Civic Intelligence

Perryman Financial Advisory Inc.

Plan context: Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan

EIN 75-2557525 • Dallas, TX • 26 filings • 3 plans

12221 Merit, Suite 1660Dallas, TX 75251
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$6,911,917

2024 Contributions

$212,733

Historical Graphs

Total Assets Over Time

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

$8,679,962$4,339,981$0199920132024YearValue
$6,911,917Latest 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
2024111$6,911,917$212,733$19,339iApproximate average salary by contribution assumption: employee only about $483,484 at 4% or $322,323 at 6%; with 50% employer match about $322,323 at 4% or $214,882 at 6%; with 100% employer match about $241,742 at 4% or $161,161 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-11$6,911,917$212,733$19,339iApproximate average salary by contribution assumption: employee only about $483,484 at 4% or $322,323 at 6%; with 50% employer match about $322,323 at 4% or $214,882 at 6%; with 100% employer match about $241,742 at 4% or $161,161 at 6%.
2023110$6,734,669$218,784$21,878iApproximate average salary by contribution assumption: employee only about $546,960 at 4% or $364,640 at 6%; with 50% employer match about $364,640 at 4% or $243,093 at 6%; with 100% employer match about $273,480 at 4% or $182,320 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-10$6,734,669$218,784$21,878iApproximate average salary by contribution assumption: employee only about $546,960 at 4% or $364,640 at 6%; with 50% employer match about $364,640 at 4% or $243,093 at 6%; with 100% employer match about $273,480 at 4% or $182,320 at 6%.
2022110$6,527,783$197,357$19,736iApproximate average salary by contribution assumption: employee only about $493,393 at 4% or $328,928 at 6%; with 50% employer match about $328,928 at 4% or $219,286 at 6%; with 100% employer match about $246,696 at 4% or $164,464 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-10$6,527,783$197,357$19,736iApproximate average salary by contribution assumption: employee only about $493,393 at 4% or $328,928 at 6%; with 50% employer match about $328,928 at 4% or $219,286 at 6%; with 100% employer match about $246,696 at 4% or $164,464 at 6%.
202119$8,679,962$176,832$19,648iApproximate average salary by contribution assumption: employee only about $491,200 at 4% or $327,467 at 6%; with 50% employer match about $327,467 at 4% or $218,311 at 6%; with 100% employer match about $245,600 at 4% or $163,733 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-9$8,679,962$176,832$19,648iApproximate average salary by contribution assumption: employee only about $491,200 at 4% or $327,467 at 6%; with 50% employer match about $327,467 at 4% or $218,311 at 6%; with 100% employer match about $245,600 at 4% or $163,733 at 6%.
202019$6,616,308$213,146$23,683iApproximate average salary by contribution assumption: employee only about $592,072 at 4% or $394,715 at 6%; with 50% employer match about $394,715 at 4% or $263,143 at 6%; with 100% employer match about $296,036 at 4% or $197,357 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-9$6,616,308$213,146$23,683iApproximate average salary by contribution assumption: employee only about $592,072 at 4% or $394,715 at 6%; with 50% employer match about $394,715 at 4% or $263,143 at 6%; with 100% employer match about $296,036 at 4% or $197,357 at 6%.
2019111$5,100,351$173,062$15,733iApproximate average salary by contribution assumption: employee only about $393,323 at 4% or $262,215 at 6%; with 50% employer match about $262,215 at 4% or $174,810 at 6%; with 100% employer match about $196,661 at 4% or $131,108 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-11$5,100,351$173,062$15,733iApproximate average salary by contribution assumption: employee only about $393,323 at 4% or $262,215 at 6%; with 50% employer match about $262,215 at 4% or $174,810 at 6%; with 100% employer match about $196,661 at 4% or $131,108 at 6%.
2018112$3,928,991$149,117$12,426iApproximate average salary by contribution assumption: employee only about $310,660 at 4% or $207,107 at 6%; with 50% employer match about $207,107 at 4% or $138,071 at 6%; with 100% employer match about $155,330 at 4% or $103,553 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-12$3,928,991$149,117$12,426iApproximate average salary by contribution assumption: employee only about $310,660 at 4% or $207,107 at 6%; with 50% employer match about $207,107 at 4% or $138,071 at 6%; with 100% employer match about $155,330 at 4% or $103,553 at 6%.
