Civic Intelligence

James B. Penn

Plan context: James B. Penn 401(K) Plan

EIN 20-8026343 • Colts Neck, NJ • 9 filings • 1 plans

4 Secretariat DriveColts Neck, NJ 07722-1816
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,546,952

2025 Contributions

$89,694

Historical Graphs

Total Assets Over Time

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

$1,546,952$773,476$0201720212025YearValue
$1,546,952Latest year 2025

Participants Over Time

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

420201720212025YearValue
4Latest year 2025

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
202514$1,546,952$89,694$22,424iApproximate average salary by contribution assumption: employee only about $560,588 at 4% or $373,725 at 6%; with 50% employer match about $373,725 at 4% or $249,150 at 6%; with 100% employer match about $280,294 at 4% or $186,863 at 6%.
James B. Penn 401(K) Plan-4$1,546,952$89,694$22,424iApproximate average salary by contribution assumption: employee only about $560,588 at 4% or $373,725 at 6%; with 50% employer match about $373,725 at 4% or $249,150 at 6%; with 100% employer match about $280,294 at 4% or $186,863 at 6%.
202414$1,220,778$114,574$28,644iApproximate average salary by contribution assumption: employee only about $716,088 at 4% or $477,392 at 6%; with 50% employer match about $477,392 at 4% or $318,261 at 6%; with 100% employer match about $358,044 at 4% or $238,696 at 6%.
James B. Penn 401(K) Plan-4$1,220,778$114,574$28,644iApproximate average salary by contribution assumption: employee only about $716,088 at 4% or $477,392 at 6%; with 50% employer match about $477,392 at 4% or $318,261 at 6%; with 100% employer match about $358,044 at 4% or $238,696 at 6%.
202314$923,686$110,213$27,553iApproximate average salary by contribution assumption: employee only about $688,831 at 4% or $459,221 at 6%; with 50% employer match about $459,221 at 4% or $306,147 at 6%; with 100% employer match about $344,416 at 4% or $229,610 at 6%.
James B. Penn 401(K) Plan-4$923,686$110,213$27,553iApproximate average salary by contribution assumption: employee only about $688,831 at 4% or $459,221 at 6%; with 50% employer match about $459,221 at 4% or $306,147 at 6%; with 100% employer match about $344,416 at 4% or $229,610 at 6%.
202214$628,183$101,275$25,319iApproximate average salary by contribution assumption: employee only about $632,969 at 4% or $421,979 at 6%; with 50% employer match about $421,979 at 4% or $281,319 at 6%; with 100% employer match about $316,484 at 4% or $210,990 at 6%.
James B. Penn 401(K) Plan-4$628,183$101,275$25,319iApproximate average salary by contribution assumption: employee only about $632,969 at 4% or $421,979 at 6%; with 50% employer match about $421,979 at 4% or $281,319 at 6%; with 100% employer match about $316,484 at 4% or $210,990 at 6%.
202114$730,717$98,238$24,560iApproximate average salary by contribution assumption: employee only about $613,988 at 4% or $409,325 at 6%; with 50% employer match about $409,325 at 4% or $272,883 at 6%; with 100% employer match about $306,994 at 4% or $204,663 at 6%.
James B. Penn 401(K) Plan-4$730,717$98,238$24,560iApproximate average salary by contribution assumption: employee only about $613,988 at 4% or $409,325 at 6%; with 50% employer match about $409,325 at 4% or $272,883 at 6%; with 100% employer match about $306,994 at 4% or $204,663 at 6%.
202014$535,264$103,904$25,976iApproximate average salary by contribution assumption: employee only about $649,400 at 4% or $432,933 at 6%; with 50% employer match about $432,933 at 4% or $288,622 at 6%; with 100% employer match about $324,700 at 4% or $216,467 at 6%.
James B. Penn 401(K) Plan-4$535,264$103,904$25,976iApproximate average salary by contribution assumption: employee only about $649,400 at 4% or $432,933 at 6%; with 50% employer match about $432,933 at 4% or $288,622 at 6%; with 100% employer match about $324,700 at 4% or $216,467 at 6%.
201914$322,873$98,800$24,700iApproximate average salary by contribution assumption: employee only about $617,500 at 4% or $411,667 at 6%; with 50% employer match about $411,667 at 4% or $274,444 at 6%; with 100% employer match about $308,750 at 4% or $205,833 at 6%.
James B. Penn 401(K) Plan-4$322,873$98,800$24,700iApproximate average salary by contribution assumption: employee only about $617,500 at 4% or $411,667 at 6%; with 50% employer match about $411,667 at 4% or $274,444 at 6%; with 100% employer match about $308,750 at 4% or $205,833 at 6%.
201814$176,789$96,367$24,092iApproximate average salary by contribution assumption: employee only about $602,294 at 4% or $401,529 at 6%; with 50% employer match about $401,529 at 4% or $267,686 at 6%; with 100% employer match about $301,147 at 4% or $200,765 at 6%.
James B. Penn 401(K) Plan-4$176,789$96,367$24,092iApproximate average salary by contribution assumption: employee only about $602,294 at 4% or $401,529 at 6%; with 50% employer match about $401,529 at 4% or $267,686 at 6%; with 100% employer match about $301,147 at 4% or $200,765 at 6%.
201714$95,897$95,897$23,974iApproximate average salary by contribution assumption: employee only about $599,356 at 4% or $399,571 at 6%; with 50% employer match about $399,571 at 4% or $266,381 at 6%; with 100% employer match about $299,678 at 4% or $199,785 at 6%.
James B. Penn 401(K) Plan-4$95,897$95,897$23,974iApproximate average salary by contribution assumption: employee only about $599,356 at 4% or $399,571 at 6%; with 50% employer match about $399,571 at 4% or $266,381 at 6%; with 100% employer match about $299,678 at 4% or $199,785 at 6%.