Civic Intelligence

Pwa Financial LLC

Plan context: Pwa Financial LLC 401(K) Retirement Plan

EIN 46-0805636 • Newtown, PA • 11 filings • 2 plans

503 E. Washington AvenueSuite 1BNewtown, PA 18940
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$1,806,929

2023 Contributions

$193,000

Historical Graphs

Total Assets Over Time

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

$1,806,929$903,465$0201320182023YearValue
$1,806,929Latest year 2023

Participants Over Time

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

420201320182023YearValue
3Latest year 2023

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
202313$1,806,929$193,000$64,333iApproximate average salary by contribution assumption: employee only about $1,608,333 at 4% or $1,072,222 at 6%; with 50% employer match about $1,072,222 at 4% or $714,815 at 6%; with 100% employer match about $804,167 at 4% or $536,111 at 6%.
Pwa Financial LLC 401(K) Retirement Plan-3$1,806,929$193,000$64,333iApproximate average salary by contribution assumption: employee only about $1,608,333 at 4% or $1,072,222 at 6%; with 50% employer match about $1,072,222 at 4% or $714,815 at 6%; with 100% employer match about $804,167 at 4% or $536,111 at 6%.
202213$1,452,430$155,000$51,667iApproximate average salary by contribution assumption: employee only about $1,291,667 at 4% or $861,111 at 6%; with 50% employer match about $861,111 at 4% or $574,074 at 6%; with 100% employer match about $645,833 at 4% or $430,556 at 6%.
Pwa Financial LLC 401(K) Retirement Plan-3$1,452,430$155,000$51,667iApproximate average salary by contribution assumption: employee only about $1,291,667 at 4% or $861,111 at 6%; with 50% employer match about $861,111 at 4% or $574,074 at 6%; with 100% employer match about $645,833 at 4% or $430,556 at 6%.
202114$1,562,708$207,200$51,800iApproximate average salary by contribution assumption: employee only about $1,295,000 at 4% or $863,333 at 6%; with 50% employer match about $863,333 at 4% or $575,556 at 6%; with 100% employer match about $647,500 at 4% or $431,667 at 6%.
Pwa Financial LLC 401(K) Retirement Plan-4$1,562,708$207,200$51,800iApproximate average salary by contribution assumption: employee only about $1,295,000 at 4% or $863,333 at 6%; with 50% employer match about $863,333 at 4% or $575,556 at 6%; with 100% employer match about $647,500 at 4% or $431,667 at 6%.
202014$1,256,630$166,100$41,525iApproximate average salary by contribution assumption: employee only about $1,038,125 at 4% or $692,083 at 6%; with 50% employer match about $692,083 at 4% or $461,389 at 6%; with 100% employer match about $519,063 at 4% or $346,042 at 6%.
Pwa Financial LLC 401(K) Retirement Plan-4$1,256,630$166,100$41,525iApproximate average salary by contribution assumption: employee only about $1,038,125 at 4% or $692,083 at 6%; with 50% employer match about $692,083 at 4% or $461,389 at 6%; with 100% employer match about $519,063 at 4% or $346,042 at 6%.
201914$989,373$153,405$38,351iApproximate average salary by contribution assumption: employee only about $958,781 at 4% or $639,188 at 6%; with 50% employer match about $639,188 at 4% or $426,125 at 6%; with 100% employer match about $479,391 at 4% or $319,594 at 6%.
Pwa Financial LLC 401(K) Retirement Plan-4$989,373$153,405$38,351iApproximate average salary by contribution assumption: employee only about $958,781 at 4% or $639,188 at 6%; with 50% employer match about $639,188 at 4% or $426,125 at 6%; with 100% employer match about $479,391 at 4% or $319,594 at 6%.
201814$705,931$156,700$39,175iApproximate average salary by contribution assumption: employee only about $979,375 at 4% or $652,917 at 6%; with 50% employer match about $652,917 at 4% or $435,278 at 6%; with 100% employer match about $489,688 at 4% or $326,458 at 6%.
Pwa Financial LLC 401(K) Retirement Plan-4$705,931$156,700$39,175iApproximate average salary by contribution assumption: employee only about $979,375 at 4% or $652,917 at 6%; with 50% employer match about $652,917 at 4% or $435,278 at 6%; with 100% employer match about $489,688 at 4% or $326,458 at 6%.
201714$637,822$144,200$36,050iApproximate average salary by contribution assumption: employee only about $901,250 at 4% or $600,833 at 6%; with 50% employer match about $600,833 at 4% or $400,556 at 6%; with 100% employer match about $450,625 at 4% or $300,417 at 6%.
Pwa Financial LLC 401(K) Retirement Plan-4$637,822$144,200$36,050iApproximate average salary by contribution assumption: employee only about $901,250 at 4% or $600,833 at 6%; with 50% employer match about $600,833 at 4% or $400,556 at 6%; with 100% employer match about $450,625 at 4% or $300,417 at 6%.
201614$419,047$140,971$35,243iApproximate average salary by contribution assumption: employee only about $881,069 at 4% or $587,379 at 6%; with 50% employer match about $587,379 at 4% or $391,586 at 6%; with 100% employer match about $440,534 at 4% or $293,690 at 6%.
Pwa Financial LLC 401(K) Retirement Plan-4$419,047$140,971$35,243iApproximate average salary by contribution assumption: employee only about $881,069 at 4% or $587,379 at 6%; with 50% employer match about $587,379 at 4% or $391,586 at 6%; with 100% employer match about $440,534 at 4% or $293,690 at 6%.
201514$271,717$135,746$33,937iApproximate average salary by contribution assumption: employee only about $848,413 at 4% or $565,608 at 6%; with 50% employer match about $565,608 at 4% or $377,072 at 6%; with 100% employer match about $424,206 at 4% or $282,804 at 6%.
Pwa Financial LLC 401(K) Retirement Plan-4$271,717$135,746$33,937iApproximate average salary by contribution assumption: employee only about $848,413 at 4% or $565,608 at 6%; with 50% employer match about $565,608 at 4% or $377,072 at 6%; with 100% employer match about $424,206 at 4% or $282,804 at 6%.
201414$140,580$95,607$23,902iApproximate average salary by contribution assumption: employee only about $597,544 at 4% or $398,363 at 6%; with 50% employer match about $398,363 at 4% or $265,575 at 6%; with 100% employer match about $298,772 at 4% or $199,181 at 6%.
Pwa Financial LLC 401(K) Retirement Plan-4$140,580$95,607$23,902iApproximate average salary by contribution assumption: employee only about $597,544 at 4% or $398,363 at 6%; with 50% employer match about $398,363 at 4% or $265,575 at 6%; with 100% employer match about $298,772 at 4% or $199,181 at 6%.
201314$40,490$39,000$9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.
Pwa Financial LLC 401(K) Retirement Plan-4$40,490$39,000$9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.