 at 6%.
201628$856,163$194,637$24,330iApproximate average salary by contribution assumption: employee only about $608,241 at 4% or $405,494 at 6%; with 50% employer match about $405,494 at 4% or $270,329 at 6%; with 100% employer match about $304,120 at 4% or $202,747 at 6%.
Ricardo a. Perez, D.D.S. PC. Cash Balance Plan-6$465,745$111,565$18,594iApproximate average salary by contribution assumption: employee only about $464,854 at 4% or $309,903 at 6%; with 50% employer match about $309,903 at 4% or $206,602 at 6%; with 100% employer match about $232,427 at 4% or $154,951 at 6%.
Ricardo a. Perez, D.D.S. PC. 401(K) Rate Group Profit Sharing Plan-8$390,418$83,072$10,384iApproximate average salary by contribution assumption: employee only about $259,600 at 4% or $173,067 at 6%; with 50% employer match about $173,067 at 4% or $115,378 at 6%; with 100% employer match about $129,800 at 4% or $86,533 at 6%.
201527$658,996$215,554$30,793iApproximate average salary by contribution assumption: employee only about $769,836 at 4% or $513,224 at 6%; with 50% employer match about $513,224 at 4% or $342,149 at 6%; with 100% employer match about $384,918 at 4% or $256,612 at 6%.
Ricardo a. Perez, D.D.S. PC. Cash Balance Plan-6$334,638$125,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
Ricardo a. Perez, D.D.S. PC. 401(K) Rate Group Profit Sharing Plan-7$324,358$90,554$12,936iApproximate average salary by contribution assumption: employee only about $323,407 at 4% or $215,605 at 6%; with 50% employer match about $215,605 at 4% or $143,737 at 6%; with 100% employer match about $161,704 at 4% or $107,802 at 6%.
201427$458,045$218,356$31,194iApproximate average salary by contribution assumption: employee only about $779,843 at 4% or $519,895 at 6%; with 50% employer match about $519,895 at 4% or $346,597 at 6%; with 100% employer match about $389,921 at 4% or $259,948 at 6%.
Ricardo a. Perez, D.D.S. PC. 401(K) Rate Group Profit Sharing Plan-7$242,125$108,356$15,479iApproximate average salary by contribution assumption: employee only about $386,986 at 4% or $257,990 at 6%; with 50% employer match about $257,990 at 4% or $171,994 at 6%; with 100% employer match about $193,493 at 4% or $128,995 at 6%.
Ricardo a. Perez, D.D.S. PC. Cash Balance Plan-6$215,920$110,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
201326$232,914$229,423$38,237iApproximate average salary by contribution assumption: employee only about $955,929 at 4% or $637,286 at 6%; with 50% employer match about $637,286 at 4% or $424,857 at 6%; with 100% employer match about $477,965 at 4% or $318,643 at 6%.
Ricardo a. Perez, D.D.S. PC. 401(K) Rate Group Profit Sharing Plan-6$127,028$123,440$20,573iApproximate average salary by contribution assumption: employee only about $514,333 at 4% or $342,889 at 6%; with 50% employer match about $342,889 at 4% or $228,593 at 6%; with 100% employer match about $257,167 at 4% or $171,444 at 6%.
Ricardo a. Perez, D.D.S. PC. Cash Balance Plan-6$105,886$105,983$17,664iApproximate average salary by contribution assumption: employee only about $441,596 at 4% or $294,397 at 6%; with 50% employer match about $294,397 at 4% or $196,265 at 6%; with 100% employer match about $220,798 at 4% or $147,199 at 6%.