ALVARO PENA, MD
Plan context: ALVARO PENA, M.D., SP 401(K) PROFIT SHARING PLAN AND TRUST
EIN 36-4235953 • Bensenville, IL • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$818,750
2025 Contributions
$171,177
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $818,750 | $171,177 | $17,118iApproximate average salary by contribution assumption: employee only about $427,943 at 4% or $285,295 at 6%; with 50% employer match about $285,295 at 4% or $190,197 at 6%; with 100% employer match about $213,971 at 4% or $142,648 at 6%. |
| ALVARO PENA, M.D., SP 401(K) PROFIT SHARING PLAN AND TRUST | - | 10 | $818,750 | $171,177 | $17,118iApproximate average salary by contribution assumption: employee only about $427,943 at 4% or $285,295 at 6%; with 50% employer match about $285,295 at 4% or $190,197 at 6%; with 100% employer match about $213,971 at 4% or $142,648 at 6%. |
| 2024 | 1 | 7 | $580,563 | $158,278 | $22,611iApproximate average salary by contribution assumption: employee only about $565,279 at 4% or $376,852 at 6%; with 50% employer match about $376,852 at 4% or $251,235 at 6%; with 100% employer match about $282,639 at 4% or $188,426 at 6%. |
| ALVARO PENA, M.D., SP 401(K) PROFIT SHARING PLAN AND TRUST | - | 7 | $580,563 | $158,278 | $22,611iApproximate average salary by contribution assumption: employee only about $565,279 at 4% or $376,852 at 6%; with 50% employer match about $376,852 at 4% or $251,235 at 6%; with 100% employer match about $282,639 at 4% or $188,426 at 6%. |
| 2023 | 1 | 7 | $379,773 | $150,490 | $21,499iApproximate average salary by contribution assumption: employee only about $537,464 at 4% or $358,310 at 6%; with 50% employer match about $358,310 at 4% or $238,873 at 6%; with 100% employer match about $268,732 at 4% or $179,155 at 6%. |
| ALVARO PENA, M.D., SP 401(K) PROFIT SHARING PLAN AND TRUST | - | 7 | $379,773 | $150,490 | $21,499iApproximate average salary by contribution assumption: employee only about $537,464 at 4% or $358,310 at 6%; with 50% employer match about $358,310 at 4% or $238,873 at 6%; with 100% employer match about $268,732 at 4% or $179,155 at 6%. |
| 2022 | 1 | 6 | $194,454 | $136,876 | $22,813iApproximate average salary by contribution assumption: employee only about $570,317 at 4% or $380,211 at 6%; with 50% employer match about $380,211 at 4% or $253,474 at 6%; with 100% employer match about $285,158 at 4% or $190,106 at 6%. |
| ALVARO PENA, M.D., SP 401(K) PROFIT SHARING PLAN AND TRUST | - | 6 | $194,454 | $136,876 | $22,813iApproximate average salary by contribution assumption: employee only about $570,317 at 4% or $380,211 at 6%; with 50% employer match about $380,211 at 4% or $253,474 at 6%; with 100% employer match about $285,158 at 4% or $190,106 at 6%. |
| 2021 | 1 | 4 | $66,282 | $66,282 | $16,571iApproximate average salary by contribution assumption: employee only about $414,263 at 4% or $276,175 at 6%; with 50% employer match about $276,175 at 4% or $184,117 at 6%; with 100% employer match about $207,131 at 4% or $138,088 at 6%. |
| ALVARO PENA, M.D., SP 401(K) PROFIT SHARING PLAN AND TRUST | - | 4 | $66,282 | $66,282 | $16,571iApproximate average salary by contribution assumption: employee only about $414,263 at 4% or $276,175 at 6%; with 50% employer match about $276,175 at 4% or $184,117 at 6%; with 100% employer match about $207,131 at 4% or $138,088 at 6%. |