Civic Intelligence

Joseph M. Perry, D.D.S., P.A.

Plan context: Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan

EIN 56-2224436 • Statesville, NC • 22 filings • 3 plans

1116 Davie AvenueStatesville, NC 28677
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,932,891

2024 Contributions

$164,410

Historical Graphs

Total Assets Over Time

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

$4,932,891$2,466,446$0200320142024YearValue
$4,932,891Latest year 2024

Participants Over Time

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

1680200320142024YearValue
15Latest 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
2024115$4,932,891$164,410$10,961iApproximate average salary by contribution assumption: employee only about $274,017 at 4% or $182,678 at 6%; with 50% employer match about $182,678 at 4% or $121,785 at 6%; with 100% employer match about $137,008 at 4% or $91,339 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-15$4,932,891$164,410$10,961iApproximate average salary by contribution assumption: employee only about $274,017 at 4% or $182,678 at 6%; with 50% employer match about $182,678 at 4% or $121,785 at 6%; with 100% employer match about $137,008 at 4% or $91,339 at 6%.
2023116$4,301,370$155,576$9,724iApproximate average salary by contribution assumption: employee only about $243,088 at 4% or $162,058 at 6%; with 50% employer match about $162,058 at 4% or $108,039 at 6%; with 100% employer match about $121,544 at 4% or $81,029 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-16$4,301,370$155,576$9,724iApproximate average salary by contribution assumption: employee only about $243,088 at 4% or $162,058 at 6%; with 50% employer match about $162,058 at 4% or $108,039 at 6%; with 100% employer match about $121,544 at 4% or $81,029 at 6%.
2022113$3,656,030$136,653$10,512iApproximate average salary by contribution assumption: employee only about $262,794 at 4% or $175,196 at 6%; with 50% employer match about $175,196 at 4% or $116,797 at 6%; with 100% employer match about $131,397 at 4% or $87,598 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-13$3,656,030$136,653$10,512iApproximate average salary by contribution assumption: employee only about $262,794 at 4% or $175,196 at 6%; with 50% employer match about $175,196 at 4% or $116,797 at 6%; with 100% employer match about $131,397 at 4% or $87,598 at 6%.
2021113$4,164,602$143,431$11,033iApproximate average salary by contribution assumption: employee only about $275,829 at 4% or $183,886 at 6%; with 50% employer match about $183,886 at 4% or $122,591 at 6%; with 100% employer match about $137,914 at 4% or $91,943 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-13$4,164,602$143,431$11,033iApproximate average salary by contribution assumption: employee only about $275,829 at 4% or $183,886 at 6%; with 50% employer match about $183,886 at 4% or $122,591 at 6%; with 100% employer match about $137,914 at 4% or $91,943 at 6%.
2020113$3,585,885$142,465$10,959iApproximate average salary by contribution assumption: employee only about $273,971 at 4% or $182,647 at 6%; with 50% employer match about $182,647 at 4% or $121,765 at 6%; with 100% employer match about $136,986 at 4% or $91,324 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-13$3,585,885$142,465$10,959iApproximate average salary by contribution assumption: employee only about $273,971 at 4% or $182,647 at 6%; with 50% employer match about $182,647 at 4% or $121,765 at 6%; with 100% employer match about $136,986 at 4% or $91,324 at 6%.
2019116$2,942,465$118,333$7,396iApproximate average salary by contribution assumption: employee only about $184,895 at 4% or $123,264 at 6%; with 50% employer match about $123,264 at 4% or $82,176 at 6%; with 100% employer match about $92,448 at 4% or $61,632 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-16$2,942,465$118,333$7,396iApproximate average salary by contribution assumption: employee only about $184,895 at 4% or $123,264 at 6%; with 50% employer match about $123,264 at 4% or $82,176 at 6%; with 100% employer match about $92,448 at 4% or $61,632 at 6%.
2018115$2,494,223$113,364$7,558iApproximate average salary by contribution assumption: employee only about $188,940 at 4% or $125,960 at 6%; with 50% employer match about $125,960 at 4% or $83,973 at 6%; with 100% employer match about $94,470 at 4% or $62,980 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-15$2,494,223$113,364$7,558iApproximate average salary by contribution assumption: employee only about $188,940 at 4% or $125,960 at 6%; with 50% employer match about $125,960 at 4% or $83,973 at 6%; with 100% employer match about $94,470 at 4% or $62,980 at 6%.
