Civic Intelligence

Jim Penola, CPA

Plan context: Jim Penola, CPA Money Purchase Plan

EIN 76-0109771 • 14 filings • 5 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$28

2004 Contributions

$18,058

Historical Graphs

Total Assets Over Time

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

$234,123$117,062$0199920022003YearValue
$28Latest year 2003

Participants Over Time

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

320199920012003YearValue
2Latest year 2003

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
200420$0$18,058-
Jim Penola, CPA Profit Sharing Plan-0---
Jim Penola, CPA Money Purchase Plan-0-$18,058-
200322$28$16,047$8,024iApproximate average salary by contribution assumption: employee only about $200,588 at 4% or $133,725 at 6%; with 50% employer match about $133,725 at 4% or $89,150 at 6%; with 100% employer match about $100,294 at 4% or $66,863 at 6%.
Jim Penola, CPA Money Purchase Plan-2$28$16,047$8,024iApproximate average salary by contribution assumption: employee only about $200,588 at 4% or $133,725 at 6%; with 50% employer match about $133,725 at 4% or $89,150 at 6%; with 100% employer match about $100,294 at 4% or $66,863 at 6%.
Jim Penola, CPA Profit Sharing Plan-1---
200222$73,474$0-
Jim Penola, CPA Profit Sharing Plan-2$73,474--
Jim Penola, CPA Money Purchase Plan-2---
200122$0$0-
Jim Penola, CPA Money Purchase Plan-2---
Jim Penola, CPA Profit Sharing Plan-2---
200042$0$0-
Jim Penola, CPA Profit Sharing Plan-2---
Jim Penola, CPA Profit Sharing Plan-2---
Jim Penola, CPA Money Purchase Plan-2---
Jim Penola, CPA Profit Sharing Plan-2---
199923$234,123$20,712$6,904iApproximate average salary by contribution assumption: employee only about $172,600 at 4% or $115,067 at 6%; with 50% employer match about $115,067 at 4% or $76,711 at 6%; with 100% employer match about $86,300 at 4% or $57,533 at 6%.
Jim Penola, CPA Profit Sharing Plan-3$133,017$10,151$3,384iApproximate average salary by contribution assumption: employee only about $84,592 at 4% or $56,394 at 6%; with 50% employer match about $56,394 at 4% or $37,596 at 6%; with 100% employer match about $42,296 at 4% or $28,197 at 6%.
Jim Penola, CPA Money Purchase Plan-3$101,106$10,561$3,520iApproximate average salary by contribution assumption: employee only about $88,008 at 4% or $58,672 at 6%; with 50% employer match about $58,672 at 4% or $39,115 at 6%; with 100% employer match about $44,004 at 4% or $29,336 at 6%.