Civic Intelligence

Penn Foundation Inc

Plan context: Penn Foundation Inc. 403(B) Plan

EIN 23-1496225 • Sellersville, PA • 78 filings • 7 plans

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807 Lawn AvenueSellersville, PA 18960
Current Snapshot

Latest Year

2021

2021 Participants

269

2021 Assets

$13,086,166

2021 Contributions

$70,238

Historical Graphs

Total Assets Over Time

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

$13,086,166$6,543,083$0200320122020YearValue
$13,086,166Latest year 2020

Participants Over Time

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

3661830199920102020YearValue
269Latest year 2020

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
202120$0$70,238-
Penn Foundation Inc. Retirement Plan-0---
Penn Foundation Inc. 403(B) Plan-0-$70,238-
20204269$13,086,166$611,753$2,274iApproximate average salary by contribution assumption: employee only about $56,854 at 4% or $37,903 at 6%; with 50% employer match about $37,903 at 4% or $25,269 at 6%; with 100% employer match about $28,427 at 4% or $18,951 at 6%.
Penn Foundation Inc. 403(B) Plan-181$11,161,394$611,675$3,379iApproximate average salary by contribution assumption: employee only about $84,485 at 4% or $56,324 at 6%; with 50% employer match about $56,324 at 4% or $37,549 at 6%; with 100% employer match about $42,243 at 4% or $28,162 at 6%.
Penn Foundation Inc. Retirement Plan-0$1,924,772$78-
Penn Foundation Inc. Life and Disability Plan-269---
Penn Foundation Inc. Health Benefit Plan-269---
20194328$11,562,625$590,701$1,801iApproximate average salary by contribution assumption: employee only about $45,023 at 4% or $30,015 at 6%; with 50% employer match about $30,015 at 4% or $20,010 at 6%; with 100% employer match about $22,511 at 4% or $15,008 at 6%.
Penn Foundation Inc. 403(B) Plan-216$9,888,815$590,701$2,735iApproximate average salary by contribution assumption: employee only about $68,368 at 4% or $45,579 at 6%; with 50% employer match about $45,579 at 4% or $30,386 at 6%; with 100% employer match about $34,184 at 4% or $22,789 at 6%.
Penn Foundation Inc. Retirement Plan-328$1,673,810--
Penn Foundation Inc. Life and Disability Plan-311---
Penn Foundation Inc. Health Benefit Plan-311---
20184311$11,100,672$624,085$2,007iApproximate average salary by contribution assumption: employee only about $50,168 at 4% or $33,445 at 6%; with 50% employer match about $33,445 at 4% or $22,297 at 6%; with 100% employer match about $25,084 at 4% or $16,723 at 6%.
Penn Foundation Inc. 403(B) Plan-215$9,404,081$624,085$2,903iApproximate average salary by contribution assumption: employee only about $72,568 at 4% or $48,379 at 6%; with 50% employer match about $48,379 at 4% or $32,252 at 6%; with 100% employer match about $36,284 at 4% or $24,189 at 6%.
Penn Foundation Inc. Retirement Plan-311$1,696,591--
Penn Foundation Inc. Health Benefit Plan-282---
Penn Foundation Inc. Life and Disability Plan-282---
20174329$10,193,954$815,888$2,480iApproximate average salary by contribution assumption: employee only about $61,998 at 4% or $41,332 at 6%; with 50% employer match about $41,332 at 4% or $27,554 at 6%; with 100% employer match about $30,999 at 4% or $20,666 at 6%.
Penn Foundation Inc. 403(B) Plan-329$8,466,441$665,509$2,023iApproximate average salary by contribution assumption: employee only about $50,571 at 4% or $33,714 at 6%; with 50% employer match about $33,714 at 4% or $22,476 at 6%; with 100% employer match about $25,285 at 4% or $16,857 at 6%.
Penn Foundation Inc. Retirement Plan-301$1,727,513$150,379$500iApproximate average salary by contribution assumption: employee only about $12,490 at 4% or $8,327 at 6%; with 50% employer match about $8,327 at 4% or $5,551 at 6%; with 100% employer match about $6,245 at 4% or $4,163 at 6%.