2017114$2,448,459$106,113$7,580iApproximate average salary by contribution assumption: employee only about $189,488 at 4% or $126,325 at 6%; with 50% employer match about $126,325 at 4% or $84,217 at 6%; with 100% employer match about $94,744 at 4% or $63,163 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-14$2,448,459$106,113$7,580iApproximate average salary by contribution assumption: employee only about $189,488 at 4% or $126,325 at 6%; with 50% employer match about $126,325 at 4% or $84,217 at 6%; with 100% employer match about $94,744 at 4% or $63,163 at 6%.
2016113$2,186,161$108,944$8,380iApproximate average salary by contribution assumption: employee only about $209,508 at 4% or $139,672 at 6%; with 50% employer match about $139,672 at 4% or $93,115 at 6%; with 100% employer match about $104,754 at 4% or $69,836 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-13$2,186,161$108,944$8,380iApproximate average salary by contribution assumption: employee only about $209,508 at 4% or $139,672 at 6%; with 50% employer match about $139,672 at 4% or $93,115 at 6%; with 100% employer match about $104,754 at 4% or $69,836 at 6%.
2015113$2,003,208$104,999$8,077iApproximate average salary by contribution assumption: employee only about $201,921 at 4% or $134,614 at 6%; with 50% employer match about $134,614 at 4% or $89,743 at 6%; with 100% employer match about $100,961 at 4% or $67,307 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-13$2,003,208$104,999$8,077iApproximate average salary by contribution assumption: employee only about $201,921 at 4% or $134,614 at 6%; with 50% employer match about $134,614 at 4% or $89,743 at 6%; with 100% employer match about $100,961 at 4% or $67,307 at 6%.
2014112$1,947,227$107,593$8,966iApproximate average salary by contribution assumption: employee only about $224,152 at 4% or $149,435 at 6%; with 50% employer match about $149,435 at 4% or $99,623 at 6%; with 100% employer match about $112,076 at 4% or $74,717 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-12$1,947,227$107,593$8,966iApproximate average salary by contribution assumption: employee only about $224,152 at 4% or $149,435 at 6%; with 50% employer match about $149,435 at 4% or $99,623 at 6%; with 100% employer match about $112,076 at 4% or $74,717 at 6%.
2013111$1,772,044$94,861$8,624iApproximate average salary by contribution assumption: employee only about $215,593 at 4% or $143,729 at 6%; with 50% employer match about $143,729 at 4% or $95,819 at 6%; with 100% employer match about $107,797 at 4% or $71,864 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-11$1,772,044$94,861$8,624iApproximate average salary by contribution assumption: employee only about $215,593 at 4% or $143,729 at 6%; with 50% employer match about $143,729 at 4% or $95,819 at 6%; with 100% employer match about $107,797 at 4% or $71,864 at 6%.
2012110$1,535,435$87,040$8,704iApproximate average salary by contribution assumption: employee only about $217,600 at 4% or $145,067 at 6%; with 50% employer match about $145,067 at 4% or $96,711 at 6%; with 100% employer match about $108,800 at 4% or $72,533 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-10$1,535,435$87,040$8,704iApproximate average salary by contribution assumption: employee only about $217,600 at 4% or $145,067 at 6%; with 50% employer match about $145,067 at 4% or $96,711 at 6%; with 100% employer match about $108,800 at 4% or $72,533 at 6%.
2011113$1,342,961$91,496$7,038iApproximate average salary by contribution assumption: employee only about $175,954 at 4% or $117,303 at 6%; with 50% employer match about $117,303 at 4% or $78,202 at 6%; with 100% employer match about $87,977 at 4% or $58,651 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-13$1,342,961$91,496$7,038iApproximate average salary by contribution assumption: employee only about $175,954 at 4% or $117,303 at 6%; with 50% employer match about $117,303 at 4% or $78,202 at 6%; with 100% employer match about $87,977 at 4% or $58,651 at 6%.
