Edward J. Penza, D.D.S.
Plan context: Edward J. Penza, D.D.S., Profit Sharing Plan and Trust
EIN 59-2412964 • Palm Beach Gardens, FL • 27 filings • 4 plans
Current Snapshot
Latest Year
2021
2021 Participants
2
2021 Assets
$3,181,365
2021 Contributions
$32,292
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 0 | $0 | - | - |
| 2020 | 1 | 2 | $3,181,365 | $32,292 | $16,146iApproximate average salary by contribution assumption: employee only about $403,650 at 4% or $269,100 at 6%; with 50% employer match about $269,100 at 4% or $179,400 at 6%; with 100% employer match about $201,825 at 4% or $134,550 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 2 | $3,181,365 | $32,292 | $16,146iApproximate average salary by contribution assumption: employee only about $403,650 at 4% or $269,100 at 6%; with 50% employer match about $269,100 at 4% or $179,400 at 6%; with 100% employer match about $201,825 at 4% or $134,550 at 6%. |
| 2019 | 1 | 2 | $2,824,953 | $31,846 | $15,923iApproximate average salary by contribution assumption: employee only about $398,075 at 4% or $265,383 at 6%; with 50% employer match about $265,383 at 4% or $176,922 at 6%; with 100% employer match about $199,038 at 4% or $132,692 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 2 | $2,824,953 | $31,846 | $15,923iApproximate average salary by contribution assumption: employee only about $398,075 at 4% or $265,383 at 6%; with 50% employer match about $265,383 at 4% or $176,922 at 6%; with 100% employer match about $199,038 at 4% or $132,692 at 6%. |
| 2018 | 1 | 2 | $2,444,401 | $46,500 | $23,250iApproximate average salary by contribution assumption: employee only about $581,250 at 4% or $387,500 at 6%; with 50% employer match about $387,500 at 4% or $258,333 at 6%; with 100% employer match about $290,625 at 4% or $193,750 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 2 | $2,444,401 | $46,500 | $23,250iApproximate average salary by contribution assumption: employee only about $581,250 at 4% or $387,500 at 6%; with 50% employer match about $387,500 at 4% or $258,333 at 6%; with 100% employer match about $290,625 at 4% or $193,750 at 6%. |
| 2017 | 1 | 4 | $2,513,843 | $45,600 | $11,400iApproximate average salary by contribution assumption: employee only about $285,000 at 4% or $190,000 at 6%; with 50% employer match about $190,000 at 4% or $126,667 at 6%; with 100% employer match about $142,500 at 4% or $95,000 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 4 | $2,513,843 | $45,600 | $11,400iApproximate average salary by contribution assumption: employee only about $285,000 at 4% or $190,000 at 6%; with 50% employer match about $190,000 at 4% or $126,667 at 6%; with 100% employer match about $142,500 at 4% or $95,000 at 6%. |
| 2016 | 1 | 4 | $2,177,855 | $45,000 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 4 | $2,177,855 | $45,000 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| 2015 | 1 | 4 | $1,974,624 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 4 | $1,974,624 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2014 | 1 | 4 | $2,004,110 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 4 | $2,004,110 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2013 | 1 | 4 | $1,850,288 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 4 | $1,850,288 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2012 | 1 | 4 | $1,666,665 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 4 | $1,666,665 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2011 | 1 | 4 | $1,503,238 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 4 | $1,503,238 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2010 | 1 | 4 | $1,532,046 | $14,344 | $3,586iApproximate average salary by contribution assumption: employee only about $89,650 at 4% or $59,767 at 6%; with 50% employer match about $59,767 at 4% or $39,844 at 6%; with 100% employer match about $44,825 at 4% or $29,883 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 4 | $1,532,046 | $14,344 | $3,586iApproximate average salary by contribution assumption: employee only about $89,650 at 4% or $59,767 at 6%; with 50% employer match about $59,767 at 4% or $39,844 at 6%; with 100% employer match about $44,825 at 4% or $29,883 at 6%. |
