Charles a. Perry & Company
Plan context: Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust
EIN 59-1035943 • 33 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$949,592
2024 Contributions
$19,997
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $949,592 | $19,997 | $1,666iApproximate average salary by contribution assumption: employee only about $41,660 at 4% or $27,774 at 6%; with 50% employer match about $27,774 at 4% or $18,516 at 6%; with 100% employer match about $20,830 at 4% or $13,887 at 6%. |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 12 | $949,592 | $19,997 | $1,666iApproximate average salary by contribution assumption: employee only about $41,660 at 4% or $27,774 at 6%; with 50% employer match about $27,774 at 4% or $18,516 at 6%; with 100% employer match about $20,830 at 4% or $13,887 at 6%. |
| 2023 | 1 | 19 | $884,623 | $48,136 | $2,533iApproximate average salary by contribution assumption: employee only about $63,337 at 4% or $42,225 at 6%; with 50% employer match about $42,225 at 4% or $28,150 at 6%; with 100% employer match about $31,668 at 4% or $21,112 at 6%. |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 19 | $884,623 | $48,136 | $2,533iApproximate average salary by contribution assumption: employee only about $63,337 at 4% or $42,225 at 6%; with 50% employer match about $42,225 at 4% or $28,150 at 6%; with 100% employer match about $31,668 at 4% or $21,112 at 6%. |
| 2022 | 1 | 19 | $772,253 | $53,935 | $2,839iApproximate average salary by contribution assumption: employee only about $70,967 at 4% or $47,311 at 6%; with 50% employer match about $47,311 at 4% or $31,541 at 6%; with 100% employer match about $35,484 at 4% or $23,656 at 6%. |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 19 | $772,253 | $53,935 | $2,839iApproximate average salary by contribution assumption: employee only about $70,967 at 4% or $47,311 at 6%; with 50% employer match about $47,311 at 4% or $31,541 at 6%; with 100% employer match about $35,484 at 4% or $23,656 at 6%. |
| 2021 | 1 | 17 | $894,986 | $55,968 | $3,292iApproximate average salary by contribution assumption: employee only about $82,306 at 4% or $54,871 at 6%; with 50% employer match about $54,871 at 4% or $36,580 at 6%; with 100% employer match about $41,153 at 4% or $27,435 at 6%. |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 17 | $894,986 | $55,968 | $3,292iApproximate average salary by contribution assumption: employee only about $82,306 at 4% or $54,871 at 6%; with 50% employer match about $54,871 at 4% or $36,580 at 6%; with 100% employer match about $41,153 at 4% or $27,435 at 6%. |
| 2020 | 1 | 21 | $837,708 | $58,134 | $2,768iApproximate average salary by contribution assumption: employee only about $69,207 at 4% or $46,138 at 6%; with 50% employer match about $46,138 at 4% or $30,759 at 6%; with 100% employer match about $34,604 at 4% or $23,069 at 6%. |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 21 | $837,708 | $58,134 | $2,768iApproximate average salary by contribution assumption: employee only about $69,207 at 4% or $46,138 at 6%; with 50% employer match about $46,138 at 4% or $30,759 at 6%; with 100% employer match about $34,604 at 4% or $23,069 at 6%. |
| 2019 | 1 | 21 | $728,358 | $76,039 | $3,621iApproximate average salary by contribution assumption: employee only about $90,523 at 4% or $60,348 at 6%; with 50% employer match about $60,348 at 4% or $40,232 at 6%; with 100% employer match about $45,261 at 4% or $30,174 at 6%. |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 21 | $728,358 | $76,039 | $3,621iApproximate average salary by contribution assumption: employee only about $90,523 at 4% or $60,348 at 6%; with 50% employer match about $60,348 at 4% or $40,232 at 6%; with 100% employer match about $45,261 at 4% or $30,174 at 6%. |
| 2018 | 1 | 18 | $523,760 | $84,438 | $4,691iApproximate average salary by contribution assumption: employee only about $117,275 at 4% or $78,183 at 6%; with 50% employer match about $78,183 at 4% or $52,122 at 6%; with 100% employer match about $58,638 at 4% or $39,092 at 6%. |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 18 | $523,760 | $84,438 | $4,691iApproximate average salary by contribution assumption: employee only about $117,275 at 4% or $78,183 at 6%; with 50% employer match about $78,183 at 4% or $52,122 at 6%; with 100% employer match about $58,638 at 4% or $39,092 at 6%. |