2017112$4,095,124$686,532$57,211iApproximate average salary by contribution assumption: employee only about $1,430,275 at 4% or $953,517 at 6%; with 50% employer match about $953,517 at 4% or $635,678 at 6%; with 100% employer match about $715,138 at 4% or $476,758 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-12$4,095,124$686,532$57,211iApproximate average salary by contribution assumption: employee only about $1,430,275 at 4% or $953,517 at 6%; with 50% employer match about $953,517 at 4% or $635,678 at 6%; with 100% employer match about $715,138 at 4% or $476,758 at 6%.
2016111$3,190,552$168,165$15,288iApproximate average salary by contribution assumption: employee only about $382,193 at 4% or $254,795 at 6%; with 50% employer match about $254,795 at 4% or $169,864 at 6%; with 100% employer match about $191,097 at 4% or $127,398 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-11$3,190,552$168,165$15,288iApproximate average salary by contribution assumption: employee only about $382,193 at 4% or $254,795 at 6%; with 50% employer match about $254,795 at 4% or $169,864 at 6%; with 100% employer match about $191,097 at 4% or $127,398 at 6%.
2015111$2,791,604$387,085$35,190iApproximate average salary by contribution assumption: employee only about $879,739 at 4% or $586,492 at 6%; with 50% employer match about $586,492 at 4% or $390,995 at 6%; with 100% employer match about $439,869 at 4% or $293,246 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-11$2,791,604$387,085$35,190iApproximate average salary by contribution assumption: employee only about $879,739 at 4% or $586,492 at 6%; with 50% employer match about $586,492 at 4% or $390,995 at 6%; with 100% employer match about $439,869 at 4% or $293,246 at 6%.
201419$2,375,651$168,592$18,732iApproximate average salary by contribution assumption: employee only about $468,311 at 4% or $312,207 at 6%; with 50% employer match about $312,207 at 4% or $208,138 at 6%; with 100% employer match about $234,156 at 4% or $156,104 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-9$2,375,651$168,592$18,732iApproximate average salary by contribution assumption: employee only about $468,311 at 4% or $312,207 at 6%; with 50% employer match about $312,207 at 4% or $208,138 at 6%; with 100% employer match about $234,156 at 4% or $156,104 at 6%.
201319$2,068,762$161,536$17,948iApproximate average salary by contribution assumption: employee only about $448,711 at 4% or $299,141 at 6%; with 50% employer match about $299,141 at 4% or $199,427 at 6%; with 100% employer match about $224,356 at 4% or $149,570 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-9$2,068,762$161,536$17,948iApproximate average salary by contribution assumption: employee only about $448,711 at 4% or $299,141 at 6%; with 50% employer match about $299,141 at 4% or $199,427 at 6%; with 100% employer match about $224,356 at 4% or $149,570 at 6%.
201219$1,548,689$155,660$17,296iApproximate average salary by contribution assumption: employee only about $432,389 at 4% or $288,259 at 6%; with 50% employer match about $288,259 at 4% or $192,173 at 6%; with 100% employer match about $216,194 at 4% or $144,130 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-9$1,548,689$155,660$17,296iApproximate average salary by contribution assumption: employee only about $432,389 at 4% or $288,259 at 6%; with 50% employer match about $288,259 at 4% or $192,173 at 6%; with 100% employer match about $216,194 at 4% or $144,130 at 6%.
201118$1,276,806$149,254$18,657iApproximate average salary by contribution assumption: employee only about $466,419 at 4% or $310,946 at 6%; with 50% employer match about $310,946 at 4% or $207,297 at 6%; with 100% employer match about $233,209 at 4% or $155,473 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-8$1,276,806$149,254$18,657iApproximate average salary by contribution assumption: employee only about $466,419 at 4% or $310,946 at 6%; with 50% employer match about $310,946 at 4% or $207,297 at 6%; with 100% employer match about $233,209 at 4% or $155,473 at 6%.
201018$1,174,793$148,737$18,592iApproximate average salary by contribution assumption: employee only about $464,803 at 4% or $309,869 at 6%; with 50% employer match about $309,869 at 4% or $206,579 at 6%; with 100% employer match about $232,402 at 4% or $154,934 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-8$1,174,793$148,737$18,592iApproximate average salary by contribution assumption: employee only about $464,803 at 4% or $309,869 at 6%; with 50% employer match about $309,869 at 4% or $206,579 at 6%; with 100% employer match about $232,402 at 4% or $154,934 at 6%.
