PEN / FAULKNER FOUNDATION
Plan context: PEN / FAULKNER FOUNDATION 403(B)
EIN 52-1431622 • Washington, DC • 21 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$407,406
2024 Contributions
$42,941
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 | 1 | 15 | $407,406 | $42,941 | $2,863iApproximate average salary by contribution assumption: employee only about $71,568 at 4% or $47,712 at 6%; with 50% employer match about $47,712 at 4% or $31,808 at 6%; with 100% employer match about $35,784 at 4% or $23,856 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 15 | $407,406 | $42,941 | $2,863iApproximate average salary by contribution assumption: employee only about $71,568 at 4% or $47,712 at 6%; with 50% employer match about $47,712 at 4% or $31,808 at 6%; with 100% employer match about $35,784 at 4% or $23,856 at 6%. |
| 2023 | 1 | 14 | $325,716 | $36,905 | $2,636iApproximate average salary by contribution assumption: employee only about $65,902 at 4% or $43,935 at 6%; with 50% employer match about $43,935 at 4% or $29,290 at 6%; with 100% employer match about $32,951 at 4% or $21,967 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 14 | $325,716 | $36,905 | $2,636iApproximate average salary by contribution assumption: employee only about $65,902 at 4% or $43,935 at 6%; with 50% employer match about $43,935 at 4% or $29,290 at 6%; with 100% employer match about $32,951 at 4% or $21,967 at 6%. |
| 2022 | 1 | 13 | $249,644 | $67,868 | $5,221iApproximate average salary by contribution assumption: employee only about $130,515 at 4% or $87,010 at 6%; with 50% employer match about $87,010 at 4% or $58,007 at 6%; with 100% employer match about $65,258 at 4% or $43,505 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 13 | $249,644 | $67,868 | $5,221iApproximate average salary by contribution assumption: employee only about $130,515 at 4% or $87,010 at 6%; with 50% employer match about $87,010 at 4% or $58,007 at 6%; with 100% employer match about $65,258 at 4% or $43,505 at 6%. |
| 2021 | 1 | 10 | $159,222 | $44,277 | $4,428iApproximate average salary by contribution assumption: employee only about $110,693 at 4% or $73,795 at 6%; with 50% employer match about $73,795 at 4% or $49,197 at 6%; with 100% employer match about $55,346 at 4% or $36,898 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 10 | $159,222 | $44,277 | $4,428iApproximate average salary by contribution assumption: employee only about $110,693 at 4% or $73,795 at 6%; with 50% employer match about $73,795 at 4% or $49,197 at 6%; with 100% employer match about $55,346 at 4% or $36,898 at 6%. |
| 2020 | 1 | 9 | $140,088 | $32,958 | $3,662iApproximate average salary by contribution assumption: employee only about $91,550 at 4% or $61,033 at 6%; with 50% employer match about $61,033 at 4% or $40,689 at 6%; with 100% employer match about $45,775 at 4% or $30,517 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 9 | $140,088 | $32,958 | $3,662iApproximate average salary by contribution assumption: employee only about $91,550 at 4% or $61,033 at 6%; with 50% employer match about $61,033 at 4% or $40,689 at 6%; with 100% employer match about $45,775 at 4% or $30,517 at 6%. |
| 2019 | 1 | 8 | $79,349 | $36,374 | $4,547iApproximate average salary by contribution assumption: employee only about $113,669 at 4% or $75,779 at 6%; with 50% employer match about $75,779 at 4% or $50,519 at 6%; with 100% employer match about $56,834 at 4% or $37,890 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 8 | $79,349 | $36,374 | $4,547iApproximate average salary by contribution assumption: employee only about $113,669 at 4% or $75,779 at 6%; with 50% employer match about $75,779 at 4% or $50,519 at 6%; with 100% employer match about $56,834 at 4% or $37,890 at 6%. |
| 2018 | 1 | 8 | $50,810 | $13,879 | $1,735iApproximate average salary by contribution assumption: employee only about $43,372 at 4% or $28,915 at 6%; with 50% employer match about $28,915 at 4% or $19,276 at 6%; with 100% employer match about $21,686 at 4% or $14,457 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 8 | $50,810 | $13,879 | $1,735iApproximate average salary by contribution assumption: employee only about $43,372 at 4% or $28,915 at 6%; with 50% employer match about $28,915 at 4% or $19,276 at 6%; with 100% employer match about $21,686 at 4% or $14,457 at 6%. |
| 2017 | 1 | 4 | $137,289 | $3,888 | $972iApproximate average salary by contribution assumption: employee only about $24,300 at 4% or $16,200 at 6%; with 50% employer match about $16,200 at 4% or $10,800 at 6%; with 100% employer match about $12,150 at 4% or $8,100 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 4 | $137,289 | $3,888 | $972iApproximate average salary by contribution assumption: employee only about $24,300 at 4% or $16,200 at 6%; with 50% employer match about $16,200 at 4% or $10,800 at 6%; with 100% employer match about $12,150 at 4% or $8,100 at 6%. |
