Civic Intelligence

Penn Wealth Planning LLC

Plan context: Penn Wealth Planning LLC 401(K) & Psp

EIN 14-1846242 • New Hope, PA • 20 filings • 2 plans

6444 Lower York Rd.New Hope, PA 18938
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$5,955,986

2024 Contributions

$202,831

Historical Graphs

Total Assets Over Time

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

$5,955,986$2,977,993$0200520152024YearValue
$5,955,986Latest year 2024

Participants Over Time

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

1470200520152024YearValue
14Latest 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
2024114$5,955,986$202,831$14,488iApproximate average salary by contribution assumption: employee only about $362,198 at 4% or $241,465 at 6%; with 50% employer match about $241,465 at 4% or $160,977 at 6%; with 100% employer match about $181,099 at 4% or $120,733 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-14$5,955,986$202,831$14,488iApproximate average salary by contribution assumption: employee only about $362,198 at 4% or $241,465 at 6%; with 50% employer match about $241,465 at 4% or $160,977 at 6%; with 100% employer match about $181,099 at 4% or $120,733 at 6%.
2023113$4,586,931$318,937$24,534iApproximate average salary by contribution assumption: employee only about $613,340 at 4% or $408,894 at 6%; with 50% employer match about $408,894 at 4% or $272,596 at 6%; with 100% employer match about $306,670 at 4% or $204,447 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-13$4,586,931$318,937$24,534iApproximate average salary by contribution assumption: employee only about $613,340 at 4% or $408,894 at 6%; with 50% employer match about $408,894 at 4% or $272,596 at 6%; with 100% employer match about $306,670 at 4% or $204,447 at 6%.
2022112$3,625,647$321,074$26,756iApproximate average salary by contribution assumption: employee only about $668,904 at 4% or $445,936 at 6%; with 50% employer match about $445,936 at 4% or $297,291 at 6%; with 100% employer match about $334,452 at 4% or $222,968 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-12$3,625,647$321,074$26,756iApproximate average salary by contribution assumption: employee only about $668,904 at 4% or $445,936 at 6%; with 50% employer match about $445,936 at 4% or $297,291 at 6%; with 100% employer match about $334,452 at 4% or $222,968 at 6%.
2021110$4,406,996$473,192$47,319iApproximate average salary by contribution assumption: employee only about $1,182,980 at 4% or $788,653 at 6%; with 50% employer match about $788,653 at 4% or $525,769 at 6%; with 100% employer match about $591,490 at 4% or $394,327 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-10$4,406,996$473,192$47,319iApproximate average salary by contribution assumption: employee only about $1,182,980 at 4% or $788,653 at 6%; with 50% employer match about $788,653 at 4% or $525,769 at 6%; with 100% employer match about $591,490 at 4% or $394,327 at 6%.
202019$3,717,762$237,119$26,347iApproximate average salary by contribution assumption: employee only about $658,664 at 4% or $439,109 at 6%; with 50% employer match about $439,109 at 4% or $292,740 at 6%; with 100% employer match about $329,332 at 4% or $219,555 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-9$3,717,762$237,119$26,347iApproximate average salary by contribution assumption: employee only about $658,664 at 4% or $439,109 at 6%; with 50% employer match about $439,109 at 4% or $292,740 at 6%; with 100% employer match about $329,332 at 4% or $219,555 at 6%.
201917$2,843,230$222,428$31,775iApproximate average salary by contribution assumption: employee only about $794,386 at 4% or $529,590 at 6%; with 50% employer match about $529,590 at 4% or $353,060 at 6%; with 100% employer match about $397,193 at 4% or $264,795 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-7$2,843,230$222,428$31,775iApproximate average salary by contribution assumption: employee only about $794,386 at 4% or $529,590 at 6%; with 50% employer match about $529,590 at 4% or $353,060 at 6%; with 100% employer match about $397,193 at 4% or $264,795 at 6%.
201817$2,157,250$177,956$25,422iApproximate average salary by contribution assumption: employee only about $635,557 at 4% or $423,705 at 6%; with 50% employer match about $423,705 at 4% or $282,470 at 6%; with 100% employer match about $317,779 at 4% or $211,852 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-7$2,157,250$177,956$25,422iApproximate average salary by contribution assumption: employee only about $635,557 at 4% or $423,705 at 6%; with 50% employer match about $423,705 at 4% or $282,470 at 6%; with 100% employer match about $317,779 at 4% or $211,852 at 6%.
201716$2,171,696$117,410$19,568iApproximate average salary by contribution assumption: employee only about $489,208 at 4% or $326,139 at 6%; with 50% employer match about $326,139 at 4% or $217,426 at 6%; with 100% employer match about $244,604 at 4% or $163,069 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-6$2,171,696$117,410$19,568iApproximate average salary by contribution assumption: employee only about $489,208 at 4% or $326,139 at 6%; with 50% employer match about $326,139 at 4% or $217,426 at 6%; with 100% employer match about $244,604 at 4% or $163,069 at 6%.
201616$1,731,698$79,571$13,262iApproximate average salary by contribution assumption: employee only about $331,546 at 4% or $221,031 at 6%; with 50% employer match about $221,031 at 4% or $147,354 at 6%; with 100% employer match about $165,773 at 4% or $110,515 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-6$1,731,698$79,571$13,262iApproximate average salary by contribution assumption: employee only about $331,546 at 4% or $221,031 at 6%; with 50% employer match about $221,031 at 4% or $147,354 at 6%; with 100% employer match about $165,773 at 4% or $110,515 at 6%.
