Civic Intelligence

Robert a. Penna, D.M.D., P.A.

Plan context: Robert a. Penna, D.M.D., P.A. Cash Balance Plan

EIN 51-0405187 • Wilmington, DE • 46 filings • 5 plans

2710 Centerville Road Suite 215Wilmington, DE 19808
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$6,687,918

2025 Contributions

$415,029

Historical Graphs

Total Assets Over Time

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

$6,687,918$3,343,959$0200220142025YearValue
$6,687,918Latest year 2025

Participants Over Time

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

1680200220142025YearValue
16Latest year 2025

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
2025216$6,687,918$415,029$25,939iApproximate average salary by contribution assumption: employee only about $648,483 at 4% or $432,322 at 6%; with 50% employer match about $432,322 at 4% or $288,215 at 6%; with 100% employer match about $324,241 at 4% or $216,161 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-12$3,424,117$320,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-16$3,263,801$95,029$5,939iApproximate average salary by contribution assumption: employee only about $148,483 at 4% or $98,989 at 6%; with 50% employer match about $98,989 at 4% or $65,992 at 6%; with 100% employer match about $74,241 at 4% or $49,494 at 6%.
2024213$5,657,829$337,691$25,976iApproximate average salary by contribution assumption: employee only about $649,406 at 4% or $432,937 at 6%; with 50% employer match about $432,937 at 4% or $288,625 at 6%; with 100% employer match about $324,703 at 4% or $216,469 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-13$2,838,695$89,521$6,886iApproximate average salary by contribution assumption: employee only about $172,156 at 4% or $114,771 at 6%; with 50% employer match about $114,771 at 4% or $76,514 at 6%; with 100% employer match about $86,078 at 4% or $57,385 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-12$2,819,134$248,170$20,681iApproximate average salary by contribution assumption: employee only about $517,021 at 4% or $344,681 at 6%; with 50% employer match about $344,681 at 4% or $229,787 at 6%; with 100% employer match about $258,510 at 4% or $172,340 at 6%.
2023212$4,988,582$343,519$28,627iApproximate average salary by contribution assumption: employee only about $715,665 at 4% or $477,110 at 6%; with 50% employer match about $477,110 at 4% or $318,073 at 6%; with 100% employer match about $357,832 at 4% or $238,555 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-11$2,573,730$83,004$7,546iApproximate average salary by contribution assumption: employee only about $188,645 at 4% or $125,764 at 6%; with 50% employer match about $125,764 at 4% or $83,842 at 6%; with 100% employer match about $94,323 at 4% or $62,882 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-12$2,414,852$260,515$21,710iApproximate average salary by contribution assumption: employee only about $542,740 at 4% or $361,826 at 6%; with 50% employer match about $361,826 at 4% or $241,218 at 6%; with 100% employer match about $271,370 at 4% or $180,913 at 6%.
2022210$4,213,861$248,617$24,862iApproximate average salary by contribution assumption: employee only about $621,543 at 4% or $414,362 at 6%; with 50% employer match about $414,362 at 4% or $276,241 at 6%; with 100% employer match about $310,771 at 4% or $207,181 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-10$2,260,746$88,617$8,862iApproximate average salary by contribution assumption: employee only about $221,543 at 4% or $147,695 at 6%; with 50% employer match about $147,695 at 4% or $98,463 at 6%; with 100% employer match about $110,771 at 4% or $73,848 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-10$1,953,115$160,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
2021211$4,738,486$217,644$19,786iApproximate average salary by contribution assumption: employee only about $494,645 at 4% or $329,764 at 6%; with 50% employer match about $329,764 at 4% or $219,842 at 6%; with 100% employer match about $247,323 at 4% or $164,882 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-10$2,596,679$73,644$7,364iApproximate average salary by contribution assumption: employee only about $184,110 at 4% or $122,740 at 6%; with 50% employer match about $122,740 at 4% or $81,827 at 6%; with 100% employer match about $92,055 at 4% or $61,370 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-11$2,141,807$144,000$13,091iApproximate average salary by contribution assumption: employee only about $327,273 at 4% or $218,182 at 6%; with 50% employer match about $218,182 at 4% or $145,455 at 6%; with 100% employer match about $163,636 at 4% or $109,091 at 6%.
