Civic Intelligence

Perry & Associates

Plan context: Perry & Associates 401K Profit Sharing Plan

EIN 77-0483015 • Modesto, CA • 23 filings • 3 plans

948 11th Street, Suite 16Modesto, CA 95354-0000
Current Snapshot

Latest Year

2021

2021 Participants

9

2021 Assets

$4,208,630

2021 Contributions

$112,112

Historical Graphs

Total Assets Over Time

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

$4,208,630$2,104,315$0199920102021YearValue
$4,208,630Latest year 2021

Participants Over Time

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

1050199920102021YearValue
9Latest year 2021

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
202119$4,208,630$112,112$12,457iApproximate average salary by contribution assumption: employee only about $311,422 at 4% or $207,615 at 6%; with 50% employer match about $207,615 at 4% or $138,410 at 6%; with 100% employer match about $155,711 at 4% or $103,807 at 6%.
Perry & Associates 401K Profit Sharing Plan-9$4,208,630$112,112$12,457iApproximate average salary by contribution assumption: employee only about $311,422 at 4% or $207,615 at 6%; with 50% employer match about $207,615 at 4% or $138,410 at 6%; with 100% employer match about $155,711 at 4% or $103,807 at 6%.
202018$3,091,515$161,990$20,249iApproximate average salary by contribution assumption: employee only about $506,219 at 4% or $337,479 at 6%; with 50% employer match about $337,479 at 4% or $224,986 at 6%; with 100% employer match about $253,109 at 4% or $168,740 at 6%.
Perry & Associates 401K Profit Sharing Plan-8$3,091,515$161,990$20,249iApproximate average salary by contribution assumption: employee only about $506,219 at 4% or $337,479 at 6%; with 50% employer match about $337,479 at 4% or $224,986 at 6%; with 100% employer match about $253,109 at 4% or $168,740 at 6%.
201919$2,733,509$109,188$12,132iApproximate average salary by contribution assumption: employee only about $303,300 at 4% or $202,200 at 6%; with 50% employer match about $202,200 at 4% or $134,800 at 6%; with 100% employer match about $151,650 at 4% or $101,100 at 6%.
Perry & Associates 401K Profit Sharing Plan-9$2,733,509$109,188$12,132iApproximate average salary by contribution assumption: employee only about $303,300 at 4% or $202,200 at 6%; with 50% employer match about $202,200 at 4% or $134,800 at 6%; with 100% employer match about $151,650 at 4% or $101,100 at 6%.
2018110$2,287,604$120,102$12,010iApproximate average salary by contribution assumption: employee only about $300,255 at 4% or $200,170 at 6%; with 50% employer match about $200,170 at 4% or $133,447 at 6%; with 100% employer match about $150,128 at 4% or $100,085 at 6%.
Perry & Associates 401K Profit Sharing Plan-10$2,287,604$120,102$12,010iApproximate average salary by contribution assumption: employee only about $300,255 at 4% or $200,170 at 6%; with 50% employer match about $200,170 at 4% or $133,447 at 6%; with 100% employer match about $150,128 at 4% or $100,085 at 6%.
2017110$2,532,206$117,697$11,770iApproximate average salary by contribution assumption: employee only about $294,243 at 4% or $196,162 at 6%; with 50% employer match about $196,162 at 4% or $130,774 at 6%; with 100% employer match about $147,121 at 4% or $98,081 at 6%.
Perry & Associates 401K Profit Sharing Plan-10$2,532,206$117,697$11,770iApproximate average salary by contribution assumption: employee only about $294,243 at 4% or $196,162 at 6%; with 50% employer match about $196,162 at 4% or $130,774 at 6%; with 100% employer match about $147,121 at 4% or $98,081 at 6%.
201619$2,090,233$121,708$13,523iApproximate average salary by contribution assumption: employee only about $338,078 at 4% or $225,385 at 6%; with 50% employer match about $225,385 at 4% or $150,257 at 6%; with 100% employer match about $169,039 at 4% or $112,693 at 6%.
Perry & Associates 401K Profit Sharing Plan-9$2,090,233$121,708$13,523iApproximate average salary by contribution assumption: employee only about $338,078 at 4% or $225,385 at 6%; with 50% employer match about $225,385 at 4% or $150,257 at 6%; with 100% employer match about $169,039 at 4% or $112,693 at 6%.
201518$1,827,824$102,015$12,752iApproximate average salary by contribution assumption: employee only about $318,797 at 4% or $212,531 at 6%; with 50% employer match about $212,531 at 4% or $141,688 at 6%; with 100% employer match about $159,398 at 4% or $106,266 at 6%.
Perry & Associates 401K Profit Sharing Plan-8$1,827,824$102,015$12,752iApproximate average salary by contribution assumption: employee only about $318,797 at 4% or $212,531 at 6%; with 50% employer match about $212,531 at 4% or $141,688 at 6%; with 100% employer match about $159,398 at 4% or $106,266 at 6%.
