Civic Intelligence

Carl Rufus Pennington, III, P.A.

Plan context: Margol & Pennington, P.A. Profit Sharing Plan and Trust

EIN 59-2441233 • Neptune Beach, FL • 18 filings • 2 plans

241 Atlantic Boulevard Suite 203Neptune Beach, FL 32266
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$2,266,907

2017 Contributions

$136,191

Historical Graphs

Total Assets Over Time

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

$2,685,785$1,342,893$0200020092016YearValue
$2,266,907Latest year 2016

Participants Over Time

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

740200020082016YearValue
3Latest year 2016

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
201710$0$0-
Margol & Pennington, P.A. Profit Sharing Plan and Trust-0---
201613$2,266,907$0-
Margol & Pennington, P.A. Profit Sharing Plan and Trust-3$2,266,907--
201514$2,206,497$0-
Margol & Pennington, P.A. Profit Sharing Plan and Trust-4$2,206,497--
201414$2,262,595$0-
Margol & Pennington, P.A. Profit Sharing Plan and Trust-4$2,262,595--
201314$2,117,910$0-
Margol & Pennington, P.A. Profit Sharing Plan and Trust-4$2,117,910--
201217$2,685,785$136,191$19,456iApproximate average salary by contribution assumption: employee only about $486,396 at 4% or $324,264 at 6%; with 50% employer match about $324,264 at 4% or $216,176 at 6%; with 100% employer match about $243,198 at 4% or $162,132 at 6%.
Margol & Pennington, P.A. Profit Sharing Plan and Trust-7$2,685,785$136,191$19,456iApproximate average salary by contribution assumption: employee only about $486,396 at 4% or $324,264 at 6%; with 50% employer match about $324,264 at 4% or $216,176 at 6%; with 100% employer match about $243,198 at 4% or $162,132 at 6%.
201117$2,288,837$103,801$14,829iApproximate average salary by contribution assumption: employee only about $370,718 at 4% or $247,145 at 6%; with 50% employer match about $247,145 at 4% or $164,763 at 6%; with 100% employer match about $185,359 at 4% or $123,573 at 6%.
Margol & Pennington, P.A. Profit Sharing Plan and Trust-7$2,288,837$103,801$14,829iApproximate average salary by contribution assumption: employee only about $370,718 at 4% or $247,145 at 6%; with 50% employer match about $247,145 at 4% or $164,763 at 6%; with 100% employer match about $185,359 at 4% or $123,573 at 6%.
201017$2,270,485$121,910$17,416iApproximate average salary by contribution assumption: employee only about $435,393 at 4% or $290,262 at 6%; with 50% employer match about $290,262 at 4% or $193,508 at 6%; with 100% employer match about $217,696 at 4% or $145,131 at 6%.
Margol & Pennington, P.A. Profit Sharing Plan and Trust-7$2,270,485$121,910$17,416iApproximate average salary by contribution assumption: employee only about $435,393 at 4% or $290,262 at 6%; with 50% employer match about $290,262 at 4% or $193,508 at 6%; with 100% employer match about $217,696 at 4% or $145,131 at 6%.
200917$1,927,174$121,925$17,418iApproximate average salary by contribution assumption: employee only about $435,446 at 4% or $290,298 at 6%; with 50% employer match about $290,298 at 4% or $193,532 at 6%; with 100% employer match about $217,723 at 4% or $145,149 at 6%.
Margol & Pennington, P.A. Profit Sharing Plan and Trust-7$1,927,174$121,925$17,418iApproximate average salary by contribution assumption: employee only about $435,446 at 4% or $290,298 at 6%; with 50% employer match about $290,298 at 4% or $193,532 at 6%; with 100% employer match about $217,723 at 4% or $145,149 at 6%.
200816$1,540,658$121,508$20,251iApproximate average salary by contribution assumption: employee only about $506,283 at 4% or $337,522 at 6%; with 50% employer match about $337,522 at 4% or $225,015 at 6%; with 100% employer match about $253,142 at 4% or $168,761 at 6%.
Margol & Pennington, P.A. Profit Sharing Plan and Trust-6$1,540,658$121,508$20,251iApproximate average salary by contribution assumption: employee only about $506,283 at 4% or $337,522 at 6%; with 50% employer match about $337,522 at 4% or $225,015 at 6%; with 100% employer match about $253,142 at 4% or $168,761 at 6%.
200713$0$0-
Margol & Pennington, P.A. Profit Sharing Plan and Trust-3---
200615$2,050,447$0-
Margol & Pennington, P.A. Profit Sharing Plan and Trust-5$2,050,447--
200514$1,886,758$0-
Margol & Pennington, P.A. Profit Sharing Plan and Trust-4$1,886,758--
200415$1,735,421$0-
Margol & Pennington, P.A. Profit Sharing Plan and Trust-5$1,735,421--
200316$1,625,011$123,314$20,552iApproximate average salary by contribution assumption: employee only about $513,808 at 4% or $342,539 at 6%; with 50% employer match about $342,539 at 4% or $228,359 at 6%; with 100% employer match about $256,904 at 4% or $171,269 at 6%.
Margol & Pennington, P.A. Profit Sharing Plan and Trust-6$1,625,011$123,314$20,552iApproximate average salary by contribution assumption: employee only about $513,808 at 4% or $342,539 at 6%; with 50% employer match about $342,539 at 4% or $228,359 at 6%; with 100% employer match about $256,904 at 4% or $171,269 at 6%.
200217$1,297,429$90,655$12,951iApproximate average salary by contribution assumption: employee only about $323,768 at 4% or $215,845 at 6%; with 50% employer match about $215,845 at 4% or $143,897 at 6%; with 100% employer match about $161,884 at 4% or $107,923 at 6%.
Margol & Pennington, P.A. Profit Sharing Plan and Trust-7$1,297,429$90,655$12,951iApproximate average salary by contribution assumption: employee only about $323,768 at 4% or $215,845 at 6%; with 50% employer match about $215,845 at 4% or $143,897 at 6%; with 100% employer match about $161,884 at 4% or $107,923 at 6%.
200115$0$0-
Margol & Pennington, P.A. Profit Sharing Plan and Trust-5---
200017$1,150,832$0-
Margol & Pennington, P.A. Profit Sharing Plan and Trust-7$1,150,832--