2020210$4,284,240$205,519$20,552iApproximate average salary by contribution assumption: employee only about $513,798 at 4% or $342,532 at 6%; with 50% employer match about $342,532 at 4% or $228,354 at 6%; with 100% employer match about $256,899 at 4% or $171,266 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-9$2,360,053$73,519$8,169iApproximate average salary by contribution assumption: employee only about $204,219 at 4% or $136,146 at 6%; with 50% employer match about $136,146 at 4% or $90,764 at 6%; with 100% employer match about $102,110 at 4% or $68,073 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-10$1,924,187$132,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.
2019210$3,660,288$220,810$22,081iApproximate average salary by contribution assumption: employee only about $552,025 at 4% or $368,017 at 6%; with 50% employer match about $368,017 at 4% or $245,344 at 6%; with 100% employer match about $276,013 at 4% or $184,008 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-9$2,062,234$76,810$8,534iApproximate average salary by contribution assumption: employee only about $213,361 at 4% or $142,241 at 6%; with 50% employer match about $142,241 at 4% or $94,827 at 6%; with 100% employer match about $106,681 at 4% or $71,120 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-10$1,598,054$144,000$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.
201829$2,956,398$221,929$24,659iApproximate average salary by contribution assumption: employee only about $616,469 at 4% or $410,980 at 6%; with 50% employer match about $410,980 at 4% or $273,986 at 6%; with 100% employer match about $308,235 at 4% or $205,490 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-8$1,700,936$73,929$9,241iApproximate average salary by contribution assumption: employee only about $231,028 at 4% or $154,019 at 6%; with 50% employer match about $154,019 at 4% or $102,679 at 6%; with 100% employer match about $115,514 at 4% or $77,009 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-9$1,255,462$148,000$16,444iApproximate average salary by contribution assumption: employee only about $411,111 at 4% or $274,074 at 6%; with 50% employer match about $274,074 at 4% or $182,716 at 6%; with 100% employer match about $205,556 at 4% or $137,037 at 6%.
2017211$3,065,282$167,380$15,216iApproximate average salary by contribution assumption: employee only about $380,409 at 4% or $253,606 at 6%; with 50% employer match about $253,606 at 4% or $169,071 at 6%; with 100% employer match about $190,205 at 4% or $126,803 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-10$1,889,137$94,422$9,442iApproximate average salary by contribution assumption: employee only about $236,055 at 4% or $157,370 at 6%; with 50% employer match about $157,370 at 4% or $104,913 at 6%; with 100% employer match about $118,028 at 4% or $78,685 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-11$1,176,145$72,958$6,633iApproximate average salary by contribution assumption: employee only about $165,814 at 4% or $110,542 at 6%; with 50% employer match about $110,542 at 4% or $73,695 at 6%; with 100% employer match about $82,907 at 4% or $55,271 at 6%.
2016212$2,601,991$182,927$15,244iApproximate average salary by contribution assumption: employee only about $381,098 at 4% or $254,065 at 6%; with 50% employer match about $254,065 at 4% or $169,377 at 6%; with 100% employer match about $190,549 at 4% or $127,033 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-11$1,598,755$65,231$5,930iApproximate average salary by contribution assumption: employee only about $148,252 at 4% or $98,835 at 6%; with 50% employer match about $98,835 at 4% or $65,890 at 6%; with 100% employer match about $74,126 at 4% or $49,417 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-12$1,003,236$117,696$9,808iApproximate average salary by contribution assumption: employee only about $245,200 at 4% or $163,467 at 6%; with 50% employer match about $163,467 at 4% or $108,978 at 6%; with 100% employer match about $122,600 at 4% or $81,733 at 6%.
201529$2,216,205$140,424$15,603iApproximate average salary by contribution assumption: employee only about $390,067 at 4% or $260,044 at 6%; with 50% employer match about $260,044 at 4% or $173,363 at 6%; with 100% employer match about $195,033 at 4% or $130,022 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-8$1,394,530$78,078$9,760iApproximate average salary by contribution assumption: employee only about $243,994 at 4% or $162,663 at 6%; with 50% employer match about $162,663 at 4% or $108,442 at 6%; with 100% employer match about $121,997 at 4% or $81,331 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-9$821,675$62,346$6,927iApproximate average salary by contribution assumption: employee only about $173,183 at 4% or $115,456 at 6%; with 50% employer match about $115,456 at 4% or $76,970 at 6%; with 100% employer match about $86,592 at 4% or $57,728 at 6%.
