Edward Petner Jr
Plan context: Petner Funeral Home Pension Investment Plan
EIN 23-2778992 • Philadelphia, PA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,030,303
2024 Contributions
$10,600
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 | 3 | $1,030,303 | $10,600 | $3,533iApproximate average salary by contribution assumption: employee only about $88,333 at 4% or $58,889 at 6%; with 50% employer match about $58,889 at 4% or $39,259 at 6%; with 100% employer match about $44,167 at 4% or $29,444 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 3 | $1,030,303 | $10,600 | $3,533iApproximate average salary by contribution assumption: employee only about $88,333 at 4% or $58,889 at 6%; with 50% employer match about $58,889 at 4% or $39,259 at 6%; with 100% employer match about $44,167 at 4% or $29,444 at 6%. |
| 2023 | 1 | 3 | $1,110,560 | $10,600 | $3,533iApproximate average salary by contribution assumption: employee only about $88,333 at 4% or $58,889 at 6%; with 50% employer match about $58,889 at 4% or $39,259 at 6%; with 100% employer match about $44,167 at 4% or $29,444 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 3 | $1,110,560 | $10,600 | $3,533iApproximate average salary by contribution assumption: employee only about $88,333 at 4% or $58,889 at 6%; with 50% employer match about $58,889 at 4% or $39,259 at 6%; with 100% employer match about $44,167 at 4% or $29,444 at 6%. |
| 2022 | 1 | 3 | $1,145,722 | $10,600 | $3,533iApproximate average salary by contribution assumption: employee only about $88,333 at 4% or $58,889 at 6%; with 50% employer match about $58,889 at 4% or $39,259 at 6%; with 100% employer match about $44,167 at 4% or $29,444 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 3 | $1,145,722 | $10,600 | $3,533iApproximate average salary by contribution assumption: employee only about $88,333 at 4% or $58,889 at 6%; with 50% employer match about $58,889 at 4% or $39,259 at 6%; with 100% employer match about $44,167 at 4% or $29,444 at 6%. |
| 2021 | 1 | 3 | $1,329,431 | $10,600 | $3,533iApproximate average salary by contribution assumption: employee only about $88,333 at 4% or $58,889 at 6%; with 50% employer match about $58,889 at 4% or $39,259 at 6%; with 100% employer match about $44,167 at 4% or $29,444 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 3 | $1,329,431 | $10,600 | $3,533iApproximate average salary by contribution assumption: employee only about $88,333 at 4% or $58,889 at 6%; with 50% employer match about $58,889 at 4% or $39,259 at 6%; with 100% employer match about $44,167 at 4% or $29,444 at 6%. |
| 2020 | 1 | 3 | $1,315,033 | $10,500 | $3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 3 | $1,315,033 | $10,500 | $3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%. |
| 2019 | 1 | 2 | $1,265,241 | $10,500 | $5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 2 | $1,265,241 | $10,500 | $5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%. |
| 2018 | 1 | 2 | $1,284,778 | $10,500 | $5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 2 | $1,284,778 | $10,500 | $5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%. |
| 2017 | 1 | 2 | $1,454,371 | $10,500 | $5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 2 | $1,454,371 | $10,500 | $5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%. |
| 2016 | 1 | 2 | $1,391,086 | $10,650 | $5,325iApproximate average salary by contribution assumption: employee only about $133,125 at 4% or $88,750 at 6%; with 50% employer match about $88,750 at 4% or $59,167 at 6%; with 100% employer match about $66,563 at 4% or $44,375 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 2 | $1,391,086 | $10,650 | $5,325iApproximate average salary by contribution assumption: employee only about $133,125 at 4% or $88,750 at 6%; with 50% employer match about $88,750 at 4% or $59,167 at 6%; with 100% employer match about $66,563 at 4% or $44,375 at 6%. |
| 2015 | 1 | 2 | $1,391,078 | $163,170 | $81,585iApproximate average salary by contribution assumption: employee only about $2,039,625 at 4% or $1,359,750 at 6%; with 50% employer match about $1,359,750 at 4% or $906,500 at 6%; with 100% employer match about $1,019,813 at 4% or $679,875 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 2 | $1,391,078 | $163,170 | $81,585iApproximate average salary by contribution assumption: employee only about $2,039,625 at 4% or $1,359,750 at 6%; with 50% employer match about $1,359,750 at 4% or $906,500 at 6%; with 100% employer match about $1,019,813 at 4% or $679,875 at 6%. |
| 2014 | 1 | 3 | $1,319,481 | $10,400 | $3,467iApproximate average salary by contribution assumption: employee only about $86,667 at 4% or $57,778 at 6%; with 50% employer match about $57,778 at 4% or $38,519 at 6%; with 100% employer match about $43,333 at 4% or $28,889 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 3 | $1,319,481 | $10,400 | $3,467iApproximate average salary by contribution assumption: employee only about $86,667 at 4% or $57,778 at 6%; with 50% employer match about $57,778 at 4% or $38,519 at 6%; with 100% employer match about $43,333 at 4% or $28,889 at 6%. |
| 2013 | 1 | 3 | $1,269,695 | $10,400 | $3,467iApproximate average salary by contribution assumption: employee only about $86,667 at 4% or $57,778 at 6%; with 50% employer match about $57,778 at 4% or $38,519 at 6%; with 100% employer match about $43,333 at 4% or $28,889 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 3 | $1,269,695 | $10,400 | $3,467iApproximate average salary by contribution assumption: employee only about $86,667 at 4% or $57,778 at 6%; with 50% employer match about $57,778 at 4% or $38,519 at 6%; with 100% employer match about $43,333 at 4% or $28,889 at 6%. |