Penn Foundation Inc. Life and Disability Plan-277---
Penn Foundation Inc. Health Benefit Plan-271---
20164293$9,581,791$704,599$2,405iApproximate average salary by contribution assumption: employee only about $60,119 at 4% or $40,080 at 6%; with 50% employer match about $40,080 at 4% or $26,720 at 6%; with 100% employer match about $30,060 at 4% or $20,040 at 6%.
Penn Foundation Inc. 403(B) Plan-152$7,987,149$558,978$3,677iApproximate average salary by contribution assumption: employee only about $91,937 at 4% or $61,291 at 6%; with 50% employer match about $61,291 at 4% or $40,861 at 6%; with 100% employer match about $45,969 at 4% or $30,646 at 6%.
Penn Foundation Inc. Retirement Plan-293$1,594,642$145,621$497iApproximate average salary by contribution assumption: employee only about $12,425 at 4% or $8,283 at 6%; with 50% employer match about $8,283 at 4% or $5,522 at 6%; with 100% employer match about $6,213 at 4% or $4,142 at 6%.
Penn Foundation Inc. Health Benefit Plan-271---
Penn Foundation Inc. Life and Disability Plan-271---
20154274$8,168,009$557,046$2,033iApproximate average salary by contribution assumption: employee only about $50,825 at 4% or $33,884 at 6%; with 50% employer match about $33,884 at 4% or $22,589 at 6%; with 100% employer match about $25,413 at 4% or $16,942 at 6%.
Penn Foundation Inc. 403(B) Plan-150$6,729,664$557,046$3,714iApproximate average salary by contribution assumption: employee only about $92,841 at 4% or $61,894 at 6%; with 50% employer match about $61,894 at 4% or $41,263 at 6%; with 100% employer match about $46,421 at 4% or $30,947 at 6%.
Penn Foundation Inc. Retirement Plan-274$1,438,345--
Penn Foundation Inc. Health Benefit Plan-255---
Penn Foundation Inc. Life and Disability Plan-255---
20144281$8,850,446$435,665$1,550iApproximate average salary by contribution assumption: employee only about $38,760 at 4% or $25,840 at 6%; with 50% employer match about $25,840 at 4% or $17,227 at 6%; with 100% employer match about $19,380 at 4% or $12,920 at 6%.
Penn Foundation Inc. 403(B) Plan-116$7,206,756$434,974$3,750iApproximate average salary by contribution assumption: employee only about $93,744 at 4% or $62,496 at 6%; with 50% employer match about $62,496 at 4% or $41,664 at 6%; with 100% employer match about $46,872 at 4% or $31,248 at 6%.
Penn Foundation Inc. Retirement Plan-281$1,643,690$691$2iApproximate average salary by contribution assumption: employee only about $61 at 4% or $41 at 6%; with 50% employer match about $41 at 4% or $27 at 6%; with 100% employer match about $31 at 4% or $20 at 6%.
Penn Foundation Inc. Life and Disability Plan-180---
Penn Foundation Inc. Health Benefit Plan-186---
20134305$8,524,864$767,565$2,517iApproximate average salary by contribution assumption: employee only about $62,915 at 4% or $41,943 at 6%; with 50% employer match about $41,943 at 4% or $27,962 at 6%; with 100% employer match about $31,458 at 4% or $20,972 at 6%.
Penn Foundation Inc. 403(B) Plan-279$6,725,603$605,535$2,170iApproximate average salary by contribution assumption: employee only about $54,259 at 4% or $36,173 at 6%; with 50% employer match about $36,173 at 4% or $24,115 at 6%; with 100% employer match about $27,130 at 4% or $18,086 at 6%.
Penn Foundation Inc. Retirement Plan-305$1,799,261$162,030$531iApproximate average salary by contribution assumption: employee only about $13,281 at 4% or $8,854 at 6%; with 50% employer match about $8,854 at 4% or $5,903 at 6%; with 100% employer match about $6,641 at 4% or $4,427 at 6%.
Penn Foundation Inc. Life and Disability Plan-178---
Penn Foundation Inc. Health Benefit Plan-174---
20124296$6,828,637$326,676$1,104iApproximate average salary by contribution assumption: employee only about $27,591 at 4% or $18,394 at 6%; with 50% employer match about $18,394 at 4% or $12,263 at 6%; with 100% employer match about $13,795 at 4% or $9,197 at 6%.