201427$2,115,036$139,312$19,902iApproximate average salary by contribution assumption: employee only about $497,543 at 4% or $331,695 at 6%; with 50% employer match about $331,695 at 4% or $221,130 at 6%; with 100% employer match about $248,771 at 4% or $165,848 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-6$1,343,683$82,312$13,719iApproximate average salary by contribution assumption: employee only about $342,967 at 4% or $228,644 at 6%; with 50% employer match about $228,644 at 4% or $152,430 at 6%; with 100% employer match about $171,483 at 4% or $114,322 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-7$771,353$57,000$8,143iApproximate average salary by contribution assumption: employee only about $203,571 at 4% or $135,714 at 6%; with 50% employer match about $135,714 at 4% or $90,476 at 6%; with 100% employer match about $101,786 at 4% or $67,857 at 6%.
2013210$1,924,268$144,534$14,453iApproximate average salary by contribution assumption: employee only about $361,335 at 4% or $240,890 at 6%; with 50% employer match about $240,890 at 4% or $160,593 at 6%; with 100% employer match about $180,668 at 4% or $120,445 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-10$1,240,030$67,534$6,753iApproximate average salary by contribution assumption: employee only about $168,835 at 4% or $112,557 at 6%; with 50% employer match about $112,557 at 4% or $75,038 at 6%; with 100% employer match about $84,418 at 4% or $56,278 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-10$684,238$77,000$7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%.
2012210$1,632,665$131,650$13,165iApproximate average salary by contribution assumption: employee only about $329,125 at 4% or $219,417 at 6%; with 50% employer match about $219,417 at 4% or $146,278 at 6%; with 100% employer match about $164,563 at 4% or $109,708 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-10$1,071,650$78,650$7,865iApproximate average salary by contribution assumption: employee only about $196,625 at 4% or $131,083 at 6%; with 50% employer match about $131,083 at 4% or $87,389 at 6%; with 100% employer match about $98,313 at 4% or $65,542 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-8$561,015$53,000$6,625iApproximate average salary by contribution assumption: employee only about $165,625 at 4% or $110,417 at 6%; with 50% employer match about $110,417 at 4% or $73,611 at 6%; with 100% employer match about $82,813 at 4% or $55,208 at 6%.
201129$1,380,391$126,235$14,026iApproximate average salary by contribution assumption: employee only about $350,653 at 4% or $233,769 at 6%; with 50% employer match about $233,769 at 4% or $155,846 at 6%; with 100% employer match about $175,326 at 4% or $116,884 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-9$901,175$73,576$8,175iApproximate average salary by contribution assumption: employee only about $204,378 at 4% or $136,252 at 6%; with 50% employer match about $136,252 at 4% or $90,835 at 6%; with 100% employer match about $102,189 at 4% or $68,126 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-9$479,216$52,659$5,851iApproximate average salary by contribution assumption: employee only about $146,275 at 4% or $97,517 at 6%; with 50% employer match about $97,517 at 4% or $65,011 at 6%; with 100% employer match about $73,138 at 4% or $48,758 at 6%.
2010211$1,411,244$126,860$11,533iApproximate average salary by contribution assumption: employee only about $288,318 at 4% or $192,212 at 6%; with 50% employer match about $192,212 at 4% or $128,141 at 6%; with 100% employer match about $144,159 at 4% or $96,106 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-11$973,734$78,919$7,174iApproximate average salary by contribution assumption: employee only about $179,361 at 4% or $119,574 at 6%; with 50% employer match about $119,574 at 4% or $79,716 at 6%; with 100% employer match about $89,681 at 4% or $59,787 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-10$437,510$47,941$4,794iApproximate average salary by contribution assumption: employee only about $119,853 at 4% or $79,902 at 6%; with 50% employer match about $79,902 at 4% or $53,268 at 6%; with 100% employer match about $59,926 at 4% or $39,951 at 6%.
2009211$1,172,227$193,056$17,551iApproximate average salary by contribution assumption: employee only about $438,764 at 4% or $292,509 at 6%; with 50% employer match about $292,509 at 4% or $195,006 at 6%; with 100% employer match about $219,382 at 4% or $146,255 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-11$814,202$102,999$9,364iApproximate average salary by contribution assumption: employee only about $234,089 at 4% or $156,059 at 6%; with 50% employer match about $156,059 at 4% or $104,039 at 6%; with 100% employer match about $117,044 at 4% or $78,030 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-10$358,025$90,057$9,006iApproximate average salary by contribution assumption: employee only about $225,143 at 4% or $150,095 at 6%; with 50% employer match about $150,095 at 4% or $100,063 at 6%; with 100% employer match about $112,571 at 4% or $75,048 at 6%.
