Civic Intelligence

Penney Enterprise Inc.

Plan context: PENNEY ENTERPRISE, INC. 401(K) PLAN & TRUST

EIN 94-3383776 • Pleasanton, CA • 30 filings • 4 plans

6700 Koll Center Parkway, Suite 160Pleasanton, CA 94566
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,368,994

2024 Contributions

$160,673

Historical Graphs

Total Assets Over Time

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

$6,826,788$3,413,394$0200820172024YearValue
$1,368,994Latest year 2024

Participants Over Time

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

630200820172024YearValue
6Latest 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
202426$1,368,994$160,673$26,779iApproximate average salary by contribution assumption: employee only about $669,471 at 4% or $446,314 at 6%; with 50% employer match about $446,314 at 4% or $297,543 at 6%; with 100% employer match about $334,735 at 4% or $223,157 at 6%.
PENNEY ENTERPRISE, INC. 401(K) PLAN & TRUST-6$1,368,994$160,673$26,779iApproximate average salary by contribution assumption: employee only about $669,471 at 4% or $446,314 at 6%; with 50% employer match about $446,314 at 4% or $297,543 at 6%; with 100% employer match about $334,735 at 4% or $223,157 at 6%.
PENNEY ENTERPRISE, INC. DEFINED BENEFIT PLAN & TRUST-0$0$0-
202325$6,826,788$853,076$170,615iApproximate average salary by contribution assumption: employee only about $4,265,380 at 4% or $2,843,587 at 6%; with 50% employer match about $2,843,587 at 4% or $1,895,724 at 6%; with 100% employer match about $2,132,690 at 4% or $1,421,793 at 6%.
PENNEY ENTERPRISE, INC. DEFINED BENEFIT PLAN & TRUST-3$5,727,790$780,000$260,000iApproximate average salary by contribution assumption: employee only about $6,500,000 at 4% or $4,333,333 at 6%; with 50% employer match about $4,333,333 at 4% or $2,888,889 at 6%; with 100% employer match about $3,250,000 at 4% or $2,166,667 at 6%.
PENNEY ENTERPRISE, INC. 401(K) PLAN & TRUST-5$1,098,998$73,076$14,615iApproximate average salary by contribution assumption: employee only about $365,380 at 4% or $243,587 at 6%; with 50% employer match about $243,587 at 4% or $162,391 at 6%; with 100% employer match about $182,690 at 4% or $121,793 at 6%.
202225$5,844,885$993,919$198,784iApproximate average salary by contribution assumption: employee only about $4,969,595 at 4% or $3,313,063 at 6%; with 50% employer match about $3,313,063 at 4% or $2,208,709 at 6%; with 100% employer match about $2,484,798 at 4% or $1,656,532 at 6%.
PENNEY ENTERPRISE, INC. DEFINED BENEFIT PLAN & TRUST-3$4,918,568$900,000$300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%.
PENNEY ENTERPRISE, INC. 401(K) PLAN & TRUST-5$926,317$93,919$18,784iApproximate average salary by contribution assumption: employee only about $469,595 at 4% or $313,063 at 6%; with 50% employer match about $313,063 at 4% or $208,709 at 6%; with 100% employer match about $234,798 at 4% or $156,532 at 6%.
202124$5,595,346$68,857$17,214iApproximate average salary by contribution assumption: employee only about $430,356 at 4% or $286,904 at 6%; with 50% employer match about $286,904 at 4% or $191,269 at 6%; with 100% employer match about $215,178 at 4% or $143,452 at 6%.
PENNEY ENTERPRISE, INC. DEFINED BENEFIT PLAN & TRUST-3$4,632,621$0-
PENNEY ENTERPRISE, INC. 401(K) PLAN & TRUST-4$962,725$68,857$17,214iApproximate average salary by contribution assumption: employee only about $430,356 at 4% or $286,904 at 6%; with 50% employer match about $286,904 at 4% or $191,269 at 6%; with 100% employer match about $215,178 at 4% or $143,452 at 6%.
202024$5,169,033$90,410$22,603iApproximate average salary by contribution assumption: employee only about $565,063 at 4% or $376,708 at 6%; with 50% employer match about $376,708 at 4% or $251,139 at 6%; with 100% employer match about $282,531 at 4% or $188,354 at 6%.
PENNEY ENTERPRISE, INC. DEFINED BENEFIT PLAN & TRUST-3$4,315,405$0-
PENNEY ENTERPRISE, INC. 401(K) PLAN & TRUST-4$853,628$90,410$22,603iApproximate average salary by contribution assumption: employee only about $565,063 at 4% or $376,708 at 6%; with 50% employer match about $376,708 at 4% or $251,139 at 6%; with 100% employer match about $282,531 at 4% or $188,354 at 6%.
