Halfpenny Management Company
Plan context: Halfpenny Management Company 401K Profit Sharing Plan
EIN 23-2275043 • Ardmore, PA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$1,190,699
2024 Contributions
$59,143
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $1,190,699 | $59,143 | $4,225iApproximate average salary by contribution assumption: employee only about $105,613 at 4% or $70,408 at 6%; with 50% employer match about $70,408 at 4% or $46,939 at 6%; with 100% employer match about $52,806 at 4% or $35,204 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 14 | $1,190,699 | $59,143 | $4,225iApproximate average salary by contribution assumption: employee only about $105,613 at 4% or $70,408 at 6%; with 50% employer match about $70,408 at 4% or $46,939 at 6%; with 100% employer match about $52,806 at 4% or $35,204 at 6%. |
| 2023 | 1 | 11 | $1,051,650 | $42,068 | $3,824iApproximate average salary by contribution assumption: employee only about $95,609 at 4% or $63,739 at 6%; with 50% employer match about $63,739 at 4% or $42,493 at 6%; with 100% employer match about $47,805 at 4% or $31,870 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 11 | $1,051,650 | $42,068 | $3,824iApproximate average salary by contribution assumption: employee only about $95,609 at 4% or $63,739 at 6%; with 50% employer match about $63,739 at 4% or $42,493 at 6%; with 100% employer match about $47,805 at 4% or $31,870 at 6%. |
| 2022 | 1 | 10 | $906,503 | $79,517 | $7,952iApproximate average salary by contribution assumption: employee only about $198,793 at 4% or $132,528 at 6%; with 50% employer match about $132,528 at 4% or $88,352 at 6%; with 100% employer match about $99,396 at 4% or $66,264 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 10 | $906,503 | $79,517 | $7,952iApproximate average salary by contribution assumption: employee only about $198,793 at 4% or $132,528 at 6%; with 50% employer match about $132,528 at 4% or $88,352 at 6%; with 100% employer match about $99,396 at 4% or $66,264 at 6%. |
| 2021 | 1 | 11 | $1,010,707 | $59,703 | $5,428iApproximate average salary by contribution assumption: employee only about $135,689 at 4% or $90,459 at 6%; with 50% employer match about $90,459 at 4% or $60,306 at 6%; with 100% employer match about $67,844 at 4% or $45,230 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 11 | $1,010,707 | $59,703 | $5,428iApproximate average salary by contribution assumption: employee only about $135,689 at 4% or $90,459 at 6%; with 50% employer match about $90,459 at 4% or $60,306 at 6%; with 100% employer match about $67,844 at 4% or $45,230 at 6%. |
| 2020 | 1 | 11 | $892,306 | $53,484 | $4,862iApproximate average salary by contribution assumption: employee only about $121,555 at 4% or $81,036 at 6%; with 50% employer match about $81,036 at 4% or $54,024 at 6%; with 100% employer match about $60,777 at 4% or $40,518 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 11 | $892,306 | $53,484 | $4,862iApproximate average salary by contribution assumption: employee only about $121,555 at 4% or $81,036 at 6%; with 50% employer match about $81,036 at 4% or $54,024 at 6%; with 100% employer match about $60,777 at 4% or $40,518 at 6%. |
| 2019 | 1 | 11 | $1,051,677 | $64,824 | $5,893iApproximate average salary by contribution assumption: employee only about $147,327 at 4% or $98,218 at 6%; with 50% employer match about $98,218 at 4% or $65,479 at 6%; with 100% employer match about $73,664 at 4% or $49,109 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 11 | $1,051,677 | $64,824 | $5,893iApproximate average salary by contribution assumption: employee only about $147,327 at 4% or $98,218 at 6%; with 50% employer match about $98,218 at 4% or $65,479 at 6%; with 100% employer match about $73,664 at 4% or $49,109 at 6%. |
| 2018 | 1 | 12 | $948,732 | $76,819 | $6,402iApproximate average salary by contribution assumption: employee only about $160,040 at 4% or $106,693 at 6%; with 50% employer match about $106,693 at 4% or $71,129 at 6%; with 100% employer match about $80,020 at 4% or $53,347 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 12 | $948,732 | $76,819 | $6,402iApproximate average salary by contribution assumption: employee only about $160,040 at 4% or $106,693 at 6%; with 50% employer match about $106,693 at 4% or $71,129 at 6%; with 100% employer match about $80,020 at 4% or $53,347 at 6%. |
| 2017 | 1 | 12 | $951,290 | $71,916 | $5,993iApproximate average salary by contribution assumption: employee only about $149,825 at 4% or $99,883 at 6%; with 50% employer match about $99,883 at 4% or $66,589 at 6%; with 100% employer match about $74,913 at 4% or $49,942 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 12 | $951,290 | $71,916 | $5,993iApproximate average salary by contribution assumption: employee only about $149,825 at 4% or $99,883 at 6%; with 50% employer match about $99,883 at 4% or $66,589 at 6%; with 100% employer match about $74,913 at 4% or $49,942 at 6%. |
