Palumbo Consulting LLC
Plan context: William J Palumbo Tr FBO Palumbo Consulting LLC Ind 401K FBO
EIN 81-4096070 • Lower Gwynedd, PA • 9 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$227,697
2025 Contributions
$2,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $227,697 | $2,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| William J Palumbo Tr FBO Palumbo Consulting LLC Ind 401K FBO | - | 1 | $227,697 | $2,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2024 | 1 | 1 | $245,545 | $33,000 | $33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%. |
| William J Palumbo Tr FBO Palumbo Consulting LLC Ind 401K FBO | - | 1 | $245,545 | $33,000 | $33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%. |
| 2023 | 1 | 1 | $250,684 | $57,500 | $57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%. |
| William J Palumbo Tr FBO Palumbo Consulting LLC Ind 401K FBO | - | 1 | $250,684 | $57,500 | $57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%. |
| 2022 | 1 | 1 | $157,316 | $86,200 | $86,200iApproximate average salary by contribution assumption: employee only about $2,155,000 at 4% or $1,436,667 at 6%; with 50% employer match about $1,436,667 at 4% or $957,778 at 6%; with 100% employer match about $1,077,500 at 4% or $718,333 at 6%. |
| William J Palumbo Tr FBO Palumbo Consulting LLC Ind 401K FBO | - | 1 | $157,316 | $86,200 | $86,200iApproximate average salary by contribution assumption: employee only about $2,155,000 at 4% or $1,436,667 at 6%; with 50% employer match about $1,436,667 at 4% or $957,778 at 6%; with 100% employer match about $1,077,500 at 4% or $718,333 at 6%. |
| 2021 | 1 | 1 | $101,206 | $8,800 | $8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%. |
| William J Palumbo Tr FBO Palumbo Consulting LLC Ind 401K FBO | - | 1 | $101,206 | $8,800 | $8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%. |
| 2020 | 1 | 1 | $92,517 | $0 | - |
| William J Palumbo Tr FBO Palumbo Consulting LLC Ind 401K FBO | - | 1 | $92,517 | $0 | - |
| 2019 | 1 | 1 | $84,919 | $0 | - |
| William J Palumbo Tr FBO Palumbo Consulting LLC Ind 401K FBO | - | 1 | $84,919 | $0 | - |
| 2018 | 1 | 1 | $96,466 | $55,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| William J Palumbo Tr FBO Palumbo Consulting LLC Ind 401K FBO | - | 1 | $96,466 | $55,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| 2017 | 1 | 1 | $58,960 | $54,000 | $54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%. |
| William J Palumbo Tr FBO Palumbo Consulting LLC Ind 401K FBO | - | 1 | $58,960 | $54,000 | $54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%. |