Civic Intelligence

Stewart Perry Insurance

Plan context: Richard S. Perry Profit Sharing Plan

EIN 61-1116700 • Lexington, KY • 29 filings • 3 plans

2128 Nicholasville RoadLexington, KY 40503
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$551,124

2024 Contributions

$86,052

Historical Graphs

Total Assets Over Time

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

$969,312$484,656$0199920142024YearValue
$551,124Latest year 2024

Participants Over Time

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

1260199920122024YearValue
11Latest 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
2024211$551,124$86,052$7,823iApproximate average salary by contribution assumption: employee only about $195,573 at 4% or $130,382 at 6%; with 50% employer match about $130,382 at 4% or $86,921 at 6%; with 100% employer match about $97,786 at 4% or $65,191 at 6%.
Richard S. Perry Profit Sharing Plan-11$548,606$53,789$4,890iApproximate average salary by contribution assumption: employee only about $122,248 at 4% or $81,498 at 6%; with 50% employer match about $81,498 at 4% or $54,332 at 6%; with 100% employer match about $61,124 at 4% or $40,749 at 6%.
Stewart Perry Insurance Cbs Benefit Plan-6$2,518$32,263$5,377iApproximate average salary by contribution assumption: employee only about $134,429 at 4% or $89,619 at 6%; with 50% employer match about $89,619 at 4% or $59,746 at 6%; with 100% employer match about $67,215 at 4% or $44,810 at 6%.
202329$652,754$31,697$3,522iApproximate average salary by contribution assumption: employee only about $88,047 at 4% or $58,698 at 6%; with 50% employer match about $58,698 at 4% or $39,132 at 6%; with 100% employer match about $44,024 at 4% or $29,349 at 6%.
Richard S. Perry Profit Sharing Plan-9$651,520$7,658$851iApproximate average salary by contribution assumption: employee only about $21,272 at 4% or $14,181 at 6%; with 50% employer match about $14,181 at 4% or $9,454 at 6%; with 100% employer match about $10,636 at 4% or $7,091 at 6%.
Stewart Perry Insurance Cbs Benefit Plan-6$1,234$24,039$4,007iApproximate average salary by contribution assumption: employee only about $100,163 at 4% or $66,775 at 6%; with 50% employer match about $66,775 at 4% or $44,517 at 6%; with 100% employer match about $50,081 at 4% or $33,388 at 6%.
202229$785,938$214,188$23,799iApproximate average salary by contribution assumption: employee only about $594,967 at 4% or $396,644 at 6%; with 50% employer match about $396,644 at 4% or $264,430 at 6%; with 100% employer match about $297,483 at 4% or $198,322 at 6%.
Richard S. Perry Profit Sharing Plan-9$785,877$208,169$23,130iApproximate average salary by contribution assumption: employee only about $578,247 at 4% or $385,498 at 6%; with 50% employer match about $385,498 at 4% or $256,999 at 6%; with 100% employer match about $289,124 at 4% or $192,749 at 6%.
Stewart Perry Insurance Cbs Benefit Plan-4$61$6,019$1,505iApproximate average salary by contribution assumption: employee only about $37,619 at 4% or $25,079 at 6%; with 50% employer match about $25,079 at 4% or $16,719 at 6%; with 100% employer match about $18,809 at 4% or $12,540 at 6%.
202119$855,381$59,455$6,606iApproximate average salary by contribution assumption: employee only about $165,153 at 4% or $110,102 at 6%; with 50% employer match about $110,102 at 4% or $73,401 at 6%; with 100% employer match about $82,576 at 4% or $55,051 at 6%.
Richard S. Perry Profit Sharing Plan-9$855,381$59,455$6,606iApproximate average salary by contribution assumption: employee only about $165,153 at 4% or $110,102 at 6%; with 50% employer match about $110,102 at 4% or $73,401 at 6%; with 100% employer match about $82,576 at 4% or $55,051 at 6%.
2020112$657,096$64,051$5,338iApproximate average salary by contribution assumption: employee only about $133,440 at 4% or $88,960 at 6%; with 50% employer match about $88,960 at 4% or $59,306 at 6%; with 100% employer match about $66,720 at 4% or $44,480 at 6%.
Richard S. Perry Profit Sharing Plan-12$657,096$64,051$5,338iApproximate average salary by contribution assumption: employee only about $133,440 at 4% or $88,960 at 6%; with 50% employer match about $88,960 at 4% or $59,306 at 6%; with 100% employer match about $66,720 at 4% or $44,480 at 6%.
201919$478,437$31,077$3,453iApproximate average salary by contribution assumption: employee only about $86,325 at 4% or $57,550 at 6%; with 50% employer match about $57,550 at 4% or $38,367 at 6%; with 100% employer match about $43,163 at 4% or $28,775 at 6%.
