Frank E. Depena, Pa
Plan context: FRANK E. DEPENA, PA 401(K) PLAN
EIN 26-2303114 • Fort Myers, FL • 23 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
5
2023 Assets
$2,967,752
2023 Contributions
$15,917
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 |
|---|---|---|---|---|---|
| 2023 | 2 | 0 | $0 | $15,917 | - |
| FRANK E. DEPENA, PA 401(K) PLAN | - | 0 | $0 | $15,917 | - |
| Frank E. Depena Defined Benefit Plan | - | 0 | $0 | $0 | - |
| 2022 | 2 | 5 | $2,967,752 | $25,790 | $5,158iApproximate average salary by contribution assumption: employee only about $128,950 at 4% or $85,967 at 6%; with 50% employer match about $85,967 at 4% or $57,311 at 6%; with 100% employer match about $64,475 at 4% or $42,983 at 6%. |
| Frank E. Depena Defined Benefit Plan | - | 5 | $2,593,877 | $0 | - |
| FRANK E. DEPENA, PA 401(K) PLAN | - | 5 | $373,875 | $25,790 | $5,158iApproximate average salary by contribution assumption: employee only about $128,950 at 4% or $85,967 at 6%; with 50% employer match about $85,967 at 4% or $57,311 at 6%; with 100% employer match about $64,475 at 4% or $42,983 at 6%. |
| 2021 | 2 | 6 | $3,296,228 | $192,158 | $32,026iApproximate average salary by contribution assumption: employee only about $800,658 at 4% or $533,772 at 6%; with 50% employer match about $533,772 at 4% or $355,848 at 6%; with 100% employer match about $400,329 at 4% or $266,886 at 6%. |
| Frank E. Depena Defined Benefit Plan | - | 5 | $2,915,177 | $180,500 | $36,100iApproximate average salary by contribution assumption: employee only about $902,500 at 4% or $601,667 at 6%; with 50% employer match about $601,667 at 4% or $401,111 at 6%; with 100% employer match about $451,250 at 4% or $300,833 at 6%. |
| FRANK E. DEPENA, PA 401(K) PLAN | - | 6 | $381,051 | $11,658 | $1,943iApproximate average salary by contribution assumption: employee only about $48,575 at 4% or $32,383 at 6%; with 50% employer match about $32,383 at 4% or $21,589 at 6%; with 100% employer match about $24,288 at 4% or $16,192 at 6%. |
| 2020 | 2 | 5 | $2,823,271 | $224,574 | $44,915iApproximate average salary by contribution assumption: employee only about $1,122,870 at 4% or $748,580 at 6%; with 50% employer match about $748,580 at 4% or $499,053 at 6%; with 100% employer match about $561,435 at 4% or $374,290 at 6%. |
| Frank E. Depena Defined Benefit Plan | - | 5 | $2,549,466 | $212,656 | $42,531iApproximate average salary by contribution assumption: employee only about $1,063,280 at 4% or $708,853 at 6%; with 50% employer match about $708,853 at 4% or $472,569 at 6%; with 100% employer match about $531,640 at 4% or $354,427 at 6%. |
| FRANK E. DEPENA, PA 401(K) PLAN | - | 5 | $273,805 | $11,918 | $2,384iApproximate average salary by contribution assumption: employee only about $59,590 at 4% or $39,727 at 6%; with 50% employer match about $39,727 at 4% or $26,484 at 6%; with 100% employer match about $29,795 at 4% or $19,863 at 6%. |
| 2019 | 2 | 5 | $2,091,145 | $224,824 | $44,965iApproximate average salary by contribution assumption: employee only about $1,124,120 at 4% or $749,413 at 6%; with 50% employer match about $749,413 at 4% or $499,609 at 6%; with 100% employer match about $562,060 at 4% or $374,707 at 6%. |
| Frank E. Depena Defined Benefit Plan | - | 5 | $1,864,571 | $212,656 | $42,531iApproximate average salary by contribution assumption: employee only about $1,063,280 at 4% or $708,853 at 6%; with 50% employer match about $708,853 at 4% or $472,569 at 6%; with 100% employer match about $531,640 at 4% or $354,427 at 6%. |
| FRANK E. DEPENA, PA 401(K) PLAN | - | 5 | $226,574 | $12,168 | $2,434iApproximate average salary by contribution assumption: employee only about $60,840 at 4% or $40,560 at 6%; with 50% employer match about $40,560 at 4% or $27,040 at 6%; with 100% employer match about $30,420 at 4% or $20,280 at 6%. |
| 2018 | 2 | 5 | $1,618,051 | $211,828 | $42,366iApproximate average salary by contribution assumption: employee only about $1,059,140 at 4% or $706,093 at 6%; with 50% employer match about $706,093 at 4% or $470,729 at 6%; with 100% employer match about $529,570 at 4% or $353,047 at 6%. |
| Frank E. Depena Defined Benefit Plan | - | 5 | $1,427,682 | $200,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| FRANK E. DEPENA, PA 401(K) PLAN | - | 5 | $190,369 | $11,828 | $2,366iApproximate average salary by contribution assumption: employee only about $59,140 at 4% or $39,427 at 6%; with 50% employer match about $39,427 at 4% or $26,284 at 6%; with 100% employer match about $29,570 at 4% or $19,713 at 6%. |
