Civic Intelligence

Pension Works Inc.

Plan context: Pension Works Inc. 401K Plan

EIN 03-0359635 • Colchester, VT • 41 filings • 4 plans

382 Hercules Drive, Suite 1Colchester, VT 05446
Current Snapshot

Latest Year

2018

2018 Participants

15

2018 Assets

$3,609,311

2018 Contributions

$172,429

Historical Graphs

Total Assets Over Time

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

$3,609,311$1,804,656$0199920092017YearValue
$3,609,311Latest year 2017

Participants Over Time

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

1890199920082017YearValue
15Latest year 2017

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
201820$0$172,429-
Pension Works Inc. 401K Plan-0$0$172,429-
Pension Works Inc. Esop-0---
2017215$3,609,311$228,936$15,262iApproximate average salary by contribution assumption: employee only about $381,560 at 4% or $254,373 at 6%; with 50% employer match about $254,373 at 4% or $169,582 at 6%; with 100% employer match about $190,780 at 4% or $127,187 at 6%.
Pension Works Inc. 401K Plan-15$2,477,428$228,936$15,262iApproximate average salary by contribution assumption: employee only about $381,560 at 4% or $254,373 at 6%; with 50% employer match about $254,373 at 4% or $169,582 at 6%; with 100% employer match about $190,780 at 4% or $127,187 at 6%.
Pension Works Inc. Esop-13$1,131,883--
2016215$3,017,221$231,097$15,406iApproximate average salary by contribution assumption: employee only about $385,162 at 4% or $256,774 at 6%; with 50% employer match about $256,774 at 4% or $171,183 at 6%; with 100% employer match about $192,581 at 4% or $128,387 at 6%.
Pension Works Inc. 401K Plan-15$1,989,073$231,097$15,406iApproximate average salary by contribution assumption: employee only about $385,162 at 4% or $256,774 at 6%; with 50% employer match about $256,774 at 4% or $171,183 at 6%; with 100% employer match about $192,581 at 4% or $128,387 at 6%.
Pension Works Inc. Esop-12$1,028,148--
2015217$3,162,926$295,469$17,381iApproximate average salary by contribution assumption: employee only about $434,513 at 4% or $289,675 at 6%; with 50% employer match about $289,675 at 4% or $193,117 at 6%; with 100% employer match about $217,257 at 4% or $144,838 at 6%.
Pension Works Inc. 401K Plan-17$2,093,646$223,075$13,122iApproximate average salary by contribution assumption: employee only about $328,051 at 4% or $218,701 at 6%; with 50% employer match about $218,701 at 4% or $145,801 at 6%; with 100% employer match about $164,026 at 4% or $109,350 at 6%.
Pension Works Inc. Esop-11$1,069,280$72,394$6,581iApproximate average salary by contribution assumption: employee only about $164,532 at 4% or $109,688 at 6%; with 50% employer match about $109,688 at 4% or $73,125 at 6%; with 100% employer match about $82,266 at 4% or $54,844 at 6%.
2014217$2,990,441$166,051$9,768iApproximate average salary by contribution assumption: employee only about $244,193 at 4% or $162,795 at 6%; with 50% employer match about $162,795 at 4% or $108,530 at 6%; with 100% employer match about $122,096 at 4% or $81,398 at 6%.
Pension Works Inc. 401K Plan-17$1,967,114$166,051$9,768iApproximate average salary by contribution assumption: employee only about $244,193 at 4% or $162,795 at 6%; with 50% employer match about $162,795 at 4% or $108,530 at 6%; with 100% employer match about $122,096 at 4% or $81,398 at 6%.
Pension Works Inc. Esop-12$1,023,327--
2013215$2,778,186$270,491$18,033iApproximate average salary by contribution assumption: employee only about $450,818 at 4% or $300,546 at 6%; with 50% employer match about $300,546 at 4% or $200,364 at 6%; with 100% employer match about $225,409 at 4% or $150,273 at 6%.
Pension Works Inc. 401K Plan-15$1,742,564$125,024$8,335iApproximate average salary by contribution assumption: employee only about $208,373 at 4% or $138,916 at 6%; with 50% employer match about $138,916 at 4% or $92,610 at 6%; with 100% employer match about $104,187 at 4% or $69,458 at 6%.
Pension Works Inc. Esop-13$1,035,622$145,467$11,190iApproximate average salary by contribution assumption: employee only about $279,744 at 4% or $186,496 at 6%; with 50% employer match about $186,496 at 4% or $124,331 at 6%; with 100% employer match about $139,872 at 4% or $93,248 at 6%.
