Civic Intelligence

Penney Retirement Community

Plan context: Penney Retirement Community 403(B) Plan

EIN 59-0624420 • Penney Farms, FL • 43 filings • 8 plans

3495 Hoffman StPenney Farms, FL 32079
Current Snapshot

Latest Year

2024

2024 Participants

208

2024 Assets

$4,578,683

2024 Contributions

$463,309

Historical Graphs

Total Assets Over Time

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

$4,578,683$2,289,342$0200320142024YearValue
$4,578,683Latest year 2024

Participants Over Time

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

2081040200020122024YearValue
208Latest year 2024

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
20242208$4,578,683$463,309$2,227iApproximate average salary by contribution assumption: employee only about $55,686 at 4% or $37,124 at 6%; with 50% employer match about $37,124 at 4% or $24,749 at 6%; with 100% employer match about $27,843 at 4% or $18,562 at 6%.
Penney Retirement Community 403(B) Plan-208$4,578,683$463,309$2,227iApproximate average salary by contribution assumption: employee only about $55,686 at 4% or $37,124 at 6%; with 50% employer match about $37,124 at 4% or $24,749 at 6%; with 100% employer match about $27,843 at 4% or $18,562 at 6%.
Penney Retirement Community Inc.-100---
20232197$4,021,004$391,028$1,985iApproximate average salary by contribution assumption: employee only about $49,623 at 4% or $33,082 at 6%; with 50% employer match about $33,082 at 4% or $22,055 at 6%; with 100% employer match about $24,811 at 4% or $16,541 at 6%.
Penney Retirement Community 403(B) Plan-197$4,021,004$391,028$1,985iApproximate average salary by contribution assumption: employee only about $49,623 at 4% or $33,082 at 6%; with 50% employer match about $33,082 at 4% or $22,055 at 6%; with 100% employer match about $24,811 at 4% or $16,541 at 6%.
Penney Retirement Community Inc.-102---
20222151$3,695,041$396,369$2,625iApproximate average salary by contribution assumption: employee only about $65,624 at 4% or $43,749 at 6%; with 50% employer match about $43,749 at 4% or $29,166 at 6%; with 100% employer match about $32,812 at 4% or $21,875 at 6%.
Penney Retirement Community 403(B) Plan-151$3,695,041$396,369$2,625iApproximate average salary by contribution assumption: employee only about $65,624 at 4% or $43,749 at 6%; with 50% employer match about $43,749 at 4% or $29,166 at 6%; with 100% employer match about $32,812 at 4% or $21,875 at 6%.
Penney Retirement Community Inc.-100---
20212146$4,038,632$379,616$2,600iApproximate average salary by contribution assumption: employee only about $65,003 at 4% or $43,335 at 6%; with 50% employer match about $43,335 at 4% or $28,890 at 6%; with 100% employer match about $32,501 at 4% or $21,668 at 6%.
Penney Retirement Community 403(B) Plan-146$4,038,632$379,616$2,600iApproximate average salary by contribution assumption: employee only about $65,003 at 4% or $43,335 at 6%; with 50% employer match about $43,335 at 4% or $28,890 at 6%; with 100% employer match about $32,501 at 4% or $21,668 at 6%.
Penney Retirement Community Inc.-98---
20203148$4,226,195$443,319$2,995iApproximate average salary by contribution assumption: employee only about $74,885 at 4% or $49,923 at 6%; with 50% employer match about $49,923 at 4% or $33,282 at 6%; with 100% employer match about $37,442 at 4% or $24,962 at 6%.
Penney Retirement Community 403(B) Plan-148$4,226,195$443,319$2,995iApproximate average salary by contribution assumption: employee only about $74,885 at 4% or $49,923 at 6%; with 50% employer match about $49,923 at 4% or $33,282 at 6%; with 100% employer match about $37,442 at 4% or $24,962 at 6%.
Penney Retirement Community Inc.-107---
Penney Retirement Community Inc.-114---
20192158$3,512,886$421,003$2,665iApproximate average salary by contribution assumption: employee only about $66,614 at 4% or $44,410 at 6%; with 50% employer match about $44,410 at 4% or $29,606 at 6%; with 100% employer match about $33,307 at 4% or $22,205 at 6%.
