Civic Intelligence

Jose M. Perez Dds PC.

Plan context: Jose M. Perez Dds PC. 401(K) Plan

EIN 54-2122630 • Newburgh, NY • 22 filings • 3 plans

38 N Plank RoadNewburgh, NY 12550-2116
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,842,721

2025 Contributions

$59,623

Historical Graphs

Total Assets Over Time

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

$1,842,721$921,361$0200420152025YearValue
$1,842,721Latest year 2025

Participants Over Time

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

530200420152025YearValue
5Latest 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
202515$1,842,721$59,623$11,925iApproximate average salary by contribution assumption: employee only about $298,115 at 4% or $198,743 at 6%; with 50% employer match about $198,743 at 4% or $132,496 at 6%; with 100% employer match about $149,058 at 4% or $99,372 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-5$1,842,721$59,623$11,925iApproximate average salary by contribution assumption: employee only about $298,115 at 4% or $198,743 at 6%; with 50% employer match about $198,743 at 4% or $132,496 at 6%; with 100% employer match about $149,058 at 4% or $99,372 at 6%.
202415$1,608,429$58,851$11,770iApproximate average salary by contribution assumption: employee only about $294,255 at 4% or $196,170 at 6%; with 50% employer match about $196,170 at 4% or $130,780 at 6%; with 100% employer match about $147,128 at 4% or $98,085 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-5$1,608,429$58,851$11,770iApproximate average salary by contribution assumption: employee only about $294,255 at 4% or $196,170 at 6%; with 50% employer match about $196,170 at 4% or $130,780 at 6%; with 100% employer match about $147,128 at 4% or $98,085 at 6%.
202315$1,412,469$55,924$11,185iApproximate average salary by contribution assumption: employee only about $279,620 at 4% or $186,413 at 6%; with 50% employer match about $186,413 at 4% or $124,276 at 6%; with 100% employer match about $139,810 at 4% or $93,207 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-5$1,412,469$55,924$11,185iApproximate average salary by contribution assumption: employee only about $279,620 at 4% or $186,413 at 6%; with 50% employer match about $186,413 at 4% or $124,276 at 6%; with 100% employer match about $139,810 at 4% or $93,207 at 6%.
202215$1,188,629$51,604$10,321iApproximate average salary by contribution assumption: employee only about $258,020 at 4% or $172,013 at 6%; with 50% employer match about $172,013 at 4% or $114,676 at 6%; with 100% employer match about $129,010 at 4% or $86,007 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-5$1,188,629$51,604$10,321iApproximate average salary by contribution assumption: employee only about $258,020 at 4% or $172,013 at 6%; with 50% employer match about $172,013 at 4% or $114,676 at 6%; with 100% employer match about $129,010 at 4% or $86,007 at 6%.
202115$1,361,514$52,676$10,535iApproximate average salary by contribution assumption: employee only about $263,380 at 4% or $175,587 at 6%; with 50% employer match about $175,587 at 4% or $117,058 at 6%; with 100% employer match about $131,690 at 4% or $87,793 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-5$1,361,514$52,676$10,535iApproximate average salary by contribution assumption: employee only about $263,380 at 4% or $175,587 at 6%; with 50% employer match about $175,587 at 4% or $117,058 at 6%; with 100% employer match about $131,690 at 4% or $87,793 at 6%.
202015$1,165,925$46,797$9,359iApproximate average salary by contribution assumption: employee only about $233,985 at 4% or $155,990 at 6%; with 50% employer match about $155,990 at 4% or $103,993 at 6%; with 100% employer match about $116,993 at 4% or $77,995 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-5$1,165,925$46,797$9,359iApproximate average salary by contribution assumption: employee only about $233,985 at 4% or $155,990 at 6%; with 50% employer match about $155,990 at 4% or $103,993 at 6%; with 100% employer match about $116,993 at 4% or $77,995 at 6%.
