Ricky Pena
Plan context: Ricky Pena 401(K) Profit Sharing Plan & Trust
EIN 83-0787759 • Visalia, CA • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$2,697
2025 Contributions
$89
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 | 6 | $2,697 | $0 | - |
| Ricky Pena 401(K) Profit Sharing Plan & Trust | - | 6 | $2,697 | $0 | - |
| 2024 | 1 | 6 | $2,474 | $0 | - |
| Ricky Pena 401(K) Profit Sharing Plan & Trust | - | 6 | $2,474 | $0 | - |
| 2023 | 1 | 6 | $2,377 | $0 | - |
| Ricky Pena 401(K) Profit Sharing Plan & Trust | - | 6 | $2,377 | $0 | - |
| 2022 | 1 | 6 | $2,259 | $89 | $15iApproximate average salary by contribution assumption: employee only about $371 at 4% or $247 at 6%; with 50% employer match about $247 at 4% or $165 at 6%; with 100% employer match about $185 at 4% or $124 at 6%. |
| Ricky Pena 401(K) Profit Sharing Plan & Trust | - | 6 | $2,259 | $89 | $15iApproximate average salary by contribution assumption: employee only about $371 at 4% or $247 at 6%; with 50% employer match about $247 at 4% or $165 at 6%; with 100% employer match about $185 at 4% or $124 at 6%. |
| 2021 | 1 | 6 | $2,436 | $854 | $142iApproximate average salary by contribution assumption: employee only about $3,558 at 4% or $2,372 at 6%; with 50% employer match about $2,372 at 4% or $1,581 at 6%; with 100% employer match about $1,779 at 4% or $1,186 at 6%. |
| Ricky Pena 401(K) Profit Sharing Plan & Trust | - | 6 | $2,436 | $854 | $142iApproximate average salary by contribution assumption: employee only about $3,558 at 4% or $2,372 at 6%; with 50% employer match about $2,372 at 4% or $1,581 at 6%; with 100% employer match about $1,779 at 4% or $1,186 at 6%. |
| 2020 | 1 | 4 | $1,451 | $142 | $36iApproximate average salary by contribution assumption: employee only about $888 at 4% or $592 at 6%; with 50% employer match about $592 at 4% or $394 at 6%; with 100% employer match about $444 at 4% or $296 at 6%. |
| Ricky Pena 401(K) Profit Sharing Plan & Trust | - | 4 | $1,451 | $142 | $36iApproximate average salary by contribution assumption: employee only about $888 at 4% or $592 at 6%; with 50% employer match about $592 at 4% or $394 at 6%; with 100% employer match about $444 at 4% or $296 at 6%. |
| 2019 | 1 | 4 | $1,222 | $562 | $141iApproximate average salary by contribution assumption: employee only about $3,513 at 4% or $2,342 at 6%; with 50% employer match about $2,342 at 4% or $1,561 at 6%; with 100% employer match about $1,756 at 4% or $1,171 at 6%. |
| Ricky Pena 401(K) Profit Sharing Plan & Trust | - | 4 | $1,222 | $562 | $141iApproximate average salary by contribution assumption: employee only about $3,513 at 4% or $2,342 at 6%; with 50% employer match about $2,342 at 4% or $1,561 at 6%; with 100% employer match about $1,756 at 4% or $1,171 at 6%. |
| 2018 | 1 | 3 | $554 | $567 | $189iApproximate average salary by contribution assumption: employee only about $4,725 at 4% or $3,150 at 6%; with 50% employer match about $3,150 at 4% or $2,100 at 6%; with 100% employer match about $2,363 at 4% or $1,575 at 6%. |
| Ricky Pena 401(K) Profit Sharing Plan & Trust | - | 3 | $554 | $567 | $189iApproximate average salary by contribution assumption: employee only about $4,725 at 4% or $3,150 at 6%; with 50% employer match about $3,150 at 4% or $2,100 at 6%; with 100% employer match about $2,363 at 4% or $1,575 at 6%. |