Civic Intelligence

Peninsula Asset Management Inc.

Plan context: Peninsula Asset Management Inc. 401(K) Retirement Plan

EIN 59-2163440 • Bradenton, FL • 19 filings • 2 plans

1001 Third Avenue WestSuite 220Bradenton, FL 34205
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$3,252,388

2024 Contributions

$84,523

Historical Graphs

Total Assets Over Time

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

$3,252,388$1,626,194$0200620152024YearValue
$3,252,388Latest year 2024

Participants Over Time

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

630200620152024YearValue
4Latest 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
202414$3,252,388$84,523$21,131iApproximate average salary by contribution assumption: employee only about $528,269 at 4% or $352,179 at 6%; with 50% employer match about $352,179 at 4% or $234,786 at 6%; with 100% employer match about $264,134 at 4% or $176,090 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-4$3,252,388$84,523$21,131iApproximate average salary by contribution assumption: employee only about $528,269 at 4% or $352,179 at 6%; with 50% employer match about $352,179 at 4% or $234,786 at 6%; with 100% employer match about $264,134 at 4% or $176,090 at 6%.
202314$2,772,190$84,657$21,164iApproximate average salary by contribution assumption: employee only about $529,106 at 4% or $352,738 at 6%; with 50% employer match about $352,738 at 4% or $235,158 at 6%; with 100% employer match about $264,553 at 4% or $176,369 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-4$2,772,190$84,657$21,164iApproximate average salary by contribution assumption: employee only about $529,106 at 4% or $352,738 at 6%; with 50% employer match about $352,738 at 4% or $235,158 at 6%; with 100% employer match about $264,553 at 4% or $176,369 at 6%.
202214$2,202,414-$492,795-
Peninsula Asset Management Inc. 401(K) Retirement Plan-4$2,202,414-$492,795-
202114$2,695,593$57,712$14,428iApproximate average salary by contribution assumption: employee only about $360,700 at 4% or $240,467 at 6%; with 50% employer match about $240,467 at 4% or $160,311 at 6%; with 100% employer match about $180,350 at 4% or $120,233 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-4$2,695,593$57,712$14,428iApproximate average salary by contribution assumption: employee only about $360,700 at 4% or $240,467 at 6%; with 50% employer match about $240,467 at 4% or $160,311 at 6%; with 100% employer match about $180,350 at 4% or $120,233 at 6%.
202014$2,284,255$59,752$14,938iApproximate average salary by contribution assumption: employee only about $373,450 at 4% or $248,967 at 6%; with 50% employer match about $248,967 at 4% or $165,978 at 6%; with 100% employer match about $186,725 at 4% or $124,483 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-4$2,284,255$59,752$14,938iApproximate average salary by contribution assumption: employee only about $373,450 at 4% or $248,967 at 6%; with 50% employer match about $248,967 at 4% or $165,978 at 6%; with 100% employer match about $186,725 at 4% or $124,483 at 6%.
201914$1,744,690$77,496$19,374iApproximate average salary by contribution assumption: employee only about $484,350 at 4% or $322,900 at 6%; with 50% employer match about $322,900 at 4% or $215,267 at 6%; with 100% employer match about $242,175 at 4% or $161,450 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-4$1,744,690$77,496$19,374iApproximate average salary by contribution assumption: employee only about $484,350 at 4% or $322,900 at 6%; with 50% employer match about $322,900 at 4% or $215,267 at 6%; with 100% employer match about $242,175 at 4% or $161,450 at 6%.
201814$1,297,354$76,699$19,175iApproximate average salary by contribution assumption: employee only about $479,369 at 4% or $319,579 at 6%; with 50% employer match about $319,579 at 4% or $213,053 at 6%; with 100% employer match about $239,684 at 4% or $159,790 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-4$1,297,354$76,699$19,175iApproximate average salary by contribution assumption: employee only about $479,369 at 4% or $319,579 at 6%; with 50% employer match about $319,579 at 4% or $213,053 at 6%; with 100% employer match about $239,684 at 4% or $159,790 at 6%.
201714$1,360,183$75,457$18,864iApproximate average salary by contribution assumption: employee only about $471,606 at 4% or $314,404 at 6%; with 50% employer match about $314,404 at 4% or $209,603 at 6%; with 100% employer match about $235,803 at 4% or $157,202 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-4$1,360,183$75,457$18,864iApproximate average salary by contribution assumption: employee only about $471,606 at 4% or $314,404 at 6%; with 50% employer match about $314,404 at 4% or $209,603 at 6%; with 100% employer match about $235,803 at 4% or $157,202 at 6%.
201614$1,029,628$73,828$18,457iApproximate average salary by contribution assumption: employee only about $461,425 at 4% or $307,617 at 6%; with 50% employer match about $307,617 at 4% or $205,078 at 6%; with 100% employer match about $230,713 at 4% or $153,808 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-4$1,029,628$73,828$18,457iApproximate average salary by contribution assumption: employee only about $461,425 at 4% or $307,617 at 6%; with 50% employer match about $307,617 at 4% or $205,078 at 6%; with 100% employer match about $230,713 at 4% or $153,808 at 6%.
