Civic Intelligence

David Perlmutter, M.D., P.A.

Plan context: David Perlmutter, M.D., P.A. Profit Sharing Plan

EIN 59-3316994 • Naples, FL • 22 filings • 3 plans

2205 Beacon LaneNaples, FL 34103
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$2,540,831

2016 Contributions

$287,846

Historical Graphs

Total Assets Over Time

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

$2,540,831$1,270,416$0199920102016YearValue
$2,540,831Latest year 2016

Participants Over Time

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

1050199920082016YearValue
1Latest year 2016

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
201621$2,540,831$287,846$287,846iApproximate average salary by contribution assumption: employee only about $7,196,150 at 4% or $4,797,433 at 6%; with 50% employer match about $4,797,433 at 4% or $3,198,289 at 6%; with 100% employer match about $3,598,075 at 4% or $2,398,717 at 6%.
David Perlmutter, M.D., P.A. Profit Sharing Plan-1$1,485,295$15,900$15,900iApproximate average salary by contribution assumption: employee only about $397,500 at 4% or $265,000 at 6%; with 50% employer match about $265,000 at 4% or $176,667 at 6%; with 100% employer match about $198,750 at 4% or $132,500 at 6%.
David Perlmutter Cash Balance Plan-1$1,055,536$271,946$271,946iApproximate average salary by contribution assumption: employee only about $6,798,650 at 4% or $4,532,433 at 6%; with 50% employer match about $4,532,433 at 4% or $3,021,622 at 6%; with 100% employer match about $3,399,325 at 4% or $2,266,217 at 6%.
201521$2,117,312$225,000$225,000iApproximate average salary by contribution assumption: employee only about $5,625,000 at 4% or $3,750,000 at 6%; with 50% employer match about $3,750,000 at 4% or $2,500,000 at 6%; with 100% employer match about $2,812,500 at 4% or $1,875,000 at 6%.
David Perlmutter, M.D., P.A. Profit Sharing Plan-1$1,406,061--
David Perlmutter Cash Balance Plan-1$711,251$225,000$225,000iApproximate average salary by contribution assumption: employee only about $5,625,000 at 4% or $3,750,000 at 6%; with 50% employer match about $3,750,000 at 4% or $2,500,000 at 6%; with 100% employer match about $2,812,500 at 4% or $1,875,000 at 6%.
2014210$2,225,491$303,464$30,346iApproximate average salary by contribution assumption: employee only about $758,660 at 4% or $505,773 at 6%; with 50% employer match about $505,773 at 4% or $337,182 at 6%; with 100% employer match about $379,330 at 4% or $252,887 at 6%.
David Perlmutter, M.D., P.A. Profit Sharing Plan-10$1,729,394$38,064$3,806iApproximate average salary by contribution assumption: employee only about $95,160 at 4% or $63,440 at 6%; with 50% employer match about $63,440 at 4% or $42,293 at 6%; with 100% employer match about $47,580 at 4% or $31,720 at 6%.
David Perlmutter Cash Balance Plan-9$496,097$265,400$29,489iApproximate average salary by contribution assumption: employee only about $737,222 at 4% or $491,481 at 6%; with 50% employer match about $491,481 at 4% or $327,654 at 6%; with 100% employer match about $368,611 at 4% or $245,741 at 6%.
2013210$1,777,579$269,059$26,906iApproximate average salary by contribution assumption: employee only about $672,648 at 4% or $448,432 at 6%; with 50% employer match about $448,432 at 4% or $298,954 at 6%; with 100% employer match about $336,324 at 4% or $224,216 at 6%.
David Perlmutter, M.D., P.A. Profit Sharing Plan-10$1,546,889$38,369$3,837iApproximate average salary by contribution assumption: employee only about $95,923 at 4% or $63,948 at 6%; with 50% employer match about $63,948 at 4% or $42,632 at 6%; with 100% employer match about $47,961 at 4% or $31,974 at 6%.
David Perlmutter Cash Balance Plan-9$230,690$230,690$25,632iApproximate average salary by contribution assumption: employee only about $640,806 at 4% or $427,204 at 6%; with 50% employer match about $427,204 at 4% or $284,802 at 6%; with 100% employer match about $320,403 at 4% or $213,602 at 6%.
201219$1,286,301$108,222$12,025iApproximate average salary by contribution assumption: employee only about $300,617 at 4% or $200,411 at 6%; with 50% employer match about $200,411 at 4% or $133,607 at 6%; with 100% employer match about $150,308 at 4% or $100,206 at 6%.
David Perlmutter, M.D., P.A. Profit Sharing Plan-9$1,286,301$108,222$12,025iApproximate average salary by contribution assumption: employee only about $300,617 at 4% or $200,411 at 6%; with 50% employer match about $200,411 at 4% or $133,607 at 6%; with 100% employer match about $150,308 at 4% or $100,206 at 6%.
201119$1,124,008$91,504$10,167iApproximate average salary by contribution assumption: employee only about $254,178 at 4% or $169,452 at 6%; with 50% employer match about $169,452 at 4% or $112,968 at 6%; with 100% employer match about $127,089 at 4% or $84,726 at 6%.
