Hinkle & Perius Inc.
Plan context: William M. Perius, CPA 401K Plan
EIN 86-0287894 • Yuma, AZ • 25 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
2
2023 Assets
$7,085,504
2023 Contributions
$2,391
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $2,391 | - |
| William M. Perius, CPA 401K Plan | - | 0 | - | $2,391 | - |
| 2022 | 1 | 2 | $7,085,504 | $8,909 | $4,455iApproximate average salary by contribution assumption: employee only about $111,363 at 4% or $74,242 at 6%; with 50% employer match about $74,242 at 4% or $49,494 at 6%; with 100% employer match about $55,681 at 4% or $37,121 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $7,085,504 | $8,909 | $4,455iApproximate average salary by contribution assumption: employee only about $111,363 at 4% or $74,242 at 6%; with 50% employer match about $74,242 at 4% or $49,494 at 6%; with 100% employer match about $55,681 at 4% or $37,121 at 6%. |
| 2021 | 1 | 2 | $5,907,499 | $9,105 | $4,553iApproximate average salary by contribution assumption: employee only about $113,813 at 4% or $75,875 at 6%; with 50% employer match about $75,875 at 4% or $50,583 at 6%; with 100% employer match about $56,906 at 4% or $37,938 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $5,907,499 | $9,105 | $4,553iApproximate average salary by contribution assumption: employee only about $113,813 at 4% or $75,875 at 6%; with 50% employer match about $75,875 at 4% or $50,583 at 6%; with 100% employer match about $56,906 at 4% or $37,938 at 6%. |
| 2020 | 1 | 2 | $7,255,577 | $9,207 | $4,604iApproximate average salary by contribution assumption: employee only about $115,088 at 4% or $76,725 at 6%; with 50% employer match about $76,725 at 4% or $51,150 at 6%; with 100% employer match about $57,544 at 4% or $38,363 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $7,255,577 | $9,207 | $4,604iApproximate average salary by contribution assumption: employee only about $115,088 at 4% or $76,725 at 6%; with 50% employer match about $76,725 at 4% or $51,150 at 6%; with 100% employer match about $57,544 at 4% or $38,363 at 6%. |
| 2019 | 1 | 2 | $5,342,463 | $8,210 | $4,105iApproximate average salary by contribution assumption: employee only about $102,625 at 4% or $68,417 at 6%; with 50% employer match about $68,417 at 4% or $45,611 at 6%; with 100% employer match about $51,313 at 4% or $34,208 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $5,342,463 | $8,210 | $4,105iApproximate average salary by contribution assumption: employee only about $102,625 at 4% or $68,417 at 6%; with 50% employer match about $68,417 at 4% or $45,611 at 6%; with 100% employer match about $51,313 at 4% or $34,208 at 6%. |
| 2018 | 1 | 2 | $4,732,474 | $7,610 | $3,805iApproximate average salary by contribution assumption: employee only about $95,125 at 4% or $63,417 at 6%; with 50% employer match about $63,417 at 4% or $42,278 at 6%; with 100% employer match about $47,563 at 4% or $31,708 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $4,732,474 | $7,610 | $3,805iApproximate average salary by contribution assumption: employee only about $95,125 at 4% or $63,417 at 6%; with 50% employer match about $63,417 at 4% or $42,278 at 6%; with 100% employer match about $47,563 at 4% or $31,708 at 6%. |
| 2017 | 1 | 2 | $4,342,575 | $6,287 | $3,144iApproximate average salary by contribution assumption: employee only about $78,588 at 4% or $52,392 at 6%; with 50% employer match about $52,392 at 4% or $34,928 at 6%; with 100% employer match about $39,294 at 4% or $26,196 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $4,342,575 | $6,287 | $3,144iApproximate average salary by contribution assumption: employee only about $78,588 at 4% or $52,392 at 6%; with 50% employer match about $52,392 at 4% or $34,928 at 6%; with 100% employer match about $39,294 at 4% or $26,196 at 6%. |
| 2016 | 1 | 2 | $3,621,134 | $5,024 | $2,512iApproximate average salary by contribution assumption: employee only about $62,800 at 4% or $41,867 at 6%; with 50% employer match about $41,867 at 4% or $27,911 at 6%; with 100% employer match about $31,400 at 4% or $20,933 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $3,621,134 | $5,024 | $2,512iApproximate average salary by contribution assumption: employee only about $62,800 at 4% or $41,867 at 6%; with 50% employer match about $41,867 at 4% or $27,911 at 6%; with 100% employer match about $31,400 at 4% or $20,933 at 6%. |
