Civic Intelligence

Olenn & Penza LLP

Plan context: Olenn & Penza Retirement Plan

EIN 05-0397329 • Warwick, RI • 26 filings • 2 plans

530 Greenwich AvenueWarwick, RI 02886
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$6,719,685

2024 Contributions

$241,729

Historical Graphs

Total Assets Over Time

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

$6,719,685$3,359,843$0199920132024YearValue
$6,719,685Latest year 2024

Participants Over Time

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

25130199920122024YearValue
22Latest 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
2024122$6,719,685$241,729$10,988iApproximate average salary by contribution assumption: employee only about $274,692 at 4% or $183,128 at 6%; with 50% employer match about $183,128 at 4% or $122,085 at 6%; with 100% employer match about $137,346 at 4% or $91,564 at 6%.
Olenn & Penza Retirement Plan-22$6,719,685$241,729$10,988iApproximate average salary by contribution assumption: employee only about $274,692 at 4% or $183,128 at 6%; with 50% employer match about $183,128 at 4% or $122,085 at 6%; with 100% employer match about $137,346 at 4% or $91,564 at 6%.
2023122$6,035,798$328,571$14,935iApproximate average salary by contribution assumption: employee only about $373,376 at 4% or $248,917 at 6%; with 50% employer match about $248,917 at 4% or $165,945 at 6%; with 100% employer match about $186,688 at 4% or $124,459 at 6%.
Olenn & Penza Retirement Plan-22$6,035,798$328,571$14,935iApproximate average salary by contribution assumption: employee only about $373,376 at 4% or $248,917 at 6%; with 50% employer match about $248,917 at 4% or $165,945 at 6%; with 100% employer match about $186,688 at 4% or $124,459 at 6%.
2022120$5,289,415$188,205$9,410iApproximate average salary by contribution assumption: employee only about $235,256 at 4% or $156,838 at 6%; with 50% employer match about $156,838 at 4% or $104,558 at 6%; with 100% employer match about $117,628 at 4% or $78,419 at 6%.
Olenn & Penza Retirement Plan-20$5,289,415$188,205$9,410iApproximate average salary by contribution assumption: employee only about $235,256 at 4% or $156,838 at 6%; with 50% employer match about $156,838 at 4% or $104,558 at 6%; with 100% employer match about $117,628 at 4% or $78,419 at 6%.
2021121$6,059,695$22,116$1,053iApproximate average salary by contribution assumption: employee only about $26,329 at 4% or $17,552 at 6%; with 50% employer match about $17,552 at 4% or $11,702 at 6%; with 100% employer match about $13,164 at 4% or $8,776 at 6%.
Olenn & Penza Retirement Plan-21$6,059,695$22,116$1,053iApproximate average salary by contribution assumption: employee only about $26,329 at 4% or $17,552 at 6%; with 50% employer match about $17,552 at 4% or $11,702 at 6%; with 100% employer match about $13,164 at 4% or $8,776 at 6%.
2020121$5,925,867$84,065$4,003iApproximate average salary by contribution assumption: employee only about $100,077 at 4% or $66,718 at 6%; with 50% employer match about $66,718 at 4% or $44,479 at 6%; with 100% employer match about $50,039 at 4% or $33,359 at 6%.
Olenn & Penza Retirement Plan-21$5,925,867$84,065$4,003iApproximate average salary by contribution assumption: employee only about $100,077 at 4% or $66,718 at 6%; with 50% employer match about $66,718 at 4% or $44,479 at 6%; with 100% employer match about $50,039 at 4% or $33,359 at 6%.
2019125$5,665,352$176,241$7,050iApproximate average salary by contribution assumption: employee only about $176,241 at 4% or $117,494 at 6%; with 50% employer match about $117,494 at 4% or $78,329 at 6%; with 100% employer match about $88,121 at 4% or $58,747 at 6%.
Olenn & Penza Retirement Plan-25$5,665,352$176,241$7,050iApproximate average salary by contribution assumption: employee only about $176,241 at 4% or $117,494 at 6%; with 50% employer match about $117,494 at 4% or $78,329 at 6%; with 100% employer match about $88,121 at 4% or $58,747 at 6%.
2018121$4,795,323$101,305$4,824iApproximate average salary by contribution assumption: employee only about $120,601 at 4% or $80,401 at 6%; with 50% employer match about $80,401 at 4% or $53,601 at 6%; with 100% employer match about $60,301 at 4% or $40,200 at 6%.
Olenn & Penza Retirement Plan-21$4,795,323$101,305$4,824iApproximate average salary by contribution assumption: employee only about $120,601 at 4% or $80,401 at 6%; with 50% employer match about $80,401 at 4% or $53,601 at 6%; with 100% employer match about $60,301 at 4% or $40,200 at 6%.
2017120$5,213,065$115,645$5,782iApproximate average salary by contribution assumption: employee only about $144,556 at 4% or $96,371 at 6%; with 50% employer match about $96,371 at 4% or $64,247 at 6%; with 100% employer match about $72,278 at 4% or $48,185 at 6%.
