Civic Intelligence

Joseph a Pennisi MD

Plan context: Joseph a Pennisi MD Profit Sharing Plan Sepp Smith Barney

EIN 11-3350402 • 11 filings • 6 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$7,620

2004 Contributions

$7,212

Historical Graphs

Total Assets Over Time

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

$39,822$19,911$0199920022003YearValue
$7,620Latest year 2003

Participants Over Time

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

210199920032004YearValue
1Latest year 2004

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
200411$0$0-
Joseph a Pennisi MD Profit Sharing Plan Sepp Smith Barney-1---
200321$7,620$0-
Joseph a Pennisi MD Profit Sharing Plan Sepp Smith Barney-1$7,620--
Joseph a Pennisi MD Profit Sharing Plan Serp Janus Fund-0---
200221$39,822$7,212$7,212iApproximate average salary by contribution assumption: employee only about $180,300 at 4% or $120,200 at 6%; with 50% employer match about $120,200 at 4% or $80,133 at 6%; with 100% employer match about $90,150 at 4% or $60,100 at 6%.
Joseph a Pennisi MD Profit Sharing Plan Serp Janus Fund-1$33,367$7,212$7,212iApproximate average salary by contribution assumption: employee only about $180,300 at 4% or $120,200 at 6%; with 50% employer match about $120,200 at 4% or $80,133 at 6%; with 100% employer match about $90,150 at 4% or $60,100 at 6%.
Joseph a Pennisi MD Profit Sharing Plan Sepp Smith Barney-1$6,455--
200120$0$0-
Joseph a Pennisi MD Profit Sharing Plan Sepp Smith Barney-0---
Joseph a Pennisi MD Profit Sharing Plan Serp Janus Fund-0---
200020$10,260$2,417-
Joseph a Pennisi MD Profit Sharing Plan Sepp Smith Barney-0$10,260$2,417-
Joseph a Pennisi MD Profit Sharing Plan Serp Janus Fund-0---
199922$29,004$7,724$3,862iApproximate average salary by contribution assumption: employee only about $96,550 at 4% or $64,367 at 6%; with 50% employer match about $64,367 at 4% or $42,911 at 6%; with 100% employer match about $48,275 at 4% or $32,183 at 6%.
Joseph a Pennisi MD Profit Sharing Plan Serp Janus Fund-0$20,238$6,162-
Joseph a Pennisi MD Profit Sharing Plan Sepp Smith Barney-2$8,766$1,562$781iApproximate average salary by contribution assumption: employee only about $19,525 at 4% or $13,017 at 6%; with 50% employer match about $13,017 at 4% or $8,678 at 6%; with 100% employer match about $9,763 at 4% or $6,508 at 6%.