200829$790,316$153,583$17,065iApproximate average salary by contribution assumption: employee only about $426,619 at 4% or $284,413 at 6%; with 50% employer match about $284,413 at 4% or $189,609 at 6%; with 100% employer match about $213,310 at 4% or $142,206 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-9$566,744$99,904$11,100iApproximate average salary by contribution assumption: employee only about $277,511 at 4% or $185,007 at 6%; with 50% employer match about $185,007 at 4% or $123,338 at 6%; with 100% employer match about $138,756 at 4% or $92,504 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-0$223,572$53,679-
200729$699,485$99,768$11,085iApproximate average salary by contribution assumption: employee only about $277,133 at 4% or $184,756 at 6%; with 50% employer match about $184,756 at 4% or $123,170 at 6%; with 100% employer match about $138,567 at 4% or $92,378 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-9$699,485$99,768$11,085iApproximate average salary by contribution assumption: employee only about $277,133 at 4% or $184,756 at 6%; with 50% employer match about $184,756 at 4% or $123,170 at 6%; with 100% employer match about $138,567 at 4% or $92,378 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-8---
2006210$735,864$143,577$14,358iApproximate average salary by contribution assumption: employee only about $358,943 at 4% or $239,295 at 6%; with 50% employer match about $239,295 at 4% or $159,530 at 6%; with 100% employer match about $179,471 at 4% or $119,648 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-10$576,490$92,617$9,262iApproximate average salary by contribution assumption: employee only about $231,543 at 4% or $154,362 at 6%; with 50% employer match about $154,362 at 4% or $102,908 at 6%; with 100% employer match about $115,771 at 4% or $77,181 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-9$159,374$50,960$5,662iApproximate average salary by contribution assumption: employee only about $141,556 at 4% or $94,370 at 6%; with 50% employer match about $94,370 at 4% or $62,914 at 6%; with 100% employer match about $70,778 at 4% or $47,185 at 6%.
200529$513,592$124,930$13,881iApproximate average salary by contribution assumption: employee only about $347,028 at 4% or $231,352 at 6%; with 50% employer match about $231,352 at 4% or $154,235 at 6%; with 100% employer match about $173,514 at 4% or $115,676 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-9$418,134$81,626$9,070iApproximate average salary by contribution assumption: employee only about $226,739 at 4% or $151,159 at 6%; with 50% employer match about $151,159 at 4% or $100,773 at 6%; with 100% employer match about $113,369 at 4% or $75,580 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-8$95,458$43,304$5,413iApproximate average salary by contribution assumption: employee only about $135,325 at 4% or $90,217 at 6%; with 50% employer match about $90,217 at 4% or $60,144 at 6%; with 100% employer match about $67,663 at 4% or $45,108 at 6%.
200429$364,157$118,689$13,188iApproximate average salary by contribution assumption: employee only about $329,692 at 4% or $219,794 at 6%; with 50% employer match about $219,794 at 4% or $146,530 at 6%; with 100% employer match about $164,846 at 4% or $109,897 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-9$315,323$72,621$8,069iApproximate average salary by contribution assumption: employee only about $201,725 at 4% or $134,483 at 6%; with 50% employer match about $134,483 at 4% or $89,656 at 6%; with 100% employer match about $100,863 at 4% or $67,242 at 6%.
Robert a. Penna, D.M.D., P.A. Cash Balance Plan-8$48,834$46,068$5,759iApproximate average salary by contribution assumption: employee only about $143,963 at 4% or $95,975 at 6%; with 50% employer match about $95,975 at 4% or $63,983 at 6%; with 100% employer match about $71,981 at 4% or $47,988 at 6%.
200315$213,930$57,941$11,588iApproximate average salary by contribution assumption: employee only about $289,705 at 4% or $193,137 at 6%; with 50% employer match about $193,137 at 4% or $128,758 at 6%; with 100% employer match about $144,853 at 4% or $96,568 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-5$213,930$57,941$11,588iApproximate average salary by contribution assumption: employee only about $289,705 at 4% or $193,137 at 6%; with 50% employer match about $193,137 at 4% or $128,758 at 6%; with 100% employer match about $144,853 at 4% or $96,568 at 6%.
200214$118,173$51,920$12,980iApproximate average salary by contribution assumption: employee only about $324,500 at 4% or $216,333 at 6%; with 50% employer match about $216,333 at 4% or $144,222 at 6%; with 100% employer match about $162,250 at 4% or $108,167 at 6%.
Robert a. Penna, D.M.D., P.A. 401(K) Profit Sharing Plan-4$118,173$51,920$12,980iApproximate average salary by contribution assumption: employee only about $324,500 at 4% or $216,333 at 6%; with 50% employer match about $216,333 at 4% or $144,222 at 6%; with 100% employer match about $162,250 at 4% or $108,167 at 6%.