Penney Retirement Community 403(B) Plan-158$3,512,886$421,003$2,665iApproximate average salary by contribution assumption: employee only about $66,614 at 4% or $44,410 at 6%; with 50% employer match about $44,410 at 4% or $29,606 at 6%; with 100% employer match about $33,307 at 4% or $22,205 at 6%.
Penney Retirement Community Inc.-111---
20181159$2,768,527$390,239$2,454iApproximate average salary by contribution assumption: employee only about $61,358 at 4% or $40,906 at 6%; with 50% employer match about $40,906 at 4% or $27,270 at 6%; with 100% employer match about $30,679 at 4% or $20,453 at 6%.
Penney Retirement Community 403(B) Plan-159$2,768,527$390,239$2,454iApproximate average salary by contribution assumption: employee only about $61,358 at 4% or $40,906 at 6%; with 50% employer match about $40,906 at 4% or $27,270 at 6%; with 100% employer match about $30,679 at 4% or $20,453 at 6%.
20171157$3,179,005$369,050$2,351iApproximate average salary by contribution assumption: employee only about $58,766 at 4% or $39,177 at 6%; with 50% employer match about $39,177 at 4% or $26,118 at 6%; with 100% employer match about $29,383 at 4% or $19,589 at 6%.
Penney Retirement Community 403(B) Plan-157$3,179,005$369,050$2,351iApproximate average salary by contribution assumption: employee only about $58,766 at 4% or $39,177 at 6%; with 50% employer match about $39,177 at 4% or $26,118 at 6%; with 100% employer match about $29,383 at 4% or $19,589 at 6%.
20161189$2,734,480$343,649$1,818iApproximate average salary by contribution assumption: employee only about $45,456 at 4% or $30,304 at 6%; with 50% employer match about $30,304 at 4% or $20,203 at 6%; with 100% employer match about $22,728 at 4% or $15,152 at 6%.
Penney Retirement Community 403(B) Plan-189$2,734,480$343,649$1,818iApproximate average salary by contribution assumption: employee only about $45,456 at 4% or $30,304 at 6%; with 50% employer match about $30,304 at 4% or $20,203 at 6%; with 100% employer match about $22,728 at 4% or $15,152 at 6%.
20151176$2,366,042$313,489$1,781iApproximate average salary by contribution assumption: employee only about $44,530 at 4% or $29,686 at 6%; with 50% employer match about $29,686 at 4% or $19,791 at 6%; with 100% employer match about $22,265 at 4% or $14,843 at 6%.
Penney Retirement Community 403(B) Plan-176$2,366,042$313,489$1,781iApproximate average salary by contribution assumption: employee only about $44,530 at 4% or $29,686 at 6%; with 50% employer match about $29,686 at 4% or $19,791 at 6%; with 100% employer match about $22,265 at 4% or $14,843 at 6%.
20141189$2,939,846$326,138$1,726iApproximate average salary by contribution assumption: employee only about $43,140 at 4% or $28,760 at 6%; with 50% employer match about $28,760 at 4% or $19,173 at 6%; with 100% employer match about $21,570 at 4% or $14,380 at 6%.
Penney Retirement Community 403(B) Plan-189$2,939,846$326,138$1,726iApproximate average salary by contribution assumption: employee only about $43,140 at 4% or $28,760 at 6%; with 50% employer match about $28,760 at 4% or $19,173 at 6%; with 100% employer match about $21,570 at 4% or $14,380 at 6%.
20131186$3,485,475$320,443$1,723iApproximate average salary by contribution assumption: employee only about $43,070 at 4% or $28,714 at 6%; with 50% employer match about $28,714 at 4% or $19,142 at 6%; with 100% employer match about $21,535 at 4% or $14,357 at 6%.
Penney Retirement Community 403(B) Plan-186$3,485,475$320,443$1,723iApproximate average salary by contribution assumption: employee only about $43,070 at 4% or $28,714 at 6%; with 50% employer match about $28,714 at 4% or $19,142 at 6%; with 100% employer match about $21,535 at 4% or $14,357 at 6%.
