Civic Intelligence

Pennyphan Partners Inc.

Plan context: Pennyphan Partners Inc. Retirement Plan

EIN 85-0917110 • 6 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$5,310

2025 Contributions

$350,001

Historical Graphs

Total Assets Over Time

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

$331,091$165,546$0202020222024YearValue
$5,310Latest year 2024

Participants Over Time

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

420202020222024YearValue
4Latest year 2024

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
202510$0$0-
Pennyphan Partners Inc. Retirement Plan-0---
202414$5,310$0-
Pennyphan Partners Inc. Retirement Plan-4$5,310--
202314$3,935$0-
Pennyphan Partners Inc. Retirement Plan-4$3,935--
202214$331,091$0-
Pennyphan Partners Inc. Retirement Plan-4$331,091--
202113$300,804$0-
Pennyphan Partners Inc. Retirement Plan-3$300,804--
202013$325,977$350,001$116,667iApproximate average salary by contribution assumption: employee only about $2,916,675 at 4% or $1,944,450 at 6%; with 50% employer match about $1,944,450 at 4% or $1,296,300 at 6%; with 100% employer match about $1,458,338 at 4% or $972,225 at 6%.
Pennyphan Partners Inc. Retirement Plan-3$325,977$350,001$116,667iApproximate average salary by contribution assumption: employee only about $2,916,675 at 4% or $1,944,450 at 6%; with 50% employer match about $1,944,450 at 4% or $1,296,300 at 6%; with 100% employer match about $1,458,338 at 4% or $972,225 at 6%.