Pennella & Associates
Plan context: Pennella & Associates Profit Sharing Plan
EIN 33-0526874 • 6 filings • 2 plans
Current Snapshot
Latest Year
2001
2001 Participants
2
2001 Assets
$47,291
2001 Contributions
$10,000
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 2 | $47,291 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Pennella & Associates Profit Sharing Plan | - | 2 | $47,291 | $3,992 | $1,996iApproximate average salary by contribution assumption: employee only about $49,900 at 4% or $33,267 at 6%; with 50% employer match about $33,267 at 4% or $22,178 at 6%; with 100% employer match about $24,950 at 4% or $16,633 at 6%. |
| Pennella & Associates Money Purchase Plan | - | 0 | - | $6,008 | - |
| 2000 | 2 | 1 | $38,932 | $12,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Pennella & Associates Money Purchase Plan | - | 1 | $26,581 | $9,894 | $9,894iApproximate average salary by contribution assumption: employee only about $247,350 at 4% or $164,900 at 6%; with 50% employer match about $164,900 at 4% or $109,933 at 6%; with 100% employer match about $123,675 at 4% or $82,450 at 6%. |
| Pennella & Associates Profit Sharing Plan | - | 1 | $12,351 | $2,106 | $2,106iApproximate average salary by contribution assumption: employee only about $52,650 at 4% or $35,100 at 6%; with 50% employer match about $35,100 at 4% or $23,400 at 6%; with 100% employer match about $26,325 at 4% or $17,550 at 6%. |
| 1999 | 2 | 2 | $27,856 | $27,856 | $13,928iApproximate average salary by contribution assumption: employee only about $348,200 at 4% or $232,133 at 6%; with 50% employer match about $232,133 at 4% or $154,756 at 6%; with 100% employer match about $174,100 at 4% or $116,067 at 6%. |
| Pennella & Associates Money Purchase Plan | - | 2 | $17,240 | $17,240 | $8,620iApproximate average salary by contribution assumption: employee only about $215,500 at 4% or $143,667 at 6%; with 50% employer match about $143,667 at 4% or $95,778 at 6%; with 100% employer match about $107,750 at 4% or $71,833 at 6%. |
| Pennella & Associates Profit Sharing Plan | - | 2 | $10,616 | $10,616 | $5,308iApproximate average salary by contribution assumption: employee only about $132,700 at 4% or $88,467 at 6%; with 50% employer match about $88,467 at 4% or $58,978 at 6%; with 100% employer match about $66,350 at 4% or $44,233 at 6%. |