201924$4,306,974$233,461$58,365iApproximate average salary by contribution assumption: employee only about $1,459,131 at 4% or $972,754 at 6%; with 50% employer match about $972,754 at 4% or $648,503 at 6%; with 100% employer match about $729,566 at 4% or $486,377 at 6%.
PENNEY ENTERPRISE, INC. DEFINED BENEFIT PLAN & TRUST-3$3,644,529$145,230$48,410iApproximate average salary by contribution assumption: employee only about $1,210,250 at 4% or $806,833 at 6%; with 50% employer match about $806,833 at 4% or $537,889 at 6%; with 100% employer match about $605,125 at 4% or $403,417 at 6%.
PENNEY ENTERPRISE, INC. 401(K) PLAN & TRUST-4$662,445$88,231$22,058iApproximate average salary by contribution assumption: employee only about $551,444 at 4% or $367,629 at 6%; with 50% employer match about $367,629 at 4% or $245,086 at 6%; with 100% employer match about $275,722 at 4% or $183,815 at 6%.
201824$3,489,628$769,329$192,332iApproximate average salary by contribution assumption: employee only about $4,808,306 at 4% or $3,205,538 at 6%; with 50% employer match about $3,205,538 at 4% or $2,137,025 at 6%; with 100% employer match about $2,404,153 at 4% or $1,602,769 at 6%.
PENNEY ENTERPRISE, INC. DEFINED BENEFIT PLAN & TRUST-3$3,012,095$683,173$227,724iApproximate average salary by contribution assumption: employee only about $5,693,108 at 4% or $3,795,406 at 6%; with 50% employer match about $3,795,406 at 4% or $2,530,270 at 6%; with 100% employer match about $2,846,554 at 4% or $1,897,703 at 6%.
PENNEY ENTERPRISE, INC. 401(K) PLAN & TRUST-4$477,533$86,156$21,539iApproximate average salary by contribution assumption: employee only about $538,475 at 4% or $358,983 at 6%; with 50% employer match about $358,983 at 4% or $239,322 at 6%; with 100% employer match about $269,238 at 4% or $179,492 at 6%.
201724$2,817,161$541,593$135,398iApproximate average salary by contribution assumption: employee only about $3,384,956 at 4% or $2,256,638 at 6%; with 50% employer match about $2,256,638 at 4% or $1,504,425 at 6%; with 100% employer match about $1,692,478 at 4% or $1,128,319 at 6%.
PENNEY ENTERPRISE, INC. DEFINED BENEFIT PLAN & TRUST-3$2,405,826$456,093$152,031iApproximate average salary by contribution assumption: employee only about $3,800,775 at 4% or $2,533,850 at 6%; with 50% employer match about $2,533,850 at 4% or $1,689,233 at 6%; with 100% employer match about $1,900,388 at 4% or $1,266,925 at 6%.
PENNEY ENTERPRISE, INC. 401(K) PLAN & TRUST-4$411,335$85,500$21,375iApproximate average salary by contribution assumption: employee only about $534,375 at 4% or $356,250 at 6%; with 50% employer match about $356,250 at 4% or $237,500 at 6%; with 100% employer match about $267,188 at 4% or $178,125 at 6%.
201624$2,114,640$547,084$136,771iApproximate average salary by contribution assumption: employee only about $3,419,275 at 4% or $2,279,517 at 6%; with 50% employer match about $2,279,517 at 4% or $1,519,678 at 6%; with 100% employer match about $1,709,638 at 4% or $1,139,758 at 6%.
PENNEY ENTERPRISE, INC. DEFINED BENEFIT PLAN & TRUST-3$1,826,207$462,084$154,028iApproximate average salary by contribution assumption: employee only about $3,850,700 at 4% or $2,567,133 at 6%; with 50% employer match about $2,567,133 at 4% or $1,711,422 at 6%; with 100% employer match about $1,925,350 at 4% or $1,283,567 at 6%.
PENNEY ENTERPRISE, INC. 401(K) PLAN & TRUST-4$288,433$85,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
201523$1,518,872$560,765$186,922iApproximate average salary by contribution assumption: employee only about $4,673,042 at 4% or $3,115,361 at 6%; with 50% employer match about $3,115,361 at 4% or $2,076,907 at 6%; with 100% employer match about $2,336,521 at 4% or $1,557,681 at 6%.
PENNEY ENTERPRISE, INC. DEFINED BENEFIT PLAN & TRUST-2$1,323,810$510,671$255,336iApproximate average salary by contribution assumption: employee only about $6,383,388 at 4% or $4,255,592 at 6%; with 50% employer match about $4,255,592 at 4% or $2,837,061 at 6%; with 100% employer match about $3,191,694 at 4% or $2,127,796 at 6%.