| 2012 | 1 | 3 | $1,202,605 | $10,400 | $3,467iApproximate average salary by contribution assumption: employee only about $86,667 at 4% or $57,778 at 6%; with 50% employer match about $57,778 at 4% or $38,519 at 6%; with 100% employer match about $43,333 at 4% or $28,889 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 3 | $1,202,605 | $10,400 | $3,467iApproximate average salary by contribution assumption: employee only about $86,667 at 4% or $57,778 at 6%; with 50% employer match about $57,778 at 4% or $38,519 at 6%; with 100% employer match about $43,333 at 4% or $28,889 at 6%. |
| 2011 | 1 | 3 | $1,073,301 | $9,500 | $3,167iApproximate average salary by contribution assumption: employee only about $79,167 at 4% or $52,778 at 6%; with 50% employer match about $52,778 at 4% or $35,185 at 6%; with 100% employer match about $39,583 at 4% or $26,389 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 3 | $1,073,301 | $9,500 | $3,167iApproximate average salary by contribution assumption: employee only about $79,167 at 4% or $52,778 at 6%; with 50% employer match about $52,778 at 4% or $35,185 at 6%; with 100% employer match about $39,583 at 4% or $26,389 at 6%. |
| 2010 | 1 | 4 | $1,072,062 | $92,394 | $23,099iApproximate average salary by contribution assumption: employee only about $577,463 at 4% or $384,975 at 6%; with 50% employer match about $384,975 at 4% or $256,650 at 6%; with 100% employer match about $288,731 at 4% or $192,488 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 4 | $1,072,062 | $92,394 | $23,099iApproximate average salary by contribution assumption: employee only about $577,463 at 4% or $384,975 at 6%; with 50% employer match about $384,975 at 4% or $256,650 at 6%; with 100% employer match about $288,731 at 4% or $192,488 at 6%. |
| 2009 | 1 | 4 | $1,048,069 | $138,303 | $34,576iApproximate average salary by contribution assumption: employee only about $864,394 at 4% or $576,263 at 6%; with 50% employer match about $576,263 at 4% or $384,175 at 6%; with 100% employer match about $432,197 at 4% or $288,131 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 4 | $1,048,069 | $138,303 | $34,576iApproximate average salary by contribution assumption: employee only about $864,394 at 4% or $576,263 at 6%; with 50% employer match about $576,263 at 4% or $384,175 at 6%; with 100% employer match about $432,197 at 4% or $288,131 at 6%. |
| 2008 | 1 | 4 | $909,766 | $0 | - |
| Petner Funeral Home Pension Investment Plan | - | 4 | $909,766 | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Petner Funeral Home Pension Investment Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $1,217,768 | $14,560 | $4,853iApproximate average salary by contribution assumption: employee only about $121,333 at 4% or $80,889 at 6%; with 50% employer match about $80,889 at 4% or $53,926 at 6%; with 100% employer match about $60,667 at 4% or $40,444 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 3 | $1,217,768 | $14,560 | $4,853iApproximate average salary by contribution assumption: employee only about $121,333 at 4% or $80,889 at 6%; with 50% employer match about $80,889 at 4% or $53,926 at 6%; with 100% employer match about $60,667 at 4% or $40,444 at 6%. |
| 2005 | 1 | 3 | $1,225,678 | $14,560 | $4,853iApproximate average salary by contribution assumption: employee only about $121,333 at 4% or $80,889 at 6%; with 50% employer match about $80,889 at 4% or $53,926 at 6%; with 100% employer match about $60,667 at 4% or $40,444 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 3 | $1,225,678 | $14,560 | $4,853iApproximate average salary by contribution assumption: employee only about $121,333 at 4% or $80,889 at 6%; with 50% employer match about $80,889 at 4% or $53,926 at 6%; with 100% employer match about $60,667 at 4% or $40,444 at 6%. |
| 2004 | 1 | 3 | $1,249,386 | $36,400 | $12,133iApproximate average salary by contribution assumption: employee only about $303,333 at 4% or $202,222 at 6%; with 50% employer match about $202,222 at 4% or $134,815 at 6%; with 100% employer match about $151,667 at 4% or $101,111 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 3 | $1,249,386 | $36,400 | $12,133iApproximate average salary by contribution assumption: employee only about $303,333 at 4% or $202,222 at 6%; with 50% employer match about $202,222 at 4% or $134,815 at 6%; with 100% employer match about $151,667 at 4% or $101,111 at 6%. |
| 2003 | 1 | 3 | $1,064,367 | $36,400 | $12,133iApproximate average salary by contribution assumption: employee only about $303,333 at 4% or $202,222 at 6%; with 50% employer match about $202,222 at 4% or $134,815 at 6%; with 100% employer match about $151,667 at 4% or $101,111 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 3 | $1,064,367 | $36,400 | $12,133iApproximate average salary by contribution assumption: employee only about $303,333 at 4% or $202,222 at 6%; with 50% employer match about $202,222 at 4% or $134,815 at 6%; with 100% employer match about $151,667 at 4% or $101,111 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| Petner Funeral Home Pension Investment Plan | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Petner Funeral Home Pension Investment Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Petner Funeral Home Pension Investment Plan | - | 3 | - | - | - |
| 1999 | 1 | 3 | $979,084 | $45,560 | $15,187iApproximate average salary by contribution assumption: employee only about $379,667 at 4% or $253,111 at 6%; with 50% employer match about $253,111 at 4% or $168,741 at 6%; with 100% employer match about $189,833 at 4% or $126,556 at 6%. |
| Petner Funeral Home Pension Investment Plan | - | 3 | $979,084 | $45,560 | $15,187iApproximate average salary by contribution assumption: employee only about $379,667 at 4% or $253,111 at 6%; with 50% employer match about $253,111 at 4% or $168,741 at 6%; with 100% employer match about $189,833 at 4% or $126,556 at 6%. |