Civic Intelligence

Craig Penfold, P. C.

Plan context: PENFOLD & LONG, P.C. 401(K) PLAN

EIN 75-2523207 • Dallas, TX • 26 filings • 5 plans

5950 Sherry LaneSuite 220Dallas, TX 75225
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$909,794

2024 Contributions

$47,621

Historical Graphs

Total Assets Over Time

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

$1,154,386$577,193$0199920132024YearValue
$909,794Latest year 2024

Participants Over Time

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

62310199920122024YearValue
6Latest 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
202416$909,794$47,621$7,937iApproximate average salary by contribution assumption: employee only about $198,421 at 4% or $132,281 at 6%; with 50% employer match about $132,281 at 4% or $88,187 at 6%; with 100% employer match about $99,210 at 4% or $66,140 at 6%.
PENFOLD & LONG, P.C. 401(K) PLAN-6$909,794$47,621$7,937iApproximate average salary by contribution assumption: employee only about $198,421 at 4% or $132,281 at 6%; with 50% employer match about $132,281 at 4% or $88,187 at 6%; with 100% employer match about $99,210 at 4% or $66,140 at 6%.
202318$826,321$62,404$7,801iApproximate average salary by contribution assumption: employee only about $195,013 at 4% or $130,008 at 6%; with 50% employer match about $130,008 at 4% or $86,672 at 6%; with 100% employer match about $97,506 at 4% or $65,004 at 6%.
Craig Penfold, P. C. 401K Plan-8$826,321$62,404$7,801iApproximate average salary by contribution assumption: employee only about $195,013 at 4% or $130,008 at 6%; with 50% employer match about $130,008 at 4% or $86,672 at 6%; with 100% employer match about $97,506 at 4% or $65,004 at 6%.
2022110$1,035,434$80,975$8,098iApproximate average salary by contribution assumption: employee only about $202,438 at 4% or $134,958 at 6%; with 50% employer match about $134,958 at 4% or $89,972 at 6%; with 100% employer match about $101,219 at 4% or $67,479 at 6%.
Craig Penfold, P. C. 401K Plan-10$1,035,434$80,975$8,098iApproximate average salary by contribution assumption: employee only about $202,438 at 4% or $134,958 at 6%; with 50% employer match about $134,958 at 4% or $89,972 at 6%; with 100% employer match about $101,219 at 4% or $67,479 at 6%.
2021110$1,154,386$99,766$9,977iApproximate average salary by contribution assumption: employee only about $249,415 at 4% or $166,277 at 6%; with 50% employer match about $166,277 at 4% or $110,851 at 6%; with 100% employer match about $124,708 at 4% or $83,138 at 6%.
Craig Penfold, P. C. 401K Plan-10$1,154,386$99,766$9,977iApproximate average salary by contribution assumption: employee only about $249,415 at 4% or $166,277 at 6%; with 50% employer match about $166,277 at 4% or $110,851 at 6%; with 100% employer match about $124,708 at 4% or $83,138 at 6%.
2020110$933,975$76,609$7,661iApproximate average salary by contribution assumption: employee only about $191,523 at 4% or $127,682 at 6%; with 50% employer match about $127,682 at 4% or $85,121 at 6%; with 100% employer match about $95,761 at 4% or $63,841 at 6%.
Craig Penfold, P. C. 401K Plan-10$933,975$76,609$7,661iApproximate average salary by contribution assumption: employee only about $191,523 at 4% or $127,682 at 6%; with 50% employer match about $127,682 at 4% or $85,121 at 6%; with 100% employer match about $95,761 at 4% or $63,841 at 6%.
201919$748,168$62,797$6,977iApproximate average salary by contribution assumption: employee only about $174,436 at 4% or $116,291 at 6%; with 50% employer match about $116,291 at 4% or $77,527 at 6%; with 100% employer match about $87,218 at 4% or $58,145 at 6%.
Craig Penfold, P. C. 401K Plan-9$748,168$62,797$6,977iApproximate average salary by contribution assumption: employee only about $174,436 at 4% or $116,291 at 6%; with 50% employer match about $116,291 at 4% or $77,527 at 6%; with 100% employer match about $87,218 at 4% or $58,145 at 6%.
2018112$949,562$69,715$5,810iApproximate average salary by contribution assumption: employee only about $145,240 at 4% or $96,826 at 6%; with 50% employer match about $96,826 at 4% or $64,551 at 6%; with 100% employer match about $72,620 at 4% or $48,413 at 6%.
Craig Penfold, P. C. 401K Plan-12$949,562$69,715$5,810iApproximate average salary by contribution assumption: employee only about $145,240 at 4% or $96,826 at 6%; with 50% employer match about $96,826 at 4% or $64,551 at 6%; with 100% employer match about $72,620 at 4% or $48,413 at 6%.
2017114$1,015,541$85,966$6,140iApproximate average salary by contribution assumption: employee only about $153,511 at 4% or $102,340 at 6%; with 50% employer match about $102,340 at 4% or $68,227 at 6%; with 100% employer match about $76,755 at 4% or $51,170 at 6%.
