Civic Intelligence

Henley Putnam University

Plan context: Henley Putnam University 401 K Profit Sharing Plan Trust

EIN 15-5670406 • San Jose, CA • 14 filings • 5 plans

2107 N 1st Street Suite 210San Jose, CA 95131
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$19,553

2019 Contributions

$399

Historical Graphs

Total Assets Over Time

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

$547,301$273,651$0200620132019YearValue
$19,553Latest year 2019

Participants Over Time

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

21110200620132019YearValue
1Latest year 2019

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
201911$19,553$0-
Henley Putnam University 401 K Profit Sharing Plan Trust-1$19,553$0-
201813$18,117$399$133iApproximate average salary by contribution assumption: employee only about $3,325 at 4% or $2,217 at 6%; with 50% employer match about $2,217 at 4% or $1,478 at 6%; with 100% employer match about $1,663 at 4% or $1,108 at 6%.
Henley Putnam University 401 K Profit Sharing Plan Trust-3$18,117$399$133iApproximate average salary by contribution assumption: employee only about $3,325 at 4% or $2,217 at 6%; with 50% employer match about $2,217 at 4% or $1,478 at 6%; with 100% employer match about $1,663 at 4% or $1,108 at 6%.
2017110$383,479$12,734$1,273iApproximate average salary by contribution assumption: employee only about $31,835 at 4% or $21,223 at 6%; with 50% employer match about $21,223 at 4% or $14,149 at 6%; with 100% employer match about $15,918 at 4% or $10,612 at 6%.
Henley Putnam University 401 K Profit Sharing Plan Trust-10$383,479$12,734$1,273iApproximate average salary by contribution assumption: employee only about $31,835 at 4% or $21,223 at 6%; with 50% employer match about $21,223 at 4% or $14,149 at 6%; with 100% employer match about $15,918 at 4% or $10,612 at 6%.
201619$319,500$22,647$2,516iApproximate average salary by contribution assumption: employee only about $62,908 at 4% or $41,939 at 6%; with 50% employer match about $41,939 at 4% or $27,959 at 6%; with 100% employer match about $31,454 at 4% or $20,969 at 6%.
Henley Putnam University 401 K Profit Sharing Plan Trust-9$319,500$22,647$2,516iApproximate average salary by contribution assumption: employee only about $62,908 at 4% or $41,939 at 6%; with 50% employer match about $41,939 at 4% or $27,959 at 6%; with 100% employer match about $31,454 at 4% or $20,969 at 6%.
2015110$340,085$37,906$3,791iApproximate average salary by contribution assumption: employee only about $94,765 at 4% or $63,177 at 6%; with 50% employer match about $63,177 at 4% or $42,118 at 6%; with 100% employer match about $47,383 at 4% or $31,588 at 6%.
Henley Putnam University 401 K Profit Sharing Plan Trust-10$340,085$37,906$3,791iApproximate average salary by contribution assumption: employee only about $94,765 at 4% or $63,177 at 6%; with 50% employer match about $63,177 at 4% or $42,118 at 6%; with 100% employer match about $47,383 at 4% or $31,588 at 6%.
2014111$547,301$55,003$5,000iApproximate average salary by contribution assumption: employee only about $125,007 at 4% or $83,338 at 6%; with 50% employer match about $83,338 at 4% or $55,559 at 6%; with 100% employer match about $62,503 at 4% or $41,669 at 6%.
Henley Putnam University 401 K Profit Sharing Plan Trust-11$547,301$55,003$5,000iApproximate average salary by contribution assumption: employee only about $125,007 at 4% or $83,338 at 6%; with 50% employer match about $83,338 at 4% or $55,559 at 6%; with 100% employer match about $62,503 at 4% or $41,669 at 6%.
201319$455,082$48,122$5,347iApproximate average salary by contribution assumption: employee only about $133,672 at 4% or $89,115 at 6%; with 50% employer match about $89,115 at 4% or $59,410 at 6%; with 100% employer match about $66,836 at 4% or $44,557 at 6%.
Henley Putnam University 401 K Profit Sharing Plan Trust-9$455,082$48,122$5,347iApproximate average salary by contribution assumption: employee only about $133,672 at 4% or $89,115 at 6%; with 50% employer match about $89,115 at 4% or $59,410 at 6%; with 100% employer match about $66,836 at 4% or $44,557 at 6%.
