Civic Intelligence

Donnelly, Penman & Partners

Plan context: Donnelly, Penman & Partners 401(K) Psp

EIN 38-3550120 • Grosse Pointe Woods, MI • 31 filings • 8 plans

20902 Mack Avenue Suite 200Grosse Pointe Woods, MI 48236
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$4,792,917

2024 Contributions

$414,429

Historical Graphs

Total Assets Over Time

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

$7,765,264$3,882,632$0200020132024YearValue
$4,792,917Latest year 2024

Participants Over Time

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

21110200020122024YearValue
12Latest 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
2024112$4,792,917$414,429$34,536iApproximate average salary by contribution assumption: employee only about $863,394 at 4% or $575,596 at 6%; with 50% employer match about $575,596 at 4% or $383,731 at 6%; with 100% employer match about $431,697 at 4% or $287,798 at 6%.
Donnelly, Penman & Partners 401(K) Psp-12$4,792,917$414,429$34,536iApproximate average salary by contribution assumption: employee only about $863,394 at 4% or $575,596 at 6%; with 50% employer match about $575,596 at 4% or $383,731 at 6%; with 100% employer match about $431,697 at 4% or $287,798 at 6%.
2023114$4,563,805$354,049$25,289iApproximate average salary by contribution assumption: employee only about $632,230 at 4% or $421,487 at 6%; with 50% employer match about $421,487 at 4% or $280,991 at 6%; with 100% employer match about $316,115 at 4% or $210,743 at 6%.
Donnelly, Penman & Partners 401(K) Psp-14$4,563,805$354,049$25,289iApproximate average salary by contribution assumption: employee only about $632,230 at 4% or $421,487 at 6%; with 50% employer match about $421,487 at 4% or $280,991 at 6%; with 100% employer match about $316,115 at 4% or $210,743 at 6%.
2022111$3,701,648$209,147$19,013iApproximate average salary by contribution assumption: employee only about $475,334 at 4% or $316,889 at 6%; with 50% employer match about $316,889 at 4% or $211,260 at 6%; with 100% employer match about $237,667 at 4% or $158,445 at 6%.
Donnelly, Penman & Partners 401(K) Psp-11$3,701,648$209,147$19,013iApproximate average salary by contribution assumption: employee only about $475,334 at 4% or $316,889 at 6%; with 50% employer match about $316,889 at 4% or $211,260 at 6%; with 100% employer match about $237,667 at 4% or $158,445 at 6%.
2021113$4,385,651$269,169$20,705iApproximate average salary by contribution assumption: employee only about $517,633 at 4% or $345,088 at 6%; with 50% employer match about $345,088 at 4% or $230,059 at 6%; with 100% employer match about $258,816 at 4% or $172,544 at 6%.
Donnelly, Penman & Partners 401(K) Psp-13$4,385,651$269,169$20,705iApproximate average salary by contribution assumption: employee only about $517,633 at 4% or $345,088 at 6%; with 50% employer match about $345,088 at 4% or $230,059 at 6%; with 100% employer match about $258,816 at 4% or $172,544 at 6%.
2020113$7,480,132$149,204$11,477iApproximate average salary by contribution assumption: employee only about $286,931 at 4% or $191,287 at 6%; with 50% employer match about $191,287 at 4% or $127,525 at 6%; with 100% employer match about $143,465 at 4% or $95,644 at 6%.
Donnelly, Penman & Partners 401(K) Psp-13$7,480,132$149,204$11,477iApproximate average salary by contribution assumption: employee only about $286,931 at 4% or $191,287 at 6%; with 50% employer match about $191,287 at 4% or $127,525 at 6%; with 100% employer match about $143,465 at 4% or $95,644 at 6%.
2019110$7,765,264$249,350$24,935iApproximate average salary by contribution assumption: employee only about $623,375 at 4% or $415,583 at 6%; with 50% employer match about $415,583 at 4% or $277,056 at 6%; with 100% employer match about $311,688 at 4% or $207,792 at 6%.