201514$832,432$67,072$16,768iApproximate average salary by contribution assumption: employee only about $419,200 at 4% or $279,467 at 6%; with 50% employer match about $279,467 at 4% or $186,311 at 6%; with 100% employer match about $209,600 at 4% or $139,733 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-4$832,432$67,072$16,768iApproximate average salary by contribution assumption: employee only about $419,200 at 4% or $279,467 at 6%; with 50% employer match about $279,467 at 4% or $186,311 at 6%; with 100% employer match about $209,600 at 4% or $139,733 at 6%.
201414$777,365$64,304$16,076iApproximate average salary by contribution assumption: employee only about $401,900 at 4% or $267,933 at 6%; with 50% employer match about $267,933 at 4% or $178,622 at 6%; with 100% employer match about $200,950 at 4% or $133,967 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-4$777,365$64,304$16,076iApproximate average salary by contribution assumption: employee only about $401,900 at 4% or $267,933 at 6%; with 50% employer match about $267,933 at 4% or $178,622 at 6%; with 100% employer match about $200,950 at 4% or $133,967 at 6%.
201314$658,889$66,106$16,527iApproximate average salary by contribution assumption: employee only about $413,163 at 4% or $275,442 at 6%; with 50% employer match about $275,442 at 4% or $183,628 at 6%; with 100% employer match about $206,581 at 4% or $137,721 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-4$658,889$66,106$16,527iApproximate average salary by contribution assumption: employee only about $413,163 at 4% or $275,442 at 6%; with 50% employer match about $275,442 at 4% or $183,628 at 6%; with 100% employer match about $206,581 at 4% or $137,721 at 6%.
201215$543,375$69,506$13,901iApproximate average salary by contribution assumption: employee only about $347,530 at 4% or $231,687 at 6%; with 50% employer match about $231,687 at 4% or $154,458 at 6%; with 100% employer match about $173,765 at 4% or $115,843 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-5$543,375$69,506$13,901iApproximate average salary by contribution assumption: employee only about $347,530 at 4% or $231,687 at 6%; with 50% employer match about $231,687 at 4% or $154,458 at 6%; with 100% employer match about $173,765 at 4% or $115,843 at 6%.
201115$413,376$61,513$12,303iApproximate average salary by contribution assumption: employee only about $307,565 at 4% or $205,043 at 6%; with 50% employer match about $205,043 at 4% or $136,696 at 6%; with 100% employer match about $153,783 at 4% or $102,522 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-5$413,376$61,513$12,303iApproximate average salary by contribution assumption: employee only about $307,565 at 4% or $205,043 at 6%; with 50% employer match about $205,043 at 4% or $136,696 at 6%; with 100% employer match about $153,783 at 4% or $102,522 at 6%.
201015$356,747$47,163$9,433iApproximate average salary by contribution assumption: employee only about $235,815 at 4% or $157,210 at 6%; with 50% employer match about $157,210 at 4% or $104,807 at 6%; with 100% employer match about $117,908 at 4% or $78,605 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-5$356,747$47,163$9,433iApproximate average salary by contribution assumption: employee only about $235,815 at 4% or $157,210 at 6%; with 50% employer match about $157,210 at 4% or $104,807 at 6%; with 100% employer match about $117,908 at 4% or $78,605 at 6%.
200915$292,558$49,565$9,913iApproximate average salary by contribution assumption: employee only about $247,825 at 4% or $165,217 at 6%; with 50% employer match about $165,217 at 4% or $110,144 at 6%; with 100% employer match about $123,913 at 4% or $82,608 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-5$292,558$49,565$9,913iApproximate average salary by contribution assumption: employee only about $247,825 at 4% or $165,217 at 6%; with 50% employer match about $165,217 at 4% or $110,144 at 6%; with 100% employer match about $123,913 at 4% or $82,608 at 6%.
200815$191,246$85,416$17,083iApproximate average salary by contribution assumption: employee only about $427,080 at 4% or $284,720 at 6%; with 50% employer match about $284,720 at 4% or $189,813 at 6%; with 100% employer match about $213,540 at 4% or $142,360 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-5$191,246$85,416$17,083iApproximate average salary by contribution assumption: employee only about $427,080 at 4% or $284,720 at 6%; with 50% employer match about $284,720 at 4% or $189,813 at 6%; with 100% employer match about $213,540 at 4% or $142,360 at 6%.
200715$170,159$83,096$16,619iApproximate average salary by contribution assumption: employee only about $415,480 at 4% or $276,987 at 6%; with 50% employer match about $276,987 at 4% or $184,658 at 6%; with 100% employer match about $207,740 at 4% or $138,493 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-5$170,159$83,096$16,619iApproximate average salary by contribution assumption: employee only about $415,480 at 4% or $276,987 at 6%; with 50% employer match about $276,987 at 4% or $184,658 at 6%; with 100% employer match about $207,740 at 4% or $138,493 at 6%.
200616$90,260$81,436$13,573iApproximate average salary by contribution assumption: employee only about $339,317 at 4% or $226,211 at 6%; with 50% employer match about $226,211 at 4% or $150,807 at 6%; with 100% employer match about $169,658 at 4% or $113,106 at 6%.
Peninsula Asset Management Inc. 401(K) Retirement Plan-6$90,260$81,436$13,573iApproximate average salary by contribution assumption: employee only about $339,317 at 4% or $226,211 at 6%; with 50% employer match about $226,211 at 4% or $150,807 at 6%; with 100% employer match about $169,658 at 4% or $113,106 at 6%.