Civic Intelligence

Bruce E. Perry, M.D.

Plan context: Bruce E. Perry, M.D. Profit Sharing Plan & Trust

EIN 93-1091481 • Grants Pass, OR • 19 filings • 4 plans

1619 NW Hawthorne Ave Ste 106Grants Pass, OR 97526-6008
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$126,264

2014 Contributions

$2,150

Historical Graphs

Total Assets Over Time

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

$848,022$424,011$0199920082014YearValue
$126,264Latest year 2014

Participants Over Time

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

740199920072014YearValue
1Latest year 2014

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
201411$126,264$0-
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-1$126,264$0-
201311$123,001$0-
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-1$123,001--
201213$117,806$0-
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-3$117,806--
201113$131,156$0-
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-3$131,156--
201014$181,917$2,150$538iApproximate average salary by contribution assumption: employee only about $13,438 at 4% or $8,958 at 6%; with 50% employer match about $8,958 at 4% or $5,972 at 6%; with 100% employer match about $6,719 at 4% or $4,479 at 6%.
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-4$181,917$2,150$538iApproximate average salary by contribution assumption: employee only about $13,438 at 4% or $8,958 at 6%; with 50% employer match about $8,958 at 4% or $5,972 at 6%; with 100% employer match about $6,719 at 4% or $4,479 at 6%.
200913$489,193$3,795$1,265iApproximate average salary by contribution assumption: employee only about $31,625 at 4% or $21,083 at 6%; with 50% employer match about $21,083 at 4% or $14,056 at 6%; with 100% employer match about $15,813 at 4% or $10,542 at 6%.
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-3$489,193$3,795$1,265iApproximate average salary by contribution assumption: employee only about $31,625 at 4% or $21,083 at 6%; with 50% employer match about $21,083 at 4% or $14,056 at 6%; with 100% employer match about $15,813 at 4% or $10,542 at 6%.
200815$423,712$5,028$1,006iApproximate average salary by contribution assumption: employee only about $25,140 at 4% or $16,760 at 6%; with 50% employer match about $16,760 at 4% or $11,173 at 6%; with 100% employer match about $12,570 at 4% or $8,380 at 6%.
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-5$423,712$5,028$1,006iApproximate average salary by contribution assumption: employee only about $25,140 at 4% or $16,760 at 6%; with 50% employer match about $16,760 at 4% or $11,173 at 6%; with 100% employer match about $12,570 at 4% or $8,380 at 6%.
200715$0$0-
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-5---
200614$0$0-
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-4---
200515$848,022$62,301$12,460iApproximate average salary by contribution assumption: employee only about $311,505 at 4% or $207,670 at 6%; with 50% employer match about $207,670 at 4% or $138,447 at 6%; with 100% employer match about $155,753 at 4% or $103,835 at 6%.
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-5$848,022$62,301$12,460iApproximate average salary by contribution assumption: employee only about $311,505 at 4% or $207,670 at 6%; with 50% employer match about $207,670 at 4% or $138,447 at 6%; with 100% employer match about $155,753 at 4% or $103,835 at 6%.
200417$724,902$62,209$8,887iApproximate average salary by contribution assumption: employee only about $222,175 at 4% or $148,117 at 6%; with 50% employer match about $148,117 at 4% or $98,744 at 6%; with 100% employer match about $111,088 at 4% or $74,058 at 6%.
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-7$724,902$62,209$8,887iApproximate average salary by contribution assumption: employee only about $222,175 at 4% or $148,117 at 6%; with 50% employer match about $148,117 at 4% or $98,744 at 6%; with 100% employer match about $111,088 at 4% or $74,058 at 6%.
200315$593,546$38,842$7,768iApproximate average salary by contribution assumption: employee only about $194,210 at 4% or $129,473 at 6%; with 50% employer match about $129,473 at 4% or $86,316 at 6%; with 100% employer match about $97,105 at 4% or $64,737 at 6%.
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-5$593,546$38,842$7,768iApproximate average salary by contribution assumption: employee only about $194,210 at 4% or $129,473 at 6%; with 50% employer match about $129,473 at 4% or $86,316 at 6%; with 100% employer match about $97,105 at 4% or $64,737 at 6%.
200214$0$0-
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-4---
200123$580,481$0-
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-3$580,481--
Bruce E. Perry, M.D. Money Purchase Pension Plan & Trust-0---
200024$605,108$41,088$10,272iApproximate average salary by contribution assumption: employee only about $256,800 at 4% or $171,200 at 6%; with 50% employer match about $171,200 at 4% or $114,133 at 6%; with 100% employer match about $128,400 at 4% or $85,600 at 6%.
Bruce E. Perry, M.D. Money Purchase Pension Plan & Trust-4$342,765$24,564$6,141iApproximate average salary by contribution assumption: employee only about $153,525 at 4% or $102,350 at 6%; with 50% employer match about $102,350 at 4% or $68,233 at 6%; with 100% employer match about $76,763 at 4% or $51,175 at 6%.
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-4$262,343$16,524$4,131iApproximate average salary by contribution assumption: employee only about $103,275 at 4% or $68,850 at 6%; with 50% employer match about $68,850 at 4% or $45,900 at 6%; with 100% employer match about $51,638 at 4% or $34,425 at 6%.
199923$443,724$38,351$12,784iApproximate average salary by contribution assumption: employee only about $319,592 at 4% or $213,061 at 6%; with 50% employer match about $213,061 at 4% or $142,041 at 6%; with 100% employer match about $159,796 at 4% or $106,531 at 6%.
Bruce E. Perry, M.D. Money Purchase Pension Plan & Trust-3$250,334$21,442$7,147iApproximate average salary by contribution assumption: employee only about $178,683 at 4% or $119,122 at 6%; with 50% employer match about $119,122 at 4% or $79,415 at 6%; with 100% employer match about $89,342 at 4% or $59,561 at 6%.
Bruce E. Perry, M.D. Profit Sharing Plan & Trust-3$193,390$16,909$5,636iApproximate average salary by contribution assumption: employee only about $140,908 at 4% or $93,939 at 6%; with 50% employer match about $93,939 at 4% or $62,626 at 6%; with 100% employer match about $70,454 at 4% or $46,969 at 6%.