Palumbo, Wolfe & Palumbo PC.
Plan context: PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT (AMENDED AND RESTATED)
EIN 20-4304537 • Phoenix, AZ • 28 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$3,150,111
2024 Contributions
$188,247
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $3,150,111 | $188,247 | $18,825iApproximate average salary by contribution assumption: employee only about $470,618 at 4% or $313,745 at 6%; with 50% employer match about $313,745 at 4% or $209,163 at 6%; with 100% employer match about $235,309 at 4% or $156,873 at 6%. |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT (AMENDED AND RESTATED) | - | 10 | $3,150,111 | $188,247 | $18,825iApproximate average salary by contribution assumption: employee only about $470,618 at 4% or $313,745 at 6%; with 50% employer match about $313,745 at 4% or $209,163 at 6%; with 100% employer match about $235,309 at 4% or $156,873 at 6%. |
| 2023 | 1 | 9 | $2,691,567 | $172,271 | $19,141iApproximate average salary by contribution assumption: employee only about $478,531 at 4% or $319,020 at 6%; with 50% employer match about $319,020 at 4% or $212,680 at 6%; with 100% employer match about $239,265 at 4% or $159,510 at 6%. |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT (AMENDED AND RESTATED) | - | 9 | $2,691,567 | $172,271 | $19,141iApproximate average salary by contribution assumption: employee only about $478,531 at 4% or $319,020 at 6%; with 50% employer match about $319,020 at 4% or $212,680 at 6%; with 100% employer match about $239,265 at 4% or $159,510 at 6%. |
| 2022 | 1 | 10 | $2,386,248 | $158,176 | $15,818iApproximate average salary by contribution assumption: employee only about $395,440 at 4% or $263,627 at 6%; with 50% employer match about $263,627 at 4% or $175,751 at 6%; with 100% employer match about $197,720 at 4% or $131,813 at 6%. |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT (AMENDED AND RESTATED) | - | 10 | $2,386,248 | $158,176 | $15,818iApproximate average salary by contribution assumption: employee only about $395,440 at 4% or $263,627 at 6%; with 50% employer match about $263,627 at 4% or $175,751 at 6%; with 100% employer match about $197,720 at 4% or $131,813 at 6%. |
| 2021 | 1 | 9 | $2,664,939 | $152,111 | $16,901iApproximate average salary by contribution assumption: employee only about $422,531 at 4% or $281,687 at 6%; with 50% employer match about $281,687 at 4% or $187,791 at 6%; with 100% employer match about $211,265 at 4% or $140,844 at 6%. |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT (AMENDED AND RESTATED) | - | 9 | $2,664,939 | $152,111 | $16,901iApproximate average salary by contribution assumption: employee only about $422,531 at 4% or $281,687 at 6%; with 50% employer match about $281,687 at 4% or $187,791 at 6%; with 100% employer match about $211,265 at 4% or $140,844 at 6%. |
| 2020 | 1 | 10 | $2,303,474 | $142,216 | $14,222iApproximate average salary by contribution assumption: employee only about $355,540 at 4% or $237,027 at 6%; with 50% employer match about $237,027 at 4% or $158,018 at 6%; with 100% employer match about $177,770 at 4% or $118,513 at 6%. |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT (AMENDED AND RESTATED) | - | 10 | $2,303,474 | $142,216 | $14,222iApproximate average salary by contribution assumption: employee only about $355,540 at 4% or $237,027 at 6%; with 50% employer match about $237,027 at 4% or $158,018 at 6%; with 100% employer match about $177,770 at 4% or $118,513 at 6%. |
| 2019 | 1 | 9 | $1,974,600 | $133,935 | $14,882iApproximate average salary by contribution assumption: employee only about $372,042 at 4% or $248,028 at 6%; with 50% employer match about $248,028 at 4% or $165,352 at 6%; with 100% employer match about $186,021 at 4% or $124,014 at 6%. |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT (AMENDED AND RESTATED) | - | 9 | $1,974,600 | $133,935 | $14,882iApproximate average salary by contribution assumption: employee only about $372,042 at 4% or $248,028 at 6%; with 50% employer match about $248,028 at 4% or $165,352 at 6%; with 100% employer match about $186,021 at 4% or $124,014 at 6%. |
