Civic Intelligence

Alan Penn & Associates Inc.

Plan context: Alan Penn & Associates Inc. Profit Sharing Plan

EIN 52-2146344 • 15 filings • 4 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$246,486

2008 Contributions

$58,254

Historical Graphs

Total Assets Over Time

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

$246,486$123,243$019992004YearValue
$246,486Latest year 2004

Participants Over Time

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

320199920042008YearValue
1Latest year 2008

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
200811$0$0-
Alan Penn & Associates Inc. Profit Sharing Plan-1---
200712$0$0-
Alan Penn & Associates Inc. Profit Sharing Plan-2---
200612$0$0-
Alan Penn & Associates Inc. Profit Sharing Plan-2---
200513$0$0-
Alan Penn & Associates Inc. Profit Sharing Plan-3---
200413$246,486$58,254$19,418iApproximate average salary by contribution assumption: employee only about $485,450 at 4% or $323,633 at 6%; with 50% employer match about $323,633 at 4% or $215,756 at 6%; with 100% employer match about $242,725 at 4% or $161,817 at 6%.
Alan Penn & Associates Inc. Profit Sharing Plan-3$246,486$58,254$19,418iApproximate average salary by contribution assumption: employee only about $485,450 at 4% or $323,633 at 6%; with 50% employer match about $323,633 at 4% or $215,756 at 6%; with 100% employer match about $242,725 at 4% or $161,817 at 6%.
200313$0$0-
Alan Penn & Associates Inc. Profit Sharing Plan-3---
200212$0$0-
Alan Penn & Associates Inc. Profit Sharing Plan-2---
200122$0$0-
Alan Penn & Associates Inc. Profit Sharing Plan-2---
Alan Penn & Associates Inc. Money Purchase Pension Plan-0---
200022$0$0-
Alan Penn & Associates Inc. Profit Sharing Plan-2---
Alan Penn & Associates Inc. Money Purchase Pension Plan-2---
199942$91,313$62,107$31,054iApproximate average salary by contribution assumption: employee only about $776,338 at 4% or $517,558 at 6%; with 50% employer match about $517,558 at 4% or $345,039 at 6%; with 100% employer match about $388,169 at 4% or $258,779 at 6%.
Alan Penn & Associates Inc. Profit Sharing Plan-2$50,345$31,114$15,557iApproximate average salary by contribution assumption: employee only about $388,925 at 4% or $259,283 at 6%; with 50% employer match about $259,283 at 4% or $172,856 at 6%; with 100% employer match about $194,463 at 4% or $129,642 at 6%.
Alan Penn & Associates Inc. Profit Sharing Plan-2$18,142$15,467$7,734iApproximate average salary by contribution assumption: employee only about $193,338 at 4% or $128,892 at 6%; with 50% employer match about $128,892 at 4% or $85,928 at 6%; with 100% employer match about $96,669 at 4% or $64,446 at 6%.
Alan Penn & Associates Inc. Money Purchase Pension Plan-2$16,780$10,371$5,186iApproximate average salary by contribution assumption: employee only about $129,638 at 4% or $86,425 at 6%; with 50% employer match about $86,425 at 4% or $57,617 at 6%; with 100% employer match about $64,819 at 4% or $43,213 at 6%.
Alan Penn & Associates Inc. Money Purchase Pension Plan-2$6,046$5,155$2,578iApproximate average salary by contribution assumption: employee only about $64,438 at 4% or $42,958 at 6%; with 50% employer match about $42,958 at 4% or $28,639 at 6%; with 100% employer match about $32,219 at 4% or $21,479 at 6%.