20121187$2,918,421$743,855$3,978iApproximate average salary by contribution assumption: employee only about $99,446 at 4% or $66,297 at 6%; with 50% employer match about $66,297 at 4% or $44,198 at 6%; with 100% employer match about $49,723 at 4% or $33,149 at 6%.
Penney Retirement Community 403(B) Plan-187$2,918,421$743,855$3,978iApproximate average salary by contribution assumption: employee only about $99,446 at 4% or $66,297 at 6%; with 50% employer match about $66,297 at 4% or $44,198 at 6%; with 100% employer match about $49,723 at 4% or $33,149 at 6%.
20111174$2,178,357$337,365$1,939iApproximate average salary by contribution assumption: employee only about $48,472 at 4% or $32,315 at 6%; with 50% employer match about $32,315 at 4% or $21,543 at 6%; with 100% employer match about $24,236 at 4% or $16,157 at 6%.
Penney Retirement Community 403(B) Plan-174$2,178,357$337,365$1,939iApproximate average salary by contribution assumption: employee only about $48,472 at 4% or $32,315 at 6%; with 50% employer match about $32,315 at 4% or $21,543 at 6%; with 100% employer match about $24,236 at 4% or $16,157 at 6%.
20101171$2,012,937$338,664$1,980iApproximate average salary by contribution assumption: employee only about $49,512 at 4% or $33,008 at 6%; with 50% employer match about $33,008 at 4% or $22,005 at 6%; with 100% employer match about $24,756 at 4% or $16,504 at 6%.
Penney Retirement Community 403(B) Plan-171$2,012,937$338,664$1,980iApproximate average salary by contribution assumption: employee only about $49,512 at 4% or $33,008 at 6%; with 50% employer match about $33,008 at 4% or $22,005 at 6%; with 100% employer match about $24,756 at 4% or $16,504 at 6%.
20092157$1,678,959$511,408$3,257iApproximate average salary by contribution assumption: employee only about $81,434 at 4% or $54,290 at 6%; with 50% employer match about $54,290 at 4% or $36,193 at 6%; with 100% employer match about $40,717 at 4% or $27,145 at 6%.
Penney Retirement Community 403(B) Plan-157$1,678,959$511,407$3,257iApproximate average salary by contribution assumption: employee only about $81,434 at 4% or $54,289 at 6%; with 50% employer match about $54,289 at 4% or $36,193 at 6%; with 100% employer match about $40,717 at 4% or $27,145 at 6%.
PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN-0$0$1-
2008273$193,378$0-
PENNEY RETIREMENT COMMUNITY MONEY P URCHASE PLAN-73$193,378--
Penney Retirement Community 403(B) Plan-0---
2007291$0$0-
Penney Retirement Community 403(B) Plan-0---
PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN-91---
2006361$551,442$0-
PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN-61$275,721--
PENNEY RETIREMENT COMMUNITY MOENY PURCHASE PLAN-61$275,721--
Penney Retirement Community 403(B) Plan-0---
2005268$295,007$0-
PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN-68$295,007--
Penney Retirement Community 403(B) Plan-0---
2004279$326,085$0-
PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN-79$326,085--
Penney Retirement Community 403(B) Plan-0---
2003285$326,438$102,723$1,209iApproximate average salary by contribution assumption: employee only about $30,213 at 4% or $20,142 at 6%; with 50% employer match about $20,142 at 4% or $13,428 at 6%; with 100% employer match about $15,106 at 4% or $10,071 at 6%.
PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN-85$326,438$102,723$1,209iApproximate average salary by contribution assumption: employee only about $30,213 at 4% or $20,142 at 6%; with 50% employer match about $20,142 at 4% or $13,428 at 6%; with 100% employer match about $15,106 at 4% or $10,071 at 6%.
Penney Retirement Community 403(B) Plan-0---
2002293$0$0-
Penney Retirement Community 403(B) Plan-0---
PENNEY RETIREMENT COMMUNITY MONEY P URCHASE PLAN-93---
2001294$0$0-
PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN-94---
Penney Retirement Community 403(B) Plan-0---
2000284$0$0-
Penney Retirement Community 403(B) Plan-0---
PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN-84---