Ponemon Institute LLC
Plan context: PONEMON INSTITUTE, LLC RETIREMENT PLAN
EIN 45-0486844 • Elk Rapids, MI • 34 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$8,020,129
2024 Contributions
$94,302
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 | 2 | 3 | $8,020,129 | $94,302 | $31,434iApproximate average salary by contribution assumption: employee only about $785,850 at 4% or $523,900 at 6%; with 50% employer match about $523,900 at 4% or $349,267 at 6%; with 100% employer match about $392,925 at 4% or $261,950 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 3 | $6,077,318 | $0 | - |
| Ponemon Institute LLC 401(K) Plan | - | 3 | $1,942,811 | $94,302 | $31,434iApproximate average salary by contribution assumption: employee only about $785,850 at 4% or $523,900 at 6%; with 50% employer match about $523,900 at 4% or $349,267 at 6%; with 100% employer match about $392,925 at 4% or $261,950 at 6%. |
| 2023 | 2 | 4 | $10,529,277 | $143,788 | $35,947iApproximate average salary by contribution assumption: employee only about $898,675 at 4% or $599,117 at 6%; with 50% employer match about $599,117 at 4% or $399,411 at 6%; with 100% employer match about $449,338 at 4% or $299,558 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 4 | $8,776,761 | $40,725 | $10,181iApproximate average salary by contribution assumption: employee only about $254,531 at 4% or $169,688 at 6%; with 50% employer match about $169,688 at 4% or $113,125 at 6%; with 100% employer match about $127,266 at 4% or $84,844 at 6%. |
| Ponemon Institute LLC 401(K) Plan | - | 3 | $1,752,516 | $103,063 | $34,354iApproximate average salary by contribution assumption: employee only about $858,858 at 4% or $572,572 at 6%; with 50% employer match about $572,572 at 4% or $381,715 at 6%; with 100% employer match about $429,429 at 4% or $286,286 at 6%. |
| 2022 | 2 | 4 | $10,238,235 | $86,375 | $21,594iApproximate average salary by contribution assumption: employee only about $539,844 at 4% or $359,896 at 6%; with 50% employer match about $359,896 at 4% or $239,931 at 6%; with 100% employer match about $269,922 at 4% or $179,948 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 4 | $8,713,273 | $0 | - |
| Ponemon Institute LLC 401(K) Plan | - | 3 | $1,524,962 | $86,375 | $28,792iApproximate average salary by contribution assumption: employee only about $719,792 at 4% or $479,861 at 6%; with 50% employer match about $479,861 at 4% or $319,907 at 6%; with 100% employer match about $359,896 at 4% or $239,931 at 6%. |
| 2021 | 2 | 4 | $10,577,524 | $360,067 | $90,017iApproximate average salary by contribution assumption: employee only about $2,250,419 at 4% or $1,500,279 at 6%; with 50% employer match about $1,500,279 at 4% or $1,000,186 at 6%; with 100% employer match about $1,125,209 at 4% or $750,140 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 4 | $8,863,583 | $274,693 | $68,673iApproximate average salary by contribution assumption: employee only about $1,716,831 at 4% or $1,144,554 at 6%; with 50% employer match about $1,144,554 at 4% or $763,036 at 6%; with 100% employer match about $858,416 at 4% or $572,277 at 6%. |
| Ponemon Institute LLC 401(K) Plan | - | 3 | $1,713,941 | $85,374 | $28,458iApproximate average salary by contribution assumption: employee only about $711,450 at 4% or $474,300 at 6%; with 50% employer match about $474,300 at 4% or $316,200 at 6%; with 100% employer match about $355,725 at 4% or $237,150 at 6%. |
| 2020 | 2 | 3 | $10,066,514 | $354,705 | $118,235iApproximate average salary by contribution assumption: employee only about $2,955,875 at 4% or $1,970,583 at 6%; with 50% employer match about $1,970,583 at 4% or $1,313,722 at 6%; with 100% employer match about $1,477,938 at 4% or $985,292 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 3 | $8,630,266 | $272,502 | $90,834iApproximate average salary by contribution assumption: employee only about $2,270,850 at 4% or $1,513,900 at 6%; with 50% employer match about $1,513,900 at 4% or $1,009,267 at 6%; with 100% employer match about $1,135,425 at 4% or $756,950 at 6%. |
| Ponemon Institute LLC 401(K) Plan | - | 3 | $1,436,248 | $82,203 | $27,401iApproximate average salary by contribution assumption: employee only about $685,025 at 4% or $456,683 at 6%; with 50% employer match about $456,683 at 4% or $304,456 at 6%; with 100% employer match about $342,513 at 4% or $228,342 at 6%. |
