Jeffrey M. Penn, O.D. PC.
Plan context: Jeffrey M. Penn, O.D. PC. Profit Sharing Plan
EIN 76-0280218 • Houston, TX • 29 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
6
2022 Assets
$3,316,841
2022 Contributions
$9,232
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 0 | $0 | - | - |
| 2021 | 1 | 6 | $3,316,841 | $0 | - |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 6 | $3,316,841 | - | - |
| 2020 | 2 | 5 | $2,946,728 | $9,232 | $1,846iApproximate average salary by contribution assumption: employee only about $46,160 at 4% or $30,773 at 6%; with 50% employer match about $30,773 at 4% or $20,516 at 6%; with 100% employer match about $23,080 at 4% or $15,387 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 5 | $2,946,728 | $9,232 | $1,846iApproximate average salary by contribution assumption: employee only about $46,160 at 4% or $30,773 at 6%; with 50% employer match about $30,773 at 4% or $20,516 at 6%; with 100% employer match about $23,080 at 4% or $15,387 at 6%. |
| JEFFREY M. PENN, O.D., P.A. CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2019 | 2 | 14 | $3,277,126 | $139,035 | $9,931iApproximate average salary by contribution assumption: employee only about $248,277 at 4% or $165,518 at 6%; with 50% employer match about $165,518 at 4% or $110,345 at 6%; with 100% employer match about $124,138 at 4% or $82,759 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 14 | $2,643,508 | $76,409 | $5,458iApproximate average salary by contribution assumption: employee only about $136,445 at 4% or $90,963 at 6%; with 50% employer match about $90,963 at 4% or $60,642 at 6%; with 100% employer match about $68,222 at 4% or $45,482 at 6%. |
| JEFFREY M. PENN, O.D., P.A. CASH BALANCE PLAN | - | 6 | $633,618 | $62,626 | $10,438iApproximate average salary by contribution assumption: employee only about $260,942 at 4% or $173,961 at 6%; with 50% employer match about $173,961 at 4% or $115,974 at 6%; with 100% employer match about $130,471 at 4% or $86,981 at 6%. |
| 2018 | 2 | 8 | $2,663,339 | $41,898 | $5,237iApproximate average salary by contribution assumption: employee only about $130,931 at 4% or $87,288 at 6%; with 50% employer match about $87,288 at 4% or $58,192 at 6%; with 100% employer match about $65,466 at 4% or $43,644 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 8 | $2,158,153 | $25,000 | $3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%. |
| JEFFREY M. PENN, O.D., P.A. CASH BALANCE PLAN | - | 6 | $505,186 | $16,898 | $2,816iApproximate average salary by contribution assumption: employee only about $70,408 at 4% or $46,939 at 6%; with 50% employer match about $46,939 at 4% or $31,293 at 6%; with 100% employer match about $35,204 at 4% or $23,469 at 6%. |
| 2017 | 2 | 8 | $2,753,168 | $208,433 | $26,054iApproximate average salary by contribution assumption: employee only about $651,353 at 4% or $434,235 at 6%; with 50% employer match about $434,235 at 4% or $289,490 at 6%; with 100% employer match about $325,677 at 4% or $217,118 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 8 | $2,248,588 | - | - |
| JEFFREY M. PENN, O.D., P.A. CASH BALANCE PLAN | - | 6 | $504,580 | $208,433 | $34,739iApproximate average salary by contribution assumption: employee only about $868,471 at 4% or $578,981 at 6%; with 50% employer match about $578,981 at 4% or $385,987 at 6%; with 100% employer match about $434,235 at 4% or $289,490 at 6%. |
| 2016 | 2 | 8 | $2,328,258 | $98,487 | $12,311iApproximate average salary by contribution assumption: employee only about $307,772 at 4% or $205,181 at 6%; with 50% employer match about $205,181 at 4% or $136,788 at 6%; with 100% employer match about $153,886 at 4% or $102,591 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 8 | $2,059,866 | $1,920 | $240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%. |
| JEFFREY M. PENN, O.D., P.A. CASH BALANCE PLAN | - | 6 | $268,392 | $96,567 | $16,095iApproximate average salary by contribution assumption: employee only about $402,363 at 4% or $268,242 at 6%; with 50% employer match about $268,242 at 4% or $178,828 at 6%; with 100% employer match about $201,181 at 4% or $134,121 at 6%. |