Olenn & Penza Retirement Plan-20$5,213,065$115,645$5,782iApproximate average salary by contribution assumption: employee only about $144,556 at 4% or $96,371 at 6%; with 50% employer match about $96,371 at 4% or $64,247 at 6%; with 100% employer match about $72,278 at 4% or $48,185 at 6%.
2016119$4,557,593$259,476$13,657iApproximate average salary by contribution assumption: employee only about $341,416 at 4% or $227,611 at 6%; with 50% employer match about $227,611 at 4% or $151,740 at 6%; with 100% employer match about $170,708 at 4% or $113,805 at 6%.
Olenn & Penza Retirement Plan-19$4,557,593$259,476$13,657iApproximate average salary by contribution assumption: employee only about $341,416 at 4% or $227,611 at 6%; with 50% employer match about $227,611 at 4% or $151,740 at 6%; with 100% employer match about $170,708 at 4% or $113,805 at 6%.
2015119$4,098,939$242,729$12,775iApproximate average salary by contribution assumption: employee only about $319,380 at 4% or $212,920 at 6%; with 50% employer match about $212,920 at 4% or $141,947 at 6%; with 100% employer match about $159,690 at 4% or $106,460 at 6%.
Olenn & Penza Retirement Plan-19$4,098,939$242,729$12,775iApproximate average salary by contribution assumption: employee only about $319,380 at 4% or $212,920 at 6%; with 50% employer match about $212,920 at 4% or $141,947 at 6%; with 100% employer match about $159,690 at 4% or $106,460 at 6%.
2014117$5,620,023$322,133$18,949iApproximate average salary by contribution assumption: employee only about $473,725 at 4% or $315,817 at 6%; with 50% employer match about $315,817 at 4% or $210,544 at 6%; with 100% employer match about $236,863 at 4% or $157,908 at 6%.
Olenn & Penza Retirement Plan-17$5,620,023$322,133$18,949iApproximate average salary by contribution assumption: employee only about $473,725 at 4% or $315,817 at 6%; with 50% employer match about $315,817 at 4% or $210,544 at 6%; with 100% employer match about $236,863 at 4% or $157,908 at 6%.
2013124$5,134,820$330,654$13,777iApproximate average salary by contribution assumption: employee only about $344,431 at 4% or $229,621 at 6%; with 50% employer match about $229,621 at 4% or $153,081 at 6%; with 100% employer match about $172,216 at 4% or $114,810 at 6%.
Olenn & Penza Retirement Plan-24$5,134,820$330,654$13,777iApproximate average salary by contribution assumption: employee only about $344,431 at 4% or $229,621 at 6%; with 50% employer match about $229,621 at 4% or $153,081 at 6%; with 100% employer match about $172,216 at 4% or $114,810 at 6%.
2012122$4,653,333$309,458$14,066iApproximate average salary by contribution assumption: employee only about $351,657 at 4% or $234,438 at 6%; with 50% employer match about $234,438 at 4% or $156,292 at 6%; with 100% employer match about $175,828 at 4% or $117,219 at 6%.
Olenn & Penza Retirement Plan-22$4,653,333$309,458$14,066iApproximate average salary by contribution assumption: employee only about $351,657 at 4% or $234,438 at 6%; with 50% employer match about $234,438 at 4% or $156,292 at 6%; with 100% employer match about $175,828 at 4% or $117,219 at 6%.
2011125$3,800,017$287,495$11,500iApproximate average salary by contribution assumption: employee only about $287,495 at 4% or $191,663 at 6%; with 50% employer match about $191,663 at 4% or $127,776 at 6%; with 100% employer match about $143,748 at 4% or $95,832 at 6%.
Olenn & Penza Retirement Plan-25$3,800,017$287,495$11,500iApproximate average salary by contribution assumption: employee only about $287,495 at 4% or $191,663 at 6%; with 50% employer match about $191,663 at 4% or $127,776 at 6%; with 100% employer match about $143,748 at 4% or $95,832 at 6%.
2010125$3,874,153$277,924$11,117iApproximate average salary by contribution assumption: employee only about $277,924 at 4% or $185,283 at 6%; with 50% employer match about $185,283 at 4% or $123,522 at 6%; with 100% employer match about $138,962 at 4% or $92,641 at 6%.
Olenn & Penza Retirement Plan-25$3,874,153$277,924$11,117iApproximate average salary by contribution assumption: employee only about $277,924 at 4% or $185,283 at 6%; with 50% employer match about $185,283 at 4% or $123,522 at 6%; with 100% employer match about $138,962 at 4% or $92,641 at 6%.
2009123$3,210,339$277,321$12,057iApproximate average salary by contribution assumption: employee only about $301,436 at 4% or $200,957 at 6%; with 50% employer match about $200,957 at 4% or $133,971 at 6%; with 100% employer match about $150,718 at 4% or $100,479 at 6%.
Olenn & Penza Retirement Plan-23$3,210,339$277,321$12,057iApproximate average salary by contribution assumption: employee only about $301,436 at 4% or $200,957 at 6%; with 50% employer match about $200,957 at 4% or $133,971 at 6%; with 100% employer match about $150,718 at 4% or $100,479 at 6%.
