Civic Intelligence

Charles Penzone Inc.

Plan context: Charles Penzone Inc. 401(K) Plan and Trust

EIN 31-0749362 • 34 filings • 7 plans

Current Snapshot

Latest Year

2024

2024 Participants

307

2024 Assets

$14,583,361

2024 Contributions

$852,219

Historical Graphs

Total Assets Over Time

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

$14,583,361$7,291,681$0200120132024YearValue
$14,583,361Latest year 2024

Participants Over Time

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

4402200200120132024YearValue
307Latest 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
20242307$14,583,361$852,219$2,776iApproximate average salary by contribution assumption: employee only about $69,399 at 4% or $46,266 at 6%; with 50% employer match about $46,266 at 4% or $30,844 at 6%; with 100% employer match about $34,699 at 4% or $23,133 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-307$14,583,361$852,219$2,776iApproximate average salary by contribution assumption: employee only about $69,399 at 4% or $46,266 at 6%; with 50% employer match about $46,266 at 4% or $30,844 at 6%; with 100% employer match about $34,699 at 4% or $23,133 at 6%.
Charles Penzone Inc. Employee Benefits Plan-99---
20231299$13,033,639$789,757$2,641iApproximate average salary by contribution assumption: employee only about $66,033 at 4% or $44,022 at 6%; with 50% employer match about $44,022 at 4% or $29,348 at 6%; with 100% employer match about $33,017 at 4% or $22,011 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-299$13,033,639$789,757$2,641iApproximate average salary by contribution assumption: employee only about $66,033 at 4% or $44,022 at 6%; with 50% employer match about $44,022 at 4% or $29,348 at 6%; with 100% employer match about $33,017 at 4% or $22,011 at 6%.
20221281$10,837,784$734,137$2,613iApproximate average salary by contribution assumption: employee only about $65,315 at 4% or $43,543 at 6%; with 50% employer match about $43,543 at 4% or $29,029 at 6%; with 100% employer match about $32,657 at 4% or $21,772 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-281$10,837,784$734,137$2,613iApproximate average salary by contribution assumption: employee only about $65,315 at 4% or $43,543 at 6%; with 50% employer match about $43,543 at 4% or $29,029 at 6%; with 100% employer match about $32,657 at 4% or $21,772 at 6%.
20212278$13,883,614$624,557$2,247iApproximate average salary by contribution assumption: employee only about $56,165 at 4% or $37,443 at 6%; with 50% employer match about $37,443 at 4% or $24,962 at 6%; with 100% employer match about $28,083 at 4% or $18,722 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-278$13,883,614$624,557$2,247iApproximate average salary by contribution assumption: employee only about $56,165 at 4% or $37,443 at 6%; with 50% employer match about $37,443 at 4% or $24,962 at 6%; with 100% employer match about $28,083 at 4% or $18,722 at 6%.
Charles Penzone Inc. Employee Benefits Plan-97---
20202304$12,826,545$501,818$1,651iApproximate average salary by contribution assumption: employee only about $41,268 at 4% or $27,512 at 6%; with 50% employer match about $27,512 at 4% or $18,341 at 6%; with 100% employer match about $20,634 at 4% or $13,756 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-304$12,826,545$501,818$1,651iApproximate average salary by contribution assumption: employee only about $41,268 at 4% or $27,512 at 6%; with 50% employer match about $27,512 at 4% or $18,341 at 6%; with 100% employer match about $20,634 at 4% or $13,756 at 6%.
Charles Penzone Inc. Employee Benefits Plan-86---
20192339$11,533,555$635,822$1,876iApproximate average salary by contribution assumption: employee only about $46,890 at 4% or $31,260 at 6%; with 50% employer match about $31,260 at 4% or $20,840 at 6%; with 100% employer match about $23,445 at 4% or $15,630 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-339$11,533,555$635,822$1,876iApproximate average salary by contribution assumption: employee only about $46,890 at 4% or $31,260 at 6%; with 50% employer match about $31,260 at 4% or $20,840 at 6%; with 100% employer match about $23,445 at 4% or $15,630 at 6%.
Charles Penzone Inc. Employee Benefits Plan-93---
20182309$9,240,075$604,446$1,956iApproximate average salary by contribution assumption: employee only about $48,903 at 4% or $32,602 at 6%; with 50% employer match about $32,602 at 4% or $21,735 at 6%; with 100% employer match about $24,452 at 4% or $16,301 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-309$9,240,075$604,446$1,956iApproximate average salary by contribution assumption: employee only about $48,903 at 4% or $32,602 at 6%; with 50% employer match about $32,602 at 4% or $21,735 at 6%; with 100% employer match about $24,452 at 4% or $16,301 at 6%.
Charles Penzone Inc. Employee Benefits Plan-115---