201418$1,782,644$98,814$12,352iApproximate average salary by contribution assumption: employee only about $308,794 at 4% or $205,863 at 6%; with 50% employer match about $205,863 at 4% or $137,242 at 6%; with 100% employer match about $154,397 at 4% or $102,931 at 6%.
Perry & Associates 401K Profit Sharing Plan-8$1,782,644$98,814$12,352iApproximate average salary by contribution assumption: employee only about $308,794 at 4% or $205,863 at 6%; with 50% employer match about $205,863 at 4% or $137,242 at 6%; with 100% employer match about $154,397 at 4% or $102,931 at 6%.
201316$1,628,181$99,892$16,649iApproximate average salary by contribution assumption: employee only about $416,217 at 4% or $277,478 at 6%; with 50% employer match about $277,478 at 4% or $184,985 at 6%; with 100% employer match about $208,108 at 4% or $138,739 at 6%.
Perry & Associates 401K Profit Sharing Plan-6$1,628,181$99,892$16,649iApproximate average salary by contribution assumption: employee only about $416,217 at 4% or $277,478 at 6%; with 50% employer match about $277,478 at 4% or $184,985 at 6%; with 100% employer match about $208,108 at 4% or $138,739 at 6%.
201218$1,282,276$87,570$10,946iApproximate average salary by contribution assumption: employee only about $273,656 at 4% or $182,438 at 6%; with 50% employer match about $182,438 at 4% or $121,625 at 6%; with 100% employer match about $136,828 at 4% or $91,219 at 6%.
Perry & Associates 401K Profit Sharing Plan-8$1,282,276$87,570$10,946iApproximate average salary by contribution assumption: employee only about $273,656 at 4% or $182,438 at 6%; with 50% employer match about $182,438 at 4% or $121,625 at 6%; with 100% employer match about $136,828 at 4% or $91,219 at 6%.
201119$1,057,507$103,432$11,492iApproximate average salary by contribution assumption: employee only about $287,311 at 4% or $191,541 at 6%; with 50% employer match about $191,541 at 4% or $127,694 at 6%; with 100% employer match about $143,656 at 4% or $95,770 at 6%.
Perry & Associates 401K Profit Sharing Plan-9$1,057,507$103,432$11,492iApproximate average salary by contribution assumption: employee only about $287,311 at 4% or $191,541 at 6%; with 50% employer match about $191,541 at 4% or $127,694 at 6%; with 100% employer match about $143,656 at 4% or $95,770 at 6%.
201019$980,215$105,274$11,697iApproximate average salary by contribution assumption: employee only about $292,428 at 4% or $194,952 at 6%; with 50% employer match about $194,952 at 4% or $129,968 at 6%; with 100% employer match about $146,214 at 4% or $97,476 at 6%.
Perry & Associates 401K Profit Sharing Plan-9$980,215$105,274$11,697iApproximate average salary by contribution assumption: employee only about $292,428 at 4% or $194,952 at 6%; with 50% employer match about $194,952 at 4% or $129,968 at 6%; with 100% employer match about $146,214 at 4% or $97,476 at 6%.
200917$780,564$84,965$12,138iApproximate average salary by contribution assumption: employee only about $303,446 at 4% or $202,298 at 6%; with 50% employer match about $202,298 at 4% or $134,865 at 6%; with 100% employer match about $151,723 at 4% or $101,149 at 6%.
Perry & Associates 401K Profit Sharing Plan-7$780,564$84,965$12,138iApproximate average salary by contribution assumption: employee only about $303,446 at 4% or $202,298 at 6%; with 50% employer match about $202,298 at 4% or $134,865 at 6%; with 100% employer match about $151,723 at 4% or $101,149 at 6%.
200817$541,656$82,939$11,848iApproximate average salary by contribution assumption: employee only about $296,211 at 4% or $197,474 at 6%; with 50% employer match about $197,474 at 4% or $131,649 at 6%; with 100% employer match about $148,105 at 4% or $98,737 at 6%.
Perry & Associates 401K Profit Sharing Plan-7$541,656$82,939$11,848iApproximate average salary by contribution assumption: employee only about $296,211 at 4% or $197,474 at 6%; with 50% employer match about $197,474 at 4% or $131,649 at 6%; with 100% employer match about $148,105 at 4% or $98,737 at 6%.
200718$736,717$82,404$10,301iApproximate average salary by contribution assumption: employee only about $257,513 at 4% or $171,675 at 6%; with 50% employer match about $171,675 at 4% or $114,450 at 6%; with 100% employer match about $128,756 at 4% or $85,838 at 6%.
Perry & Associates 401K Profit Sharing Plan-8$736,717$82,404$10,301iApproximate average salary by contribution assumption: employee only about $257,513 at 4% or $171,675 at 6%; with 50% employer match about $171,675 at 4% or $114,450 at 6%; with 100% employer match about $128,756 at 4% or $85,838 at 6%.