Richard S. Perry Profit Sharing Plan-9$478,437$31,077$3,453iApproximate average salary by contribution assumption: employee only about $86,325 at 4% or $57,550 at 6%; with 50% employer match about $57,550 at 4% or $38,367 at 6%; with 100% employer match about $43,163 at 4% or $28,775 at 6%.
201819$621,584$27,808$3,090iApproximate average salary by contribution assumption: employee only about $77,244 at 4% or $51,496 at 6%; with 50% employer match about $51,496 at 4% or $34,331 at 6%; with 100% employer match about $38,622 at 4% or $25,748 at 6%.
Richard S. Perry Profit Sharing Plan-9$621,584$27,808$3,090iApproximate average salary by contribution assumption: employee only about $77,244 at 4% or $51,496 at 6%; with 50% employer match about $51,496 at 4% or $34,331 at 6%; with 100% employer match about $38,622 at 4% or $25,748 at 6%.
201715$920,343$31,410$6,282iApproximate average salary by contribution assumption: employee only about $157,050 at 4% or $104,700 at 6%; with 50% employer match about $104,700 at 4% or $69,800 at 6%; with 100% employer match about $78,525 at 4% or $52,350 at 6%.
Richard S. Perry Profit Sharing Plan-5$920,343$31,410$6,282iApproximate average salary by contribution assumption: employee only about $157,050 at 4% or $104,700 at 6%; with 50% employer match about $104,700 at 4% or $69,800 at 6%; with 100% employer match about $78,525 at 4% or $52,350 at 6%.
201615$915,809$28,341$5,668iApproximate average salary by contribution assumption: employee only about $141,705 at 4% or $94,470 at 6%; with 50% employer match about $94,470 at 4% or $62,980 at 6%; with 100% employer match about $70,853 at 4% or $47,235 at 6%.
Richard S. Perry Profit Sharing Plan-5$915,809$28,341$5,668iApproximate average salary by contribution assumption: employee only about $141,705 at 4% or $94,470 at 6%; with 50% employer match about $94,470 at 4% or $62,980 at 6%; with 100% employer match about $70,853 at 4% or $47,235 at 6%.
201516$946,875$31,909$5,318iApproximate average salary by contribution assumption: employee only about $132,954 at 4% or $88,636 at 6%; with 50% employer match about $88,636 at 4% or $59,091 at 6%; with 100% employer match about $66,477 at 4% or $44,318 at 6%.
Richard S. Perry Profit Sharing Plan-6$946,875$31,909$5,318iApproximate average salary by contribution assumption: employee only about $132,954 at 4% or $88,636 at 6%; with 50% employer match about $88,636 at 4% or $59,091 at 6%; with 100% employer match about $66,477 at 4% or $44,318 at 6%.
201416$969,312$36,264$6,044iApproximate average salary by contribution assumption: employee only about $151,100 at 4% or $100,733 at 6%; with 50% employer match about $100,733 at 4% or $67,156 at 6%; with 100% employer match about $75,550 at 4% or $50,367 at 6%.
Richard S. Perry Profit Sharing Plan-6$969,312$36,264$6,044iApproximate average salary by contribution assumption: employee only about $151,100 at 4% or $100,733 at 6%; with 50% employer match about $100,733 at 4% or $67,156 at 6%; with 100% employer match about $75,550 at 4% or $50,367 at 6%.
201316$877,663$38,572$6,429iApproximate average salary by contribution assumption: employee only about $160,717 at 4% or $107,144 at 6%; with 50% employer match about $107,144 at 4% or $71,430 at 6%; with 100% employer match about $80,358 at 4% or $53,572 at 6%.
Richard S. Perry Profit Sharing Plan-6$877,663$38,572$6,429iApproximate average salary by contribution assumption: employee only about $160,717 at 4% or $107,144 at 6%; with 50% employer match about $107,144 at 4% or $71,430 at 6%; with 100% employer match about $80,358 at 4% or $53,572 at 6%.
201216$723,272$38,374$6,396iApproximate average salary by contribution assumption: employee only about $159,892 at 4% or $106,594 at 6%; with 50% employer match about $106,594 at 4% or $71,063 at 6%; with 100% employer match about $79,946 at 4% or $53,297 at 6%.
Richard S. Perry Profit Sharing Plan-6$723,272$38,374$6,396iApproximate average salary by contribution assumption: employee only about $159,892 at 4% or $106,594 at 6%; with 50% employer match about $106,594 at 4% or $71,063 at 6%; with 100% employer match about $79,946 at 4% or $53,297 at 6%.
201116$551,632$37,562$6,260iApproximate average salary by contribution assumption: employee only about $156,508 at 4% or $104,339 at 6%; with 50% employer match about $104,339 at 4% or $69,559 at 6%; with 100% employer match about $78,254 at 4% or $52,169 at 6%.