Donnelly, Penman & Partners 401(K) Psp-10$7,765,264$249,350$24,935iApproximate average salary by contribution assumption: employee only about $623,375 at 4% or $415,583 at 6%; with 50% employer match about $415,583 at 4% or $277,056 at 6%; with 100% employer match about $311,688 at 4% or $207,792 at 6%.
2018112$6,510,140$257,641$21,470iApproximate average salary by contribution assumption: employee only about $536,752 at 4% or $357,835 at 6%; with 50% employer match about $357,835 at 4% or $238,556 at 6%; with 100% employer match about $268,376 at 4% or $178,917 at 6%.
Donnelly, Penman & Partners 401(K) Psp-12$6,510,140$257,641$21,470iApproximate average salary by contribution assumption: employee only about $536,752 at 4% or $357,835 at 6%; with 50% employer match about $357,835 at 4% or $238,556 at 6%; with 100% employer match about $268,376 at 4% or $178,917 at 6%.
201719$6,926,399$370,912$41,212iApproximate average salary by contribution assumption: employee only about $1,030,311 at 4% or $686,874 at 6%; with 50% employer match about $686,874 at 4% or $457,916 at 6%; with 100% employer match about $515,156 at 4% or $343,437 at 6%.
Donnelly, Penman & Partners 401(K) Psp-9$6,926,399$370,912$41,212iApproximate average salary by contribution assumption: employee only about $1,030,311 at 4% or $686,874 at 6%; with 50% employer match about $686,874 at 4% or $457,916 at 6%; with 100% employer match about $515,156 at 4% or $343,437 at 6%.
2016111$5,687,831$403,223$36,657iApproximate average salary by contribution assumption: employee only about $916,416 at 4% or $610,944 at 6%; with 50% employer match about $610,944 at 4% or $407,296 at 6%; with 100% employer match about $458,208 at 4% or $305,472 at 6%.
Donnelly, Penman & Partners 401(K) Psp-11$5,687,831$403,223$36,657iApproximate average salary by contribution assumption: employee only about $916,416 at 4% or $610,944 at 6%; with 50% employer match about $610,944 at 4% or $407,296 at 6%; with 100% employer match about $458,208 at 4% or $305,472 at 6%.
2015110$4,779,048$298,567$29,857iApproximate average salary by contribution assumption: employee only about $746,418 at 4% or $497,612 at 6%; with 50% employer match about $497,612 at 4% or $331,741 at 6%; with 100% employer match about $373,209 at 4% or $248,806 at 6%.
Donnelly, Penman & Partners 401(K) Psp-10$4,779,048$298,567$29,857iApproximate average salary by contribution assumption: employee only about $746,418 at 4% or $497,612 at 6%; with 50% employer match about $497,612 at 4% or $331,741 at 6%; with 100% employer match about $373,209 at 4% or $248,806 at 6%.
2014110$4,565,623$279,672$27,967iApproximate average salary by contribution assumption: employee only about $699,180 at 4% or $466,120 at 6%; with 50% employer match about $466,120 at 4% or $310,747 at 6%; with 100% employer match about $349,590 at 4% or $233,060 at 6%.
Donnelly, Penman & Partners 401(K) Psp-10$4,565,623$279,672$27,967iApproximate average salary by contribution assumption: employee only about $699,180 at 4% or $466,120 at 6%; with 50% employer match about $466,120 at 4% or $310,747 at 6%; with 100% employer match about $349,590 at 4% or $233,060 at 6%.
2013110$4,035,887$287,436$28,744iApproximate average salary by contribution assumption: employee only about $718,590 at 4% or $479,060 at 6%; with 50% employer match about $479,060 at 4% or $319,373 at 6%; with 100% employer match about $359,295 at 4% or $239,530 at 6%.
Donnelly, Penman & Partners 401(K) Psp-10$4,035,887$287,436$28,744iApproximate average salary by contribution assumption: employee only about $718,590 at 4% or $479,060 at 6%; with 50% employer match about $479,060 at 4% or $319,373 at 6%; with 100% employer match about $359,295 at 4% or $239,530 at 6%.