200618$611,608$98,710$12,339iApproximate average salary by contribution assumption: employee only about $308,469 at 4% or $205,646 at 6%; with 50% employer match about $205,646 at 4% or $137,097 at 6%; with 100% employer match about $154,234 at 4% or $102,823 at 6%.
Perry & Associates 401K Profit Sharing Plan-8$611,608$98,710$12,339iApproximate average salary by contribution assumption: employee only about $308,469 at 4% or $205,646 at 6%; with 50% employer match about $205,646 at 4% or $137,097 at 6%; with 100% employer match about $154,234 at 4% or $102,823 at 6%.
200515$470,679$75,157$15,031iApproximate average salary by contribution assumption: employee only about $375,785 at 4% or $250,523 at 6%; with 50% employer match about $250,523 at 4% or $167,016 at 6%; with 100% employer match about $187,893 at 4% or $125,262 at 6%.
Perry & Associates 401K Profit Sharing Plan-5$470,679$75,157$15,031iApproximate average salary by contribution assumption: employee only about $375,785 at 4% or $250,523 at 6%; with 50% employer match about $250,523 at 4% or $167,016 at 6%; with 100% employer match about $187,893 at 4% or $125,262 at 6%.
200414$438,155$60,283$15,071iApproximate average salary by contribution assumption: employee only about $376,769 at 4% or $251,179 at 6%; with 50% employer match about $251,179 at 4% or $167,453 at 6%; with 100% employer match about $188,384 at 4% or $125,590 at 6%.
Perry & Associates 401K Profit Sharing Plan-4$438,155$60,283$15,071iApproximate average salary by contribution assumption: employee only about $376,769 at 4% or $251,179 at 6%; with 50% employer match about $251,179 at 4% or $167,453 at 6%; with 100% employer match about $188,384 at 4% or $125,590 at 6%.
200316$356,342$52,399$8,733iApproximate average salary by contribution assumption: employee only about $218,329 at 4% or $145,553 at 6%; with 50% employer match about $145,553 at 4% or $97,035 at 6%; with 100% employer match about $109,165 at 4% or $72,776 at 6%.
Perry & Associates 401K Profit Sharing Plan-6$356,342$52,399$8,733iApproximate average salary by contribution assumption: employee only about $218,329 at 4% or $145,553 at 6%; with 50% employer match about $145,553 at 4% or $97,035 at 6%; with 100% employer match about $109,165 at 4% or $72,776 at 6%.
200214$245,011$48,414$12,104iApproximate average salary by contribution assumption: employee only about $302,588 at 4% or $201,725 at 6%; with 50% employer match about $201,725 at 4% or $134,483 at 6%; with 100% employer match about $151,294 at 4% or $100,863 at 6%.
Perry & Associates 401K Profit Sharing Plan-4$245,011$48,414$12,104iApproximate average salary by contribution assumption: employee only about $302,588 at 4% or $201,725 at 6%; with 50% employer match about $201,725 at 4% or $134,483 at 6%; with 100% employer match about $151,294 at 4% or $100,863 at 6%.
200114$256,649$49,432$12,358iApproximate average salary by contribution assumption: employee only about $308,950 at 4% or $205,967 at 6%; with 50% employer match about $205,967 at 4% or $137,311 at 6%; with 100% employer match about $154,475 at 4% or $102,983 at 6%.
Perry & Associates 401K Profit Sharing Plan-4$256,649$49,432$12,358iApproximate average salary by contribution assumption: employee only about $308,950 at 4% or $205,967 at 6%; with 50% employer match about $205,967 at 4% or $137,311 at 6%; with 100% employer match about $154,475 at 4% or $102,983 at 6%.
200016$229,177$32,917$5,486iApproximate average salary by contribution assumption: employee only about $137,154 at 4% or $91,436 at 6%; with 50% employer match about $91,436 at 4% or $60,957 at 6%; with 100% employer match about $68,577 at 4% or $45,718 at 6%.
Perry & Associates 401K Profit Sharing Plan-6$229,177$32,917$5,486iApproximate average salary by contribution assumption: employee only about $137,154 at 4% or $91,436 at 6%; with 50% employer match about $91,436 at 4% or $60,957 at 6%; with 100% employer match about $68,577 at 4% or $45,718 at 6%.
199916$237,167$44,786$7,464iApproximate average salary by contribution assumption: employee only about $186,608 at 4% or $124,406 at 6%; with 50% employer match about $124,406 at 4% or $82,937 at 6%; with 100% employer match about $93,304 at 4% or $62,203 at 6%.
Perry & Associates 401K Profit Sharing Plan-6$237,167$44,786$7,464iApproximate average salary by contribution assumption: employee only about $186,608 at 4% or $124,406 at 6%; with 50% employer match about $124,406 at 4% or $82,937 at 6%; with 100% employer match about $93,304 at 4% or $62,203 at 6%.