F. W. Penn & Co. Inc.
Plan context: F. W. Penn & Co. Inc. 401K & Profit Sharing Plan
EIN 74-2742666 • 10 filings • 2 plans
Current Snapshot
Latest Year
2005
2005 Participants
4
2005 Assets
$289,119
2005 Contributions
$3,724
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $0 | $3,724 | - |
| F. W. Penn & Co. Inc. 401K & Profit Sharing Plan | - | 0 | - | $3,724 | - |
| 2004 | 1 | 4 | $289,119 | $82,416 | $20,604iApproximate average salary by contribution assumption: employee only about $515,100 at 4% or $343,400 at 6%; with 50% employer match about $343,400 at 4% or $228,933 at 6%; with 100% employer match about $257,550 at 4% or $171,700 at 6%. |
| F. W. Penn & Co. Inc. 401K & Profit Sharing Plan | - | 4 | $289,119 | $82,416 | $20,604iApproximate average salary by contribution assumption: employee only about $515,100 at 4% or $343,400 at 6%; with 50% employer match about $343,400 at 4% or $228,933 at 6%; with 100% employer match about $257,550 at 4% or $171,700 at 6%. |
| 2003 | 1 | 7 | $196,227 | $48,181 | $6,883iApproximate average salary by contribution assumption: employee only about $172,075 at 4% or $114,717 at 6%; with 50% employer match about $114,717 at 4% or $76,478 at 6%; with 100% employer match about $86,038 at 4% or $57,358 at 6%. |
| F. W. Penn & Co. Inc. 401K & Profit Sharing Plan | - | 7 | $196,227 | $48,181 | $6,883iApproximate average salary by contribution assumption: employee only about $172,075 at 4% or $114,717 at 6%; with 50% employer match about $114,717 at 4% or $76,478 at 6%; with 100% employer match about $86,038 at 4% or $57,358 at 6%. |
| 2002 | 2 | 7 | $141,602 | $54,384 | $7,769iApproximate average salary by contribution assumption: employee only about $194,229 at 4% or $129,486 at 6%; with 50% employer match about $129,486 at 4% or $86,324 at 6%; with 100% employer match about $97,114 at 4% or $64,743 at 6%. |
| F. W. Penn & Co. Inc. 401K & Profit Sharing Plan | - | 7 | $141,602 | $54,384 | $7,769iApproximate average salary by contribution assumption: employee only about $194,229 at 4% or $129,486 at 6%; with 50% employer match about $129,486 at 4% or $86,324 at 6%; with 100% employer match about $97,114 at 4% or $64,743 at 6%. |
| F. W. Penn & Co. Inc. Money Purchase Plan | - | 0 | - | - | - |
| 2001 | 2 | 8 | $0 | $0 | - |
| F. W. Penn & Co. Inc. 401K & Profit Sharing Plan | - | 8 | - | - | - |
| F. W. Penn & Co. Inc. Money Purchase Plan | - | 8 | - | - | - |
| 2000 | 2 | 8 | $129,293 | $44,962 | $5,620iApproximate average salary by contribution assumption: employee only about $140,506 at 4% or $93,671 at 6%; with 50% employer match about $93,671 at 4% or $62,447 at 6%; with 100% employer match about $70,253 at 4% or $46,835 at 6%. |
| F. W. Penn & Co. Inc. Money Purchase Plan | - | 8 | $129,293 | $44,962 | $5,620iApproximate average salary by contribution assumption: employee only about $140,506 at 4% or $93,671 at 6%; with 50% employer match about $93,671 at 4% or $62,447 at 6%; with 100% employer match about $70,253 at 4% or $46,835 at 6%. |
| F. W. Penn & Co. Inc. 401K & Profit Sharing Plan | - | 8 | - | - | - |
| 1999 | 1 | 7 | $73,443 | $30,744 | $4,392iApproximate average salary by contribution assumption: employee only about $109,800 at 4% or $73,200 at 6%; with 50% employer match about $73,200 at 4% or $48,800 at 6%; with 100% employer match about $54,900 at 4% or $36,600 at 6%. |
| F. W. Penn & Co. Inc. 401K & Profit Sharing Plan | - | 7 | $73,443 | $30,744 | $4,392iApproximate average salary by contribution assumption: employee only about $109,800 at 4% or $73,200 at 6%; with 50% employer match about $73,200 at 4% or $48,800 at 6%; with 100% employer match about $54,900 at 4% or $36,600 at 6%. |