201915$993,463$48,599$9,720iApproximate average salary by contribution assumption: employee only about $242,995 at 4% or $161,997 at 6%; with 50% employer match about $161,997 at 4% or $107,998 at 6%; with 100% employer match about $121,497 at 4% or $80,998 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-5$993,463$48,599$9,720iApproximate average salary by contribution assumption: employee only about $242,995 at 4% or $161,997 at 6%; with 50% employer match about $161,997 at 4% or $107,998 at 6%; with 100% employer match about $121,497 at 4% or $80,998 at 6%.
201814$781,613$43,105$10,776iApproximate average salary by contribution assumption: employee only about $269,406 at 4% or $179,604 at 6%; with 50% employer match about $179,604 at 4% or $119,736 at 6%; with 100% employer match about $134,703 at 4% or $89,802 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-4$781,613$43,105$10,776iApproximate average salary by contribution assumption: employee only about $269,406 at 4% or $179,604 at 6%; with 50% employer match about $179,604 at 4% or $119,736 at 6%; with 100% employer match about $134,703 at 4% or $89,802 at 6%.
201714$796,899$40,841$10,210iApproximate average salary by contribution assumption: employee only about $255,256 at 4% or $170,171 at 6%; with 50% employer match about $170,171 at 4% or $113,447 at 6%; with 100% employer match about $127,628 at 4% or $85,085 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-4$796,899$40,841$10,210iApproximate average salary by contribution assumption: employee only about $255,256 at 4% or $170,171 at 6%; with 50% employer match about $170,171 at 4% or $113,447 at 6%; with 100% employer match about $127,628 at 4% or $85,085 at 6%.
201614$688,751$43,420$10,855iApproximate average salary by contribution assumption: employee only about $271,375 at 4% or $180,917 at 6%; with 50% employer match about $180,917 at 4% or $120,611 at 6%; with 100% employer match about $135,688 at 4% or $90,458 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-4$688,751$43,420$10,855iApproximate average salary by contribution assumption: employee only about $271,375 at 4% or $180,917 at 6%; with 50% employer match about $180,917 at 4% or $120,611 at 6%; with 100% employer match about $135,688 at 4% or $90,458 at 6%.
201515$619,389$38,714$7,743iApproximate average salary by contribution assumption: employee only about $193,570 at 4% or $129,047 at 6%; with 50% employer match about $129,047 at 4% or $86,031 at 6%; with 100% employer match about $96,785 at 4% or $64,523 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-5$619,389$38,714$7,743iApproximate average salary by contribution assumption: employee only about $193,570 at 4% or $129,047 at 6%; with 50% employer match about $129,047 at 4% or $86,031 at 6%; with 100% employer match about $96,785 at 4% or $64,523 at 6%.
201415$594,841$36,180$7,236iApproximate average salary by contribution assumption: employee only about $180,900 at 4% or $120,600 at 6%; with 50% employer match about $120,600 at 4% or $80,400 at 6%; with 100% employer match about $90,450 at 4% or $60,300 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-5$594,841$36,180$7,236iApproximate average salary by contribution assumption: employee only about $180,900 at 4% or $120,600 at 6%; with 50% employer match about $120,600 at 4% or $80,400 at 6%; with 100% employer match about $90,450 at 4% or $60,300 at 6%.
201315$525,316$45,968$9,194iApproximate average salary by contribution assumption: employee only about $229,840 at 4% or $153,227 at 6%; with 50% employer match about $153,227 at 4% or $102,151 at 6%; with 100% employer match about $114,920 at 4% or $76,613 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-5$525,316$45,968$9,194iApproximate average salary by contribution assumption: employee only about $229,840 at 4% or $153,227 at 6%; with 50% employer match about $153,227 at 4% or $102,151 at 6%; with 100% employer match about $114,920 at 4% or $76,613 at 6%.
201215$396,915$41,883$8,377iApproximate average salary by contribution assumption: employee only about $209,415 at 4% or $139,610 at 6%; with 50% employer match about $139,610 at 4% or $93,073 at 6%; with 100% employer match about $104,708 at 4% or $69,805 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-5$396,915$41,883$8,377iApproximate average salary by contribution assumption: employee only about $209,415 at 4% or $139,610 at 6%; with 50% employer match about $139,610 at 4% or $93,073 at 6%; with 100% employer match about $104,708 at 4% or $69,805 at 6%.