| 2017 | 1 | 19 | $627,971 | $87,414 | $4,601iApproximate average salary by contribution assumption: employee only about $115,018 at 4% or $76,679 at 6%; with 50% employer match about $76,679 at 4% or $51,119 at 6%; with 100% employer match about $57,509 at 4% or $38,339 at 6%. |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 19 | $627,971 | $87,414 | $4,601iApproximate average salary by contribution assumption: employee only about $115,018 at 4% or $76,679 at 6%; with 50% employer match about $76,679 at 4% or $51,119 at 6%; with 100% employer match about $57,509 at 4% or $38,339 at 6%. |
| 2016 | 1 | 21 | $465,434 | $79,739 | $3,797iApproximate average salary by contribution assumption: employee only about $94,927 at 4% or $63,285 at 6%; with 50% employer match about $63,285 at 4% or $42,190 at 6%; with 100% employer match about $47,464 at 4% or $31,642 at 6%. |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 21 | $465,434 | $79,739 | $3,797iApproximate average salary by contribution assumption: employee only about $94,927 at 4% or $63,285 at 6%; with 50% employer match about $63,285 at 4% or $42,190 at 6%; with 100% employer match about $47,464 at 4% or $31,642 at 6%. |
| 2015 | 1 | 12 | $503,280 | $239,586 | $19,966iApproximate average salary by contribution assumption: employee only about $499,138 at 4% or $332,758 at 6%; with 50% employer match about $332,758 at 4% or $221,839 at 6%; with 100% employer match about $249,569 at 4% or $166,379 at 6%. |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 12 | $503,280 | $239,586 | $19,966iApproximate average salary by contribution assumption: employee only about $499,138 at 4% or $332,758 at 6%; with 50% employer match about $332,758 at 4% or $221,839 at 6%; with 100% employer match about $249,569 at 4% or $166,379 at 6%. |
| 2014 | 2 | 10 | $386,220 | $67,721 | $6,772iApproximate average salary by contribution assumption: employee only about $169,303 at 4% or $112,868 at 6%; with 50% employer match about $112,868 at 4% or $75,246 at 6%; with 100% employer match about $84,651 at 4% or $56,434 at 6%. |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 10 | $386,220 | $67,721 | $6,772iApproximate average salary by contribution assumption: employee only about $169,303 at 4% or $112,868 at 6%; with 50% employer match about $112,868 at 4% or $75,246 at 6%; with 100% employer match about $84,651 at 4% or $56,434 at 6%. |
| CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | - | 0 | - | - | - |
| 2013 | 2 | 10 | $1,126,664 | $37,960 | $3,796iApproximate average salary by contribution assumption: employee only about $94,900 at 4% or $63,267 at 6%; with 50% employer match about $63,267 at 4% or $42,178 at 6%; with 100% employer match about $47,450 at 4% or $31,633 at 6%. |
| CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | - | 5 | $741,102 | - | - |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 10 | $385,562 | $37,960 | $3,796iApproximate average salary by contribution assumption: employee only about $94,900 at 4% or $63,267 at 6%; with 50% employer match about $63,267 at 4% or $42,178 at 6%; with 100% employer match about $47,450 at 4% or $31,633 at 6%. |
| 2012 | 2 | 11 | $1,263,523 | $112,071 | $10,188iApproximate average salary by contribution assumption: employee only about $254,707 at 4% or $169,805 at 6%; with 50% employer match about $169,805 at 4% or $113,203 at 6%; with 100% employer match about $127,353 at 4% or $84,902 at 6%. |
| CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | - | 5 | $963,575 | - | - |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 11 | $299,948 | $112,071 | $10,188iApproximate average salary by contribution assumption: employee only about $254,707 at 4% or $169,805 at 6%; with 50% employer match about $169,805 at 4% or $113,203 at 6%; with 100% employer match about $127,353 at 4% or $84,902 at 6%. |
| 2011 | 2 | 11 | $2,128,969 | $17,534 | $1,594iApproximate average salary by contribution assumption: employee only about $39,850 at 4% or $26,567 at 6%; with 50% employer match about $26,567 at 4% or $17,711 at 6%; with 100% employer match about $19,925 at 4% or $13,283 at 6%. |
| CHARLES A. PERRY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | - | 6 | $1,970,255 | - | - |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 11 | $158,714 | $17,534 | $1,594iApproximate average salary by contribution assumption: employee only about $39,850 at 4% or $26,567 at 6%; with 50% employer match about $26,567 at 4% or $17,711 at 6%; with 100% employer match about $19,925 at 4% or $13,283 at 6%. |