| 2015 | 1 | 2 | $3,366,635 | $3,555 | $1,778iApproximate average salary by contribution assumption: employee only about $44,438 at 4% or $29,625 at 6%; with 50% employer match about $29,625 at 4% or $19,750 at 6%; with 100% employer match about $22,219 at 4% or $14,813 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $3,366,635 | $3,555 | $1,778iApproximate average salary by contribution assumption: employee only about $44,438 at 4% or $29,625 at 6%; with 50% employer match about $29,625 at 4% or $19,750 at 6%; with 100% employer match about $22,219 at 4% or $14,813 at 6%. |
| 2014 | 1 | 3 | $3,395,652 | $21,270 | $7,090iApproximate average salary by contribution assumption: employee only about $177,250 at 4% or $118,167 at 6%; with 50% employer match about $118,167 at 4% or $78,778 at 6%; with 100% employer match about $88,625 at 4% or $59,083 at 6%. |
| William M. Perius, CPA 401K Plan | - | 3 | $3,395,652 | $21,270 | $7,090iApproximate average salary by contribution assumption: employee only about $177,250 at 4% or $118,167 at 6%; with 50% employer match about $118,167 at 4% or $78,778 at 6%; with 100% employer match about $88,625 at 4% or $59,083 at 6%. |
| 2013 | 1 | 2 | $3,419,769 | $31,922 | $15,961iApproximate average salary by contribution assumption: employee only about $399,025 at 4% or $266,017 at 6%; with 50% employer match about $266,017 at 4% or $177,344 at 6%; with 100% employer match about $199,513 at 4% or $133,008 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $3,419,769 | $31,922 | $15,961iApproximate average salary by contribution assumption: employee only about $399,025 at 4% or $266,017 at 6%; with 50% employer match about $266,017 at 4% or $177,344 at 6%; with 100% employer match about $199,513 at 4% or $133,008 at 6%. |
| 2012 | 1 | 2 | $2,976,529 | $34,746 | $17,373iApproximate average salary by contribution assumption: employee only about $434,325 at 4% or $289,550 at 6%; with 50% employer match about $289,550 at 4% or $193,033 at 6%; with 100% employer match about $217,163 at 4% or $144,775 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $2,976,529 | $34,746 | $17,373iApproximate average salary by contribution assumption: employee only about $434,325 at 4% or $289,550 at 6%; with 50% employer match about $289,550 at 4% or $193,033 at 6%; with 100% employer match about $217,163 at 4% or $144,775 at 6%. |
| 2011 | 1 | 2 | $2,607,289 | $33,725 | $16,863iApproximate average salary by contribution assumption: employee only about $421,563 at 4% or $281,042 at 6%; with 50% employer match about $281,042 at 4% or $187,361 at 6%; with 100% employer match about $210,781 at 4% or $140,521 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $2,607,289 | $33,725 | $16,863iApproximate average salary by contribution assumption: employee only about $421,563 at 4% or $281,042 at 6%; with 50% employer match about $281,042 at 4% or $187,361 at 6%; with 100% employer match about $210,781 at 4% or $140,521 at 6%. |
| 2010 | 1 | 2 | $2,346,771 | $34,536 | $17,268iApproximate average salary by contribution assumption: employee only about $431,700 at 4% or $287,800 at 6%; with 50% employer match about $287,800 at 4% or $191,867 at 6%; with 100% employer match about $215,850 at 4% or $143,900 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $2,346,771 | $34,536 | $17,268iApproximate average salary by contribution assumption: employee only about $431,700 at 4% or $287,800 at 6%; with 50% employer match about $287,800 at 4% or $191,867 at 6%; with 100% employer match about $215,850 at 4% or $143,900 at 6%. |
| 2009 | 1 | 2 | $1,805,430 | $10,171 | $5,086iApproximate average salary by contribution assumption: employee only about $127,138 at 4% or $84,758 at 6%; with 50% employer match about $84,758 at 4% or $56,506 at 6%; with 100% employer match about $63,569 at 4% or $42,379 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $1,805,430 | $10,171 | $5,086iApproximate average salary by contribution assumption: employee only about $127,138 at 4% or $84,758 at 6%; with 50% employer match about $84,758 at 4% or $56,506 at 6%; with 100% employer match about $63,569 at 4% or $42,379 at 6%. |
