Civic Intelligence

Penland & Hartwell LLC

Plan context: Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust

EIN 32-0131022 • Lake Forest, IL • 30 filings • 4 plans

399 E. Deerpath RoadLake Forest, IL 60045
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$452,656

2021 Contributions

$31,342

Historical Graphs

Total Assets Over Time

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

$2,127,776$1,063,888$0200520132021YearValue
$452,656Latest year 2021

Participants Over Time

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

840200520132021YearValue
2Latest year 2021

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
202112$452,656$31,342$15,671iApproximate average salary by contribution assumption: employee only about $391,775 at 4% or $261,183 at 6%; with 50% employer match about $261,183 at 4% or $174,122 at 6%; with 100% employer match about $195,888 at 4% or $130,592 at 6%.
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-2$452,656$31,342$15,671iApproximate average salary by contribution assumption: employee only about $391,775 at 4% or $261,183 at 6%; with 50% employer match about $261,183 at 4% or $174,122 at 6%; with 100% employer match about $195,888 at 4% or $130,592 at 6%.
202012$382,245$0-
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-2$382,245$0-
201922$2,127,776$166,000$83,000iApproximate average salary by contribution assumption: employee only about $2,075,000 at 4% or $1,383,333 at 6%; with 50% employer match about $1,383,333 at 4% or $922,222 at 6%; with 100% employer match about $1,037,500 at 4% or $691,667 at 6%.
PENLAND & HARTWELL, LLC CASH BALANCE PENSION PLAN & TRUST-1$1,769,012$147,000$147,000iApproximate average salary by contribution assumption: employee only about $3,675,000 at 4% or $2,450,000 at 6%; with 50% employer match about $2,450,000 at 4% or $1,633,333 at 6%; with 100% employer match about $1,837,500 at 4% or $1,225,000 at 6%.
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-2$358,764$19,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
201826$1,965,891$7,650$1,275iApproximate average salary by contribution assumption: employee only about $31,875 at 4% or $21,250 at 6%; with 50% employer match about $21,250 at 4% or $14,167 at 6%; with 100% employer match about $15,938 at 4% or $10,625 at 6%.
PENLAND & HARTWELL, LLC CASH BALANCE PENSION PLAN & TRUST-6$1,482,712$0-
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-5$483,179$7,650$1,530iApproximate average salary by contribution assumption: employee only about $38,250 at 4% or $25,500 at 6%; with 50% employer match about $25,500 at 4% or $17,000 at 6%; with 100% employer match about $19,125 at 4% or $12,750 at 6%.
201726$2,118,339$140,201$23,367iApproximate average salary by contribution assumption: employee only about $584,171 at 4% or $389,447 at 6%; with 50% employer match about $389,447 at 4% or $259,631 at 6%; with 100% employer match about $292,085 at 4% or $194,724 at 6%.
PENLAND & HARTWELL, LLC CASH BALANCE PENSION PLAN & TRUST-6$1,552,854$88,357$14,726iApproximate average salary by contribution assumption: employee only about $368,154 at 4% or $245,436 at 6%; with 50% employer match about $245,436 at 4% or $163,624 at 6%; with 100% employer match about $184,077 at 4% or $122,718 at 6%.
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-6$565,485$51,844$8,641iApproximate average salary by contribution assumption: employee only about $216,017 at 4% or $144,011 at 6%; with 50% employer match about $144,011 at 4% or $96,007 at 6%; with 100% employer match about $108,008 at 4% or $72,006 at 6%.
201626$1,819,665$180,906$30,151iApproximate average salary by contribution assumption: employee only about $753,775 at 4% or $502,517 at 6%; with 50% employer match about $502,517 at 4% or $335,011 at 6%; with 100% employer match about $376,888 at 4% or $251,258 at 6%.
PENLAND & HARTWELL, LLC CASH BALANCE PENSION PLAN & TRUST-6$1,377,569$119,151$19,859iApproximate average salary by contribution assumption: employee only about $496,463 at 4% or $330,975 at 6%; with 50% employer match about $330,975 at 4% or $220,650 at 6%; with 100% employer match about $248,231 at 4% or $165,488 at 6%.
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-6$442,096$61,755$10,293iApproximate average salary by contribution assumption: employee only about $257,313 at 4% or $171,542 at 6%; with 50% employer match about $171,542 at 4% or $114,361 at 6%; with 100% employer match about $128,656 at 4% or $85,771 at 6%.