| 2016 | 1 | 14 | $788,583 | $83,185 | $5,942iApproximate average salary by contribution assumption: employee only about $148,545 at 4% or $99,030 at 6%; with 50% employer match about $99,030 at 4% or $66,020 at 6%; with 100% employer match about $74,272 at 4% or $49,515 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 14 | $788,583 | $83,185 | $5,942iApproximate average salary by contribution assumption: employee only about $148,545 at 4% or $99,030 at 6%; with 50% employer match about $99,030 at 4% or $66,020 at 6%; with 100% employer match about $74,272 at 4% or $49,515 at 6%. |
| 2015 | 1 | 15 | $820,619 | $85,826 | $5,722iApproximate average salary by contribution assumption: employee only about $143,043 at 4% or $95,362 at 6%; with 50% employer match about $95,362 at 4% or $63,575 at 6%; with 100% employer match about $71,522 at 4% or $47,681 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 15 | $820,619 | $85,826 | $5,722iApproximate average salary by contribution assumption: employee only about $143,043 at 4% or $95,362 at 6%; with 50% employer match about $95,362 at 4% or $63,575 at 6%; with 100% employer match about $71,522 at 4% or $47,681 at 6%. |
| 2014 | 1 | 15 | $761,083 | $72,920 | $4,861iApproximate average salary by contribution assumption: employee only about $121,533 at 4% or $81,022 at 6%; with 50% employer match about $81,022 at 4% or $54,015 at 6%; with 100% employer match about $60,767 at 4% or $40,511 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 15 | $761,083 | $72,920 | $4,861iApproximate average salary by contribution assumption: employee only about $121,533 at 4% or $81,022 at 6%; with 50% employer match about $81,022 at 4% or $54,015 at 6%; with 100% employer match about $60,767 at 4% or $40,511 at 6%. |
| 2013 | 1 | 15 | $695,024 | $64,574 | $4,305iApproximate average salary by contribution assumption: employee only about $107,623 at 4% or $71,749 at 6%; with 50% employer match about $71,749 at 4% or $47,833 at 6%; with 100% employer match about $53,812 at 4% or $35,874 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 15 | $695,024 | $64,574 | $4,305iApproximate average salary by contribution assumption: employee only about $107,623 at 4% or $71,749 at 6%; with 50% employer match about $71,749 at 4% or $47,833 at 6%; with 100% employer match about $53,812 at 4% or $35,874 at 6%. |
| 2012 | 1 | 16 | $561,016 | $60,133 | $3,758iApproximate average salary by contribution assumption: employee only about $93,958 at 4% or $62,639 at 6%; with 50% employer match about $62,639 at 4% or $41,759 at 6%; with 100% employer match about $46,979 at 4% or $31,319 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 16 | $561,016 | $60,133 | $3,758iApproximate average salary by contribution assumption: employee only about $93,958 at 4% or $62,639 at 6%; with 50% employer match about $62,639 at 4% or $41,759 at 6%; with 100% employer match about $46,979 at 4% or $31,319 at 6%. |
| 2011 | 1 | 15 | $462,383 | $52,806 | $3,520iApproximate average salary by contribution assumption: employee only about $88,010 at 4% or $58,673 at 6%; with 50% employer match about $58,673 at 4% or $39,116 at 6%; with 100% employer match about $44,005 at 4% or $29,337 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 15 | $462,383 | $52,806 | $3,520iApproximate average salary by contribution assumption: employee only about $88,010 at 4% or $58,673 at 6%; with 50% employer match about $58,673 at 4% or $39,116 at 6%; with 100% employer match about $44,005 at 4% or $29,337 at 6%. |
| 2010 | 1 | 14 | $585,779 | $47,035 | $3,360iApproximate average salary by contribution assumption: employee only about $83,991 at 4% or $55,994 at 6%; with 50% employer match about $55,994 at 4% or $37,329 at 6%; with 100% employer match about $41,996 at 4% or $27,997 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 14 | $585,779 | $47,035 | $3,360iApproximate average salary by contribution assumption: employee only about $83,991 at 4% or $55,994 at 6%; with 50% employer match about $55,994 at 4% or $37,329 at 6%; with 100% employer match about $41,996 at 4% or $27,997 at 6%. |
| 2009 | 1 | 28 | $1,489,144 | $47,509 | $1,697iApproximate average salary by contribution assumption: employee only about $42,419 at 4% or $28,279 at 6%; with 50% employer match about $28,279 at 4% or $18,853 at 6%; with 100% employer match about $21,209 at 4% or $14,140 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 28 | $1,489,144 | $47,509 | $1,697iApproximate average salary by contribution assumption: employee only about $42,419 at 4% or $28,279 at 6%; with 50% employer match about $28,279 at 4% or $18,853 at 6%; with 100% employer match about $21,209 at 4% or $14,140 at 6%. |