Richard S. Perry Profit Sharing Plan-6$551,632$37,562$6,260iApproximate average salary by contribution assumption: employee only about $156,508 at 4% or $104,339 at 6%; with 50% employer match about $104,339 at 4% or $69,559 at 6%; with 100% employer match about $78,254 at 4% or $52,169 at 6%.
201016$517,759$37,730$6,288iApproximate average salary by contribution assumption: employee only about $157,208 at 4% or $104,806 at 6%; with 50% employer match about $104,806 at 4% or $69,870 at 6%; with 100% employer match about $78,604 at 4% or $52,403 at 6%.
Richard S. Perry Profit Sharing Plan-6$517,759$37,730$6,288iApproximate average salary by contribution assumption: employee only about $157,208 at 4% or $104,806 at 6%; with 50% employer match about $104,806 at 4% or $69,870 at 6%; with 100% employer match about $78,604 at 4% or $52,403 at 6%.
200916$448,338$33,972$5,662iApproximate average salary by contribution assumption: employee only about $141,550 at 4% or $94,367 at 6%; with 50% employer match about $94,367 at 4% or $62,911 at 6%; with 100% employer match about $70,775 at 4% or $47,183 at 6%.
Richard S. Perry Profit Sharing Plan-6$448,338$33,972$5,662iApproximate average salary by contribution assumption: employee only about $141,550 at 4% or $94,367 at 6%; with 50% employer match about $94,367 at 4% or $62,911 at 6%; with 100% employer match about $70,775 at 4% or $47,183 at 6%.
200816$0$0-
Richard S. Perry Profit Sharing Plan-6---
200715$0$0-
Richard S. Perry Profit Sharing Plan-5---
200615$375,128$31,262$6,252iApproximate average salary by contribution assumption: employee only about $156,310 at 4% or $104,207 at 6%; with 50% employer match about $104,207 at 4% or $69,471 at 6%; with 100% employer match about $78,155 at 4% or $52,103 at 6%.
Richard S. Perry Profit Sharing Plan-5$375,128$31,262$6,252iApproximate average salary by contribution assumption: employee only about $156,310 at 4% or $104,207 at 6%; with 50% employer match about $104,207 at 4% or $69,471 at 6%; with 100% employer match about $78,155 at 4% or $52,103 at 6%.
200514$309,499$26,994$6,749iApproximate average salary by contribution assumption: employee only about $168,713 at 4% or $112,475 at 6%; with 50% employer match about $112,475 at 4% or $74,983 at 6%; with 100% employer match about $84,356 at 4% or $56,238 at 6%.
Richard S. Perry Profit Sharing Plan-4$309,499$26,994$6,749iApproximate average salary by contribution assumption: employee only about $168,713 at 4% or $112,475 at 6%; with 50% employer match about $112,475 at 4% or $74,983 at 6%; with 100% employer match about $84,356 at 4% or $56,238 at 6%.
200414$275,065$0-
Richard S. Perry Profit Sharing Plan-4$275,065--
200315$226,307$27,850$5,570iApproximate average salary by contribution assumption: employee only about $139,250 at 4% or $92,833 at 6%; with 50% employer match about $92,833 at 4% or $61,889 at 6%; with 100% employer match about $69,625 at 4% or $46,417 at 6%.
Richard S. Perry Profit Sharing Plan-5$226,307$27,850$5,570iApproximate average salary by contribution assumption: employee only about $139,250 at 4% or $92,833 at 6%; with 50% employer match about $92,833 at 4% or $61,889 at 6%; with 100% employer match about $69,625 at 4% or $46,417 at 6%.
200214$170,581$47,065$11,766iApproximate average salary by contribution assumption: employee only about $294,156 at 4% or $196,104 at 6%; with 50% employer match about $196,104 at 4% or $130,736 at 6%; with 100% employer match about $147,078 at 4% or $98,052 at 6%.
Richard S. Perry Profit Sharing Plan-4$170,581$47,065$11,766iApproximate average salary by contribution assumption: employee only about $294,156 at 4% or $196,104 at 6%; with 50% employer match about $196,104 at 4% or $130,736 at 6%; with 100% employer match about $147,078 at 4% or $98,052 at 6%.
200114$0$0-
Richard S. Perry Profit Sharing Plan-4---
200014$0$0-
Richard S. Perry Profit Sharing Plan-4---
199913$119,649$15,309$5,103iApproximate average salary by contribution assumption: employee only about $127,575 at 4% or $85,050 at 6%; with 50% employer match about $85,050 at 4% or $56,700 at 6%; with 100% employer match about $63,788 at 4% or $42,525 at 6%.
Richard S. Perry Profit Sharing Plan-3$119,649$15,309$5,103iApproximate average salary by contribution assumption: employee only about $127,575 at 4% or $85,050 at 6%; with 50% employer match about $85,050 at 4% or $56,700 at 6%; with 100% employer match about $63,788 at 4% or $42,525 at 6%.