201219$3,407,724$181,712$20,190iApproximate average salary by contribution assumption: employee only about $504,756 at 4% or $336,504 at 6%; with 50% employer match about $336,504 at 4% or $224,336 at 6%; with 100% employer match about $252,378 at 4% or $168,252 at 6%.
Donnelly, Penman & Partners 401(K) Psp-9$3,407,724$181,712$20,190iApproximate average salary by contribution assumption: employee only about $504,756 at 4% or $336,504 at 6%; with 50% employer match about $336,504 at 4% or $224,336 at 6%; with 100% employer match about $252,378 at 4% or $168,252 at 6%.
2011110$2,836,586$172,013$17,201iApproximate average salary by contribution assumption: employee only about $430,033 at 4% or $286,688 at 6%; with 50% employer match about $286,688 at 4% or $191,126 at 6%; with 100% employer match about $215,016 at 4% or $143,344 at 6%.
Donnelly, Penman & Partners 401(K) Psp-10$2,836,586$172,013$17,201iApproximate average salary by contribution assumption: employee only about $430,033 at 4% or $286,688 at 6%; with 50% employer match about $286,688 at 4% or $191,126 at 6%; with 100% employer match about $215,016 at 4% or $143,344 at 6%.
2010110$2,789,678$149,574$14,957iApproximate average salary by contribution assumption: employee only about $373,935 at 4% or $249,290 at 6%; with 50% employer match about $249,290 at 4% or $166,193 at 6%; with 100% employer match about $186,968 at 4% or $124,645 at 6%.
Donnelly, Penman & Partners 401(K) Psp-10$2,789,678$149,574$14,957iApproximate average salary by contribution assumption: employee only about $373,935 at 4% or $249,290 at 6%; with 50% employer match about $249,290 at 4% or $166,193 at 6%; with 100% employer match about $186,968 at 4% or $124,645 at 6%.
2009114$2,883,170$859,962$61,426iApproximate average salary by contribution assumption: employee only about $1,535,646 at 4% or $1,023,764 at 6%; with 50% employer match about $1,023,764 at 4% or $682,510 at 6%; with 100% employer match about $767,823 at 4% or $511,882 at 6%.
Donnelly, Penman & Partners 401(K) Psp-14$2,883,170$859,962$61,426iApproximate average salary by contribution assumption: employee only about $1,535,646 at 4% or $1,023,764 at 6%; with 50% employer match about $1,023,764 at 4% or $682,510 at 6%; with 100% employer match about $767,823 at 4% or $511,882 at 6%.
2008218$0$0-
Donnelly, Penman, French, Haggarty & Co. Money Purchase Plan and Trust-11---
Donnelly, Penman & Partners 401(K) Psp-18---
2007221$0$0-
Donnelly, Penman & Partners 401(K) Psp-21---
Donnelly, Penman, French, Haggarty & Co. Money Purchase Plan and Trust-11---
2006213$2,385,017$469,704$36,131iApproximate average salary by contribution assumption: employee only about $903,277 at 4% or $602,185 at 6%; with 50% employer match about $602,185 at 4% or $401,456 at 6%; with 100% employer match about $451,638 at 4% or $301,092 at 6%.
Donnelly, Penman & Partners 401(K) Psp-13$1,812,381$294,370$22,644iApproximate average salary by contribution assumption: employee only about $566,096 at 4% or $377,397 at 6%; with 50% employer match about $377,397 at 4% or $251,598 at 6%; with 100% employer match about $283,048 at 4% or $188,699 at 6%.
Donnelly, Penman, French, Haggarty & Co. Money Purchase Plan and Trust-11$572,636$175,334$15,939iApproximate average salary by contribution assumption: employee only about $398,486 at 4% or $265,658 at 6%; with 50% employer match about $265,658 at 4% or $177,105 at 6%; with 100% employer match about $199,243 at 4% or $132,829 at 6%.
2005211$1,674,938$438,301$39,846iApproximate average salary by contribution assumption: employee only about $996,139 at 4% or $664,092 at 6%; with 50% employer match about $664,092 at 4% or $442,728 at 6%; with 100% employer match about $498,069 at 4% or $332,046 at 6%.
