Penny & Longobardo, P.A.
Plan context: Penny & Longobardo, P.A. 401K Profit Sharing Plan
EIN 56-1706019 • Cary, NC • 14 filings • 7 plans
Current Snapshot
Latest Year
2011
2011 Participants
1
2011 Assets
$610,589
2011 Contributions
$34,558
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 1 | $610,589 | $34,558 | $34,558iApproximate average salary by contribution assumption: employee only about $863,950 at 4% or $575,967 at 6%; with 50% employer match about $575,967 at 4% or $383,978 at 6%; with 100% employer match about $431,975 at 4% or $287,983 at 6%. |
| Penny & Longobardo, P.A. 401K Profit Sharing Plan | - | 1 | $610,589 | $34,558 | $34,558iApproximate average salary by contribution assumption: employee only about $863,950 at 4% or $575,967 at 6%; with 50% employer match about $575,967 at 4% or $383,978 at 6%; with 100% employer match about $431,975 at 4% or $287,983 at 6%. |
| 2010 | 1 | 2 | $666,995 | $50,576 | $25,288iApproximate average salary by contribution assumption: employee only about $632,200 at 4% or $421,467 at 6%; with 50% employer match about $421,467 at 4% or $280,978 at 6%; with 100% employer match about $316,100 at 4% or $210,733 at 6%. |
| Penny & Longobardo, P.A. 401K Profit Sharing Plan | - | 2 | $666,995 | $50,576 | $25,288iApproximate average salary by contribution assumption: employee only about $632,200 at 4% or $421,467 at 6%; with 50% employer match about $421,467 at 4% or $280,978 at 6%; with 100% employer match about $316,100 at 4% or $210,733 at 6%. |
| 2009 | 1 | 2 | $515,368 | $43,207 | $21,604iApproximate average salary by contribution assumption: employee only about $540,088 at 4% or $360,058 at 6%; with 50% employer match about $360,058 at 4% or $240,039 at 6%; with 100% employer match about $270,044 at 4% or $180,029 at 6%. |
| Penny & Longobardo, P.A. 401K Profit Sharing Plan | - | 2 | $515,368 | $43,207 | $21,604iApproximate average salary by contribution assumption: employee only about $540,088 at 4% or $360,058 at 6%; with 50% employer match about $360,058 at 4% or $240,039 at 6%; with 100% employer match about $270,044 at 4% or $180,029 at 6%. |
| 2008 | 1 | 2 | $387,365 | $48,645 | $24,323iApproximate average salary by contribution assumption: employee only about $608,063 at 4% or $405,375 at 6%; with 50% employer match about $405,375 at 4% or $270,250 at 6%; with 100% employer match about $304,031 at 4% or $202,688 at 6%. |
| Penny & Longobardo, P.A. 401K Profit Sharing Plan | - | 2 | $387,365 | $48,645 | $24,323iApproximate average salary by contribution assumption: employee only about $608,063 at 4% or $405,375 at 6%; with 50% employer match about $405,375 at 4% or $270,250 at 6%; with 100% employer match about $304,031 at 4% or $202,688 at 6%. |
| 2007 | 1 | 2 | $521,894 | $18,500 | $9,250iApproximate average salary by contribution assumption: employee only about $231,250 at 4% or $154,167 at 6%; with 50% employer match about $154,167 at 4% or $102,778 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%. |
| Penny & Longobardo, P.A. 401K Profit Sharing Plan | - | 2 | $521,894 | $18,500 | $9,250iApproximate average salary by contribution assumption: employee only about $231,250 at 4% or $154,167 at 6%; with 50% employer match about $154,167 at 4% or $102,778 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%. |
| 2006 | 1 | 2 | $474,748 | $31,942 | $15,971iApproximate average salary by contribution assumption: employee only about $399,275 at 4% or $266,183 at 6%; with 50% employer match about $266,183 at 4% or $177,456 at 6%; with 100% employer match about $199,638 at 4% or $133,092 at 6%. |
| Penny & Longobardo, P.A. 401K Profit Sharing Plan | - | 2 | $474,748 | $31,942 | $15,971iApproximate average salary by contribution assumption: employee only about $399,275 at 4% or $266,183 at 6%; with 50% employer match about $266,183 at 4% or $177,456 at 6%; with 100% employer match about $199,638 at 4% or $133,092 at 6%. |
