Civic Intelligence

Perhats-Wenstrom Associates Inc.

Plan context: Pwa Retirement Plan and Trust

EIN 36-3611103 • Crystal Lake, IL • 24 filings • 2 plans

820 E. Terra Cotta AveSuite 211Crystal Lake, IL 60014
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,468,833

2024 Contributions

$41,964

Historical Graphs

Total Assets Over Time

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

$2,935,844$1,467,922$0199920162024YearValue
$2,468,833Latest year 2024

Participants Over Time

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

740199920132024YearValue
6Latest 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
202416$2,468,833$41,964$6,994iApproximate average salary by contribution assumption: employee only about $174,850 at 4% or $116,567 at 6%; with 50% employer match about $116,567 at 4% or $77,711 at 6%; with 100% employer match about $87,425 at 4% or $58,283 at 6%.
Pwa Retirement Plan and Trust-6$2,468,833$41,964$6,994iApproximate average salary by contribution assumption: employee only about $174,850 at 4% or $116,567 at 6%; with 50% employer match about $116,567 at 4% or $77,711 at 6%; with 100% employer match about $87,425 at 4% or $58,283 at 6%.
202316$2,935,844$141,278$23,546iApproximate average salary by contribution assumption: employee only about $588,658 at 4% or $392,439 at 6%; with 50% employer match about $392,439 at 4% or $261,626 at 6%; with 100% employer match about $294,329 at 4% or $196,219 at 6%.
Pwa Retirement Plan and Trust-6$2,935,844$141,278$23,546iApproximate average salary by contribution assumption: employee only about $588,658 at 4% or $392,439 at 6%; with 50% employer match about $392,439 at 4% or $261,626 at 6%; with 100% employer match about $294,329 at 4% or $196,219 at 6%.
202217$2,550,186$95,440$13,634iApproximate average salary by contribution assumption: employee only about $340,857 at 4% or $227,238 at 6%; with 50% employer match about $227,238 at 4% or $151,492 at 6%; with 100% employer match about $170,429 at 4% or $113,619 at 6%.
Pwa Retirement Plan and Trust-7$2,550,186$95,440$13,634iApproximate average salary by contribution assumption: employee only about $340,857 at 4% or $227,238 at 6%; with 50% employer match about $227,238 at 4% or $151,492 at 6%; with 100% employer match about $170,429 at 4% or $113,619 at 6%.
202117$2,277,832$118,524$16,932iApproximate average salary by contribution assumption: employee only about $423,300 at 4% or $282,200 at 6%; with 50% employer match about $282,200 at 4% or $188,133 at 6%; with 100% employer match about $211,650 at 4% or $141,100 at 6%.
Pwa Retirement Plan and Trust-7$2,277,832$118,524$16,932iApproximate average salary by contribution assumption: employee only about $423,300 at 4% or $282,200 at 6%; with 50% employer match about $282,200 at 4% or $188,133 at 6%; with 100% employer match about $211,650 at 4% or $141,100 at 6%.
202017$2,755,888$110,212$15,745iApproximate average salary by contribution assumption: employee only about $393,614 at 4% or $262,410 at 6%; with 50% employer match about $262,410 at 4% or $174,940 at 6%; with 100% employer match about $196,807 at 4% or $131,205 at 6%.
Pwa Retirement Plan and Trust-7$2,755,888$110,212$15,745iApproximate average salary by contribution assumption: employee only about $393,614 at 4% or $262,410 at 6%; with 50% employer match about $262,410 at 4% or $174,940 at 6%; with 100% employer match about $196,807 at 4% or $131,205 at 6%.
201916$2,397,627$120,269$20,045iApproximate average salary by contribution assumption: employee only about $501,121 at 4% or $334,081 at 6%; with 50% employer match about $334,081 at 4% or $222,720 at 6%; with 100% employer match about $250,560 at 4% or $167,040 at 6%.
Pwa Retirement Plan and Trust-6$2,397,627$120,269$20,045iApproximate average salary by contribution assumption: employee only about $501,121 at 4% or $334,081 at 6%; with 50% employer match about $334,081 at 4% or $222,720 at 6%; with 100% employer match about $250,560 at 4% or $167,040 at 6%.
201816$2,142,953$106,425$17,738iApproximate average salary by contribution assumption: employee only about $443,438 at 4% or $295,625 at 6%; with 50% employer match about $295,625 at 4% or $197,083 at 6%; with 100% employer match about $221,719 at 4% or $147,813 at 6%.
Pwa Retirement Plan and Trust-6$2,142,953$106,425$17,738iApproximate average salary by contribution assumption: employee only about $443,438 at 4% or $295,625 at 6%; with 50% employer match about $295,625 at 4% or $197,083 at 6%; with 100% employer match about $221,719 at 4% or $147,813 at 6%.
201716$1,955,733$95,334$15,889iApproximate average salary by contribution assumption: employee only about $397,225 at 4% or $264,817 at 6%; with 50% employer match about $264,817 at 4% or $176,544 at 6%; with 100% employer match about $198,613 at 4% or $132,408 at 6%.
Pwa Retirement Plan and Trust-6$1,955,733$95,334$15,889iApproximate average salary by contribution assumption: employee only about $397,225 at 4% or $264,817 at 6%; with 50% employer match about $264,817 at 4% or $176,544 at 6%; with 100% employer match about $198,613 at 4% or $132,408 at 6%.
201616$1,778,822$71,868$11,978iApproximate average salary by contribution assumption: employee only about $299,450 at 4% or $199,633 at 6%; with 50% employer match about $199,633 at 4% or $133,089 at 6%; with 100% employer match about $149,725 at 4% or $99,817 at 6%.
