PENNEY FINANCIAL
Plan context: PENNEY FINANCIAL 401(K) PLAN
EIN 47-5246323 • Houston, TX • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$693,562
2025 Contributions
$149,119
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $693,562 | $149,119 | $29,824iApproximate average salary by contribution assumption: employee only about $745,595 at 4% or $497,063 at 6%; with 50% employer match about $497,063 at 4% or $331,376 at 6%; with 100% employer match about $372,798 at 4% or $248,532 at 6%. |
| PENNEY FINANCIAL 401(K) PLAN | - | 5 | $693,562 | $149,119 | $29,824iApproximate average salary by contribution assumption: employee only about $745,595 at 4% or $497,063 at 6%; with 50% employer match about $497,063 at 4% or $331,376 at 6%; with 100% employer match about $372,798 at 4% or $248,532 at 6%. |
| 2024 | 1 | 5 | $439,449 | $133,105 | $26,621iApproximate average salary by contribution assumption: employee only about $665,525 at 4% or $443,683 at 6%; with 50% employer match about $443,683 at 4% or $295,789 at 6%; with 100% employer match about $332,763 at 4% or $221,842 at 6%. |
| PENNEY FINANCIAL 401(K) PLAN | - | 5 | $439,449 | $133,105 | $26,621iApproximate average salary by contribution assumption: employee only about $665,525 at 4% or $443,683 at 6%; with 50% employer match about $443,683 at 4% or $295,789 at 6%; with 100% employer match about $332,763 at 4% or $221,842 at 6%. |
| 2023 | 1 | 4 | $249,950 | $84,932 | $21,233iApproximate average salary by contribution assumption: employee only about $530,825 at 4% or $353,883 at 6%; with 50% employer match about $353,883 at 4% or $235,922 at 6%; with 100% employer match about $265,413 at 4% or $176,942 at 6%. |
| PENNEY FINANCIAL 401(K) PLAN | - | 4 | $249,950 | $84,932 | $21,233iApproximate average salary by contribution assumption: employee only about $530,825 at 4% or $353,883 at 6%; with 50% employer match about $353,883 at 4% or $235,922 at 6%; with 100% employer match about $265,413 at 4% or $176,942 at 6%. |
| 2022 | 1 | 4 | $127,138 | $72,250 | $18,063iApproximate average salary by contribution assumption: employee only about $451,563 at 4% or $301,042 at 6%; with 50% employer match about $301,042 at 4% or $200,694 at 6%; with 100% employer match about $225,781 at 4% or $150,521 at 6%. |
| PENNEY FINANCIAL 401(K) PLAN | - | 4 | $127,138 | $72,250 | $18,063iApproximate average salary by contribution assumption: employee only about $451,563 at 4% or $301,042 at 6%; with 50% employer match about $301,042 at 4% or $200,694 at 6%; with 100% employer match about $225,781 at 4% or $150,521 at 6%. |
| 2021 | 1 | 3 | $70,964 | $66,836 | $22,279iApproximate average salary by contribution assumption: employee only about $556,967 at 4% or $371,311 at 6%; with 50% employer match about $371,311 at 4% or $247,541 at 6%; with 100% employer match about $278,483 at 4% or $185,656 at 6%. |
| PENNEY FINANCIAL 401(K) PLAN | - | 3 | $70,964 | $66,836 | $22,279iApproximate average salary by contribution assumption: employee only about $556,967 at 4% or $371,311 at 6%; with 50% employer match about $371,311 at 4% or $247,541 at 6%; with 100% employer match about $278,483 at 4% or $185,656 at 6%. |