200917$889,379$135,053$19,293iApproximate average salary by contribution assumption: employee only about $482,332 at 4% or $321,555 at 6%; with 50% employer match about $321,555 at 4% or $214,370 at 6%; with 100% employer match about $241,166 at 4% or $160,777 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-7$889,379$135,053$19,293iApproximate average salary by contribution assumption: employee only about $482,332 at 4% or $321,555 at 6%; with 50% employer match about $321,555 at 4% or $214,370 at 6%; with 100% employer match about $241,166 at 4% or $160,777 at 6%.
200818$537,454$115,400$14,425iApproximate average salary by contribution assumption: employee only about $360,625 at 4% or $240,417 at 6%; with 50% employer match about $240,417 at 4% or $160,278 at 6%; with 100% employer match about $180,313 at 4% or $120,208 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-8$537,454$115,400$14,425iApproximate average salary by contribution assumption: employee only about $360,625 at 4% or $240,417 at 6%; with 50% employer match about $240,417 at 4% or $160,278 at 6%; with 100% employer match about $180,313 at 4% or $120,208 at 6%.
200716$751,139$105,597$17,600iApproximate average salary by contribution assumption: employee only about $439,988 at 4% or $293,325 at 6%; with 50% employer match about $293,325 at 4% or $195,550 at 6%; with 100% employer match about $219,994 at 4% or $146,663 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-6$751,139$105,597$17,600iApproximate average salary by contribution assumption: employee only about $439,988 at 4% or $293,325 at 6%; with 50% employer match about $293,325 at 4% or $195,550 at 6%; with 100% employer match about $219,994 at 4% or $146,663 at 6%.
200616$599,330$97,988$16,331iApproximate average salary by contribution assumption: employee only about $408,283 at 4% or $272,189 at 6%; with 50% employer match about $272,189 at 4% or $181,459 at 6%; with 100% employer match about $204,142 at 4% or $136,094 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-6$599,330$97,988$16,331iApproximate average salary by contribution assumption: employee only about $408,283 at 4% or $272,189 at 6%; with 50% employer match about $272,189 at 4% or $181,459 at 6%; with 100% employer match about $204,142 at 4% or $136,094 at 6%.
200516$415,157$76,326$12,721iApproximate average salary by contribution assumption: employee only about $318,025 at 4% or $212,017 at 6%; with 50% employer match about $212,017 at 4% or $141,344 at 6%; with 100% employer match about $159,013 at 4% or $106,008 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-6$415,157$76,326$12,721iApproximate average salary by contribution assumption: employee only about $318,025 at 4% or $212,017 at 6%; with 50% employer match about $212,017 at 4% or $141,344 at 6%; with 100% employer match about $159,013 at 4% or $106,008 at 6%.
200418$334,619$35,978$4,497iApproximate average salary by contribution assumption: employee only about $112,431 at 4% or $74,954 at 6%; with 50% employer match about $74,954 at 4% or $49,969 at 6%; with 100% employer match about $56,216 at 4% or $37,477 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-8$334,619$35,978$4,497iApproximate average salary by contribution assumption: employee only about $112,431 at 4% or $74,954 at 6%; with 50% employer match about $74,954 at 4% or $49,969 at 6%; with 100% employer match about $56,216 at 4% or $37,477 at 6%.
200318$0$0-
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-8---
200217$0$0-
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-7---
200116$0$0-
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-6---
200014$230,778$44,760$11,190iApproximate average salary by contribution assumption: employee only about $279,750 at 4% or $186,500 at 6%; with 50% employer match about $186,500 at 4% or $124,333 at 6%; with 100% employer match about $139,875 at 4% or $93,250 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-4$230,778$44,760$11,190iApproximate average salary by contribution assumption: employee only about $279,750 at 4% or $186,500 at 6%; with 50% employer match about $186,500 at 4% or $124,333 at 6%; with 100% employer match about $139,875 at 4% or $93,250 at 6%.
199912$280,540$18,191$9,096iApproximate average salary by contribution assumption: employee only about $227,388 at 4% or $151,592 at 6%; with 50% employer match about $151,592 at 4% or $101,061 at 6%; with 100% employer match about $113,694 at 4% or $75,796 at 6%.
Perryman Financial Advisory Inc. 401(K) Profit Sharing Plan-2$280,540$18,191$9,096iApproximate average salary by contribution assumption: employee only about $227,388 at 4% or $151,592 at 6%; with 50% employer match about $151,592 at 4% or $101,061 at 6%; with 100% employer match about $113,694 at 4% or $75,796 at 6%.