201526$1,568,980$229,327$38,221iApproximate average salary by contribution assumption: employee only about $955,529 at 4% or $637,019 at 6%; with 50% employer match about $637,019 at 4% or $424,680 at 6%; with 100% employer match about $477,765 at 4% or $318,510 at 6%.
PENLAND & HARTWELL, LLC CASH BALANCE PENSION PLAN & TRUST-6$1,209,734$173,740$28,957iApproximate average salary by contribution assumption: employee only about $723,917 at 4% or $482,611 at 6%; with 50% employer match about $482,611 at 4% or $321,741 at 6%; with 100% employer match about $361,958 at 4% or $241,306 at 6%.
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-6$359,246$55,587$9,265iApproximate average salary by contribution assumption: employee only about $231,613 at 4% or $154,408 at 6%; with 50% employer match about $154,408 at 4% or $102,939 at 6%; with 100% employer match about $115,806 at 4% or $77,204 at 6%.
201426$1,380,265$223,214$37,202iApproximate average salary by contribution assumption: employee only about $930,058 at 4% or $620,039 at 6%; with 50% employer match about $620,039 at 4% or $413,359 at 6%; with 100% employer match about $465,029 at 4% or $310,019 at 6%.
PENLAND & HARTWELL, LLC CASH BALANCE PENSION PLAN & TRUST-5$1,066,147$177,691$35,538iApproximate average salary by contribution assumption: employee only about $888,455 at 4% or $592,303 at 6%; with 50% employer match about $592,303 at 4% or $394,869 at 6%; with 100% employer match about $444,227 at 4% or $296,152 at 6%.
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-6$314,118$45,523$7,587iApproximate average salary by contribution assumption: employee only about $189,679 at 4% or $126,453 at 6%; with 50% employer match about $126,453 at 4% or $84,302 at 6%; with 100% employer match about $94,840 at 4% or $63,226 at 6%.
201326$1,145,565$162,010$27,002iApproximate average salary by contribution assumption: employee only about $675,042 at 4% or $450,028 at 6%; with 50% employer match about $450,028 at 4% or $300,019 at 6%; with 100% employer match about $337,521 at 4% or $225,014 at 6%.
PENLAND & HARTWELL, LLC CASH BALANCE PENSION PLAN & TRUST-6$885,206$120,828$20,138iApproximate average salary by contribution assumption: employee only about $503,450 at 4% or $335,633 at 6%; with 50% employer match about $335,633 at 4% or $223,756 at 6%; with 100% employer match about $251,725 at 4% or $167,817 at 6%.
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-6$260,359$41,182$6,864iApproximate average salary by contribution assumption: employee only about $171,592 at 4% or $114,394 at 6%; with 50% employer match about $114,394 at 4% or $76,263 at 6%; with 100% employer match about $85,796 at 4% or $57,197 at 6%.
201223$1,096,065$270,443$90,148iApproximate average salary by contribution assumption: employee only about $2,253,692 at 4% or $1,502,461 at 6%; with 50% employer match about $1,502,461 at 4% or $1,001,641 at 6%; with 100% employer match about $1,126,846 at 4% or $751,231 at 6%.
PENLAND & HARTWELL, LLC CASH BALANCE PENSION PLAN & TRUST-3$914,071$237,730$79,243iApproximate average salary by contribution assumption: employee only about $1,981,083 at 4% or $1,320,722 at 6%; with 50% employer match about $1,320,722 at 4% or $880,481 at 6%; with 100% employer match about $990,542 at 4% or $660,361 at 6%.
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-3$181,994$32,713$10,904iApproximate average salary by contribution assumption: employee only about $272,608 at 4% or $181,739 at 6%; with 50% employer match about $181,739 at 4% or $121,159 at 6%; with 100% employer match about $136,304 at 4% or $90,869 at 6%.
201125$896,296$141,867$28,373iApproximate average salary by contribution assumption: employee only about $709,335 at 4% or $472,890 at 6%; with 50% employer match about $472,890 at 4% or $315,260 at 6%; with 100% employer match about $354,668 at 4% or $236,445 at 6%.
PENLAND & HARTWELL, LLC CASH BALANCE PENSION PLAN & TRUST-5$631,908$94,187$18,837iApproximate average salary by contribution assumption: employee only about $470,935 at 4% or $313,957 at 6%; with 50% employer match about $313,957 at 4% or $209,304 at 6%; with 100% employer match about $235,468 at 4% or $156,978 at 6%.