201115$323,582$41,971$8,394iApproximate average salary by contribution assumption: employee only about $209,855 at 4% or $139,903 at 6%; with 50% employer match about $139,903 at 4% or $93,269 at 6%; with 100% employer match about $104,928 at 4% or $69,952 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-5$323,582$41,971$8,394iApproximate average salary by contribution assumption: employee only about $209,855 at 4% or $139,903 at 6%; with 50% employer match about $139,903 at 4% or $93,269 at 6%; with 100% employer match about $104,928 at 4% or $69,952 at 6%.
201015$288,640$42,851$8,570iApproximate average salary by contribution assumption: employee only about $214,255 at 4% or $142,837 at 6%; with 50% employer match about $142,837 at 4% or $95,224 at 6%; with 100% employer match about $107,128 at 4% or $71,418 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-5$288,640$42,851$8,570iApproximate average salary by contribution assumption: employee only about $214,255 at 4% or $142,837 at 6%; with 50% employer match about $142,837 at 4% or $95,224 at 6%; with 100% employer match about $107,128 at 4% or $71,418 at 6%.
200915$204,709$36,508$7,302iApproximate average salary by contribution assumption: employee only about $182,540 at 4% or $121,693 at 6%; with 50% employer match about $121,693 at 4% or $81,129 at 6%; with 100% employer match about $91,270 at 4% or $60,847 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-5$204,709$36,508$7,302iApproximate average salary by contribution assumption: employee only about $182,540 at 4% or $121,693 at 6%; with 50% employer match about $121,693 at 4% or $81,129 at 6%; with 100% employer match about $91,270 at 4% or $60,847 at 6%.
200814$129,847$39,859$9,965iApproximate average salary by contribution assumption: employee only about $249,119 at 4% or $166,079 at 6%; with 50% employer match about $166,079 at 4% or $110,719 at 6%; with 100% employer match about $124,559 at 4% or $83,040 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-4$129,847$39,859$9,965iApproximate average salary by contribution assumption: employee only about $249,119 at 4% or $166,079 at 6%; with 50% employer match about $166,079 at 4% or $110,719 at 6%; with 100% employer match about $124,559 at 4% or $83,040 at 6%.
200714$0$0-
Jose M. Perez Dds PC. 401(K) Plan-4---
200614$101,532$31,714$7,929iApproximate average salary by contribution assumption: employee only about $198,213 at 4% or $132,142 at 6%; with 50% employer match about $132,142 at 4% or $88,094 at 6%; with 100% employer match about $99,106 at 4% or $66,071 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-4$101,532$31,714$7,929iApproximate average salary by contribution assumption: employee only about $198,213 at 4% or $132,142 at 6%; with 50% employer match about $132,142 at 4% or $88,094 at 6%; with 100% employer match about $99,106 at 4% or $66,071 at 6%.
200513$61,395$30,872$10,291iApproximate average salary by contribution assumption: employee only about $257,267 at 4% or $171,511 at 6%; with 50% employer match about $171,511 at 4% or $114,341 at 6%; with 100% employer match about $128,633 at 4% or $85,756 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-3$61,395$30,872$10,291iApproximate average salary by contribution assumption: employee only about $257,267 at 4% or $171,511 at 6%; with 50% employer match about $171,511 at 4% or $114,341 at 6%; with 100% employer match about $128,633 at 4% or $85,756 at 6%.
200413$28,341$27,319$9,106iApproximate average salary by contribution assumption: employee only about $227,658 at 4% or $151,772 at 6%; with 50% employer match about $151,772 at 4% or $101,181 at 6%; with 100% employer match about $113,829 at 4% or $75,886 at 6%.
Jose M. Perez Dds PC. 401(K) Plan-3$28,341$27,319$9,106iApproximate average salary by contribution assumption: employee only about $227,658 at 4% or $151,772 at 6%; with 50% employer match about $151,772 at 4% or $101,181 at 6%; with 100% employer match about $113,829 at 4% or $75,886 at 6%.