David Perlmutter, M.D., P.A. Profit Sharing Plan-9$1,124,008$91,504$10,167iApproximate average salary by contribution assumption: employee only about $254,178 at 4% or $169,452 at 6%; with 50% employer match about $169,452 at 4% or $112,968 at 6%; with 100% employer match about $127,089 at 4% or $84,726 at 6%.
2010110$1,079,030$93,121$9,312iApproximate average salary by contribution assumption: employee only about $232,803 at 4% or $155,202 at 6%; with 50% employer match about $155,202 at 4% or $103,468 at 6%; with 100% employer match about $116,401 at 4% or $77,601 at 6%.
David Perlmutter, M.D., P.A. Profit Sharing Plan-10$1,079,030$93,121$9,312iApproximate average salary by contribution assumption: employee only about $232,803 at 4% or $155,202 at 6%; with 50% employer match about $155,202 at 4% or $103,468 at 6%; with 100% employer match about $116,401 at 4% or $77,601 at 6%.
200919$1,048,689$98,875$10,986iApproximate average salary by contribution assumption: employee only about $274,653 at 4% or $183,102 at 6%; with 50% employer match about $183,102 at 4% or $122,068 at 6%; with 100% employer match about $137,326 at 4% or $91,551 at 6%.
David Perlmutter, M.D., P.A. Profit Sharing Plan-9$1,048,689$98,875$10,986iApproximate average salary by contribution assumption: employee only about $274,653 at 4% or $183,102 at 6%; with 50% employer match about $183,102 at 4% or $122,068 at 6%; with 100% employer match about $137,326 at 4% or $91,551 at 6%.
200815$0$0-
David Perlmutter, M.D., P.A. Profit Sharing Plan-5---
200717$0$0-
David Perlmutter, M.D., P.A. Profit Sharing Plan-7---
200618$920,602$97,081$12,135iApproximate average salary by contribution assumption: employee only about $303,378 at 4% or $202,252 at 6%; with 50% employer match about $202,252 at 4% or $134,835 at 6%; with 100% employer match about $151,689 at 4% or $101,126 at 6%.
David Perlmutter, M.D., P.A. Profit Sharing Plan-8$920,602$97,081$12,135iApproximate average salary by contribution assumption: employee only about $303,378 at 4% or $202,252 at 6%; with 50% employer match about $202,252 at 4% or $134,835 at 6%; with 100% employer match about $151,689 at 4% or $101,126 at 6%.
200517$785,078$82,799$11,828iApproximate average salary by contribution assumption: employee only about $295,711 at 4% or $197,140 at 6%; with 50% employer match about $197,140 at 4% or $131,427 at 6%; with 100% employer match about $147,855 at 4% or $98,570 at 6%.
David Perlmutter, M.D., P.A. Profit Sharing Plan-7$785,078$82,799$11,828iApproximate average salary by contribution assumption: employee only about $295,711 at 4% or $197,140 at 6%; with 50% employer match about $197,140 at 4% or $131,427 at 6%; with 100% employer match about $147,855 at 4% or $98,570 at 6%.
200419$650,125$88,241$9,805iApproximate average salary by contribution assumption: employee only about $245,114 at 4% or $163,409 at 6%; with 50% employer match about $163,409 at 4% or $108,940 at 6%; with 100% employer match about $122,557 at 4% or $81,705 at 6%.
David Perlmutter, M.D., P.A. Profit Sharing Plan-9$650,125$88,241$9,805iApproximate average salary by contribution assumption: employee only about $245,114 at 4% or $163,409 at 6%; with 50% employer match about $163,409 at 4% or $108,940 at 6%; with 100% employer match about $122,557 at 4% or $81,705 at 6%.
200319$0$0-
David Perlmutter, M.D., P.A. Profit Sharing Plan-9---
200216$434,902$60,741$10,124iApproximate average salary by contribution assumption: employee only about $253,088 at 4% or $168,725 at 6%; with 50% employer match about $168,725 at 4% or $112,483 at 6%; with 100% employer match about $126,544 at 4% or $84,363 at 6%.
David Perlmutter, M.D., P.A. Profit Sharing Plan-6$434,902$60,741$10,124iApproximate average salary by contribution assumption: employee only about $253,088 at 4% or $168,725 at 6%; with 50% employer match about $168,725 at 4% or $112,483 at 6%; with 100% employer match about $126,544 at 4% or $84,363 at 6%.
200116$0$0-
David Perlmutter, M.D., P.A. Profit Sharing Plan-6---
200016$0$0-
David Perlmutter, M.D., P.A. Profit Sharing Plan-6---
199915$909,558$43,433$8,687iApproximate average salary by contribution assumption: employee only about $217,165 at 4% or $144,777 at 6%; with 50% employer match about $144,777 at 4% or $96,518 at 6%; with 100% employer match about $108,583 at 4% or $72,388 at 6%.
David Perlmutter, M.D., P.A. Profit Sharing Plan-5$909,558$43,433$8,687iApproximate average salary by contribution assumption: employee only about $217,165 at 4% or $144,777 at 6%; with 50% employer match about $144,777 at 4% or $96,518 at 6%; with 100% employer match about $108,583 at 4% or $72,388 at 6%.