20172326$10,204,401$623,879$1,914iApproximate average salary by contribution assumption: employee only about $47,843 at 4% or $31,896 at 6%; with 50% employer match about $31,896 at 4% or $21,264 at 6%; with 100% employer match about $23,922 at 4% or $15,948 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-326$10,204,401$623,879$1,914iApproximate average salary by contribution assumption: employee only about $47,843 at 4% or $31,896 at 6%; with 50% employer match about $31,896 at 4% or $21,264 at 6%; with 100% employer match about $23,922 at 4% or $15,948 at 6%.
Charles Penzone Inc. Employee Benefits Plan-111---
20162325$8,716,062$566,857$1,744iApproximate average salary by contribution assumption: employee only about $43,604 at 4% or $29,070 at 6%; with 50% employer match about $29,070 at 4% or $19,380 at 6%; with 100% employer match about $21,802 at 4% or $14,535 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-325$8,716,062$566,857$1,744iApproximate average salary by contribution assumption: employee only about $43,604 at 4% or $29,070 at 6%; with 50% employer match about $29,070 at 4% or $19,380 at 6%; with 100% employer match about $21,802 at 4% or $14,535 at 6%.
Charles Penzone Inc. Employee Benefits Plan-98---
20152388$7,398,952$460,528$1,187iApproximate average salary by contribution assumption: employee only about $29,673 at 4% or $19,782 at 6%; with 50% employer match about $19,782 at 4% or $13,188 at 6%; with 100% employer match about $14,837 at 4% or $9,891 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-388$7,398,952$460,528$1,187iApproximate average salary by contribution assumption: employee only about $29,673 at 4% or $19,782 at 6%; with 50% employer match about $19,782 at 4% or $13,188 at 6%; with 100% employer match about $14,837 at 4% or $9,891 at 6%.
Charles Penzone Inc. Employee Benefits Plan-107---
20142440$7,574,968$393,787$895iApproximate average salary by contribution assumption: employee only about $22,374 at 4% or $14,916 at 6%; with 50% employer match about $14,916 at 4% or $9,944 at 6%; with 100% employer match about $11,187 at 4% or $7,458 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-440$7,574,968$393,787$895iApproximate average salary by contribution assumption: employee only about $22,374 at 4% or $14,916 at 6%; with 50% employer match about $14,916 at 4% or $9,944 at 6%; with 100% employer match about $11,187 at 4% or $7,458 at 6%.
Charles Penzone Inc. Employee Benefits Plan-104---
20132403$6,923,446$375,188$931iApproximate average salary by contribution assumption: employee only about $23,275 at 4% or $15,516 at 6%; with 50% employer match about $15,516 at 4% or $10,344 at 6%; with 100% employer match about $11,637 at 4% or $7,758 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-403$6,923,446$375,188$931iApproximate average salary by contribution assumption: employee only about $23,275 at 4% or $15,516 at 6%; with 50% employer match about $15,516 at 4% or $10,344 at 6%; with 100% employer match about $11,637 at 4% or $7,758 at 6%.
Charles Penzone Inc. Employee Benefits Plan-208---
20121405$5,702,231$413,542$1,021iApproximate average salary by contribution assumption: employee only about $25,527 at 4% or $17,018 at 6%; with 50% employer match about $17,018 at 4% or $11,345 at 6%; with 100% employer match about $12,764 at 4% or $8,509 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-405$5,702,231$413,542$1,021iApproximate average salary by contribution assumption: employee only about $25,527 at 4% or $17,018 at 6%; with 50% employer match about $17,018 at 4% or $11,345 at 6%; with 100% employer match about $12,764 at 4% or $8,509 at 6%.
20111378$4,848,568$372,948$987iApproximate average salary by contribution assumption: employee only about $24,666 at 4% or $16,444 at 6%; with 50% employer match about $16,444 at 4% or $10,963 at 6%; with 100% employer match about $12,333 at 4% or $8,222 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-378$4,848,568$372,948$987iApproximate average salary by contribution assumption: employee only about $24,666 at 4% or $16,444 at 6%; with 50% employer match about $16,444 at 4% or $10,963 at 6%; with 100% employer match about $12,333 at 4% or $8,222 at 6%.
20101385$4,896,252$367,301$954iApproximate average salary by contribution assumption: employee only about $23,851 at 4% or $15,900 at 6%; with 50% employer match about $15,900 at 4% or $10,600 at 6%; with 100% employer match about $11,925 at 4% or $7,950 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-385$4,896,252$367,301$954iApproximate average salary by contribution assumption: employee only about $23,851 at 4% or $15,900 at 6%; with 50% employer match about $15,900 at 4% or $10,600 at 6%; with 100% employer match about $11,925 at 4% or $7,950 at 6%.
