Civic Intelligence

David D. Pena, D.M.D., P.A.

Plan context: David D. Pena, D.M.D., P.A. Retirement Plan and Trust

EIN 65-0129534 • Miami Lakes, FL • 10 filings • 1 plans

8034 N.w. 154 StreetMiami Lakes, FL 33016
Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$59,805

2009 Contributions

$5,500

Historical Graphs

Total Assets Over Time

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

$89,024$44,512$0200020052008YearValue
$59,805Latest year 2008

Participants Over Time

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

630200020042008YearValue
2Latest year 2008

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
200910$0$0-
David D. Pena, D.M.D., P.A. Retirement Plan and Trust-0$0$0-
200812$59,805$0-
David D. Pena, D.M.D., P.A. Retirement Plan and Trust-2$59,805--
200715$81,577$0-
David D. Pena, D.M.D., P.A. Retirement Plan and Trust-5$81,577--
200615$89,024$0-
David D. Pena, D.M.D., P.A. Retirement Plan and Trust-5$89,024--
200514$82,554$5,500$1,375iApproximate average salary by contribution assumption: employee only about $34,375 at 4% or $22,917 at 6%; with 50% employer match about $22,917 at 4% or $15,278 at 6%; with 100% employer match about $17,188 at 4% or $11,458 at 6%.
David D. Pena, D.M.D., P.A. Retirement Plan and Trust-4$82,554$5,500$1,375iApproximate average salary by contribution assumption: employee only about $34,375 at 4% or $22,917 at 6%; with 50% employer match about $22,917 at 4% or $15,278 at 6%; with 100% employer match about $17,188 at 4% or $11,458 at 6%.
200415$78,704$7,000$1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%.
David D. Pena, D.M.D., P.A. Retirement Plan and Trust-5$78,704$7,000$1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%.
200316$68,223$7,000$1,167iApproximate average salary by contribution assumption: employee only about $29,167 at 4% or $19,444 at 6%; with 50% employer match about $19,444 at 4% or $12,963 at 6%; with 100% employer match about $14,583 at 4% or $9,722 at 6%.
David D. Pena, D.M.D., P.A. Retirement Plan and Trust-6$68,223$7,000$1,167iApproximate average salary by contribution assumption: employee only about $29,167 at 4% or $19,444 at 6%; with 50% employer match about $19,444 at 4% or $12,963 at 6%; with 100% employer match about $14,583 at 4% or $9,722 at 6%.
200215$50,720$7,000$1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%.
David D. Pena, D.M.D., P.A. Retirement Plan and Trust-5$50,720$7,000$1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%.
200114$0$0-
David D. Pena, D.M.D., P.A. Retirement Plan and Trust-4---
200015$34,593$10,331$2,066iApproximate average salary by contribution assumption: employee only about $51,655 at 4% or $34,437 at 6%; with 50% employer match about $34,437 at 4% or $22,958 at 6%; with 100% employer match about $25,827 at 4% or $17,218 at 6%.
David D. Pena, D.M.D., P.A. Retirement Plan and Trust-5$34,593$10,331$2,066iApproximate average salary by contribution assumption: employee only about $51,655 at 4% or $34,437 at 6%; with 50% employer match about $34,437 at 4% or $22,958 at 6%; with 100% employer match about $25,827 at 4% or $17,218 at 6%.
David D. Pena, D.M.D., P.A. | EIN 65-0129534 | 2009 Form 5500 Company Profile