| 2018 | 1 | 13 | $1,704,688 | $150,531 | $11,579iApproximate average salary by contribution assumption: employee only about $289,483 at 4% or $192,988 at 6%; with 50% employer match about $192,988 at 4% or $128,659 at 6%; with 100% employer match about $144,741 at 4% or $96,494 at 6%. |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT (AMENDED AND RESTATED) | - | 13 | $1,704,688 | $150,531 | $11,579iApproximate average salary by contribution assumption: employee only about $289,483 at 4% or $192,988 at 6%; with 50% employer match about $192,988 at 4% or $128,659 at 6%; with 100% employer match about $144,741 at 4% or $96,494 at 6%. |
| 2017 | 1 | 15 | $1,748,354 | $137,946 | $9,196iApproximate average salary by contribution assumption: employee only about $229,910 at 4% or $153,273 at 6%; with 50% employer match about $153,273 at 4% or $102,182 at 6%; with 100% employer match about $114,955 at 4% or $76,637 at 6%. |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT (AMENDED AND RESTATED) | - | 15 | $1,748,354 | $137,946 | $9,196iApproximate average salary by contribution assumption: employee only about $229,910 at 4% or $153,273 at 6%; with 50% employer match about $153,273 at 4% or $102,182 at 6%; with 100% employer match about $114,955 at 4% or $76,637 at 6%. |
| 2016 | 2 | 16 | $1,661,727 | $159,467 | $9,967iApproximate average salary by contribution assumption: employee only about $249,167 at 4% or $166,111 at 6%; with 50% employer match about $166,111 at 4% or $110,741 at 6%; with 100% employer match about $124,584 at 4% or $83,056 at 6%. |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT | - | 16 | $1,661,727 | $159,467 | $9,967iApproximate average salary by contribution assumption: employee only about $249,167 at 4% or $166,111 at 6%; with 50% employer match about $166,111 at 4% or $110,741 at 6%; with 100% employer match about $124,584 at 4% or $83,056 at 6%. |
| Palumbo, Wolfe & Palumbo PC. Defined Benefit Plan | - | 0 | $0 | - | - |
| 2015 | 2 | 17 | $3,231,888 | $179,140 | $10,538iApproximate average salary by contribution assumption: employee only about $263,441 at 4% or $175,627 at 6%; with 50% employer match about $175,627 at 4% or $117,085 at 6%; with 100% employer match about $131,721 at 4% or $87,814 at 6%. |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT | - | 17 | $1,891,269 | $179,140 | $10,538iApproximate average salary by contribution assumption: employee only about $263,441 at 4% or $175,627 at 6%; with 50% employer match about $175,627 at 4% or $117,085 at 6%; with 100% employer match about $131,721 at 4% or $87,814 at 6%. |
| Palumbo, Wolfe & Palumbo PC. Defined Benefit Plan | - | 11 | $1,340,619 | $0 | - |
| 2014 | 2 | 17 | $3,191,166 | $188,101 | $11,065iApproximate average salary by contribution assumption: employee only about $276,619 at 4% or $184,413 at 6%; with 50% employer match about $184,413 at 4% or $122,942 at 6%; with 100% employer match about $138,310 at 4% or $92,206 at 6%. |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT | - | 17 | $1,789,419 | $188,101 | $11,065iApproximate average salary by contribution assumption: employee only about $276,619 at 4% or $184,413 at 6%; with 50% employer match about $184,413 at 4% or $122,942 at 6%; with 100% employer match about $138,310 at 4% or $92,206 at 6%. |
| Palumbo, Wolfe & Palumbo PC. Defined Benefit Plan | - | 11 | $1,401,747 | $0 | - |
| 2013 | 2 | 16 | $2,621,312 | $204,102 | $12,756iApproximate average salary by contribution assumption: employee only about $318,909 at 4% or $212,606 at 6%; with 50% employer match about $212,606 at 4% or $141,738 at 6%; with 100% employer match about $159,455 at 4% or $106,303 at 6%. |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT | - | 16 | $1,527,330 | $204,102 | $12,756iApproximate average salary by contribution assumption: employee only about $318,909 at 4% or $212,606 at 6%; with 50% employer match about $212,606 at 4% or $141,738 at 6%; with 100% employer match about $159,455 at 4% or $106,303 at 6%. |
| Palumbo, Wolfe & Palumbo PC. Defined Benefit Plan | - | 11 | $1,093,982 | $0 | - |