20091375$4,150,460$377,510$1,007iApproximate average salary by contribution assumption: employee only about $25,167 at 4% or $16,778 at 6%; with 50% employer match about $16,778 at 4% or $11,185 at 6%; with 100% employer match about $12,584 at 4% or $8,389 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-375$4,150,460$377,510$1,007iApproximate average salary by contribution assumption: employee only about $25,167 at 4% or $16,778 at 6%; with 50% employer match about $16,778 at 4% or $11,185 at 6%; with 100% employer match about $12,584 at 4% or $8,389 at 6%.
20081378$2,970,577$429,451$1,136iApproximate average salary by contribution assumption: employee only about $28,403 at 4% or $18,935 at 6%; with 50% employer match about $18,935 at 4% or $12,623 at 6%; with 100% employer match about $14,201 at 4% or $9,468 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-378$2,970,577$429,451$1,136iApproximate average salary by contribution assumption: employee only about $28,403 at 4% or $18,935 at 6%; with 50% employer match about $18,935 at 4% or $12,623 at 6%; with 100% employer match about $14,201 at 4% or $9,468 at 6%.
20071398$4,187,548$453,403$1,139iApproximate average salary by contribution assumption: employee only about $28,480 at 4% or $18,987 at 6%; with 50% employer match about $18,987 at 4% or $12,658 at 6%; with 100% employer match about $14,240 at 4% or $9,493 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-398$4,187,548$453,403$1,139iApproximate average salary by contribution assumption: employee only about $28,480 at 4% or $18,987 at 6%; with 50% employer match about $18,987 at 4% or $12,658 at 6%; with 100% employer match about $14,240 at 4% or $9,493 at 6%.
20061277$3,612,098$441,553$1,594iApproximate average salary by contribution assumption: employee only about $39,851 at 4% or $26,568 at 6%; with 50% employer match about $26,568 at 4% or $17,712 at 6%; with 100% employer match about $19,926 at 4% or $13,284 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-277$3,612,098$441,553$1,594iApproximate average salary by contribution assumption: employee only about $39,851 at 4% or $26,568 at 6%; with 50% employer match about $26,568 at 4% or $17,712 at 6%; with 100% employer match about $19,926 at 4% or $13,284 at 6%.
20051379$3,013,066$425,032$1,121iApproximate average salary by contribution assumption: employee only about $28,036 at 4% or $18,691 at 6%; with 50% employer match about $18,691 at 4% or $12,461 at 6%; with 100% employer match about $14,018 at 4% or $9,345 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-379$3,013,066$425,032$1,121iApproximate average salary by contribution assumption: employee only about $28,036 at 4% or $18,691 at 6%; with 50% employer match about $18,691 at 4% or $12,461 at 6%; with 100% employer match about $14,018 at 4% or $9,345 at 6%.
20041320$2,905,066$378,319$1,182iApproximate average salary by contribution assumption: employee only about $29,556 at 4% or $19,704 at 6%; with 50% employer match about $19,704 at 4% or $13,136 at 6%; with 100% employer match about $14,778 at 4% or $9,852 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-320$2,905,066$378,319$1,182iApproximate average salary by contribution assumption: employee only about $29,556 at 4% or $19,704 at 6%; with 50% employer match about $19,704 at 4% or $13,136 at 6%; with 100% employer match about $14,778 at 4% or $9,852 at 6%.
20031314$2,356,581$345,849$1,101iApproximate average salary by contribution assumption: employee only about $27,536 at 4% or $18,357 at 6%; with 50% employer match about $18,357 at 4% or $12,238 at 6%; with 100% employer match about $13,768 at 4% or $9,179 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-314$2,356,581$345,849$1,101iApproximate average salary by contribution assumption: employee only about $27,536 at 4% or $18,357 at 6%; with 50% employer match about $18,357 at 4% or $12,238 at 6%; with 100% employer match about $13,768 at 4% or $9,179 at 6%.
20021293$1,775,742$340,426$1,162iApproximate average salary by contribution assumption: employee only about $29,047 at 4% or $19,364 at 6%; with 50% employer match about $19,364 at 4% or $12,910 at 6%; with 100% employer match about $14,523 at 4% or $9,682 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-293$1,775,742$340,426$1,162iApproximate average salary by contribution assumption: employee only about $29,047 at 4% or $19,364 at 6%; with 50% employer match about $19,364 at 4% or $12,910 at 6%; with 100% employer match about $14,523 at 4% or $9,682 at 6%.
20011313$1,767,736$364,477$1,164iApproximate average salary by contribution assumption: employee only about $29,112 at 4% or $19,408 at 6%; with 50% employer match about $19,408 at 4% or $12,938 at 6%; with 100% employer match about $14,556 at 4% or $9,704 at 6%.
Charles Penzone Inc. 401(K) Plan and Trust-313$1,767,736$364,477$1,164iApproximate average salary by contribution assumption: employee only about $29,112 at 4% or $19,408 at 6%; with 50% employer match about $19,408 at 4% or $12,938 at 6%; with 100% employer match about $14,556 at 4% or $9,704 at 6%.