| 2015 | 2 | 8 | $2,086,654 | $186,920 | $23,365iApproximate average salary by contribution assumption: employee only about $584,125 at 4% or $389,417 at 6%; with 50% employer match about $389,417 at 4% or $259,611 at 6%; with 100% employer match about $292,063 at 4% or $194,708 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 8 | $1,927,873 | $28,139 | $3,517iApproximate average salary by contribution assumption: employee only about $87,934 at 4% or $58,623 at 6%; with 50% employer match about $58,623 at 4% or $39,082 at 6%; with 100% employer match about $43,967 at 4% or $29,311 at 6%. |
| JEFFREY M. PENN, O.D., P.A. CASH BALANCE PLAN | - | 6 | $158,781 | $158,781 | $26,464iApproximate average salary by contribution assumption: employee only about $661,588 at 4% or $441,058 at 6%; with 50% employer match about $441,058 at 4% or $294,039 at 6%; with 100% employer match about $330,794 at 4% or $220,529 at 6%. |
| 2014 | 1 | 8 | $1,913,553 | $60,629 | $7,579iApproximate average salary by contribution assumption: employee only about $189,466 at 4% or $126,310 at 6%; with 50% employer match about $126,310 at 4% or $84,207 at 6%; with 100% employer match about $94,733 at 4% or $63,155 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 8 | $1,913,553 | $60,629 | $7,579iApproximate average salary by contribution assumption: employee only about $189,466 at 4% or $126,310 at 6%; with 50% employer match about $126,310 at 4% or $84,207 at 6%; with 100% employer match about $94,733 at 4% or $63,155 at 6%. |
| 2013 | 1 | 8 | $1,754,778 | $59,397 | $7,425iApproximate average salary by contribution assumption: employee only about $185,616 at 4% or $123,744 at 6%; with 50% employer match about $123,744 at 4% or $82,496 at 6%; with 100% employer match about $92,808 at 4% or $61,872 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 8 | $1,754,778 | $59,397 | $7,425iApproximate average salary by contribution assumption: employee only about $185,616 at 4% or $123,744 at 6%; with 50% employer match about $123,744 at 4% or $82,496 at 6%; with 100% employer match about $92,808 at 4% or $61,872 at 6%. |
| 2012 | 1 | 10 | $1,428,883 | $57,565 | $5,757iApproximate average salary by contribution assumption: employee only about $143,913 at 4% or $95,942 at 6%; with 50% employer match about $95,942 at 4% or $63,961 at 6%; with 100% employer match about $71,956 at 4% or $47,971 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 10 | $1,428,883 | $57,565 | $5,757iApproximate average salary by contribution assumption: employee only about $143,913 at 4% or $95,942 at 6%; with 50% employer match about $95,942 at 4% or $63,961 at 6%; with 100% employer match about $71,956 at 4% or $47,971 at 6%. |
| 2011 | 1 | 9 | $1,252,806 | $53,385 | $5,932iApproximate average salary by contribution assumption: employee only about $148,292 at 4% or $98,861 at 6%; with 50% employer match about $98,861 at 4% or $65,907 at 6%; with 100% employer match about $74,146 at 4% or $49,431 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 9 | $1,252,806 | $53,385 | $5,932iApproximate average salary by contribution assumption: employee only about $148,292 at 4% or $98,861 at 6%; with 50% employer match about $98,861 at 4% or $65,907 at 6%; with 100% employer match about $74,146 at 4% or $49,431 at 6%. |
| 2010 | 1 | 7 | $1,230,660 | $56,600 | $8,086iApproximate average salary by contribution assumption: employee only about $202,143 at 4% or $134,762 at 6%; with 50% employer match about $134,762 at 4% or $89,841 at 6%; with 100% employer match about $101,071 at 4% or $67,381 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 7 | $1,230,660 | $56,600 | $8,086iApproximate average salary by contribution assumption: employee only about $202,143 at 4% or $134,762 at 6%; with 50% employer match about $134,762 at 4% or $89,841 at 6%; with 100% employer match about $101,071 at 4% or $67,381 at 6%. |
| 2009 | 1 | 7 | $1,068,158 | $55,862 | $7,980iApproximate average salary by contribution assumption: employee only about $199,507 at 4% or $133,005 at 6%; with 50% employer match about $133,005 at 4% or $88,670 at 6%; with 100% employer match about $99,754 at 4% or $66,502 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 7 | $1,068,158 | $55,862 | $7,980iApproximate average salary by contribution assumption: employee only about $199,507 at 4% or $133,005 at 6%; with 50% employer match about $133,005 at 4% or $88,670 at 6%; with 100% employer match about $99,754 at 4% or $66,502 at 6%. |