2012216$2,375,520$124,813$7,801iApproximate average salary by contribution assumption: employee only about $195,020 at 4% or $130,014 at 6%; with 50% employer match about $130,014 at 4% or $86,676 at 6%; with 100% employer match about $97,510 at 4% or $65,007 at 6%.
Pension Works Inc. 401K Plan-16$1,450,994$124,813$7,801iApproximate average salary by contribution assumption: employee only about $195,020 at 4% or $130,014 at 6%; with 50% employer match about $130,014 at 4% or $86,676 at 6%; with 100% employer match about $97,510 at 4% or $65,007 at 6%.
Pension Works Inc. Esop-13$924,526--
2011218$2,184,857$164,802$9,156iApproximate average salary by contribution assumption: employee only about $228,892 at 4% or $152,594 at 6%; with 50% employer match about $152,594 at 4% or $101,730 at 6%; with 100% employer match about $114,446 at 4% or $76,297 at 6%.
Pension Works Inc. 401K Plan-18$1,226,228$164,802$9,156iApproximate average salary by contribution assumption: employee only about $228,892 at 4% or $152,594 at 6%; with 50% employer match about $152,594 at 4% or $101,730 at 6%; with 100% employer match about $114,446 at 4% or $76,297 at 6%.
Pension Works Inc. Esop-12$958,629--
2010217$2,100,894$192,839$11,343iApproximate average salary by contribution assumption: employee only about $283,587 at 4% or $189,058 at 6%; with 50% employer match about $189,058 at 4% or $126,039 at 6%; with 100% employer match about $141,793 at 4% or $94,529 at 6%.
Pension Works Inc. 401K Plan-17$1,107,095$192,839$11,343iApproximate average salary by contribution assumption: employee only about $283,587 at 4% or $189,058 at 6%; with 50% employer match about $189,058 at 4% or $126,039 at 6%; with 100% employer match about $141,793 at 4% or $94,529 at 6%.
Pension Works Inc. Esop-13$993,799--
2009218$1,860,681$237,050$13,169iApproximate average salary by contribution assumption: employee only about $329,236 at 4% or $219,491 at 6%; with 50% employer match about $219,491 at 4% or $146,327 at 6%; with 100% employer match about $164,618 at 4% or $109,745 at 6%.
Pension Works Inc. Esop-14$1,005,533$115,766$8,269iApproximate average salary by contribution assumption: employee only about $206,725 at 4% or $137,817 at 6%; with 50% employer match about $137,817 at 4% or $91,878 at 6%; with 100% employer match about $103,363 at 4% or $68,908 at 6%.
Pension Works Inc. 401K Plan-18$855,148$121,284$6,738iApproximate average salary by contribution assumption: employee only about $168,450 at 4% or $112,300 at 6%; with 50% employer match about $112,300 at 4% or $74,867 at 6%; with 100% employer match about $84,225 at 4% or $56,150 at 6%.
2008214$1,486,378$222,524$15,895iApproximate average salary by contribution assumption: employee only about $397,364 at 4% or $264,910 at 6%; with 50% employer match about $264,910 at 4% or $176,606 at 6%; with 100% employer match about $198,682 at 4% or $132,455 at 6%.
Pension Works Inc. Esop-13$875,617$107,676$8,283iApproximate average salary by contribution assumption: employee only about $207,069 at 4% or $138,046 at 6%; with 50% employer match about $138,046 at 4% or $92,031 at 6%; with 100% employer match about $103,535 at 4% or $69,023 at 6%.
Pension Works Inc. 401K Plan-14$610,761$114,848$8,203iApproximate average salary by contribution assumption: employee only about $205,086 at 4% or $136,724 at 6%; with 50% employer match about $136,724 at 4% or $91,149 at 6%; with 100% employer match about $102,543 at 4% or $68,362 at 6%.
2007215$675,572$70,466$4,698iApproximate average salary by contribution assumption: employee only about $117,443 at 4% or $78,296 at 6%; with 50% employer match about $78,296 at 4% or $52,197 at 6%; with 100% employer match about $58,722 at 4% or $39,148 at 6%.
Pension Works Inc. 401K Plan-15$675,572$70,466$4,698iApproximate average salary by contribution assumption: employee only about $117,443 at 4% or $78,296 at 6%; with 50% employer match about $78,296 at 4% or $52,197 at 6%; with 100% employer match about $58,722 at 4% or $39,148 at 6%.
Pension Works Inc. Esop-13---
2006216$1,395,891$207,193$12,950iApproximate average salary by contribution assumption: employee only about $323,739 at 4% or $215,826 at 6%; with 50% employer match about $215,826 at 4% or $143,884 at 6%; with 100% employer match about $161,870 at 4% or $107,913 at 6%.