PENNEY ENTERPRISE, INC. 401(K) PLAN & TRUST-3$195,062$50,094$16,698iApproximate average salary by contribution assumption: employee only about $417,450 at 4% or $278,300 at 6%; with 50% employer match about $278,300 at 4% or $185,533 at 6%; with 100% employer match about $208,725 at 4% or $139,150 at 6%.
201423$969,066$453,334$151,111iApproximate average salary by contribution assumption: employee only about $3,777,783 at 4% or $2,518,522 at 6%; with 50% employer match about $2,518,522 at 4% or $1,679,015 at 6%; with 100% employer match about $1,888,892 at 4% or $1,259,261 at 6%.
PENNEY ENTERPRISE, INC. DEFINED BENEFIT PLAN & TRUST-2$819,273$405,829$202,915iApproximate average salary by contribution assumption: employee only about $5,072,863 at 4% or $3,381,908 at 6%; with 50% employer match about $3,381,908 at 4% or $2,254,606 at 6%; with 100% employer match about $2,536,431 at 4% or $1,690,954 at 6%.
PENNEY ENTERPRISE, INC. 401(K) PLAN & TRUST-3$149,793$47,505$15,835iApproximate average salary by contribution assumption: employee only about $395,875 at 4% or $263,917 at 6%; with 50% employer match about $263,917 at 4% or $175,944 at 6%; with 100% employer match about $197,938 at 4% or $131,958 at 6%.
201323$502,869$319,878$106,626iApproximate average salary by contribution assumption: employee only about $2,665,650 at 4% or $1,777,100 at 6%; with 50% employer match about $1,777,100 at 4% or $1,184,733 at 6%; with 100% employer match about $1,332,825 at 4% or $888,550 at 6%.
PENNEY ENTERPRISE, INC. DEFINED BENEFIT PLAN & TRUST-2$410,333$278,300$139,150iApproximate average salary by contribution assumption: employee only about $3,478,750 at 4% or $2,319,167 at 6%; with 50% employer match about $2,319,167 at 4% or $1,546,111 at 6%; with 100% employer match about $1,739,375 at 4% or $1,159,583 at 6%.
PENNEY ENTERPRISE, INC. 401(K) PLAN & TRUST-3$92,536$41,578$13,859iApproximate average salary by contribution assumption: employee only about $346,483 at 4% or $230,989 at 6%; with 50% employer match about $230,989 at 4% or $153,993 at 6%; with 100% employer match about $173,242 at 4% or $115,494 at 6%.
201233$209,404$209,006$69,669iApproximate average salary by contribution assumption: employee only about $1,741,717 at 4% or $1,161,144 at 6%; with 50% employer match about $1,161,144 at 4% or $774,096 at 6%; with 100% employer match about $870,858 at 4% or $580,572 at 6%.
PENNEY ENTERPRISE, INC. DEFINED BENEFIT PLAN & TRUST-2$129,236$129,236$64,618iApproximate average salary by contribution assumption: employee only about $1,615,450 at 4% or $1,076,967 at 6%; with 50% employer match about $1,076,967 at 4% or $717,978 at 6%; with 100% employer match about $807,725 at 4% or $538,483 at 6%.
Penney Enterprise Inc. 401K Plan-3$40,084$39,885$13,295iApproximate average salary by contribution assumption: employee only about $332,375 at 4% or $221,583 at 6%; with 50% employer match about $221,583 at 4% or $147,722 at 6%; with 100% employer match about $166,188 at 4% or $110,792 at 6%.
PENNEY ENTERPRISE, INC. 401(K) PLAN & TRUST-3$40,084$39,885$13,295iApproximate average salary by contribution assumption: employee only about $332,375 at 4% or $221,583 at 6%; with 50% employer match about $221,583 at 4% or $147,722 at 6%; with 100% employer match about $166,188 at 4% or $110,792 at 6%.
201010$0$10,320-
Penney Enterprise Inc. 401K Plan-0$0$10,320-
200914$117,701$33,000$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
Penney Enterprise Inc. 401K Plan-4$117,701$33,000$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
200814$73,420$73,420$18,355iApproximate average salary by contribution assumption: employee only about $458,875 at 4% or $305,917 at 6%; with 50% employer match about $305,917 at 4% or $203,944 at 6%; with 100% employer match about $229,438 at 4% or $152,958 at 6%.
Penney Enterprise Inc. 401K Plan-4$73,420$73,420$18,355iApproximate average salary by contribution assumption: employee only about $458,875 at 4% or $305,917 at 6%; with 50% employer match about $305,917 at 4% or $203,944 at 6%; with 100% employer match about $229,438 at 4% or $152,958 at 6%.