Penn Foundation Inc. 403(B) Plan-296$5,310,974$326,676$1,104iApproximate average salary by contribution assumption: employee only about $27,591 at 4% or $18,394 at 6%; with 50% employer match about $18,394 at 4% or $12,263 at 6%; with 100% employer match about $13,795 at 4% or $9,197 at 6%.
Penn Foundation Inc. Retirement Plan-296$1,517,663--
Penn Foundation Inc. Health Benefit Plan-178---
Penn Foundation Inc. Life and Disability Plan-180---
20114327$6,690,090$621,480$1,901iApproximate average salary by contribution assumption: employee only about $47,514 at 4% or $31,676 at 6%; with 50% employer match about $31,676 at 4% or $21,117 at 6%; with 100% employer match about $23,757 at 4% or $15,838 at 6%.
Penn Foundation Inc. 403(B) Plan-327$5,183,999$339,112$1,037iApproximate average salary by contribution assumption: employee only about $25,926 at 4% or $17,284 at 6%; with 50% employer match about $17,284 at 4% or $11,523 at 6%; with 100% employer match about $12,963 at 4% or $8,642 at 6%.
Penn Foundation Inc. Retirement Plan-327$1,506,091$282,368$864iApproximate average salary by contribution assumption: employee only about $21,588 at 4% or $14,392 at 6%; with 50% employer match about $14,392 at 4% or $9,595 at 6%; with 100% employer match about $10,794 at 4% or $7,196 at 6%.
Penn Foundation Inc. Life and Disability Plan-235---
Penn Foundation Inc. Health Benefit Plan-172---
20104366$7,061,528$325,570$890iApproximate average salary by contribution assumption: employee only about $22,238 at 4% or $14,826 at 6%; with 50% employer match about $14,826 at 4% or $9,884 at 6%; with 100% employer match about $11,119 at 4% or $7,413 at 6%.
Penn Foundation Inc. 403(B) Plan-366$5,667,051$325,570$890iApproximate average salary by contribution assumption: employee only about $22,238 at 4% or $14,826 at 6%; with 50% employer match about $14,826 at 4% or $9,884 at 6%; with 100% employer match about $11,119 at 4% or $7,413 at 6%.
Penn Foundation Inc. Retirement Plan-265$1,394,477--
Penn Foundation Inc. Life and Disability Plan-230---
Penn Foundation Inc. Health Benefit Plan-138---
20094363$5,660,221$559,759$1,542iApproximate average salary by contribution assumption: employee only about $38,551 at 4% or $25,701 at 6%; with 50% employer match about $25,701 at 4% or $17,134 at 6%; with 100% employer match about $19,275 at 4% or $12,850 at 6%.
Penn Foundation Inc. 403(B) Plan-363$4,414,713$298,660$823iApproximate average salary by contribution assumption: employee only about $20,569 at 4% or $13,713 at 6%; with 50% employer match about $13,713 at 4% or $9,142 at 6%; with 100% employer match about $10,284 at 4% or $6,856 at 6%.
Penn Foundation Inc. Retirement Plan-251$1,245,508$261,099$1,040iApproximate average salary by contribution assumption: employee only about $26,006 at 4% or $17,337 at 6%; with 50% employer match about $17,337 at 4% or $11,558 at 6%; with 100% employer match about $13,003 at 4% or $8,669 at 6%.
Penn Foundation Inc. Health Benefit Plan-116---
Penn Foundation Inc. Life and Disability Plan-145---
20083247$965,661$246,663$999iApproximate average salary by contribution assumption: employee only about $24,966 at 4% or $16,644 at 6%; with 50% employer match about $16,644 at 4% or $11,096 at 6%; with 100% employer match about $12,483 at 4% or $8,322 at 6%.
Penn Foundation Inc. Retirement Plan-247$965,661$246,663$999iApproximate average salary by contribution assumption: employee only about $24,966 at 4% or $16,644 at 6%; with 50% employer match about $16,644 at 4% or $11,096 at 6%; with 100% employer match about $12,483 at 4% or $8,322 at 6%.
Penn Foundation Inc. Health Benefit Plan-165---
Penn Foundation Inc. Life and Disability Plan-198---