| 2012 | 2 | 17 | $2,634,202 | $246,421 | $14,495iApproximate average salary by contribution assumption: employee only about $362,384 at 4% or $241,589 at 6%; with 50% employer match about $241,589 at 4% or $161,059 at 6%; with 100% employer match about $181,192 at 4% or $120,795 at 6%. |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT | - | 17 | $1,430,486 | $246,421 | $14,495iApproximate average salary by contribution assumption: employee only about $362,384 at 4% or $241,589 at 6%; with 50% employer match about $241,589 at 4% or $161,059 at 6%; with 100% employer match about $181,192 at 4% or $120,795 at 6%. |
| Palumbo, Wolfe & Palumbo PC. Defined Benefit Plan | - | 12 | $1,203,716 | $0 | - |
| 2011 | 2 | 16 | $2,354,043 | $211,672 | $13,230iApproximate average salary by contribution assumption: employee only about $330,738 at 4% or $220,492 at 6%; with 50% employer match about $220,492 at 4% or $146,994 at 6%; with 100% employer match about $165,369 at 4% or $110,246 at 6%. |
| Palumbo, Wolfe & Palumbo PC. Defined Benefit Plan | - | 13 | $1,193,218 | $0 | - |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT | - | 16 | $1,160,825 | $211,672 | $13,230iApproximate average salary by contribution assumption: employee only about $330,738 at 4% or $220,492 at 6%; with 50% employer match about $220,492 at 4% or $146,994 at 6%; with 100% employer match about $165,369 at 4% or $110,246 at 6%. |
| 2010 | 2 | 15 | $1,983,317 | $392,147 | $26,143iApproximate average salary by contribution assumption: employee only about $653,578 at 4% or $435,719 at 6%; with 50% employer match about $435,719 at 4% or $290,479 at 6%; with 100% employer match about $326,789 at 4% or $217,859 at 6%. |
| Palumbo, Wolfe & Palumbo PC. Defined Benefit Plan | - | 12 | $1,053,634 | $145,712 | $12,143iApproximate average salary by contribution assumption: employee only about $303,567 at 4% or $202,378 at 6%; with 50% employer match about $202,378 at 4% or $134,919 at 6%; with 100% employer match about $151,783 at 4% or $101,189 at 6%. |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT | - | 15 | $929,683 | $246,435 | $16,429iApproximate average salary by contribution assumption: employee only about $410,725 at 4% or $273,817 at 6%; with 50% employer match about $273,817 at 4% or $182,544 at 6%; with 100% employer match about $205,363 at 4% or $136,908 at 6%. |
| 2009 | 2 | 13 | $1,493,096 | $462,524 | $35,579iApproximate average salary by contribution assumption: employee only about $889,469 at 4% or $592,979 at 6%; with 50% employer match about $592,979 at 4% or $395,320 at 6%; with 100% employer match about $444,735 at 4% or $296,490 at 6%. |
| Palumbo, Wolfe & Palumbo PC. Defined Benefit Plan | - | 10 | $831,191 | $235,250 | $23,525iApproximate average salary by contribution assumption: employee only about $588,125 at 4% or $392,083 at 6%; with 50% employer match about $392,083 at 4% or $261,389 at 6%; with 100% employer match about $294,063 at 4% or $196,042 at 6%. |
| PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT | - | 13 | $661,905 | $227,274 | $17,483iApproximate average salary by contribution assumption: employee only about $437,065 at 4% or $291,377 at 6%; with 50% employer match about $291,377 at 4% or $194,251 at 6%; with 100% employer match about $218,533 at 4% or $145,688 at 6%. |
| 2008 | 2 | 12 | $983,821 | $472,918 | $39,410iApproximate average salary by contribution assumption: employee only about $985,246 at 4% or $656,831 at 6%; with 50% employer match about $656,831 at 4% or $437,887 at 6%; with 100% employer match about $492,623 at 4% or $328,415 at 6%. |
| Palumbo, Wolfe & Palumbo PC. Defined Benefit Plan | - | 10 | $544,922 | $235,863 | $23,586iApproximate average salary by contribution assumption: employee only about $589,658 at 4% or $393,105 at 6%; with 50% employer match about $393,105 at 4% or $262,070 at 6%; with 100% employer match about $294,829 at 4% or $196,553 at 6%. |
| PALUMBO, WOLFE, SAHLMAN & PALUMBO, P.C. 401K PROFIT SHARING PLAN AND TRUST AGREEMENT | - | 12 | $438,899 | $237,055 | $19,755iApproximate average salary by contribution assumption: employee only about $493,865 at 4% or $329,243 at 6%; with 50% employer match about $329,243 at 4% or $219,495 at 6%; with 100% employer match about $246,932 at 4% or $164,622 at 6%. |
| 2007 | 2 | 13 | $0 | $0 | - |
| PALUMBO, WOLFE, SAHLMAN & PALUMBO, P.C. 401K PROFIT SHARING PLAN AND TRUST AGREEMENT | - | 13 | - | - | - |
| Palumbo, Wolfe & Palumbo PC. Defined Benefit Plan | - | 11 | - | - | - |