| 2019 | 2 | 3 | $9,332,054 | $291,362 | $97,121iApproximate average salary by contribution assumption: employee only about $2,428,017 at 4% or $1,618,678 at 6%; with 50% employer match about $1,618,678 at 4% or $1,079,119 at 6%; with 100% employer match about $1,214,008 at 4% or $809,339 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 3 | $8,099,445 | $236,117 | $78,706iApproximate average salary by contribution assumption: employee only about $1,967,642 at 4% or $1,311,761 at 6%; with 50% employer match about $1,311,761 at 4% or $874,507 at 6%; with 100% employer match about $983,821 at 4% or $655,881 at 6%. |
| Ponemon Institute LLC 401(K) Plan | - | 3 | $1,232,609 | $55,245 | $18,415iApproximate average salary by contribution assumption: employee only about $460,375 at 4% or $306,917 at 6%; with 50% employer match about $306,917 at 4% or $204,611 at 6%; with 100% employer match about $230,188 at 4% or $153,458 at 6%. |
| 2018 | 2 | 3 | $8,574,343 | $446,774 | $148,925iApproximate average salary by contribution assumption: employee only about $3,723,117 at 4% or $2,482,078 at 6%; with 50% employer match about $2,482,078 at 4% or $1,654,719 at 6%; with 100% employer match about $1,861,558 at 4% or $1,241,039 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 3 | $7,557,091 | $335,647 | $111,882iApproximate average salary by contribution assumption: employee only about $2,797,058 at 4% or $1,864,706 at 6%; with 50% employer match about $1,864,706 at 4% or $1,243,137 at 6%; with 100% employer match about $1,398,529 at 4% or $932,353 at 6%. |
| Ponemon Institute LLC 401(K) Plan | - | 3 | $1,017,252 | $111,127 | $37,042iApproximate average salary by contribution assumption: employee only about $926,058 at 4% or $617,372 at 6%; with 50% employer match about $617,372 at 4% or $411,581 at 6%; with 100% employer match about $463,029 at 4% or $308,686 at 6%. |
| 2017 | 2 | 3 | $8,348,729 | $52,172 | $17,391iApproximate average salary by contribution assumption: employee only about $434,767 at 4% or $289,844 at 6%; with 50% employer match about $289,844 at 4% or $193,230 at 6%; with 100% employer match about $217,383 at 4% or $144,922 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 3 | $7,353,229 | - | - |
| Ponemon Institute LLC 401(K) Plan | - | 3 | $995,500 | $52,172 | $17,391iApproximate average salary by contribution assumption: employee only about $434,767 at 4% or $289,844 at 6%; with 50% employer match about $289,844 at 4% or $193,230 at 6%; with 100% employer match about $217,383 at 4% or $144,922 at 6%. |
| 2016 | 2 | 3 | $7,839,780 | $469,766 | $156,589iApproximate average salary by contribution assumption: employee only about $3,914,717 at 4% or $2,609,811 at 6%; with 50% employer match about $2,609,811 at 4% or $1,739,874 at 6%; with 100% employer match about $1,957,358 at 4% or $1,304,906 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 3 | $6,994,703 | $400,000 | $133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%. |
| Ponemon Institute LLC 401(K) Plan | - | 3 | $845,077 | $69,766 | $23,255iApproximate average salary by contribution assumption: employee only about $581,383 at 4% or $387,589 at 6%; with 50% employer match about $387,589 at 4% or $258,393 at 6%; with 100% employer match about $290,692 at 4% or $193,794 at 6%. |
| 2015 | 2 | 4 | $7,349,064 | $818,085 | $204,521iApproximate average salary by contribution assumption: employee only about $5,113,031 at 4% or $3,408,688 at 6%; with 50% employer match about $3,408,688 at 4% or $2,272,458 at 6%; with 100% employer match about $2,556,516 at 4% or $1,704,344 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 4 | $6,626,821 | $750,000 | $187,500iApproximate average salary by contribution assumption: employee only about $4,687,500 at 4% or $3,125,000 at 6%; with 50% employer match about $3,125,000 at 4% or $2,083,333 at 6%; with 100% employer match about $2,343,750 at 4% or $1,562,500 at 6%. |
| Ponemon Institute LLC 401(K) Plan | - | 4 | $722,243 | $68,085 | $17,021iApproximate average salary by contribution assumption: employee only about $425,531 at 4% or $283,688 at 6%; with 50% employer match about $283,688 at 4% or $189,125 at 6%; with 100% employer match about $212,766 at 4% or $141,844 at 6%. |
| 2014 | 2 | 4 | $6,679,516 | $938,640 | $234,660iApproximate average salary by contribution assumption: employee only about $5,866,500 at 4% or $3,911,000 at 6%; with 50% employer match about $3,911,000 at 4% or $2,607,333 at 6%; with 100% employer match about $2,933,250 at 4% or $1,955,500 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 4 | $5,985,538 | $872,060 | $218,015iApproximate average salary by contribution assumption: employee only about $5,450,375 at 4% or $3,633,583 at 6%; with 50% employer match about $3,633,583 at 4% or $2,422,389 at 6%; with 100% employer match about $2,725,188 at 4% or $1,816,792 at 6%. |
