Civic Intelligence

New Penn Financial LLC

Plan context: The Shellpoint Companies 401(K) Plan

EIN 37-1542226 • Plymouth Meeting, PA • 49 filings • 11 plans

4000 Chemical Road, Suite 200Plymouth Meeting, PA 19462
Current Snapshot

Latest Year

2024

2024 Participants

5,407

2024 Assets

$5,399,902

2024 Contributions

$39,788,285

Historical Graphs

Total Assets Over Time

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

$173,128,516$86,564,258$0200920162022YearValue
$5,399,902Latest year 2022

Participants Over Time

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

5,4072,7040200920172024YearValue
5,407Latest 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
202415,407$0$0-
New Penn Financial LLC Employee Benefits Plan-5,407---
202325,396$0$0-
The Shellpoint Companies 401(K) Plan-0---
New Penn Financial LLC Employee Benefits Plan-5,396---
202223,492$5,399,902$0-
The Shellpoint Companies 401(K) Plan-0$5,399,902--
New Penn Financial LLC Employee Benefits Plan-3,492---
202125,096$173,128,516$39,788,285$7,808iApproximate average salary by contribution assumption: employee only about $195,194 at 4% or $130,129 at 6%; with 50% employer match about $130,129 at 4% or $86,753 at 6%; with 100% employer match about $97,597 at 4% or $65,065 at 6%.
The Shellpoint Companies 401(K) Plan-0$173,128,516$39,788,285-
New Penn Financial LLC Employee Benefits Plan-5,096---
202024,414$130,745,023$29,799,385$6,751iApproximate average salary by contribution assumption: employee only about $168,778 at 4% or $112,518 at 6%; with 50% employer match about $112,518 at 4% or $75,012 at 6%; with 100% employer match about $84,389 at 4% or $56,259 at 6%.
The Shellpoint Companies 401(K) Plan-4,414$130,745,023$29,799,385$6,751iApproximate average salary by contribution assumption: employee only about $168,778 at 4% or $112,518 at 6%; with 50% employer match about $112,518 at 4% or $75,012 at 6%; with 100% employer match about $84,389 at 4% or $56,259 at 6%.
New Penn Financial LLC Employee Benefits Plan-2,675---
201923,350$94,983,132$37,418,635$11,170iApproximate average salary by contribution assumption: employee only about $279,244 at 4% or $186,162 at 6%; with 50% employer match about $186,162 at 4% or $124,108 at 6%; with 100% employer match about $139,622 at 4% or $93,081 at 6%.
The Shellpoint Companies 401(K) Plan-2,986$94,983,132$37,418,635$12,531iApproximate average salary by contribution assumption: employee only about $313,284 at 4% or $208,856 at 6%; with 50% employer match about $208,856 at 4% or $139,237 at 6%; with 100% employer match about $156,642 at 4% or $104,428 at 6%.
New Penn Financial LLC Employee Benefits Plan-3,350---
201822,126$51,219,754$10,368,522$4,877iApproximate average salary by contribution assumption: employee only about $121,925 at 4% or $81,283 at 6%; with 50% employer match about $81,283 at 4% or $54,189 at 6%; with 100% employer match about $60,963 at 4% or $40,642 at 6%.
The Shellpoint Companies 401(K) Plan-1,936$51,219,754$10,368,522$5,356iApproximate average salary by contribution assumption: employee only about $133,891 at 4% or $89,261 at 6%; with 50% employer match about $89,261 at 4% or $59,507 at 6%; with 100% employer match about $66,946 at 4% or $44,630 at 6%.
New Penn Financial LLC Employee Benefits Plan-2,126---