| 2017 | 2 | 5 | $1,437,308 | $84,929 | $16,986iApproximate average salary by contribution assumption: employee only about $424,645 at 4% or $283,097 at 6%; with 50% employer match about $283,097 at 4% or $188,731 at 6%; with 100% employer match about $212,323 at 4% or $141,548 at 6%. |
| Frank E. Depena Defined Benefit Plan | - | 4 | $1,256,402 | $79,180 | $19,795iApproximate average salary by contribution assumption: employee only about $494,875 at 4% or $329,917 at 6%; with 50% employer match about $329,917 at 4% or $219,944 at 6%; with 100% employer match about $247,438 at 4% or $164,958 at 6%. |
| FRANK E. DEPENA, PA 401(K) PLAN | - | 5 | $180,906 | $5,749 | $1,150iApproximate average salary by contribution assumption: employee only about $28,745 at 4% or $19,163 at 6%; with 50% employer match about $19,163 at 4% or $12,776 at 6%; with 100% employer match about $14,373 at 4% or $9,582 at 6%. |
| 2016 | 2 | 4 | $1,232,451 | $314,786 | $78,697iApproximate average salary by contribution assumption: employee only about $1,967,413 at 4% or $1,311,608 at 6%; with 50% employer match about $1,311,608 at 4% or $874,406 at 6%; with 100% employer match about $983,706 at 4% or $655,804 at 6%. |
| Frank E. Depena Defined Benefit Plan | - | 4 | $1,067,308 | $275,000 | $68,750iApproximate average salary by contribution assumption: employee only about $1,718,750 at 4% or $1,145,833 at 6%; with 50% employer match about $1,145,833 at 4% or $763,889 at 6%; with 100% employer match about $859,375 at 4% or $572,917 at 6%. |
| FRANK E. DEPENA, PA 401(K) PLAN | - | 4 | $165,143 | $39,786 | $9,947iApproximate average salary by contribution assumption: employee only about $248,663 at 4% or $165,775 at 6%; with 50% employer match about $165,775 at 4% or $110,517 at 6%; with 100% employer match about $124,331 at 4% or $82,888 at 6%. |
| 2015 | 2 | 4 | $861,020 | $296,543 | $74,136iApproximate average salary by contribution assumption: employee only about $1,853,394 at 4% or $1,235,596 at 6%; with 50% employer match about $1,235,596 at 4% or $823,731 at 6%; with 100% employer match about $926,697 at 4% or $617,798 at 6%. |
| Frank E. Depena Defined Benefit Plan | - | 4 | $742,440 | $250,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| FRANK E. DEPENA, PA 401(K) PLAN | - | 4 | $118,580 | $46,543 | $11,636iApproximate average salary by contribution assumption: employee only about $290,894 at 4% or $193,929 at 6%; with 50% employer match about $193,929 at 4% or $129,286 at 6%; with 100% employer match about $145,447 at 4% or $96,965 at 6%. |
| 2014 | 2 | 4 | $538,416 | $242,606 | $60,652iApproximate average salary by contribution assumption: employee only about $1,516,288 at 4% or $1,010,858 at 6%; with 50% employer match about $1,010,858 at 4% or $673,906 at 6%; with 100% employer match about $758,144 at 4% or $505,429 at 6%. |
| Frank E. Depena Defined Benefit Plan | - | 4 | $489,022 | $225,790 | $56,448iApproximate average salary by contribution assumption: employee only about $1,411,188 at 4% or $940,792 at 6%; with 50% employer match about $940,792 at 4% or $627,194 at 6%; with 100% employer match about $705,594 at 4% or $470,396 at 6%. |
| FRANK E. DEPENA PA 401(K) PLAN | - | 4 | $49,394 | $16,816 | $4,204iApproximate average salary by contribution assumption: employee only about $105,100 at 4% or $70,067 at 6%; with 50% employer match about $70,067 at 4% or $46,711 at 6%; with 100% employer match about $52,550 at 4% or $35,033 at 6%. |
| 2013 | 2 | 3 | $283,451 | $283,451 | $94,484iApproximate average salary by contribution assumption: employee only about $2,362,092 at 4% or $1,574,728 at 6%; with 50% employer match about $1,574,728 at 4% or $1,049,819 at 6%; with 100% employer match about $1,181,046 at 4% or $787,364 at 6%. |
| Frank E. Depena Defined Benefit Plan | - | 3 | $250,700 | $250,700 | $83,567iApproximate average salary by contribution assumption: employee only about $2,089,167 at 4% or $1,392,778 at 6%; with 50% employer match about $1,392,778 at 4% or $928,519 at 6%; with 100% employer match about $1,044,583 at 4% or $696,389 at 6%. |
| FRANK E. DEPENA, PA 401(K) PLAN | - | 3 | $32,751 | $32,751 | $10,917iApproximate average salary by contribution assumption: employee only about $272,925 at 4% or $181,950 at 6%; with 50% employer match about $181,950 at 4% or $121,300 at 6%; with 100% employer match about $136,463 at 4% or $90,975 at 6%. |
| 2009 | 1 | 0 | $0 | $0 | - |
| FRANK E DEPENA PA | - | 0 | $0 | - | - |