| 2005 | 1 | 2 | $392,321 | $45,133 | $22,567iApproximate average salary by contribution assumption: employee only about $564,163 at 4% or $376,108 at 6%; with 50% employer match about $376,108 at 4% or $250,739 at 6%; with 100% employer match about $282,081 at 4% or $188,054 at 6%. |
| Penny & Longobardo, P.A. 401K Profit Sharing Plan | - | 2 | $392,321 | $45,133 | $22,567iApproximate average salary by contribution assumption: employee only about $564,163 at 4% or $376,108 at 6%; with 50% employer match about $376,108 at 4% or $250,739 at 6%; with 100% employer match about $282,081 at 4% or $188,054 at 6%. |
| 2004 | 1 | 2 | $313,163 | $47,815 | $23,908iApproximate average salary by contribution assumption: employee only about $597,688 at 4% or $398,458 at 6%; with 50% employer match about $398,458 at 4% or $265,639 at 6%; with 100% employer match about $298,844 at 4% or $199,229 at 6%. |
| Penny & Longobardo, P.A. 401K Profit Sharing Plan | - | 2 | $313,163 | $47,815 | $23,908iApproximate average salary by contribution assumption: employee only about $597,688 at 4% or $398,458 at 6%; with 50% employer match about $398,458 at 4% or $265,639 at 6%; with 100% employer match about $298,844 at 4% or $199,229 at 6%. |
| 2003 | 1 | 2 | $255,260 | $46,416 | $23,208iApproximate average salary by contribution assumption: employee only about $580,200 at 4% or $386,800 at 6%; with 50% employer match about $386,800 at 4% or $257,867 at 6%; with 100% employer match about $290,100 at 4% or $193,400 at 6%. |
| Penny & Longobardo, P.A. 401K Profit Sharing Plan | - | 2 | $255,260 | $46,416 | $23,208iApproximate average salary by contribution assumption: employee only about $580,200 at 4% or $386,800 at 6%; with 50% employer match about $386,800 at 4% or $257,867 at 6%; with 100% employer match about $290,100 at 4% or $193,400 at 6%. |
| 2002 | 2 | 2 | $161,035 | $61,430 | $30,715iApproximate average salary by contribution assumption: employee only about $767,875 at 4% or $511,917 at 6%; with 50% employer match about $511,917 at 4% or $341,278 at 6%; with 100% employer match about $383,938 at 4% or $255,958 at 6%. |
| Penny & Longobardo, P.A. 401K Profit Sharing Plan | - | 2 | $161,035 | $43,554 | $21,777iApproximate average salary by contribution assumption: employee only about $544,425 at 4% or $362,950 at 6%; with 50% employer match about $362,950 at 4% or $241,967 at 6%; with 100% employer match about $272,213 at 4% or $181,475 at 6%. |
| Penny & Longobardo, P.A. 401K Profit Sharing Plan | - | 0 | - | $17,876 | - |
| 2001 | 1 | 2 | $175,844 | $41,286 | $20,643iApproximate average salary by contribution assumption: employee only about $516,075 at 4% or $344,050 at 6%; with 50% employer match about $344,050 at 4% or $229,367 at 6%; with 100% employer match about $258,038 at 4% or $172,025 at 6%. |
| Penny & Longobardo, P.A. 401K Profit Sharing Plan | - | 2 | $175,844 | $41,286 | $20,643iApproximate average salary by contribution assumption: employee only about $516,075 at 4% or $344,050 at 6%; with 50% employer match about $344,050 at 4% or $229,367 at 6%; with 100% employer match about $258,038 at 4% or $172,025 at 6%. |
| 2000 | 1 | 2 | $0 | $0 | - |
| Penny & Longobardo, P.A. 401K Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 1 | 8 | $412,848 | $25,856 | $3,232iApproximate average salary by contribution assumption: employee only about $80,800 at 4% or $53,867 at 6%; with 50% employer match about $53,867 at 4% or $35,911 at 6%; with 100% employer match about $40,400 at 4% or $26,933 at 6%. |
| Penny & Longobardo, P.A. 401K Profit Sharing Plan | - | 8 | $412,848 | $25,856 | $3,232iApproximate average salary by contribution assumption: employee only about $80,800 at 4% or $53,867 at 6%; with 50% employer match about $53,867 at 4% or $35,911 at 6%; with 100% employer match about $40,400 at 4% or $26,933 at 6%. |