Civic Intelligence

JENNY EDWARDS, PLLC

Plan context: DR. JENNY RETIREMENT PLAN & TRUST

EIN 81-2777538 • Valrico, FL • 6 filings • 1 plans

3433 Lithia Pinecrest Rd. #103Valrico, FL 33596
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$614,382

2025 Contributions

$84,923

Historical Graphs

Total Assets Over Time

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

$614,382$307,191$0202020232025YearValue
$614,382Latest year 2025

Participants Over Time

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

1470202020232025YearValue
14Latest year 2025

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
2025114$614,382$84,923$6,066iApproximate average salary by contribution assumption: employee only about $151,648 at 4% or $101,099 at 6%; with 50% employer match about $101,099 at 4% or $67,399 at 6%; with 100% employer match about $75,824 at 4% or $50,549 at 6%.
DR. JENNY RETIREMENT PLAN & TRUST-14$614,382$84,923$6,066iApproximate average salary by contribution assumption: employee only about $151,648 at 4% or $101,099 at 6%; with 50% employer match about $101,099 at 4% or $67,399 at 6%; with 100% employer match about $75,824 at 4% or $50,549 at 6%.
2024112$506,912$91,088$7,591iApproximate average salary by contribution assumption: employee only about $189,767 at 4% or $126,511 at 6%; with 50% employer match about $126,511 at 4% or $84,341 at 6%; with 100% employer match about $94,883 at 4% or $63,256 at 6%.
DR. JENNY RETIREMENT PLAN & TRUST-12$506,912$91,088$7,591iApproximate average salary by contribution assumption: employee only about $189,767 at 4% or $126,511 at 6%; with 50% employer match about $126,511 at 4% or $84,341 at 6%; with 100% employer match about $94,883 at 4% or $63,256 at 6%.
2023110$385,512$87,534$8,753iApproximate average salary by contribution assumption: employee only about $218,835 at 4% or $145,890 at 6%; with 50% employer match about $145,890 at 4% or $97,260 at 6%; with 100% employer match about $109,418 at 4% or $72,945 at 6%.
DR. JENNY RETIREMENT PLAN & TRUST-10$385,512$87,534$8,753iApproximate average salary by contribution assumption: employee only about $218,835 at 4% or $145,890 at 6%; with 50% employer match about $145,890 at 4% or $97,260 at 6%; with 100% employer match about $109,418 at 4% or $72,945 at 6%.
2022111$258,526$146,270$13,297iApproximate average salary by contribution assumption: employee only about $332,432 at 4% or $221,621 at 6%; with 50% employer match about $221,621 at 4% or $147,747 at 6%; with 100% employer match about $166,216 at 4% or $110,811 at 6%.
DR. JENNY RETIREMENT PLAN & TRUST-11$258,526$146,270$13,297iApproximate average salary by contribution assumption: employee only about $332,432 at 4% or $221,621 at 6%; with 50% employer match about $221,621 at 4% or $147,747 at 6%; with 100% employer match about $166,216 at 4% or $110,811 at 6%.
202117$131,421$61,403$8,772iApproximate average salary by contribution assumption: employee only about $219,296 at 4% or $146,198 at 6%; with 50% employer match about $146,198 at 4% or $97,465 at 6%; with 100% employer match about $109,648 at 4% or $73,099 at 6%.
DR. JENNY RETIREMENT PLAN & TRUST-7$131,421$61,403$8,772iApproximate average salary by contribution assumption: employee only about $219,296 at 4% or $146,198 at 6%; with 50% employer match about $146,198 at 4% or $97,465 at 6%; with 100% employer match about $109,648 at 4% or $73,099 at 6%.
202014$67,631$67,631$16,908iApproximate average salary by contribution assumption: employee only about $422,694 at 4% or $281,796 at 6%; with 50% employer match about $281,796 at 4% or $187,864 at 6%; with 100% employer match about $211,347 at 4% or $140,898 at 6%.
DR. JENNY RETIREMENT PLAN & TRUST-4$67,631$67,631$16,908iApproximate average salary by contribution assumption: employee only about $422,694 at 4% or $281,796 at 6%; with 50% employer match about $281,796 at 4% or $187,864 at 6%; with 100% employer match about $211,347 at 4% or $140,898 at 6%.