| Ponemon Institute LLC 401(K) Plan | - | 4 | $693,978 | $66,580 | $16,645iApproximate average salary by contribution assumption: employee only about $416,125 at 4% or $277,417 at 6%; with 50% employer match about $277,417 at 4% or $184,944 at 6%; with 100% employer match about $208,063 at 4% or $138,708 at 6%. |
| 2013 | 2 | 4 | $5,744,924 | $865,110 | $216,278iApproximate average salary by contribution assumption: employee only about $5,406,938 at 4% or $3,604,625 at 6%; with 50% employer match about $3,604,625 at 4% or $2,403,083 at 6%; with 100% employer match about $2,703,469 at 4% or $1,802,313 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 4 | $5,116,208 | $800,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| Ponemon Institute LLC 401(K) Plan | - | 4 | $628,716 | $65,110 | $16,278iApproximate average salary by contribution assumption: employee only about $406,938 at 4% or $271,292 at 6%; with 50% employer match about $271,292 at 4% or $180,861 at 6%; with 100% employer match about $203,469 at 4% or $135,646 at 6%. |
| 2012 | 2 | 3 | $4,592,634 | $811,506 | $270,502iApproximate average salary by contribution assumption: employee only about $6,762,550 at 4% or $4,508,367 at 6%; with 50% employer match about $4,508,367 at 4% or $3,005,578 at 6%; with 100% employer match about $3,381,275 at 4% or $2,254,183 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 3 | $4,140,719 | $750,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| Ponemon Institute LLC 401(K) Plan | - | 3 | $451,915 | $61,506 | $20,502iApproximate average salary by contribution assumption: employee only about $512,550 at 4% or $341,700 at 6%; with 50% employer match about $341,700 at 4% or $227,800 at 6%; with 100% employer match about $256,275 at 4% or $170,850 at 6%. |
| 2011 | 2 | 4 | $3,633,999 | $807,260 | $201,815iApproximate average salary by contribution assumption: employee only about $5,045,375 at 4% or $3,363,583 at 6%; with 50% employer match about $3,363,583 at 4% or $2,242,389 at 6%; with 100% employer match about $2,522,688 at 4% or $1,681,792 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 4 | $3,300,105 | $750,000 | $187,500iApproximate average salary by contribution assumption: employee only about $4,687,500 at 4% or $3,125,000 at 6%; with 50% employer match about $3,125,000 at 4% or $2,083,333 at 6%; with 100% employer match about $2,343,750 at 4% or $1,562,500 at 6%. |
| Ponemon Institute LLC 401(K) Plan | - | 3 | $333,894 | $57,260 | $19,087iApproximate average salary by contribution assumption: employee only about $477,167 at 4% or $318,111 at 6%; with 50% employer match about $318,111 at 4% or $212,074 at 6%; with 100% employer match about $238,583 at 4% or $159,056 at 6%. |
| 2010 | 2 | 5 | $2,804,926 | $804,828 | $160,966iApproximate average salary by contribution assumption: employee only about $4,024,140 at 4% or $2,682,760 at 6%; with 50% employer match about $2,682,760 at 4% or $1,788,507 at 6%; with 100% employer match about $2,012,070 at 4% or $1,341,380 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 5 | $2,504,768 | $750,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| Ponemon Institute LLC 401(K) Plan | - | 5 | $300,158 | $54,828 | $10,966iApproximate average salary by contribution assumption: employee only about $274,140 at 4% or $182,760 at 6%; with 50% employer match about $182,760 at 4% or $121,840 at 6%; with 100% employer match about $137,070 at 4% or $91,380 at 6%. |
| 2009 | 2 | 3 | $162,460 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Ponemon Institute LLC 401(K) Plan | - | 3 | $162,460 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 3 | - | - | - |
| 2008 | 2 | 2 | $112,391 | $102,476 | $51,238iApproximate average salary by contribution assumption: employee only about $1,280,950 at 4% or $853,967 at 6%; with 50% employer match about $853,967 at 4% or $569,311 at 6%; with 100% employer match about $640,475 at 4% or $426,983 at 6%. |
| Ponemon Institute LLC 401(K) Plan | - | 2 | $112,391 | $102,476 | $51,238iApproximate average salary by contribution assumption: employee only about $1,280,950 at 4% or $853,967 at 6%; with 50% employer match about $853,967 at 4% or $569,311 at 6%; with 100% employer match about $640,475 at 4% or $426,983 at 6%. |
| PONEMON INSTITUTE, LLC RETIREMENT PLAN | - | 2 | - | - | - |