Civic Intelligence

Joel D. Penn, C.P.A.

Plan context: Joel D. Penn, C.P.A. 401K Profit Sharing Plan

EIN 22-2996028 • 10 filings • 3 plans

Current Snapshot

Latest Year

2012

2012 Participants

5

2012 Assets

$778,385

2012 Contributions

$77,317

Historical Graphs

Total Assets Over Time

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

$778,385$389,193$0200320072011YearValue
$778,385Latest year 2011

Participants Over Time

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

530200320072011YearValue
5Latest year 2011

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
201210$0$77,317-
Joel D. Penn, C.P.A. 401K Profit Sharing Plan-0-$77,317-
201115$778,385$68,965$13,793iApproximate average salary by contribution assumption: employee only about $344,825 at 4% or $229,883 at 6%; with 50% employer match about $229,883 at 4% or $153,256 at 6%; with 100% employer match about $172,413 at 4% or $114,942 at 6%.
Joel D. Penn, C.P.A. 401K Profit Sharing Plan-5$778,385$68,965$13,793iApproximate average salary by contribution assumption: employee only about $344,825 at 4% or $229,883 at 6%; with 50% employer match about $229,883 at 4% or $153,256 at 6%; with 100% employer match about $172,413 at 4% or $114,942 at 6%.
201015$712,057$66,780$13,356iApproximate average salary by contribution assumption: employee only about $333,900 at 4% or $222,600 at 6%; with 50% employer match about $222,600 at 4% or $148,400 at 6%; with 100% employer match about $166,950 at 4% or $111,300 at 6%.
Joel D. Penn, C.P.A. 401K Profit Sharing Plan-5$712,057$66,780$13,356iApproximate average salary by contribution assumption: employee only about $333,900 at 4% or $222,600 at 6%; with 50% employer match about $222,600 at 4% or $148,400 at 6%; with 100% employer match about $166,950 at 4% or $111,300 at 6%.
200913$624,430$71,649$23,883iApproximate average salary by contribution assumption: employee only about $597,075 at 4% or $398,050 at 6%; with 50% employer match about $398,050 at 4% or $265,367 at 6%; with 100% employer match about $298,538 at 4% or $199,025 at 6%.
Joel D. Penn, C.P.A. 401K Profit Sharing Plan-3$624,430$71,649$23,883iApproximate average salary by contribution assumption: employee only about $597,075 at 4% or $398,050 at 6%; with 50% employer match about $398,050 at 4% or $265,367 at 6%; with 100% employer match about $298,538 at 4% or $199,025 at 6%.
200813$524,908$76,614$25,538iApproximate average salary by contribution assumption: employee only about $638,450 at 4% or $425,633 at 6%; with 50% employer match about $425,633 at 4% or $283,756 at 6%; with 100% employer match about $319,225 at 4% or $212,817 at 6%.
Joel D. Penn, C.P.A. 401K Profit Sharing Plan-3$524,908$76,614$25,538iApproximate average salary by contribution assumption: employee only about $638,450 at 4% or $425,633 at 6%; with 50% employer match about $425,633 at 4% or $283,756 at 6%; with 100% employer match about $319,225 at 4% or $212,817 at 6%.
200714$468,467$78,055$19,514iApproximate average salary by contribution assumption: employee only about $487,844 at 4% or $325,229 at 6%; with 50% employer match about $325,229 at 4% or $216,819 at 6%; with 100% employer match about $243,922 at 4% or $162,615 at 6%.
Joel D. Penn, C.P.A. 401K Profit Sharing Plan-4$468,467$78,055$19,514iApproximate average salary by contribution assumption: employee only about $487,844 at 4% or $325,229 at 6%; with 50% employer match about $325,229 at 4% or $216,819 at 6%; with 100% employer match about $243,922 at 4% or $162,615 at 6%.
200613$408,062$76,488$25,496iApproximate average salary by contribution assumption: employee only about $637,400 at 4% or $424,933 at 6%; with 50% employer match about $424,933 at 4% or $283,289 at 6%; with 100% employer match about $318,700 at 4% or $212,467 at 6%.
Joel D. Penn, C.P.A. 401K Profit Sharing Plan-3$408,062$76,488$25,496iApproximate average salary by contribution assumption: employee only about $637,400 at 4% or $424,933 at 6%; with 50% employer match about $424,933 at 4% or $283,289 at 6%; with 100% employer match about $318,700 at 4% or $212,467 at 6%.
200513$324,727$78,872$26,291iApproximate average salary by contribution assumption: employee only about $657,267 at 4% or $438,178 at 6%; with 50% employer match about $438,178 at 4% or $292,119 at 6%; with 100% employer match about $328,633 at 4% or $219,089 at 6%.
Joel D. Penn, C.P.A. 401K Profit Sharing Plan-3$324,727$78,872$26,291iApproximate average salary by contribution assumption: employee only about $657,267 at 4% or $438,178 at 6%; with 50% employer match about $438,178 at 4% or $292,119 at 6%; with 100% employer match about $328,633 at 4% or $219,089 at 6%.
200415$212,226$73,527$14,705iApproximate average salary by contribution assumption: employee only about $367,635 at 4% or $245,090 at 6%; with 50% employer match about $245,090 at 4% or $163,393 at 6%; with 100% employer match about $183,818 at 4% or $122,545 at 6%.
Joel D. Penn, C.P.A. 401K Profit Sharing Plan-5$212,226$73,527$14,705iApproximate average salary by contribution assumption: employee only about $367,635 at 4% or $245,090 at 6%; with 50% employer match about $245,090 at 4% or $163,393 at 6%; with 100% employer match about $183,818 at 4% or $122,545 at 6%.
200315$130,123$128,951$25,790iApproximate average salary by contribution assumption: employee only about $644,755 at 4% or $429,837 at 6%; with 50% employer match about $429,837 at 4% or $286,558 at 6%; with 100% employer match about $322,378 at 4% or $214,918 at 6%.
Joel D. Penn, C.P.A. 401K Profit Sharing Plan-5$130,123$128,951$25,790iApproximate average salary by contribution assumption: employee only about $644,755 at 4% or $429,837 at 6%; with 50% employer match about $429,837 at 4% or $286,558 at 6%; with 100% employer match about $322,378 at 4% or $214,918 at 6%.