| 2008 | 1 | 28 | $1,031,253 | $49,522 | $1,769iApproximate average salary by contribution assumption: employee only about $44,216 at 4% or $29,477 at 6%; with 50% employer match about $29,477 at 4% or $19,652 at 6%; with 100% employer match about $22,108 at 4% or $14,739 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 28 | $1,031,253 | $49,522 | $1,769iApproximate average salary by contribution assumption: employee only about $44,216 at 4% or $29,477 at 6%; with 50% employer match about $29,477 at 4% or $19,652 at 6%; with 100% employer match about $22,108 at 4% or $14,739 at 6%. |
| 2007 | 1 | 21 | $0 | $0 | - |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 21 | - | - | - |
| 2006 | 1 | 25 | $1,305,339 | $40,530 | $1,621iApproximate average salary by contribution assumption: employee only about $40,530 at 4% or $27,020 at 6%; with 50% employer match about $27,020 at 4% or $18,013 at 6%; with 100% employer match about $20,265 at 4% or $13,510 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 25 | $1,305,339 | $40,530 | $1,621iApproximate average salary by contribution assumption: employee only about $40,530 at 4% or $27,020 at 6%; with 50% employer match about $27,020 at 4% or $18,013 at 6%; with 100% employer match about $20,265 at 4% or $13,510 at 6%. |
| 2005 | 1 | 27 | $1,172,743 | $39,745 | $1,472iApproximate average salary by contribution assumption: employee only about $36,801 at 4% or $24,534 at 6%; with 50% employer match about $24,534 at 4% or $16,356 at 6%; with 100% employer match about $18,400 at 4% or $12,267 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 27 | $1,172,743 | $39,745 | $1,472iApproximate average salary by contribution assumption: employee only about $36,801 at 4% or $24,534 at 6%; with 50% employer match about $24,534 at 4% or $16,356 at 6%; with 100% employer match about $18,400 at 4% or $12,267 at 6%. |
| 2004 | 1 | 25 | $1,043,194 | $38,482 | $1,539iApproximate average salary by contribution assumption: employee only about $38,482 at 4% or $25,655 at 6%; with 50% employer match about $25,655 at 4% or $17,103 at 6%; with 100% employer match about $19,241 at 4% or $12,827 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 25 | $1,043,194 | $38,482 | $1,539iApproximate average salary by contribution assumption: employee only about $38,482 at 4% or $25,655 at 6%; with 50% employer match about $25,655 at 4% or $17,103 at 6%; with 100% employer match about $19,241 at 4% or $12,827 at 6%. |
| 2003 | 1 | 26 | $957,298 | $38,399 | $1,477iApproximate average salary by contribution assumption: employee only about $36,922 at 4% or $24,615 at 6%; with 50% employer match about $24,615 at 4% or $16,410 at 6%; with 100% employer match about $18,461 at 4% or $12,307 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 26 | $957,298 | $38,399 | $1,477iApproximate average salary by contribution assumption: employee only about $36,922 at 4% or $24,615 at 6%; with 50% employer match about $24,615 at 4% or $16,410 at 6%; with 100% employer match about $18,461 at 4% or $12,307 at 6%. |
| 2002 | 1 | 32 | $798,224 | $37,505 | $1,172iApproximate average salary by contribution assumption: employee only about $29,301 at 4% or $19,534 at 6%; with 50% employer match about $19,534 at 4% or $13,023 at 6%; with 100% employer match about $14,650 at 4% or $9,767 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 32 | $798,224 | $37,505 | $1,172iApproximate average salary by contribution assumption: employee only about $29,301 at 4% or $19,534 at 6%; with 50% employer match about $19,534 at 4% or $13,023 at 6%; with 100% employer match about $14,650 at 4% or $9,767 at 6%. |
| 2001 | 1 | 31 | $881,236 | $34,768 | $1,122iApproximate average salary by contribution assumption: employee only about $28,039 at 4% or $18,692 at 6%; with 50% employer match about $18,692 at 4% or $12,462 at 6%; with 100% employer match about $14,019 at 4% or $9,346 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 31 | $881,236 | $34,768 | $1,122iApproximate average salary by contribution assumption: employee only about $28,039 at 4% or $18,692 at 6%; with 50% employer match about $18,692 at 4% or $12,462 at 6%; with 100% employer match about $14,019 at 4% or $9,346 at 6%. |
| 2000 | 1 | 32 | $0 | $0 | - |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 32 | - | - | - |
| 1999 | 1 | 28 | $920,812 | $22,645 | $809iApproximate average salary by contribution assumption: employee only about $20,219 at 4% or $13,479 at 6%; with 50% employer match about $13,479 at 4% or $8,986 at 6%; with 100% employer match about $10,109 at 4% or $6,740 at 6%. |
| Halfpenny Management Company 401K Profit Sharing Plan | - | 28 | $920,812 | $22,645 | $809iApproximate average salary by contribution assumption: employee only about $20,219 at 4% or $13,479 at 6%; with 50% employer match about $13,479 at 4% or $8,986 at 6%; with 100% employer match about $10,109 at 4% or $6,740 at 6%. |