| 2010 | 2 | 10 | $2,222,743 | $10,330 | $1,033iApproximate average salary by contribution assumption: employee only about $25,825 at 4% or $17,217 at 6%; with 50% employer match about $17,217 at 4% or $11,478 at 6%; with 100% employer match about $12,913 at 4% or $8,608 at 6%. |
| CHARLES A. PERRY AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | - | 7 | $2,021,899 | - | - |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 10 | $200,844 | $10,330 | $1,033iApproximate average salary by contribution assumption: employee only about $25,825 at 4% or $17,217 at 6%; with 50% employer match about $17,217 at 4% or $11,478 at 6%; with 100% employer match about $12,913 at 4% or $8,608 at 6%. |
| 2009 | 2 | 12 | $2,789,761 | $11,581 | $965iApproximate average salary by contribution assumption: employee only about $24,127 at 4% or $16,085 at 6%; with 50% employer match about $16,085 at 4% or $10,723 at 6%; with 100% employer match about $12,064 at 4% or $8,042 at 6%. |
| CHARLES A. PERRY AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | - | 7 | $2,483,300 | - | - |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 12 | $306,461 | $11,581 | $965iApproximate average salary by contribution assumption: employee only about $24,127 at 4% or $16,085 at 6%; with 50% employer match about $16,085 at 4% or $10,723 at 6%; with 100% employer match about $12,064 at 4% or $8,042 at 6%. |
| 2008 | 1 | 14 | $300,248 | $99,307 | $7,093iApproximate average salary by contribution assumption: employee only about $177,334 at 4% or $118,223 at 6%; with 50% employer match about $118,223 at 4% or $78,815 at 6%; with 100% employer match about $88,667 at 4% or $59,111 at 6%. |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 14 | $300,248 | $99,307 | $7,093iApproximate average salary by contribution assumption: employee only about $177,334 at 4% or $118,223 at 6%; with 50% employer match about $118,223 at 4% or $78,815 at 6%; with 100% employer match about $88,667 at 4% or $59,111 at 6%. |
| 2007 | 2 | 16 | $329,021 | $160,510 | $10,032iApproximate average salary by contribution assumption: employee only about $250,797 at 4% or $167,198 at 6%; with 50% employer match about $167,198 at 4% or $111,465 at 6%; with 100% employer match about $125,398 at 4% or $83,599 at 6%. |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 16 | $329,021 | $160,510 | $10,032iApproximate average salary by contribution assumption: employee only about $250,797 at 4% or $167,198 at 6%; with 50% employer match about $167,198 at 4% or $111,465 at 6%; with 100% employer match about $125,398 at 4% or $83,599 at 6%. |
| CHARLES A. PERRY AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | - | 14 | - | - | - |
| 2006 | 2 | 19 | $161,487 | $152,436 | $8,023iApproximate average salary by contribution assumption: employee only about $200,574 at 4% or $133,716 at 6%; with 50% employer match about $133,716 at 4% or $89,144 at 6%; with 100% employer match about $100,287 at 4% or $66,858 at 6%. |
| Charles a. Perry & Company 401(K) Profit Sharing Plan and Trust | - | 19 | $161,487 | $152,436 | $8,023iApproximate average salary by contribution assumption: employee only about $200,574 at 4% or $133,716 at 6%; with 50% employer match about $133,716 at 4% or $89,144 at 6%; with 100% employer match about $100,287 at 4% or $66,858 at 6%. |
| CHARLES A. PERRY AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | - | 17 | - | - | - |
| 2005 | 1 | 18 | $0 | $0 | - |
| CHARLES A. PERRY AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | - | 18 | - | - | - |
| 2004 | 1 | 17 | $0 | $0 | - |
| CHARLES A. PERRY AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | - | 17 | - | - | - |
| 2003 | 1 | 18 | $3,310,151 | $0 | - |
| CHARLES A. PERRY AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | - | 18 | $3,310,151 | - | - |
| 2002 | 1 | 18 | $0 | $0 | - |
| CHARLES A. PERRY AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | - | 18 | - | - | - |
| 2001 | 1 | 16 | $0 | $0 | - |
| CHARLES A. PERRY AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | - | 16 | - | - | - |
| 2000 | 1 | 16 | $0 | $0 | - |
| CHARLES A. PERRY AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | - | 16 | - | - | - |