20073221$883,413$209,021$946iApproximate average salary by contribution assumption: employee only about $23,645 at 4% or $15,763 at 6%; with 50% employer match about $15,763 at 4% or $10,509 at 6%; with 100% employer match about $11,822 at 4% or $7,882 at 6%.
Penn Foundation Inc. Retirement Plan-221$883,413$209,021$946iApproximate average salary by contribution assumption: employee only about $23,645 at 4% or $15,763 at 6%; with 50% employer match about $15,763 at 4% or $10,509 at 6%; with 100% employer match about $11,822 at 4% or $7,882 at 6%.
Penn Foundation Inc. Life and Disability Plan-198---
Penn Foundation Inc. Health Benefit Plan-127---
20063220$785,964$116,851$531iApproximate average salary by contribution assumption: employee only about $13,279 at 4% or $8,852 at 6%; with 50% employer match about $8,852 at 4% or $5,902 at 6%; with 100% employer match about $6,639 at 4% or $4,426 at 6%.
Penn Foundation Inc. Retirement Plan-220$785,964$116,851$531iApproximate average salary by contribution assumption: employee only about $13,279 at 4% or $8,852 at 6%; with 50% employer match about $8,852 at 4% or $5,902 at 6%; with 100% employer match about $6,639 at 4% or $4,426 at 6%.
Penn Foundation Inc. Life and Disability Plan-193---
Penn Foundation Inc. Health Benefit Plan-130---
20053211$630,768$4,785$23iApproximate average salary by contribution assumption: employee only about $567 at 4% or $378 at 6%; with 50% employer match about $378 at 4% or $252 at 6%; with 100% employer match about $283 at 4% or $189 at 6%.
Penn Foundation Inc. Retirement Plan-211$630,768$4,785$23iApproximate average salary by contribution assumption: employee only about $567 at 4% or $378 at 6%; with 50% employer match about $378 at 4% or $252 at 6%; with 100% employer match about $283 at 4% or $189 at 6%.
Penn Foundation Inc. Life and Disability Plan-183---
Penn Foundation Inc. Health Benefit Plan-128---
20043201$621,458$163,675$814iApproximate average salary by contribution assumption: employee only about $20,358 at 4% or $13,572 at 6%; with 50% employer match about $13,572 at 4% or $9,048 at 6%; with 100% employer match about $10,179 at 4% or $6,786 at 6%.
Penn Foundation Inc. Retirement Plan-201$621,458$163,675$814iApproximate average salary by contribution assumption: employee only about $20,358 at 4% or $13,572 at 6%; with 50% employer match about $13,572 at 4% or $9,048 at 6%; with 100% employer match about $10,179 at 4% or $6,786 at 6%.
Penn Foundation Inc. Health Benefit Plan-111---
Penn Foundation Inc. Life and Disability Plan-170---
20033195$450,930$153,051$785iApproximate average salary by contribution assumption: employee only about $19,622 at 4% or $13,081 at 6%; with 50% employer match about $13,081 at 4% or $8,721 at 6%; with 100% employer match about $9,811 at 4% or $6,541 at 6%.
Penn Foundation Inc. Retirement Plan-195$450,930$153,051$785iApproximate average salary by contribution assumption: employee only about $19,622 at 4% or $13,081 at 6%; with 50% employer match about $13,081 at 4% or $8,721 at 6%; with 100% employer match about $9,811 at 4% or $6,541 at 6%.
Penn Foundation Inc. Health Benefit Plan-87---
Penn Foundation Inc. Life and Disability Plan-147---
20023186$0$0-
Penn Foundation Inc. Health Benefit Plan-81---
Penn Foundation Inc. Life and Disability Plan-141---
Penn Foundation Inc. Retirement Plan-186---
20012135$0$0-
Penn Foundation Inc. Life and Disability Plan-135---
Penn Foundation Inc. Health Benefit Plan-119---
20003261$0$0-
Penn Foundation Inc. Life and Disability Plan-261---
Penn Foundation Inc. Health Benefit Plan-95---
PENN FOUNDATION, INC. AMENDED & RESTATED FLEXIBLE BENEFITS PLAN-148---
19992154$0$0-
Penn Foundation Inc. Life and Disability Plan-154---
Penn Foundation Inc. Health Benefit Plan-102---