Pension Works Inc. Esop-13$809,880$107,905$8,300iApproximate average salary by contribution assumption: employee only about $207,510 at 4% or $138,340 at 6%; with 50% employer match about $138,340 at 4% or $92,226 at 6%; with 100% employer match about $103,755 at 4% or $69,170 at 6%.
Pension Works Inc. 401K Plan-16$586,011$99,288$6,206iApproximate average salary by contribution assumption: employee only about $155,138 at 4% or $103,425 at 6%; with 50% employer match about $103,425 at 4% or $68,950 at 6%; with 100% employer match about $77,569 at 4% or $51,713 at 6%.
2005215$474,238$90,181$6,012iApproximate average salary by contribution assumption: employee only about $150,302 at 4% or $100,201 at 6%; with 50% employer match about $100,201 at 4% or $66,801 at 6%; with 100% employer match about $75,151 at 4% or $50,101 at 6%.
Pension Works Inc. 401K Plan-15$474,238$90,181$6,012iApproximate average salary by contribution assumption: employee only about $150,302 at 4% or $100,201 at 6%; with 50% employer match about $100,201 at 4% or $66,801 at 6%; with 100% employer match about $75,151 at 4% or $50,101 at 6%.
Pension Works Inc. Esop-0---
2004214$898,522$153,356$10,954iApproximate average salary by contribution assumption: employee only about $273,850 at 4% or $182,567 at 6%; with 50% employer match about $182,567 at 4% or $121,711 at 6%; with 100% employer match about $136,925 at 4% or $91,283 at 6%.
Pension Works Inc. Esop-11$548,033$99,115$9,010iApproximate average salary by contribution assumption: employee only about $225,261 at 4% or $150,174 at 6%; with 50% employer match about $150,174 at 4% or $100,116 at 6%; with 100% employer match about $112,631 at 4% or $75,087 at 6%.
Pension Works Inc. 401K Plan-14$350,489$54,241$3,874iApproximate average salary by contribution assumption: employee only about $96,859 at 4% or $64,573 at 6%; with 50% employer match about $64,573 at 4% or $43,048 at 6%; with 100% employer match about $48,429 at 4% or $32,286 at 6%.
2003212$825,567$173,687$14,474iApproximate average salary by contribution assumption: employee only about $361,848 at 4% or $241,232 at 6%; with 50% employer match about $241,232 at 4% or $160,821 at 6%; with 100% employer match about $180,924 at 4% or $120,616 at 6%.
Pension Works Inc. Esop-9$443,774$106,935$11,882iApproximate average salary by contribution assumption: employee only about $297,042 at 4% or $198,028 at 6%; with 50% employer match about $198,028 at 4% or $132,019 at 6%; with 100% employer match about $148,521 at 4% or $99,014 at 6%.
Pension Works Inc. 401K Plan-12$381,793$66,752$5,563iApproximate average salary by contribution assumption: employee only about $139,067 at 4% or $92,711 at 6%; with 50% employer match about $92,711 at 4% or $61,807 at 6%; with 100% employer match about $69,533 at 4% or $46,356 at 6%.
2002313$243,625$53,095$4,084iApproximate average salary by contribution assumption: employee only about $102,106 at 4% or $68,071 at 6%; with 50% employer match about $68,071 at 4% or $45,380 at 6%; with 100% employer match about $51,053 at 4% or $34,035 at 6%.
Pension Works Inc. 401K Plan-13$243,625$53,095$4,084iApproximate average salary by contribution assumption: employee only about $102,106 at 4% or $68,071 at 6%; with 50% employer match about $68,071 at 4% or $45,380 at 6%; with 100% employer match about $51,053 at 4% or $34,035 at 6%.
Pension Works Inc. 401K Plan-0---
Pension Works Inc. Esop-9---
2001213$0$0-
Pension Works Inc. 401K Plan-13---
Pension Works Inc. Esop-9---
200029$0$0-
Pension Works Inc. Esop-6---
Pension Works Inc. 401K Plan-9---
199928$228,464$183,577$22,947iApproximate average salary by contribution assumption: employee only about $573,678 at 4% or $382,452 at 6%; with 50% employer match about $382,452 at 4% or $254,968 at 6%; with 100% employer match about $286,839 at 4% or $191,226 at 6%.
Pension Works Inc. 401K Plan-8$184,857$139,970$17,496iApproximate average salary by contribution assumption: employee only about $437,406 at 4% or $291,604 at 6%; with 50% employer match about $291,604 at 4% or $194,403 at 6%; with 100% employer match about $218,703 at 4% or $145,802 at 6%.
Pension Works Inc. Esop-7$43,607$43,607$6,230iApproximate average salary by contribution assumption: employee only about $155,739 at 4% or $103,826 at 6%; with 50% employer match about $103,826 at 4% or $69,217 at 6%; with 100% employer match about $77,870 at 4% or $51,913 at 6%.