201517$1,494,715$101,433$14,490iApproximate average salary by contribution assumption: employee only about $362,261 at 4% or $241,507 at 6%; with 50% employer match about $241,507 at 4% or $161,005 at 6%; with 100% employer match about $181,130 at 4% or $120,754 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-7$1,494,715$101,433$14,490iApproximate average salary by contribution assumption: employee only about $362,261 at 4% or $241,507 at 6%; with 50% employer match about $241,507 at 4% or $161,005 at 6%; with 100% employer match about $181,130 at 4% or $120,754 at 6%.
201416$1,413,361$173,512$28,919iApproximate average salary by contribution assumption: employee only about $722,967 at 4% or $481,978 at 6%; with 50% employer match about $481,978 at 4% or $321,319 at 6%; with 100% employer match about $361,483 at 4% or $240,989 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-6$1,413,361$173,512$28,919iApproximate average salary by contribution assumption: employee only about $722,967 at 4% or $481,978 at 6%; with 50% employer match about $481,978 at 4% or $321,319 at 6%; with 100% employer match about $361,483 at 4% or $240,989 at 6%.
201315$1,144,891$86,417$17,283iApproximate average salary by contribution assumption: employee only about $432,085 at 4% or $288,057 at 6%; with 50% employer match about $288,057 at 4% or $192,038 at 6%; with 100% employer match about $216,043 at 4% or $144,028 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-5$1,144,891$86,417$17,283iApproximate average salary by contribution assumption: employee only about $432,085 at 4% or $288,057 at 6%; with 50% employer match about $288,057 at 4% or $192,038 at 6%; with 100% employer match about $216,043 at 4% or $144,028 at 6%.
201215$878,265$159,785$31,957iApproximate average salary by contribution assumption: employee only about $798,925 at 4% or $532,617 at 6%; with 50% employer match about $532,617 at 4% or $355,078 at 6%; with 100% employer match about $399,463 at 4% or $266,308 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-5$878,265$159,785$31,957iApproximate average salary by contribution assumption: employee only about $798,925 at 4% or $532,617 at 6%; with 50% employer match about $532,617 at 4% or $355,078 at 6%; with 100% employer match about $399,463 at 4% or $266,308 at 6%.
201115$655,187$121,307$24,261iApproximate average salary by contribution assumption: employee only about $606,535 at 4% or $404,357 at 6%; with 50% employer match about $404,357 at 4% or $269,571 at 6%; with 100% employer match about $303,268 at 4% or $202,178 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-5$655,187$121,307$24,261iApproximate average salary by contribution assumption: employee only about $606,535 at 4% or $404,357 at 6%; with 50% employer match about $404,357 at 4% or $269,571 at 6%; with 100% employer match about $303,268 at 4% or $202,178 at 6%.
201015$588,688$119,598$23,920iApproximate average salary by contribution assumption: employee only about $597,990 at 4% or $398,660 at 6%; with 50% employer match about $398,660 at 4% or $265,773 at 6%; with 100% employer match about $298,995 at 4% or $199,330 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-5$588,688$119,598$23,920iApproximate average salary by contribution assumption: employee only about $597,990 at 4% or $398,660 at 6%; with 50% employer match about $398,660 at 4% or $265,773 at 6%; with 100% employer match about $298,995 at 4% or $199,330 at 6%.
200915$400,714$92,872$18,574iApproximate average salary by contribution assumption: employee only about $464,360 at 4% or $309,573 at 6%; with 50% employer match about $309,573 at 4% or $206,382 at 6%; with 100% employer match about $232,180 at 4% or $154,787 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-5$400,714$92,872$18,574iApproximate average salary by contribution assumption: employee only about $464,360 at 4% or $309,573 at 6%; with 50% employer match about $309,573 at 4% or $206,382 at 6%; with 100% employer match about $232,180 at 4% or $154,787 at 6%.
200813$221,522$61,317$20,439iApproximate average salary by contribution assumption: employee only about $510,975 at 4% or $340,650 at 6%; with 50% employer match about $340,650 at 4% or $227,100 at 6%; with 100% employer match about $255,488 at 4% or $170,325 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-3$221,522$61,317$20,439iApproximate average salary by contribution assumption: employee only about $510,975 at 4% or $340,650 at 6%; with 50% employer match about $340,650 at 4% or $227,100 at 6%; with 100% employer match about $255,488 at 4% or $170,325 at 6%.
200712$0$0-
Penn Wealth Planning LLC 401(K) & Psp-2---
200613$162,594$83,130$27,710iApproximate average salary by contribution assumption: employee only about $692,750 at 4% or $461,833 at 6%; with 50% employer match about $461,833 at 4% or $307,889 at 6%; with 100% employer match about $346,375 at 4% or $230,917 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-3$162,594$83,130$27,710iApproximate average salary by contribution assumption: employee only about $692,750 at 4% or $461,833 at 6%; with 50% employer match about $461,833 at 4% or $307,889 at 6%; with 100% employer match about $346,375 at 4% or $230,917 at 6%.
200513$62,038$60,862$20,287iApproximate average salary by contribution assumption: employee only about $507,183 at 4% or $338,122 at 6%; with 50% employer match about $338,122 at 4% or $225,415 at 6%; with 100% employer match about $253,592 at 4% or $169,061 at 6%.
Penn Wealth Planning LLC 401(K) & Psp-3$62,038$60,862$20,287iApproximate average salary by contribution assumption: employee only about $507,183 at 4% or $338,122 at 6%; with 50% employer match about $338,122 at 4% or $225,415 at 6%; with 100% employer match about $253,592 at 4% or $169,061 at 6%.