| 2008 | 1 | 4 | $840,166 | $53,356 | $13,339iApproximate average salary by contribution assumption: employee only about $333,475 at 4% or $222,317 at 6%; with 50% employer match about $222,317 at 4% or $148,211 at 6%; with 100% employer match about $166,738 at 4% or $111,158 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 4 | $840,166 | $53,356 | $13,339iApproximate average salary by contribution assumption: employee only about $333,475 at 4% or $222,317 at 6%; with 50% employer match about $222,317 at 4% or $148,211 at 6%; with 100% employer match about $166,738 at 4% or $111,158 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 5 | $983,645 | $48,774 | $9,755iApproximate average salary by contribution assumption: employee only about $243,870 at 4% or $162,580 at 6%; with 50% employer match about $162,580 at 4% or $108,387 at 6%; with 100% employer match about $121,935 at 4% or $81,290 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 5 | $983,645 | $48,774 | $9,755iApproximate average salary by contribution assumption: employee only about $243,870 at 4% or $162,580 at 6%; with 50% employer match about $162,580 at 4% or $108,387 at 6%; with 100% employer match about $121,935 at 4% or $81,290 at 6%. |
| 2005 | 1 | 4 | $777,558 | $45,368 | $11,342iApproximate average salary by contribution assumption: employee only about $283,550 at 4% or $189,033 at 6%; with 50% employer match about $189,033 at 4% or $126,022 at 6%; with 100% employer match about $141,775 at 4% or $94,517 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 4 | $777,558 | $45,368 | $11,342iApproximate average salary by contribution assumption: employee only about $283,550 at 4% or $189,033 at 6%; with 50% employer match about $189,033 at 4% or $126,022 at 6%; with 100% employer match about $141,775 at 4% or $94,517 at 6%. |
| 2004 | 1 | 5 | $685,517 | $44,980 | $8,996iApproximate average salary by contribution assumption: employee only about $224,900 at 4% or $149,933 at 6%; with 50% employer match about $149,933 at 4% or $99,956 at 6%; with 100% employer match about $112,450 at 4% or $74,967 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 5 | $685,517 | $44,980 | $8,996iApproximate average salary by contribution assumption: employee only about $224,900 at 4% or $149,933 at 6%; with 50% employer match about $149,933 at 4% or $99,956 at 6%; with 100% employer match about $112,450 at 4% or $74,967 at 6%. |
| 2002 | 1 | 7 | $401,925 | $44,837 | $6,405iApproximate average salary by contribution assumption: employee only about $160,132 at 4% or $106,755 at 6%; with 50% employer match about $106,755 at 4% or $71,170 at 6%; with 100% employer match about $80,066 at 4% or $53,377 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 7 | $401,925 | $44,837 | $6,405iApproximate average salary by contribution assumption: employee only about $160,132 at 4% or $106,755 at 6%; with 50% employer match about $106,755 at 4% or $71,170 at 6%; with 100% employer match about $80,066 at 4% or $53,377 at 6%. |
| 2001 | 1 | 8 | $538,898 | $41,625 | $5,203iApproximate average salary by contribution assumption: employee only about $130,078 at 4% or $86,719 at 6%; with 50% employer match about $86,719 at 4% or $57,813 at 6%; with 100% employer match about $65,039 at 4% or $43,359 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 8 | $538,898 | $41,625 | $5,203iApproximate average salary by contribution assumption: employee only about $130,078 at 4% or $86,719 at 6%; with 50% employer match about $86,719 at 4% or $57,813 at 6%; with 100% employer match about $65,039 at 4% or $43,359 at 6%. |
| 2000 | 1 | 6 | $0 | $0 | - |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 6 | - | - | - |
| 1999 | 1 | 6 | $680,670 | $35,000 | $5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%. |
| Jeffrey M. Penn, O.D. PC. Profit Sharing Plan | - | 6 | $680,670 | $35,000 | $5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%. |