Civic Intelligence

Penrose Chun & Gorman LLP

Plan context: Penrose Chun & Gorman LLP 401(K) P/S Plan

EIN 27-1907426 • Santa Cruz, CA • 20 filings • 4 plans

1200 Pacific Avenue, Suite 260Santa Cruz, CA 95060
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,935,295

2024 Contributions

$299,311

Historical Graphs

Total Assets Over Time

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

$2,935,295$1,467,648$0201020172024YearValue
$2,935,295Latest year 2024

Participants Over Time

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

950201020172024YearValue
8Latest year 2024

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
202418$2,935,295$299,311$37,414iApproximate average salary by contribution assumption: employee only about $935,347 at 4% or $623,565 at 6%; with 50% employer match about $623,565 at 4% or $415,710 at 6%; with 100% employer match about $467,673 at 4% or $311,782 at 6%.
Penrose Chun & Gorman LLP 401(K) P/S Plan-8$2,935,295$299,311$37,414iApproximate average salary by contribution assumption: employee only about $935,347 at 4% or $623,565 at 6%; with 50% employer match about $623,565 at 4% or $415,710 at 6%; with 100% employer match about $467,673 at 4% or $311,782 at 6%.
202319$2,558,758$290,269$32,252iApproximate average salary by contribution assumption: employee only about $806,303 at 4% or $537,535 at 6%; with 50% employer match about $537,535 at 4% or $358,357 at 6%; with 100% employer match about $403,151 at 4% or $268,768 at 6%.
Penrose Chun & Gorman LLP 401(K) P/S Plan-9$2,558,758$290,269$32,252iApproximate average salary by contribution assumption: employee only about $806,303 at 4% or $537,535 at 6%; with 50% employer match about $537,535 at 4% or $358,357 at 6%; with 100% employer match about $403,151 at 4% or $268,768 at 6%.
202219$2,009,322$262,896$29,211iApproximate average salary by contribution assumption: employee only about $730,267 at 4% or $486,844 at 6%; with 50% employer match about $486,844 at 4% or $324,563 at 6%; with 100% employer match about $365,133 at 4% or $243,422 at 6%.
Penrose Chun & Gorman LLP 401(K) P/S Plan-9$2,009,322$262,896$29,211iApproximate average salary by contribution assumption: employee only about $730,267 at 4% or $486,844 at 6%; with 50% employer match about $486,844 at 4% or $324,563 at 6%; with 100% employer match about $365,133 at 4% or $243,422 at 6%.
202119$2,072,522$290,746$32,305iApproximate average salary by contribution assumption: employee only about $807,628 at 4% or $538,419 at 6%; with 50% employer match about $538,419 at 4% or $358,946 at 6%; with 100% employer match about $403,814 at 4% or $269,209 at 6%.
Penrose Chun & Gorman LLP 401(K) P/S Plan-9$2,072,522$290,746$32,305iApproximate average salary by contribution assumption: employee only about $807,628 at 4% or $538,419 at 6%; with 50% employer match about $538,419 at 4% or $358,946 at 6%; with 100% employer match about $403,814 at 4% or $269,209 at 6%.
202018$1,635,264$250,872$31,359iApproximate average salary by contribution assumption: employee only about $783,975 at 4% or $522,650 at 6%; with 50% employer match about $522,650 at 4% or $348,433 at 6%; with 100% employer match about $391,988 at 4% or $261,325 at 6%.
Penrose Chun & Gorman LLP 401(K) P/S Plan-8$1,635,264$250,872$31,359iApproximate average salary by contribution assumption: employee only about $783,975 at 4% or $522,650 at 6%; with 50% employer match about $522,650 at 4% or $348,433 at 6%; with 100% employer match about $391,988 at 4% or $261,325 at 6%.
201918$1,225,853$225,755$28,219iApproximate average salary by contribution assumption: employee only about $705,484 at 4% or $470,323 at 6%; with 50% employer match about $470,323 at 4% or $313,549 at 6%; with 100% employer match about $352,742 at 4% or $235,161 at 6%.
Penrose Chun & Gorman LLP 401(K) P/S Plan-8$1,225,853$225,755$28,219iApproximate average salary by contribution assumption: employee only about $705,484 at 4% or $470,323 at 6%; with 50% employer match about $470,323 at 4% or $313,549 at 6%; with 100% employer match about $352,742 at 4% or $235,161 at 6%.
201818$1,286,997$231,558$28,945iApproximate average salary by contribution assumption: employee only about $723,619 at 4% or $482,413 at 6%; with 50% employer match about $482,413 at 4% or $321,608 at 6%; with 100% employer match about $361,809 at 4% or $241,206 at 6%.
Penrose Chun & Gorman LLP 401(K) P/S Plan-8$1,286,997$231,558$28,945iApproximate average salary by contribution assumption: employee only about $723,619 at 4% or $482,413 at 6%; with 50% employer match about $482,413 at 4% or $321,608 at 6%; with 100% employer match about $361,809 at 4% or $241,206 at 6%.
201728$1,079,873$199,027$24,878iApproximate average salary by contribution assumption: employee only about $621,959 at 4% or $414,640 at 6%; with 50% employer match about $414,640 at 4% or $276,426 at 6%; with 100% employer match about $310,980 at 4% or $207,320 at 6%.