2008117$2,354,514$244,890$14,405iApproximate average salary by contribution assumption: employee only about $360,132 at 4% or $240,088 at 6%; with 50% employer match about $240,088 at 4% or $160,059 at 6%; with 100% employer match about $180,066 at 4% or $120,044 at 6%.
Olenn & Penza Retirement Plan-17$2,354,514$244,890$14,405iApproximate average salary by contribution assumption: employee only about $360,132 at 4% or $240,088 at 6%; with 50% employer match about $240,088 at 4% or $160,059 at 6%; with 100% employer match about $180,066 at 4% or $120,044 at 6%.
2007120$0$0-
Olenn & Penza Retirement Plan-20---
2006122$3,132,737$241,805$10,991iApproximate average salary by contribution assumption: employee only about $274,778 at 4% or $183,186 at 6%; with 50% employer match about $183,186 at 4% or $122,124 at 6%; with 100% employer match about $137,389 at 4% or $91,593 at 6%.
Olenn & Penza Retirement Plan-22$3,132,737$241,805$10,991iApproximate average salary by contribution assumption: employee only about $274,778 at 4% or $183,186 at 6%; with 50% employer match about $183,186 at 4% or $122,124 at 6%; with 100% employer match about $137,389 at 4% or $91,593 at 6%.
2005117$2,542,740$17,907$1,053iApproximate average salary by contribution assumption: employee only about $26,334 at 4% or $17,556 at 6%; with 50% employer match about $17,556 at 4% or $11,704 at 6%; with 100% employer match about $13,167 at 4% or $8,778 at 6%.
Olenn & Penza Retirement Plan-17$2,542,740$17,907$1,053iApproximate average salary by contribution assumption: employee only about $26,334 at 4% or $17,556 at 6%; with 50% employer match about $17,556 at 4% or $11,704 at 6%; with 100% employer match about $13,167 at 4% or $8,778 at 6%.
2004116$2,351,686$208,716$13,045iApproximate average salary by contribution assumption: employee only about $326,119 at 4% or $217,413 at 6%; with 50% employer match about $217,413 at 4% or $144,942 at 6%; with 100% employer match about $163,059 at 4% or $108,706 at 6%.
Olenn & Penza Retirement Plan-16$2,351,686$208,716$13,045iApproximate average salary by contribution assumption: employee only about $326,119 at 4% or $217,413 at 6%; with 50% employer match about $217,413 at 4% or $144,942 at 6%; with 100% employer match about $163,059 at 4% or $108,706 at 6%.
2003116$1,952,301$175,374$10,961iApproximate average salary by contribution assumption: employee only about $274,022 at 4% or $182,681 at 6%; with 50% employer match about $182,681 at 4% or $121,788 at 6%; with 100% employer match about $137,011 at 4% or $91,341 at 6%.
Olenn & Penza Retirement Plan-16$1,952,301$175,374$10,961iApproximate average salary by contribution assumption: employee only about $274,022 at 4% or $182,681 at 6%; with 50% employer match about $182,681 at 4% or $121,788 at 6%; with 100% employer match about $137,011 at 4% or $91,341 at 6%.
2002116$1,438,434$173,337$10,834iApproximate average salary by contribution assumption: employee only about $270,839 at 4% or $180,559 at 6%; with 50% employer match about $180,559 at 4% or $120,373 at 6%; with 100% employer match about $135,420 at 4% or $90,280 at 6%.
Olenn & Penza Retirement Plan-16$1,438,434$173,337$10,834iApproximate average salary by contribution assumption: employee only about $270,839 at 4% or $180,559 at 6%; with 50% employer match about $180,559 at 4% or $120,373 at 6%; with 100% employer match about $135,420 at 4% or $90,280 at 6%.
2001114$1,505,906$130,788$9,342iApproximate average salary by contribution assumption: employee only about $233,550 at 4% or $155,700 at 6%; with 50% employer match about $155,700 at 4% or $103,800 at 6%; with 100% employer match about $116,775 at 4% or $77,850 at 6%.
Olenn & Penza Retirement Plan-14$1,505,906$130,788$9,342iApproximate average salary by contribution assumption: employee only about $233,550 at 4% or $155,700 at 6%; with 50% employer match about $155,700 at 4% or $103,800 at 6%; with 100% employer match about $116,775 at 4% or $77,850 at 6%.
2000114$0$0-
Olenn & Penza Retirement Plan-14---
1999112$1,723,693$101,237$8,436iApproximate average salary by contribution assumption: employee only about $210,910 at 4% or $140,607 at 6%; with 50% employer match about $140,607 at 4% or $93,738 at 6%; with 100% employer match about $105,455 at 4% or $70,303 at 6%.
Olenn & Penza Retirement Plan-12$1,723,693$101,237$8,436iApproximate average salary by contribution assumption: employee only about $210,910 at 4% or $140,607 at 6%; with 50% employer match about $140,607 at 4% or $93,738 at 6%; with 100% employer match about $105,455 at 4% or $70,303 at 6%.