Civic Intelligence

James C. Penna, D.D.S. Inc.

Plan context: James C. Penna, D.D.S. Inc. Profit Sharing Plan

EIN 94-2726645 • Monterey, CA • 17 filings • 1 plans

337 El Dorado Street, Suite A-2Monterey, CA 93940
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$637,846

2015 Contributions

$1,369

Historical Graphs

Total Assets Over Time

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

$679,960$339,980$0199920082015YearValue
$637,846Latest year 2015

Participants Over Time

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

420199920072015YearValue
1Latest year 2015

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
201511$637,846$0-
James C. Penna, D.D.S. Inc. Profit Sharing Plan-1$637,846--
201413$679,960$0-
James C. Penna, D.D.S. Inc. Profit Sharing Plan-3$679,960--
201312$614,562$0-
James C. Penna, D.D.S. Inc. Profit Sharing Plan-2$614,562--
201212$566,649$0-
James C. Penna, D.D.S. Inc. Profit Sharing Plan-2$566,649--
201113$538,991$1,369$456iApproximate average salary by contribution assumption: employee only about $11,408 at 4% or $7,606 at 6%; with 50% employer match about $7,606 at 4% or $5,070 at 6%; with 100% employer match about $5,704 at 4% or $3,803 at 6%.
James C. Penna, D.D.S. Inc. Profit Sharing Plan-3$538,991$1,369$456iApproximate average salary by contribution assumption: employee only about $11,408 at 4% or $7,606 at 6%; with 50% employer match about $7,606 at 4% or $5,070 at 6%; with 100% employer match about $5,704 at 4% or $3,803 at 6%.
201013$654,035$0-
James C. Penna, D.D.S. Inc. Profit Sharing Plan-3$654,035--
200913$544,847$0-
James C. Penna, D.D.S. Inc. Profit Sharing Plan-3$544,847--
200812$428,306$0-
James C. Penna, D.D.S. Inc. Profit Sharing Plan-2$428,306--
200712$526,533$0-
James C. Penna, D.D.S. Inc. Profit Sharing Plan-2$526,533--
200611$455,505$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
James C. Penna, D.D.S. Inc. Profit Sharing Plan-1$455,505$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
200513$0$0-
James C. Penna, D.D.S. Inc. Profit Sharing Plan-3---
200412$340,885$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
James C. Penna, D.D.S. Inc. Profit Sharing Plan-2$340,885$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200311$275,465$33,026$33,026iApproximate average salary by contribution assumption: employee only about $825,650 at 4% or $550,433 at 6%; with 50% employer match about $550,433 at 4% or $366,956 at 6%; with 100% employer match about $412,825 at 4% or $275,217 at 6%.
James C. Penna, D.D.S. Inc. Profit Sharing Plan-1$275,465$33,026$33,026iApproximate average salary by contribution assumption: employee only about $825,650 at 4% or $550,433 at 6%; with 50% employer match about $550,433 at 4% or $366,956 at 6%; with 100% employer match about $412,825 at 4% or $275,217 at 6%.
200214$214,226$24,500$6,125iApproximate average salary by contribution assumption: employee only about $153,125 at 4% or $102,083 at 6%; with 50% employer match about $102,083 at 4% or $68,056 at 6%; with 100% employer match about $76,563 at 4% or $51,042 at 6%.
James C. Penna, D.D.S. Inc. Profit Sharing Plan-4$214,226$24,500$6,125iApproximate average salary by contribution assumption: employee only about $153,125 at 4% or $102,083 at 6%; with 50% employer match about $102,083 at 4% or $68,056 at 6%; with 100% employer match about $76,563 at 4% or $51,042 at 6%.
200114$246,910$37,772$9,443iApproximate average salary by contribution assumption: employee only about $236,075 at 4% or $157,383 at 6%; with 50% employer match about $157,383 at 4% or $104,922 at 6%; with 100% employer match about $118,038 at 4% or $78,692 at 6%.
James C. Penna, D.D.S. Inc. Profit Sharing Plan-4$246,910$37,772$9,443iApproximate average salary by contribution assumption: employee only about $236,075 at 4% or $157,383 at 6%; with 50% employer match about $157,383 at 4% or $104,922 at 6%; with 100% employer match about $118,038 at 4% or $78,692 at 6%.
200013$0$0-
James C. Penna, D.D.S. Inc. Profit Sharing Plan-3---
199914$362,033$24,227$6,057iApproximate average salary by contribution assumption: employee only about $151,419 at 4% or $100,946 at 6%; with 50% employer match about $100,946 at 4% or $67,297 at 6%; with 100% employer match about $75,709 at 4% or $50,473 at 6%.
James C. Penna, D.D.S. Inc. Profit Sharing Plan-4$362,033$24,227$6,057iApproximate average salary by contribution assumption: employee only about $151,419 at 4% or $100,946 at 6%; with 50% employer match about $100,946 at 4% or $67,297 at 6%; with 100% employer match about $75,709 at 4% or $50,473 at 6%.