201722,048$50,643,821$9,823,150$4,796iApproximate average salary by contribution assumption: employee only about $119,911 at 4% or $79,941 at 6%; with 50% employer match about $79,941 at 4% or $53,294 at 6%; with 100% employer match about $59,956 at 4% or $39,970 at 6%.
The Shellpoint Companies 401(K) Plan-1,945$50,643,821$9,823,150$5,050iApproximate average salary by contribution assumption: employee only about $126,262 at 4% or $84,174 at 6%; with 50% employer match about $84,174 at 4% or $56,116 at 6%; with 100% employer match about $63,131 at 4% or $42,087 at 6%.
New Penn Financial LLC Employee Benefits Plan-2,048---
201621,968$38,411,403$9,579,089$4,867iApproximate average salary by contribution assumption: employee only about $121,686 at 4% or $81,124 at 6%; with 50% employer match about $81,124 at 4% or $54,082 at 6%; with 100% employer match about $60,843 at 4% or $40,562 at 6%.
The Shellpoint Companies 401(K) Plan-1,968$38,411,403$9,579,089$4,867iApproximate average salary by contribution assumption: employee only about $121,686 at 4% or $81,124 at 6%; with 50% employer match about $81,124 at 4% or $54,082 at 6%; with 100% employer match about $60,843 at 4% or $40,562 at 6%.
New Penn Financial LLC Employee Benefits Plan-1,496---
201521,618$24,500,838$7,832,634$4,841iApproximate average salary by contribution assumption: employee only about $121,023 at 4% or $80,682 at 6%; with 50% employer match about $80,682 at 4% or $53,788 at 6%; with 100% employer match about $60,512 at 4% or $40,341 at 6%.
The Shellpoint Companies 401(K) Plan-1,618$24,500,838$7,832,634$4,841iApproximate average salary by contribution assumption: employee only about $121,023 at 4% or $80,682 at 6%; with 50% employer match about $80,682 at 4% or $53,788 at 6%; with 100% employer match about $60,512 at 4% or $40,341 at 6%.
New Penn Financial LLC Employee Benefits Plan-1,187---
201451,148$18,112,872$4,914,170$4,281iApproximate average salary by contribution assumption: employee only about $107,016 at 4% or $71,344 at 6%; with 50% employer match about $71,344 at 4% or $47,563 at 6%; with 100% employer match about $53,508 at 4% or $35,672 at 6%.
The Shellpoint Companies 401(K) Plan-1,148$18,112,872$4,914,170$4,281iApproximate average salary by contribution assumption: employee only about $107,016 at 4% or $71,344 at 6%; with 50% employer match about $71,344 at 4% or $47,563 at 6%; with 100% employer match about $53,508 at 4% or $35,672 at 6%.
New Penn Financial LLC Employee Benefits Plan-874---
NEW PENN FINANCIAL, LLC DENTAL WELFARE BENEFIT PLAN-0---
NEW PENN FINANCIAL, LLC DISABILITIES WELFARE BENEFIT PLAN-0---
NEW PENN FINANCIAL, LLC LIFE ADD WELFARE BENEFIT PLAN-0---
201351,964$13,882,849$4,682,763$2,384iApproximate average salary by contribution assumption: employee only about $59,607 at 4% or $39,738 at 6%; with 50% employer match about $39,738 at 4% or $26,492 at 6%; with 100% employer match about $29,804 at 4% or $19,869 at 6%.
The Shellpoint Companies 401(K) Plan-910$13,882,849$4,682,763$5,146iApproximate average salary by contribution assumption: employee only about $128,647 at 4% or $85,765 at 6%; with 50% employer match about $85,765 at 4% or $57,177 at 6%; with 100% employer match about $64,324 at 4% or $42,882 at 6%.
New Penn Financial LLC Employee Benefits Plan-349---
NEW PENN FINANCIAL, LLC DENTAL WELFARE BENEFIT PLAN-592---