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-5$264,388$47,680$9,536iApproximate average salary by contribution assumption: employee only about $238,400 at 4% or $158,933 at 6%; with 50% employer match about $158,933 at 4% or $105,956 at 6%; with 100% employer match about $119,200 at 4% or $79,467 at 6%.
201025$780,430$179,944$35,989iApproximate average salary by contribution assumption: employee only about $899,720 at 4% or $599,813 at 6%; with 50% employer match about $599,813 at 4% or $399,876 at 6%; with 100% employer match about $449,860 at 4% or $299,907 at 6%.
PENLAND & HARTWELL, LLC CASH BALANCE PENSION PLAN & TRUST-5$527,554$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-5$252,876$59,944$11,989iApproximate average salary by contribution assumption: employee only about $299,720 at 4% or $199,813 at 6%; with 50% employer match about $199,813 at 4% or $133,209 at 6%; with 100% employer match about $149,860 at 4% or $99,907 at 6%.
200928$809,936$198,896$24,862iApproximate average salary by contribution assumption: employee only about $621,550 at 4% or $414,367 at 6%; with 50% employer match about $414,367 at 4% or $276,244 at 6%; with 100% employer match about $310,775 at 4% or $207,183 at 6%.
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-8$436,438$58,465$7,308iApproximate average salary by contribution assumption: employee only about $182,703 at 4% or $121,802 at 6%; with 50% employer match about $121,802 at 4% or $81,201 at 6%; with 100% employer match about $91,352 at 4% or $60,901 at 6%.
PENLAND & HARTWELL, LLC CASH BALANCE PENSION PLAN & TRUST-8$373,498$140,431$17,554iApproximate average salary by contribution assumption: employee only about $438,847 at 4% or $292,565 at 6%; with 50% employer match about $292,565 at 4% or $195,043 at 6%; with 100% employer match about $219,423 at 4% or $146,282 at 6%.
200828$559,158$430,106$53,763iApproximate average salary by contribution assumption: employee only about $1,344,081 at 4% or $896,054 at 6%; with 50% employer match about $896,054 at 4% or $597,369 at 6%; with 100% employer match about $672,041 at 4% or $448,027 at 6%.
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-8$352,933$326,297$40,787iApproximate average salary by contribution assumption: employee only about $1,019,678 at 4% or $679,785 at 6%; with 50% employer match about $679,785 at 4% or $453,190 at 6%; with 100% employer match about $509,839 at 4% or $339,893 at 6%.
PENLAND & HARTWELL, LLC CASH BALANCE PENSION PLAN & TRUST-8$206,225$103,809$12,976iApproximate average salary by contribution assumption: employee only about $324,403 at 4% or $216,269 at 6%; with 50% employer match about $216,269 at 4% or $144,179 at 6%; with 100% employer match about $162,202 at 4% or $108,134 at 6%.
200728$70,903$33,177$4,147iApproximate average salary by contribution assumption: employee only about $103,678 at 4% or $69,119 at 6%; with 50% employer match about $69,119 at 4% or $46,079 at 6%; with 100% employer match about $51,839 at 4% or $34,559 at 6%.
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-8$70,903$33,177$4,147iApproximate average salary by contribution assumption: employee only about $103,678 at 4% or $69,119 at 6%; with 50% employer match about $69,119 at 4% or $46,079 at 6%; with 100% employer match about $51,839 at 4% or $34,559 at 6%.
PENLAND & HARTWELL, LLC CASH BALANCE PENSION PLAN & TRUST-6---
200615$32,999$27,605$5,521iApproximate average salary by contribution assumption: employee only about $138,025 at 4% or $92,017 at 6%; with 50% employer match about $92,017 at 4% or $61,344 at 6%; with 100% employer match about $69,013 at 4% or $46,008 at 6%.
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-5$32,999$27,605$5,521iApproximate average salary by contribution assumption: employee only about $138,025 at 4% or $92,017 at 6%; with 50% employer match about $92,017 at 4% or $61,344 at 6%; with 100% employer match about $69,013 at 4% or $46,008 at 6%.
200514$3,554$3,375$844iApproximate average salary by contribution assumption: employee only about $21,094 at 4% or $14,063 at 6%; with 50% employer match about $14,063 at 4% or $9,375 at 6%; with 100% employer match about $10,547 at 4% or $7,031 at 6%.
Penland & Hartwell LLC 401(K) Profit Sharing Plan & Trust-4$3,554$3,375$844iApproximate average salary by contribution assumption: employee only about $21,094 at 4% or $14,063 at 6%; with 50% employer match about $14,063 at 4% or $9,375 at 6%; with 100% employer match about $10,547 at 4% or $7,031 at 6%.