2012110$424,515$58,568$5,857iApproximate average salary by contribution assumption: employee only about $146,420 at 4% or $97,613 at 6%; with 50% employer match about $97,613 at 4% or $65,076 at 6%; with 100% employer match about $73,210 at 4% or $48,807 at 6%.
Henley Putnam University 401 K Profit Sharing Plan Trust-10$424,515$58,568$5,857iApproximate average salary by contribution assumption: employee only about $146,420 at 4% or $97,613 at 6%; with 50% employer match about $97,613 at 4% or $65,076 at 6%; with 100% employer match about $73,210 at 4% or $48,807 at 6%.
2011110$321,314$57,377$5,738iApproximate average salary by contribution assumption: employee only about $143,443 at 4% or $95,628 at 6%; with 50% employer match about $95,628 at 4% or $63,752 at 6%; with 100% employer match about $71,721 at 4% or $47,814 at 6%.
Henley Putnam University 401 K Profit Sharing Plan Trust-10$321,314$57,377$5,738iApproximate average salary by contribution assumption: employee only about $143,443 at 4% or $95,628 at 6%; with 50% employer match about $95,628 at 4% or $63,752 at 6%; with 100% employer match about $71,721 at 4% or $47,814 at 6%.
201019$303,980$42,228$4,692iApproximate average salary by contribution assumption: employee only about $117,300 at 4% or $78,200 at 6%; with 50% employer match about $78,200 at 4% or $52,133 at 6%; with 100% employer match about $58,650 at 4% or $39,100 at 6%.
Henley Putnam University 401 K Profit Sharing Plan Trust-9$303,980$42,228$4,692iApproximate average salary by contribution assumption: employee only about $117,300 at 4% or $78,200 at 6%; with 50% employer match about $78,200 at 4% or $52,133 at 6%; with 100% employer match about $58,650 at 4% or $39,100 at 6%.
200918$226,361$48,692$6,087iApproximate average salary by contribution assumption: employee only about $152,163 at 4% or $101,442 at 6%; with 50% employer match about $101,442 at 4% or $67,628 at 6%; with 100% employer match about $76,081 at 4% or $50,721 at 6%.
Henley Putnam University 401 K Profit Sharing Plan Trust-8$226,361$48,692$6,087iApproximate average salary by contribution assumption: employee only about $152,163 at 4% or $101,442 at 6%; with 50% employer match about $101,442 at 4% or $67,628 at 6%; with 100% employer match about $76,081 at 4% or $50,721 at 6%.
2008121$137,250$114,911$5,472iApproximate average salary by contribution assumption: employee only about $136,799 at 4% or $91,199 at 6%; with 50% employer match about $91,199 at 4% or $60,799 at 6%; with 100% employer match about $68,399 at 4% or $45,600 at 6%.
Henley Putnam University 401 K Profit Sharing Plan Trust-21$137,250$114,911$5,472iApproximate average salary by contribution assumption: employee only about $136,799 at 4% or $91,199 at 6%; with 50% employer match about $91,199 at 4% or $60,799 at 6%; with 100% employer match about $68,399 at 4% or $45,600 at 6%.
2007121$65,816$62,343$2,969iApproximate average salary by contribution assumption: employee only about $74,218 at 4% or $49,479 at 6%; with 50% employer match about $49,479 at 4% or $32,986 at 6%; with 100% employer match about $37,109 at 4% or $24,739 at 6%.
Henley Putnam University 401 K Profit Sharing Plan Trust-21$65,816$62,343$2,969iApproximate average salary by contribution assumption: employee only about $74,218 at 4% or $49,479 at 6%; with 50% employer match about $49,479 at 4% or $32,986 at 6%; with 100% employer match about $37,109 at 4% or $24,739 at 6%.
200613$2,387$2,387$796iApproximate average salary by contribution assumption: employee only about $19,892 at 4% or $13,261 at 6%; with 50% employer match about $13,261 at 4% or $8,841 at 6%; with 100% employer match about $9,946 at 4% or $6,631 at 6%.
Henley Putnam University 401 K Profit Sharing Plan Trust-3$2,387$2,387$796iApproximate average salary by contribution assumption: employee only about $19,892 at 4% or $13,261 at 6%; with 50% employer match about $13,261 at 4% or $8,841 at 6%; with 100% employer match about $9,946 at 4% or $6,631 at 6%.