Pwa Retirement Plan and Trust-6$1,778,822$71,868$11,978iApproximate average salary by contribution assumption: employee only about $299,450 at 4% or $199,633 at 6%; with 50% employer match about $199,633 at 4% or $133,089 at 6%; with 100% employer match about $149,725 at 4% or $99,817 at 6%.
201516$1,585,101$64,414$10,736iApproximate average salary by contribution assumption: employee only about $268,392 at 4% or $178,928 at 6%; with 50% employer match about $178,928 at 4% or $119,285 at 6%; with 100% employer match about $134,196 at 4% or $89,464 at 6%.
Pwa Retirement Plan and Trust-6$1,585,101$64,414$10,736iApproximate average salary by contribution assumption: employee only about $268,392 at 4% or $178,928 at 6%; with 50% employer match about $178,928 at 4% or $119,285 at 6%; with 100% employer match about $134,196 at 4% or $89,464 at 6%.
201415$1,407,259$70,351$14,070iApproximate average salary by contribution assumption: employee only about $351,755 at 4% or $234,503 at 6%; with 50% employer match about $234,503 at 4% or $156,336 at 6%; with 100% employer match about $175,878 at 4% or $117,252 at 6%.
Pwa Retirement Plan and Trust-5$1,407,259$70,351$14,070iApproximate average salary by contribution assumption: employee only about $351,755 at 4% or $234,503 at 6%; with 50% employer match about $234,503 at 4% or $156,336 at 6%; with 100% employer match about $175,878 at 4% or $117,252 at 6%.
201315$1,378,821$75,675$15,135iApproximate average salary by contribution assumption: employee only about $378,375 at 4% or $252,250 at 6%; with 50% employer match about $252,250 at 4% or $168,167 at 6%; with 100% employer match about $189,188 at 4% or $126,125 at 6%.
Pwa Retirement Plan and Trust-5$1,378,821$75,675$15,135iApproximate average salary by contribution assumption: employee only about $378,375 at 4% or $252,250 at 6%; with 50% employer match about $252,250 at 4% or $168,167 at 6%; with 100% employer match about $189,188 at 4% or $126,125 at 6%.
201215$1,208,383$71,804$14,361iApproximate average salary by contribution assumption: employee only about $359,020 at 4% or $239,347 at 6%; with 50% employer match about $239,347 at 4% or $159,564 at 6%; with 100% employer match about $179,510 at 4% or $119,673 at 6%.
Pwa Retirement Plan and Trust-5$1,208,383$71,804$14,361iApproximate average salary by contribution assumption: employee only about $359,020 at 4% or $239,347 at 6%; with 50% employer match about $239,347 at 4% or $159,564 at 6%; with 100% employer match about $179,510 at 4% or $119,673 at 6%.
201115$1,077,967$73,439$14,688iApproximate average salary by contribution assumption: employee only about $367,195 at 4% or $244,797 at 6%; with 50% employer match about $244,797 at 4% or $163,198 at 6%; with 100% employer match about $183,598 at 4% or $122,398 at 6%.
Pwa Retirement Plan and Trust-5$1,077,967$73,439$14,688iApproximate average salary by contribution assumption: employee only about $367,195 at 4% or $244,797 at 6%; with 50% employer match about $244,797 at 4% or $163,198 at 6%; with 100% employer match about $183,598 at 4% or $122,398 at 6%.
201015$896,728$56,159$11,232iApproximate average salary by contribution assumption: employee only about $280,795 at 4% or $187,197 at 6%; with 50% employer match about $187,197 at 4% or $124,798 at 6%; with 100% employer match about $140,398 at 4% or $93,598 at 6%.
Pwa Retirement Plan and Trust-5$896,728$56,159$11,232iApproximate average salary by contribution assumption: employee only about $280,795 at 4% or $187,197 at 6%; with 50% employer match about $187,197 at 4% or $124,798 at 6%; with 100% employer match about $140,398 at 4% or $93,598 at 6%.
200915$887,947$62,352$12,470iApproximate average salary by contribution assumption: employee only about $311,760 at 4% or $207,840 at 6%; with 50% employer match about $207,840 at 4% or $138,560 at 6%; with 100% employer match about $155,880 at 4% or $103,920 at 6%.
Pwa Retirement Plan and Trust-5$887,947$62,352$12,470iApproximate average salary by contribution assumption: employee only about $311,760 at 4% or $207,840 at 6%; with 50% employer match about $207,840 at 4% or $138,560 at 6%; with 100% employer match about $155,880 at 4% or $103,920 at 6%.
200814$0$0-
Pwa Retirement Plan and Trust-4---
200714$0$0-
Pwa Retirement Plan and Trust-4---
200614$0$0-
Pwa Retirement Plan and Trust-4---
200514$575,302$50,690$12,673iApproximate average salary by contribution assumption: employee only about $316,813 at 4% or $211,208 at 6%; with 50% employer match about $211,208 at 4% or $140,806 at 6%; with 100% employer match about $158,406 at 4% or $105,604 at 6%.
Pwa Retirement Plan and Trust-4$575,302$50,690$12,673iApproximate average salary by contribution assumption: employee only about $316,813 at 4% or $211,208 at 6%; with 50% employer match about $211,208 at 4% or $140,806 at 6%; with 100% employer match about $158,406 at 4% or $105,604 at 6%.
200314$0$0-
Pwa Retirement Plan and Trust-4---
200214$0$0-
Pwa Retirement Plan and Trust-4---
200013$0$0-
Pwa Retirement Plan and Trust-3---
199914$228,382$44,800$11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%.
Pwa Retirement Plan and Trust-4$228,382$44,800$11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%.