Donnelly, Penman & Partners 401(K) Psp-11$1,310,238$267,296$24,300iApproximate average salary by contribution assumption: employee only about $607,491 at 4% or $404,994 at 6%; with 50% employer match about $404,994 at 4% or $269,996 at 6%; with 100% employer match about $303,745 at 4% or $202,497 at 6%.
Donnelly, Penman, French, Haggarty & Co. Money Purchase Plan and Trust-10$364,700$171,005$17,101iApproximate average salary by contribution assumption: employee only about $427,513 at 4% or $285,008 at 6%; with 50% employer match about $285,008 at 4% or $190,006 at 6%; with 100% employer match about $213,756 at 4% or $142,504 at 6%.
2004210$1,131,361$424,106$42,411iApproximate average salary by contribution assumption: employee only about $1,060,265 at 4% or $706,843 at 6%; with 50% employer match about $706,843 at 4% or $471,229 at 6%; with 100% employer match about $530,133 at 4% or $353,422 at 6%.
Donnelly, Penman & Partners 401(K) Psp-10$955,687$248,432$24,843iApproximate average salary by contribution assumption: employee only about $621,080 at 4% or $414,053 at 6%; with 50% employer match about $414,053 at 4% or $276,036 at 6%; with 100% employer match about $310,540 at 4% or $207,027 at 6%.
Donnelly, Penman, French, Haggarty & Co. Money Purchase Plan and Trust-9$175,674$175,674$19,519iApproximate average salary by contribution assumption: employee only about $487,983 at 4% or $325,322 at 6%; with 50% employer match about $325,322 at 4% or $216,881 at 6%; with 100% employer match about $243,992 at 4% or $162,661 at 6%.
2003112$1,000,568$273,099$22,758iApproximate average salary by contribution assumption: employee only about $568,956 at 4% or $379,304 at 6%; with 50% employer match about $379,304 at 4% or $252,869 at 6%; with 100% employer match about $284,478 at 4% or $189,652 at 6%.
Donnelly, Penman & Partners 401(K) Psp-12$1,000,568$273,099$22,758iApproximate average salary by contribution assumption: employee only about $568,956 at 4% or $379,304 at 6%; with 50% employer match about $379,304 at 4% or $252,869 at 6%; with 100% employer match about $284,478 at 4% or $189,652 at 6%.
2002110$630,125$182,703$18,270iApproximate average salary by contribution assumption: employee only about $456,758 at 4% or $304,505 at 6%; with 50% employer match about $304,505 at 4% or $203,003 at 6%; with 100% employer match about $228,379 at 4% or $152,253 at 6%.
Donnelly, Penman & Partners 401(K) Psp-10$630,125$182,703$18,270iApproximate average salary by contribution assumption: employee only about $456,758 at 4% or $304,505 at 6%; with 50% employer match about $304,505 at 4% or $203,003 at 6%; with 100% employer match about $228,379 at 4% or $152,253 at 6%.
2001210$547,500$144,505$14,451iApproximate average salary by contribution assumption: employee only about $361,263 at 4% or $240,842 at 6%; with 50% employer match about $240,842 at 4% or $160,561 at 6%; with 100% employer match about $180,631 at 4% or $120,421 at 6%.
Donnelly, Penman & Partners 401(K) Psp-10$547,500$106,423$10,642iApproximate average salary by contribution assumption: employee only about $266,058 at 4% or $177,372 at 6%; with 50% employer match about $177,372 at 4% or $118,248 at 6%; with 100% employer match about $133,029 at 4% or $88,686 at 6%.
Donnelly, Penman, French, Haggarty & Co. Money Purchase Plan and Trust-0-$38,082-
200016$605,231$723,503$120,584iApproximate average salary by contribution assumption: employee only about $3,014,596 at 4% or $2,009,731 at 6%; with 50% employer match about $2,009,731 at 4% or $1,339,820 at 6%; with 100% employer match about $1,507,298 at 4% or $1,004,865 at 6%.
Donnelly, Penman & Partners 401(K) Psp-6$605,231$723,503$120,584iApproximate average salary by contribution assumption: employee only about $3,014,596 at 4% or $2,009,731 at 6%; with 50% employer match about $2,009,731 at 4% or $1,339,820 at 6%; with 100% employer match about $1,507,298 at 4% or $1,004,865 at 6%.