Penrose Chun & Gorman LLP 401(K) P/S Plan-8$1,079,873$199,027$24,878iApproximate average salary by contribution assumption: employee only about $621,959 at 4% or $414,640 at 6%; with 50% employer match about $414,640 at 4% or $276,426 at 6%; with 100% employer match about $310,980 at 4% or $207,320 at 6%.
Penrose Chun & Gorman LLP Cash Balance Plan-0$0$0-
201627$1,123,037$127,635$18,234iApproximate average salary by contribution assumption: employee only about $455,839 at 4% or $303,893 at 6%; with 50% employer match about $303,893 at 4% or $202,595 at 6%; with 100% employer match about $227,920 at 4% or $151,946 at 6%.
Penrose Chun & Gorman LLP 401(K) P/S Plan-7$775,879$102,635$14,662iApproximate average salary by contribution assumption: employee only about $366,554 at 4% or $244,369 at 6%; with 50% employer match about $244,369 at 4% or $162,913 at 6%; with 100% employer match about $183,277 at 4% or $122,185 at 6%.
Penrose Chun & Gorman LLP Cash Balance Plan-6$347,158$25,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
201526$946,068$285,781$47,630iApproximate average salary by contribution assumption: employee only about $1,190,754 at 4% or $793,836 at 6%; with 50% employer match about $793,836 at 4% or $529,224 at 6%; with 100% employer match about $595,377 at 4% or $396,918 at 6%.
Penrose Chun & Gorman LLP 401(K) P/S Plan-6$629,603$175,986$29,331iApproximate average salary by contribution assumption: employee only about $733,275 at 4% or $488,850 at 6%; with 50% employer match about $488,850 at 4% or $325,900 at 6%; with 100% employer match about $366,638 at 4% or $244,425 at 6%.
Penrose Chun & Gorman LLP Cash Balance Plan-5$316,465$109,795$21,959iApproximate average salary by contribution assumption: employee only about $548,975 at 4% or $365,983 at 6%; with 50% employer match about $365,983 at 4% or $243,989 at 6%; with 100% employer match about $274,488 at 4% or $182,992 at 6%.
201427$887,499$200,660$28,666iApproximate average salary by contribution assumption: employee only about $716,643 at 4% or $477,762 at 6%; with 50% employer match about $477,762 at 4% or $318,508 at 6%; with 100% employer match about $358,321 at 4% or $238,881 at 6%.
Penrose Chun & Gorman LLP 401(K) P/S Plan-7$677,094$100,653$14,379iApproximate average salary by contribution assumption: employee only about $359,475 at 4% or $239,650 at 6%; with 50% employer match about $239,650 at 4% or $159,767 at 6%; with 100% employer match about $179,738 at 4% or $119,825 at 6%.
Penrose Chun & Gorman LLP Cash Balance Plan-7$210,405$100,007$14,287iApproximate average salary by contribution assumption: employee only about $357,168 at 4% or $238,112 at 6%; with 50% employer match about $238,112 at 4% or $158,741 at 6%; with 100% employer match about $178,584 at 4% or $119,056 at 6%.
201327$670,895$206,281$29,469iApproximate average salary by contribution assumption: employee only about $736,718 at 4% or $491,145 at 6%; with 50% employer match about $491,145 at 4% or $327,430 at 6%; with 100% employer match about $368,359 at 4% or $245,573 at 6%.
Penrose Chun & Gorman LLP 401(K) P/S Plan-7$564,116$99,502$14,215iApproximate average salary by contribution assumption: employee only about $355,364 at 4% or $236,910 at 6%; with 50% employer match about $236,910 at 4% or $157,940 at 6%; with 100% employer match about $177,682 at 4% or $118,455 at 6%.
Penrose Chun & Gorman LLP Cash Balance Plan-7$106,779$106,779$15,254iApproximate average salary by contribution assumption: employee only about $381,354 at 4% or $254,236 at 6%; with 50% employer match about $254,236 at 4% or $169,490 at 6%; with 100% employer match about $190,677 at 4% or $127,118 at 6%.
201213$397,108$69,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Penrose Chun & Gorman LLP 401(K) P/S Plan-3$397,108$69,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
201113$300,707$67,600$22,533iApproximate average salary by contribution assumption: employee only about $563,333 at 4% or $375,556 at 6%; with 50% employer match about $375,556 at 4% or $250,370 at 6%; with 100% employer match about $281,667 at 4% or $187,778 at 6%.
Penrose Chun & Gorman LLP 401(K) P/S Plan-3$300,707$67,600$22,533iApproximate average salary by contribution assumption: employee only about $563,333 at 4% or $375,556 at 6%; with 50% employer match about $375,556 at 4% or $250,370 at 6%; with 100% employer match about $281,667 at 4% or $187,778 at 6%.
201012$231,427$208,681$104,341iApproximate average salary by contribution assumption: employee only about $2,608,513 at 4% or $1,739,008 at 6%; with 50% employer match about $1,739,008 at 4% or $1,159,339 at 6%; with 100% employer match about $1,304,256 at 4% or $869,504 at 6%.
Penrose Chun & Gorman LLP 401(K) P/S Plan-2$231,427$208,681$104,341iApproximate average salary by contribution assumption: employee only about $2,608,513 at 4% or $1,739,008 at 6%; with 50% employer match about $1,739,008 at 4% or $1,159,339 at 6%; with 100% employer match about $1,304,256 at 4% or $869,504 at 6%.