2010112$1,262,433$276,815$23,068iApproximate average salary by contribution assumption: employee only about $576,698 at 4% or $384,465 at 6%; with 50% employer match about $384,465 at 4% or $256,310 at 6%; with 100% employer match about $288,349 at 4% or $192,233 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-12$1,262,433$276,815$23,068iApproximate average salary by contribution assumption: employee only about $576,698 at 4% or $384,465 at 6%; with 50% employer match about $384,465 at 4% or $256,310 at 6%; with 100% employer match about $288,349 at 4% or $192,233 at 6%.
200917$1,035,648$85,702$12,243iApproximate average salary by contribution assumption: employee only about $306,079 at 4% or $204,052 at 6%; with 50% employer match about $204,052 at 4% or $136,035 at 6%; with 100% employer match about $153,039 at 4% or $102,026 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-7$1,035,648$85,702$12,243iApproximate average salary by contribution assumption: employee only about $306,079 at 4% or $204,052 at 6%; with 50% employer match about $204,052 at 4% or $136,035 at 6%; with 100% employer match about $153,039 at 4% or $102,026 at 6%.
200817$775,130$84,639$12,091iApproximate average salary by contribution assumption: employee only about $302,282 at 4% or $201,521 at 6%; with 50% employer match about $201,521 at 4% or $134,348 at 6%; with 100% employer match about $151,141 at 4% or $100,761 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-7$775,130$84,639$12,091iApproximate average salary by contribution assumption: employee only about $302,282 at 4% or $201,521 at 6%; with 50% employer match about $201,521 at 4% or $134,348 at 6%; with 100% employer match about $151,141 at 4% or $100,761 at 6%.
200719$663,259$89,466$9,941iApproximate average salary by contribution assumption: employee only about $248,517 at 4% or $165,678 at 6%; with 50% employer match about $165,678 at 4% or $110,452 at 6%; with 100% employer match about $124,258 at 4% or $82,839 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-9$663,259$89,466$9,941iApproximate average salary by contribution assumption: employee only about $248,517 at 4% or $165,678 at 6%; with 50% employer match about $165,678 at 4% or $110,452 at 6%; with 100% employer match about $124,258 at 4% or $82,839 at 6%.
200618$533,273$81,438$10,180iApproximate average salary by contribution assumption: employee only about $254,494 at 4% or $169,663 at 6%; with 50% employer match about $169,663 at 4% or $113,108 at 6%; with 100% employer match about $127,247 at 4% or $84,831 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-8$533,273$81,438$10,180iApproximate average salary by contribution assumption: employee only about $254,494 at 4% or $169,663 at 6%; with 50% employer match about $169,663 at 4% or $113,108 at 6%; with 100% employer match about $127,247 at 4% or $84,831 at 6%.
200518$421,368$80,013$10,002iApproximate average salary by contribution assumption: employee only about $250,041 at 4% or $166,694 at 6%; with 50% employer match about $166,694 at 4% or $111,129 at 6%; with 100% employer match about $125,020 at 4% or $83,347 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-8$421,368$80,013$10,002iApproximate average salary by contribution assumption: employee only about $250,041 at 4% or $166,694 at 6%; with 50% employer match about $166,694 at 4% or $111,129 at 6%; with 100% employer match about $125,020 at 4% or $83,347 at 6%.
200417$329,532$63,732$9,105iApproximate average salary by contribution assumption: employee only about $227,614 at 4% or $151,743 at 6%; with 50% employer match about $151,743 at 4% or $101,162 at 6%; with 100% employer match about $113,807 at 4% or $75,871 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-7$329,532$63,732$9,105iApproximate average salary by contribution assumption: employee only about $227,614 at 4% or $151,743 at 6%; with 50% employer match about $151,743 at 4% or $101,162 at 6%; with 100% employer match about $113,807 at 4% or $75,871 at 6%.
200316$252,245$66,335$11,056iApproximate average salary by contribution assumption: employee only about $276,396 at 4% or $184,264 at 6%; with 50% employer match about $184,264 at 4% or $122,843 at 6%; with 100% employer match about $138,198 at 4% or $92,132 at 6%.
Joseph M. Perry, D.D.S., P.A. 401(K) Profit Sharing Plan-6$252,245$66,335$11,056iApproximate average salary by contribution assumption: employee only about $276,396 at 4% or $184,264 at 6%; with 50% employer match about $184,264 at 4% or $122,843 at 6%; with 100% employer match about $138,198 at 4% or $92,132 at 6%.