Craig Penfold, P. C. 401K Plan-14$1,015,541$85,966$6,140iApproximate average salary by contribution assumption: employee only about $153,511 at 4% or $102,340 at 6%; with 50% employer match about $102,340 at 4% or $68,227 at 6%; with 100% employer match about $76,755 at 4% or $51,170 at 6%.
2016116$825,741$49,440$3,090iApproximate average salary by contribution assumption: employee only about $77,250 at 4% or $51,500 at 6%; with 50% employer match about $51,500 at 4% or $34,333 at 6%; with 100% employer match about $38,625 at 4% or $25,750 at 6%.
Craig Penfold, P. C. 401K Plan-16$825,741$49,440$3,090iApproximate average salary by contribution assumption: employee only about $77,250 at 4% or $51,500 at 6%; with 50% employer match about $51,500 at 4% or $34,333 at 6%; with 100% employer match about $38,625 at 4% or $25,750 at 6%.
2015117$730,221$79,049$4,650iApproximate average salary by contribution assumption: employee only about $116,249 at 4% or $77,499 at 6%; with 50% employer match about $77,499 at 4% or $51,666 at 6%; with 100% employer match about $58,124 at 4% or $38,750 at 6%.
Craig Penfold, P. C. 401K Plan-17$730,221$79,049$4,650iApproximate average salary by contribution assumption: employee only about $116,249 at 4% or $77,499 at 6%; with 50% employer match about $77,499 at 4% or $51,666 at 6%; with 100% employer match about $58,124 at 4% or $38,750 at 6%.
2014117$666,208$117,991$6,941iApproximate average salary by contribution assumption: employee only about $173,516 at 4% or $115,677 at 6%; with 50% employer match about $115,677 at 4% or $77,118 at 6%; with 100% employer match about $86,758 at 4% or $57,839 at 6%.
Craig Penfold, P. C. 401K Plan-17$666,208$117,991$6,941iApproximate average salary by contribution assumption: employee only about $173,516 at 4% or $115,677 at 6%; with 50% employer match about $115,677 at 4% or $77,118 at 6%; with 100% employer match about $86,758 at 4% or $57,839 at 6%.
2013117$519,696$43,209$2,542iApproximate average salary by contribution assumption: employee only about $63,543 at 4% or $42,362 at 6%; with 50% employer match about $42,362 at 4% or $28,241 at 6%; with 100% employer match about $31,771 at 4% or $21,181 at 6%.
Craig Penfold, P. C. 401K Plan-17$519,696$43,209$2,542iApproximate average salary by contribution assumption: employee only about $63,543 at 4% or $42,362 at 6%; with 50% employer match about $42,362 at 4% or $28,241 at 6%; with 100% employer match about $31,771 at 4% or $21,181 at 6%.
2012118$446,144$54,565$3,031iApproximate average salary by contribution assumption: employee only about $75,785 at 4% or $50,523 at 6%; with 50% employer match about $50,523 at 4% or $33,682 at 6%; with 100% employer match about $37,892 at 4% or $25,262 at 6%.
Craig Penfold, P. C. 401K Plan-18$446,144$54,565$3,031iApproximate average salary by contribution assumption: employee only about $75,785 at 4% or $50,523 at 6%; with 50% employer match about $50,523 at 4% or $33,682 at 6%; with 100% employer match about $37,892 at 4% or $25,262 at 6%.
2011122$419,334$52,725$2,397iApproximate average salary by contribution assumption: employee only about $59,915 at 4% or $39,943 at 6%; with 50% employer match about $39,943 at 4% or $26,629 at 6%; with 100% employer match about $29,957 at 4% or $19,972 at 6%.
Craig Penfold, P. C. 401K Plan-22$419,334$52,725$2,397iApproximate average salary by contribution assumption: employee only about $59,915 at 4% or $39,943 at 6%; with 50% employer match about $39,943 at 4% or $26,629 at 6%; with 100% employer match about $29,957 at 4% or $19,972 at 6%.
2010123$385,318$46,862$2,037iApproximate average salary by contribution assumption: employee only about $50,937 at 4% or $33,958 at 6%; with 50% employer match about $33,958 at 4% or $22,639 at 6%; with 100% employer match about $25,468 at 4% or $16,979 at 6%.
Craig Penfold, P. C. 401K Plan-23$385,318$46,862$2,037iApproximate average salary by contribution assumption: employee only about $50,937 at 4% or $33,958 at 6%; with 50% employer match about $33,958 at 4% or $22,639 at 6%; with 100% employer match about $25,468 at 4% or $16,979 at 6%.
2009128$343,281$57,327$2,047iApproximate average salary by contribution assumption: employee only about $51,185 at 4% or $34,123 at 6%; with 50% employer match about $34,123 at 4% or $22,749 at 6%; with 100% employer match about $25,592 at 4% or $17,062 at 6%.