NEW PENN FINANCIAL, LLC DISABILITIES WELFARE BENEFIT PLAN-872---
NEW PENN FINANCIAL, LLC LIFE ADD WELFARE BENEFIT PLAN-1,964---
201251,050$5,979,544$2,795,247$2,662iApproximate average salary by contribution assumption: employee only about $66,554 at 4% or $44,369 at 6%; with 50% employer match about $44,369 at 4% or $29,579 at 6%; with 100% employer match about $33,277 at 4% or $22,185 at 6%.
The Shellpoint Companies 401(K) Plan-821$5,979,544$2,795,247$3,405iApproximate average salary by contribution assumption: employee only about $85,117 at 4% or $56,745 at 6%; with 50% employer match about $56,745 at 4% or $37,830 at 6%; with 100% employer match about $42,559 at 4% or $28,372 at 6%.
New Penn Financial LLC Employee Benefits Plan-349---
NEW PENN FINANCIAL, LLC DENTAL WELFARE BENEFIT PLAN-620---
NEW PENN FINANCIAL, LLC DISABILITIES WELFARE BENEFIT PLAN-1,050---
NEW PENN FINANCIAL, LLC LIFE ADD WELFARE BENEFIT PLAN-1,012---
20115527$3,119,568$1,537,015$2,917iApproximate average salary by contribution assumption: employee only about $72,913 at 4% or $48,609 at 6%; with 50% employer match about $48,609 at 4% or $32,406 at 6%; with 100% employer match about $36,457 at 4% or $24,304 at 6%.
The Shellpoint Companies 401(K) Plan-412$3,119,568$1,537,015$3,731iApproximate average salary by contribution assumption: employee only about $93,265 at 4% or $62,177 at 6%; with 50% employer match about $62,177 at 4% or $41,451 at 6%; with 100% employer match about $46,633 at 4% or $31,088 at 6%.
New Penn Financial LLC Employee Benefits Plan-349---
NEW PENN FINANCIAL, LLC DENTAL WELFARE BENEFIT PLAN-349---
NEW PENN FINANCIAL, LLC DISABILITIES WELFARE BENEFIT PLAN-527---
NEW PENN FINANCIAL, LLC LIFE ADD WELFARE BENEFIT PLAN-527---
20105286$1,940,452$801,926$2,804iApproximate average salary by contribution assumption: employee only about $70,098 at 4% or $46,732 at 6%; with 50% employer match about $46,732 at 4% or $31,155 at 6%; with 100% employer match about $35,049 at 4% or $23,366 at 6%.
The Shellpoint Companies 401(K) Plan-271$1,940,452$801,926$2,959iApproximate average salary by contribution assumption: employee only about $73,978 at 4% or $49,319 at 6%; with 50% employer match about $49,319 at 4% or $32,879 at 6%; with 100% employer match about $36,989 at 4% or $24,659 at 6%.
New Penn Financial LLC Employee Benefits Plan-152---
NEW PENN FINANCIAL, LLC DENTAL WELFARE BENEFIT PLAN-152---
NEW PENN FINANCIAL, LLC DISABILITIES WELFARE BENEFIT PLAN-285---
NEW PENN FINANCIAL, LLC LIFE ADD WELFARE BENEFIT PLAN-286---
20095217$1,110,201$893,404$4,117iApproximate average salary by contribution assumption: employee only about $102,927 at 4% or $68,618 at 6%; with 50% employer match about $68,618 at 4% or $45,745 at 6%; with 100% employer match about $51,463 at 4% or $34,309 at 6%.
The Shellpoint Companies 401(K) Plan-104$1,110,201$893,404$8,590iApproximate average salary by contribution assumption: employee only about $214,761 at 4% or $143,174 at 6%; with 50% employer match about $143,174 at 4% or $95,449 at 6%; with 100% employer match about $107,380 at 4% or $71,587 at 6%.
New Penn Financial LLC Employee Benefits Plan-124---
NEW PENN FINANCIAL, LLC DENTAL WELFARE BENEFIT PLAN-155---
NEW PENN FINANCIAL, LLC DISABILITIES WELFARE BENEFIT PLAN-217---
NEW PENN FINANCIAL, LLC LIFE ADD WELFARE BENEFIT PLAN-217---