| 2009 | 1 | 4 | $1,365,709 | $58,000 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 4 | $1,365,709 | $58,000 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| 2008 | 1 | 3 | $1,138,865 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 3 | $1,138,865 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2006 | 1 | 3 | $1,491,678 | $53,780 | $17,927iApproximate average salary by contribution assumption: employee only about $448,167 at 4% or $298,778 at 6%; with 50% employer match about $298,778 at 4% or $199,185 at 6%; with 100% employer match about $224,083 at 4% or $149,389 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 3 | $1,491,678 | $53,780 | $17,927iApproximate average salary by contribution assumption: employee only about $448,167 at 4% or $298,778 at 6%; with 50% employer match about $298,778 at 4% or $199,185 at 6%; with 100% employer match about $224,083 at 4% or $149,389 at 6%. |
| 2005 | 1 | 3 | $1,313,436 | $50,537 | $16,846iApproximate average salary by contribution assumption: employee only about $421,142 at 4% or $280,761 at 6%; with 50% employer match about $280,761 at 4% or $187,174 at 6%; with 100% employer match about $210,571 at 4% or $140,381 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 3 | $1,313,436 | $50,537 | $16,846iApproximate average salary by contribution assumption: employee only about $421,142 at 4% or $280,761 at 6%; with 50% employer match about $280,761 at 4% or $187,174 at 6%; with 100% employer match about $210,571 at 4% or $140,381 at 6%. |
| 2004 | 1 | 3 | $1,156,385 | $48,702 | $16,234iApproximate average salary by contribution assumption: employee only about $405,850 at 4% or $270,567 at 6%; with 50% employer match about $270,567 at 4% or $180,378 at 6%; with 100% employer match about $202,925 at 4% or $135,283 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 3 | $1,156,385 | $48,702 | $16,234iApproximate average salary by contribution assumption: employee only about $405,850 at 4% or $270,567 at 6%; with 50% employer match about $270,567 at 4% or $180,378 at 6%; with 100% employer match about $202,925 at 4% or $135,283 at 6%. |
| 2003 | 1 | 3 | $0 | $0 | - |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2002 | 2 | 3 | $816,074 | $202,816 | $67,605iApproximate average salary by contribution assumption: employee only about $1,690,133 at 4% or $1,126,756 at 6%; with 50% employer match about $1,126,756 at 4% or $751,170 at 6%; with 100% employer match about $845,067 at 4% or $563,378 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 3 | $816,074 | $202,816 | $67,605iApproximate average salary by contribution assumption: employee only about $1,690,133 at 4% or $1,126,756 at 6%; with 50% employer match about $1,126,756 at 4% or $751,170 at 6%; with 100% employer match about $845,067 at 4% or $563,378 at 6%. |
| Edward J. Penza, D.D.S., Money Purchase Pension Plan and Trust | - | 0 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| Edward J. Penza, D.D.S., Money Purchase Pension Plan and Trust | - | 4 | - | - | - |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2000 | 2 | 3 | $918,548 | $32,218 | $10,739iApproximate average salary by contribution assumption: employee only about $268,483 at 4% or $178,989 at 6%; with 50% employer match about $178,989 at 4% or $119,326 at 6%; with 100% employer match about $134,242 at 4% or $89,494 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 3 | $758,962 | $14,260 | $4,753iApproximate average salary by contribution assumption: employee only about $118,833 at 4% or $79,222 at 6%; with 50% employer match about $79,222 at 4% or $52,815 at 6%; with 100% employer match about $59,417 at 4% or $39,611 at 6%. |
| Edward J. Penza, D.D.S., Money Purchase Pension Plan and Trust | - | 3 | $159,586 | $17,958 | $5,986iApproximate average salary by contribution assumption: employee only about $149,650 at 4% or $99,767 at 6%; with 50% employer match about $99,767 at 4% or $66,511 at 6%; with 100% employer match about $74,825 at 4% or $49,883 at 6%. |
| 1999 | 2 | 2 | $897,991 | $35,907 | $17,954iApproximate average salary by contribution assumption: employee only about $448,838 at 4% or $299,225 at 6%; with 50% employer match about $299,225 at 4% or $199,483 at 6%; with 100% employer match about $224,419 at 4% or $149,613 at 6%. |
| Edward J. Penza, D.D.S., Profit Sharing Plan and Trust | - | 2 | $753,764 | $20,020 | $10,010iApproximate average salary by contribution assumption: employee only about $250,250 at 4% or $166,833 at 6%; with 50% employer match about $166,833 at 4% or $111,222 at 6%; with 100% employer match about $125,125 at 4% or $83,417 at 6%. |
| Edward J. Penza, D.D.S., Money Purchase Pension Plan and Trust | - | 2 | $144,227 | $15,887 | $7,944iApproximate average salary by contribution assumption: employee only about $198,588 at 4% or $132,392 at 6%; with 50% employer match about $132,392 at 4% or $88,261 at 6%; with 100% employer match about $99,294 at 4% or $66,196 at 6%. |