Civic Intelligence

Richard Pena, MD, PA

Plan context: Richard Pena MD Pa 401K Profit Sharing Plan

EIN 75-2732802 • 13 filings • 1 plans

Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$485,373

2018 Contributions

$27,578

Historical Graphs

Total Assets Over Time

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

$485,373$242,687$0200520122017YearValue
$485,373Latest year 2017

Participants Over Time

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

530200520122017YearValue
2Latest year 2017

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
201810$0$27,578-
Richard Pena MD Pa 401K Profit Sharing Plan---$27,578-
201712$485,373$32,191$16,096iApproximate average salary by contribution assumption: employee only about $402,388 at 4% or $268,258 at 6%; with 50% employer match about $268,258 at 4% or $178,839 at 6%; with 100% employer match about $201,194 at 4% or $134,129 at 6%.
Richard Pena MD Pa 401K Profit Sharing Plan-2$485,373$32,191$16,096iApproximate average salary by contribution assumption: employee only about $402,388 at 4% or $268,258 at 6%; with 50% employer match about $268,258 at 4% or $178,839 at 6%; with 100% employer match about $201,194 at 4% or $134,129 at 6%.
201612$375,679$23,411$11,706iApproximate average salary by contribution assumption: employee only about $292,638 at 4% or $195,092 at 6%; with 50% employer match about $195,092 at 4% or $130,061 at 6%; with 100% employer match about $146,319 at 4% or $97,546 at 6%.
Richard Pena MD Pa 401K Profit Sharing Plan-2$375,679$23,411$11,706iApproximate average salary by contribution assumption: employee only about $292,638 at 4% or $195,092 at 6%; with 50% employer match about $195,092 at 4% or $130,061 at 6%; with 100% employer match about $146,319 at 4% or $97,546 at 6%.
201512$364,660$27,575$13,788iApproximate average salary by contribution assumption: employee only about $344,688 at 4% or $229,792 at 6%; with 50% employer match about $229,792 at 4% or $153,194 at 6%; with 100% employer match about $172,344 at 4% or $114,896 at 6%.
Richard Pena MD Pa 401K Profit Sharing Plan-2$364,660$27,575$13,788iApproximate average salary by contribution assumption: employee only about $344,688 at 4% or $229,792 at 6%; with 50% employer match about $229,792 at 4% or $153,194 at 6%; with 100% employer match about $172,344 at 4% or $114,896 at 6%.
201412$325,441$28,096$14,048iApproximate average salary by contribution assumption: employee only about $351,200 at 4% or $234,133 at 6%; with 50% employer match about $234,133 at 4% or $156,089 at 6%; with 100% employer match about $175,600 at 4% or $117,067 at 6%.
Richard Pena MD Pa 401K Profit Sharing Plan-2$325,441$28,096$14,048iApproximate average salary by contribution assumption: employee only about $351,200 at 4% or $234,133 at 6%; with 50% employer match about $234,133 at 4% or $156,089 at 6%; with 100% employer match about $175,600 at 4% or $117,067 at 6%.
201312$271,894$25,836$12,918iApproximate average salary by contribution assumption: employee only about $322,950 at 4% or $215,300 at 6%; with 50% employer match about $215,300 at 4% or $143,533 at 6%; with 100% employer match about $161,475 at 4% or $107,650 at 6%.
Richard Pena MD Pa 401K Profit Sharing Plan-2$271,894$25,836$12,918iApproximate average salary by contribution assumption: employee only about $322,950 at 4% or $215,300 at 6%; with 50% employer match about $215,300 at 4% or $143,533 at 6%; with 100% employer match about $161,475 at 4% or $107,650 at 6%.
201212$205,415$32,743$16,372iApproximate average salary by contribution assumption: employee only about $409,288 at 4% or $272,858 at 6%; with 50% employer match about $272,858 at 4% or $181,906 at 6%; with 100% employer match about $204,644 at 4% or $136,429 at 6%.
Richard Pena MD Pa 401K Profit Sharing Plan-2$205,415$32,743$16,372iApproximate average salary by contribution assumption: employee only about $409,288 at 4% or $272,858 at 6%; with 50% employer match about $272,858 at 4% or $181,906 at 6%; with 100% employer match about $204,644 at 4% or $136,429 at 6%.
201114$185,279$30,353$7,588iApproximate average salary by contribution assumption: employee only about $189,706 at 4% or $126,471 at 6%; with 50% employer match about $126,471 at 4% or $84,314 at 6%; with 100% employer match about $94,853 at 4% or $63,235 at 6%.
Richard Pena MD Pa 401K Profit Sharing Plan-4$185,279$30,353$7,588iApproximate average salary by contribution assumption: employee only about $189,706 at 4% or $126,471 at 6%; with 50% employer match about $126,471 at 4% or $84,314 at 6%; with 100% employer match about $94,853 at 4% or $63,235 at 6%.
201014$160,516$28,438$7,110iApproximate average salary by contribution assumption: employee only about $177,738 at 4% or $118,492 at 6%; with 50% employer match about $118,492 at 4% or $78,994 at 6%; with 100% employer match about $88,869 at 4% or $59,246 at 6%.
Richard Pena MD Pa 401K Profit Sharing Plan-4$160,516$28,438$7,110iApproximate average salary by contribution assumption: employee only about $177,738 at 4% or $118,492 at 6%; with 50% employer match about $118,492 at 4% or $78,994 at 6%; with 100% employer match about $88,869 at 4% or $59,246 at 6%.
200914$131,921$29,792$7,448iApproximate average salary by contribution assumption: employee only about $186,200 at 4% or $124,133 at 6%; with 50% employer match about $124,133 at 4% or $82,756 at 6%; with 100% employer match about $93,100 at 4% or $62,067 at 6%.
Richard Pena MD Pa 401K Profit Sharing Plan-4$131,921$29,792$7,448iApproximate average salary by contribution assumption: employee only about $186,200 at 4% or $124,133 at 6%; with 50% employer match about $124,133 at 4% or $82,756 at 6%; with 100% employer match about $93,100 at 4% or $62,067 at 6%.
200815$81,224$40,171$8,034iApproximate average salary by contribution assumption: employee only about $200,855 at 4% or $133,903 at 6%; with 50% employer match about $133,903 at 4% or $89,269 at 6%; with 100% employer match about $100,428 at 4% or $66,952 at 6%.
Richard Pena MD Pa 401K Profit Sharing Plan-5$81,224$40,171$8,034iApproximate average salary by contribution assumption: employee only about $200,855 at 4% or $133,903 at 6%; with 50% employer match about $133,903 at 4% or $89,269 at 6%; with 100% employer match about $100,428 at 4% or $66,952 at 6%.
200715$0$0-
Richard Pena MD Pa 401K Profit Sharing Plan-5---
200515$24,949$24,949$4,990iApproximate average salary by contribution assumption: employee only about $124,745 at 4% or $83,163 at 6%; with 50% employer match about $83,163 at 4% or $55,442 at 6%; with 100% employer match about $62,373 at 4% or $41,582 at 6%.
Richard Pena MD Pa 401K Profit Sharing Plan-5$24,949$24,949$4,990iApproximate average salary by contribution assumption: employee only about $124,745 at 4% or $83,163 at 6%; with 50% employer match about $83,163 at 4% or $55,442 at 6%; with 100% employer match about $62,373 at 4% or $41,582 at 6%.