| 2008 | 1 | 2 | $1,521,393 | $15,665 | $7,833iApproximate average salary by contribution assumption: employee only about $195,813 at 4% or $130,542 at 6%; with 50% employer match about $130,542 at 4% or $87,028 at 6%; with 100% employer match about $97,906 at 4% or $65,271 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $1,521,393 | $15,665 | $7,833iApproximate average salary by contribution assumption: employee only about $195,813 at 4% or $130,542 at 6%; with 50% employer match about $130,542 at 4% or $87,028 at 6%; with 100% employer match about $97,906 at 4% or $65,271 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| William M. Perius, CPA 401K Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $2,345,392 | $45,396 | $22,698iApproximate average salary by contribution assumption: employee only about $567,450 at 4% or $378,300 at 6%; with 50% employer match about $378,300 at 4% or $252,200 at 6%; with 100% employer match about $283,725 at 4% or $189,150 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $2,345,392 | $45,396 | $22,698iApproximate average salary by contribution assumption: employee only about $567,450 at 4% or $378,300 at 6%; with 50% employer match about $378,300 at 4% or $252,200 at 6%; with 100% employer match about $283,725 at 4% or $189,150 at 6%. |
| 2005 | 1 | 2 | $1,954,021 | $39,900 | $19,950iApproximate average salary by contribution assumption: employee only about $498,750 at 4% or $332,500 at 6%; with 50% employer match about $332,500 at 4% or $221,667 at 6%; with 100% employer match about $249,375 at 4% or $166,250 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $1,954,021 | $39,900 | $19,950iApproximate average salary by contribution assumption: employee only about $498,750 at 4% or $332,500 at 6%; with 50% employer match about $332,500 at 4% or $221,667 at 6%; with 100% employer match about $249,375 at 4% or $166,250 at 6%. |
| 2004 | 1 | 2 | $1,766,823 | $28,885 | $14,443iApproximate average salary by contribution assumption: employee only about $361,063 at 4% or $240,708 at 6%; with 50% employer match about $240,708 at 4% or $160,472 at 6%; with 100% employer match about $180,531 at 4% or $120,354 at 6%. |
| William M. Perius, CPA 401K Plan | - | 2 | $1,766,823 | $28,885 | $14,443iApproximate average salary by contribution assumption: employee only about $361,063 at 4% or $240,708 at 6%; with 50% employer match about $240,708 at 4% or $160,472 at 6%; with 100% employer match about $180,531 at 4% or $120,354 at 6%. |
| 2003 | 1 | 2 | $0 | $0 | - |
| William M. Perius, CPA 401K Plan | - | 2 | - | - | - |
| 2002 | 1 | 2 | $0 | $0 | - |
| William M. Perius, CPA 401K Plan | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| William M. Perius, CPA 401K Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $1,742,874 | $13,834 | $6,917iApproximate average salary by contribution assumption: employee only about $172,925 at 4% or $115,283 at 6%; with 50% employer match about $115,283 at 4% or $76,856 at 6%; with 100% employer match about $86,463 at 4% or $57,642 at 6%. |
| WILLIAM M. PERIUS, CPA 401K PLAN | - | 2 | $1,742,874 | $13,834 | $6,917iApproximate average salary by contribution assumption: employee only about $172,925 at 4% or $115,283 at 6%; with 50% employer match about $115,283 at 4% or $76,856 at 6%; with 100% employer match about $86,463 at 4% or $57,642 at 6%. |
| 1999 | 1 | 4 | $1,996,884 | $10,354 | $2,589iApproximate average salary by contribution assumption: employee only about $64,713 at 4% or $43,142 at 6%; with 50% employer match about $43,142 at 4% or $28,761 at 6%; with 100% employer match about $32,356 at 4% or $21,571 at 6%. |
| William M. Perius, CPA 401K Plan | - | 4 | $1,996,884 | $10,354 | $2,589iApproximate average salary by contribution assumption: employee only about $64,713 at 4% or $43,142 at 6%; with 50% employer match about $43,142 at 4% or $28,761 at 6%; with 100% employer match about $32,356 at 4% or $21,571 at 6%. |