Craig Penfold, P. C. 401K Plan-28$343,281$57,327$2,047iApproximate average salary by contribution assumption: employee only about $51,185 at 4% or $34,123 at 6%; with 50% employer match about $34,123 at 4% or $22,749 at 6%; with 100% employer match about $25,592 at 4% or $17,062 at 6%.
2008136$338,066$85,167$2,366iApproximate average salary by contribution assumption: employee only about $59,144 at 4% or $39,429 at 6%; with 50% employer match about $39,429 at 4% or $26,286 at 6%; with 100% employer match about $29,572 at 4% or $19,715 at 6%.
Craig Penfold, P. C. 401K Plan-36$338,066$85,167$2,366iApproximate average salary by contribution assumption: employee only about $59,144 at 4% or $39,429 at 6%; with 50% employer match about $39,429 at 4% or $26,286 at 6%; with 100% employer match about $29,572 at 4% or $19,715 at 6%.
2007142$0$0-
Craig Penfold, P. C. 401K Plan-42---
2006147$606,567$63,028$1,341iApproximate average salary by contribution assumption: employee only about $33,526 at 4% or $22,350 at 6%; with 50% employer match about $22,350 at 4% or $14,900 at 6%; with 100% employer match about $16,763 at 4% or $11,175 at 6%.
Craig Penfold, P. C. 401K Plan-47$606,567$63,028$1,341iApproximate average salary by contribution assumption: employee only about $33,526 at 4% or $22,350 at 6%; with 50% employer match about $22,350 at 4% or $14,900 at 6%; with 100% employer match about $16,763 at 4% or $11,175 at 6%.
2005152$531,916$60,704$1,167iApproximate average salary by contribution assumption: employee only about $29,185 at 4% or $19,456 at 6%; with 50% employer match about $19,456 at 4% or $12,971 at 6%; with 100% employer match about $14,592 at 4% or $9,728 at 6%.
Craig Penfold, P. C. 401K Plan-52$531,916$60,704$1,167iApproximate average salary by contribution assumption: employee only about $29,185 at 4% or $19,456 at 6%; with 50% employer match about $19,456 at 4% or $12,971 at 6%; with 100% employer match about $14,592 at 4% or $9,728 at 6%.
2004151$454,705$59,046$1,158iApproximate average salary by contribution assumption: employee only about $28,944 at 4% or $19,296 at 6%; with 50% employer match about $19,296 at 4% or $12,864 at 6%; with 100% employer match about $14,472 at 4% or $9,648 at 6%.
Craig Penfold, P. C. 401K Plan-51$454,705$59,046$1,158iApproximate average salary by contribution assumption: employee only about $28,944 at 4% or $19,296 at 6%; with 50% employer match about $19,296 at 4% or $12,864 at 6%; with 100% employer match about $14,472 at 4% or $9,648 at 6%.
2003162$375,682$73,301$1,182iApproximate average salary by contribution assumption: employee only about $29,557 at 4% or $19,705 at 6%; with 50% employer match about $19,705 at 4% or $13,136 at 6%; with 100% employer match about $14,778 at 4% or $9,852 at 6%.
Craig Penfold, P. C. 401K Plan-62$375,682$73,301$1,182iApproximate average salary by contribution assumption: employee only about $29,557 at 4% or $19,705 at 6%; with 50% employer match about $19,705 at 4% or $13,136 at 6%; with 100% employer match about $14,778 at 4% or $9,852 at 6%.
2002150$261,162$71,170$1,423iApproximate average salary by contribution assumption: employee only about $35,585 at 4% or $23,723 at 6%; with 50% employer match about $23,723 at 4% or $15,816 at 6%; with 100% employer match about $17,793 at 4% or $11,862 at 6%.
Craig Penfold, P. C. 401K Plan-50$261,162$71,170$1,423iApproximate average salary by contribution assumption: employee only about $35,585 at 4% or $23,723 at 6%; with 50% employer match about $23,723 at 4% or $15,816 at 6%; with 100% employer match about $17,793 at 4% or $11,862 at 6%.
2001147$0$0-
Craig Penfold, P. C. 401K Plan-47---
2000146$215,984$66,033$1,436iApproximate average salary by contribution assumption: employee only about $35,888 at 4% or $23,925 at 6%; with 50% employer match about $23,925 at 4% or $15,950 at 6%; with 100% employer match about $17,944 at 4% or $11,963 at 6%.
Craig Penfold, P. C. 401K Plan-46$215,984$66,033$1,436iApproximate average salary by contribution assumption: employee only about $35,888 at 4% or $23,925 at 6%; with 50% employer match about $23,925 at 4% or $15,950 at 6%; with 100% employer match about $17,944 at 4% or $11,963 at 6%.
1999140$204,396$57,908$1,448iApproximate average salary by contribution assumption: employee only about $36,193 at 4% or $24,128 at 6%; with 50% employer match about $24,128 at 4% or $16,086 at 6%; with 100% employer match about $18,096 at 4% or $12,064 at 6%.
Craig Penfold, P. C. 401K Plan-40$204,396$57,908$1,448iApproximate average salary by contribution assumption: employee only about $36,193 at 4% or $24,128 at 6%; with 50% employer match about $24,128 at 4% or $16,086 at 6%; with 100% employer match about $18,096 at 4% or $12,064 at 6%.