| 2016 | 1 | 5 | $136,004 | $23,896 | $4,779iApproximate average salary by contribution assumption: employee only about $119,480 at 4% or $79,653 at 6%; with 50% employer match about $79,653 at 4% or $53,102 at 6%; with 100% employer match about $59,740 at 4% or $39,827 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 5 | $136,004 | $23,896 | $4,779iApproximate average salary by contribution assumption: employee only about $119,480 at 4% or $79,653 at 6%; with 50% employer match about $79,653 at 4% or $53,102 at 6%; with 100% employer match about $59,740 at 4% or $39,827 at 6%. |
| 2015 | 1 | 5 | $92,231 | $25,336 | $5,067iApproximate average salary by contribution assumption: employee only about $126,680 at 4% or $84,453 at 6%; with 50% employer match about $84,453 at 4% or $56,302 at 6%; with 100% employer match about $63,340 at 4% or $42,227 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 5 | $92,231 | $25,336 | $5,067iApproximate average salary by contribution assumption: employee only about $126,680 at 4% or $84,453 at 6%; with 50% employer match about $84,453 at 4% or $56,302 at 6%; with 100% employer match about $63,340 at 4% or $42,227 at 6%. |
| 2014 | 1 | 6 | $70,996 | $22,804 | $3,801iApproximate average salary by contribution assumption: employee only about $95,017 at 4% or $63,344 at 6%; with 50% employer match about $63,344 at 4% or $42,230 at 6%; with 100% employer match about $47,508 at 4% or $31,672 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 6 | $70,996 | $22,804 | $3,801iApproximate average salary by contribution assumption: employee only about $95,017 at 4% or $63,344 at 6%; with 50% employer match about $63,344 at 4% or $42,230 at 6%; with 100% employer match about $47,508 at 4% or $31,672 at 6%. |
| 2013 | 1 | 3 | $45,579 | $11,258 | $3,753iApproximate average salary by contribution assumption: employee only about $93,817 at 4% or $62,544 at 6%; with 50% employer match about $62,544 at 4% or $41,696 at 6%; with 100% employer match about $46,908 at 4% or $31,272 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 3 | $45,579 | $11,258 | $3,753iApproximate average salary by contribution assumption: employee only about $93,817 at 4% or $62,544 at 6%; with 50% employer match about $62,544 at 4% or $41,696 at 6%; with 100% employer match about $46,908 at 4% or $31,272 at 6%. |
| 2012 | 1 | 4 | $104,501 | $9,707 | $2,427iApproximate average salary by contribution assumption: employee only about $60,669 at 4% or $40,446 at 6%; with 50% employer match about $40,446 at 4% or $26,964 at 6%; with 100% employer match about $30,334 at 4% or $20,223 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 4 | $104,501 | $9,707 | $2,427iApproximate average salary by contribution assumption: employee only about $60,669 at 4% or $40,446 at 6%; with 50% employer match about $40,446 at 4% or $26,964 at 6%; with 100% employer match about $30,334 at 4% or $20,223 at 6%. |
| 2011 | 1 | 4 | $80,940 | $3,547 | $887iApproximate average salary by contribution assumption: employee only about $22,169 at 4% or $14,779 at 6%; with 50% employer match about $14,779 at 4% or $9,853 at 6%; with 100% employer match about $11,084 at 4% or $7,390 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 4 | $80,940 | $3,547 | $887iApproximate average salary by contribution assumption: employee only about $22,169 at 4% or $14,779 at 6%; with 50% employer match about $14,779 at 4% or $9,853 at 6%; with 100% employer match about $11,084 at 4% or $7,390 at 6%. |
| 2010 | 1 | 4 | $79,931 | $7,310 | $1,828iApproximate average salary by contribution assumption: employee only about $45,688 at 4% or $30,458 at 6%; with 50% employer match about $30,458 at 4% or $20,306 at 6%; with 100% employer match about $22,844 at 4% or $15,229 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 4 | $79,931 | $7,310 | $1,828iApproximate average salary by contribution assumption: employee only about $45,688 at 4% or $30,458 at 6%; with 50% employer match about $30,458 at 4% or $20,306 at 6%; with 100% employer match about $22,844 at 4% or $15,229 at 6%. |
| 2009 | 1 | 4 | $55,736 | $29,125 | $7,281iApproximate average salary by contribution assumption: employee only about $182,031 at 4% or $121,354 at 6%; with 50% employer match about $121,354 at 4% or $80,903 at 6%; with 100% employer match about $91,016 at 4% or $60,677 at 6%. |
| PEN / FAULKNER FOUNDATION 403(B) | - | 4 | $55,736 | $29,125 | $7,281iApproximate average salary by contribution assumption: employee only about $182,031 at 4% or $121,354 at 6%; with 50% employer match about $121,354 at 4% or $80,903 at 6%; with 100% employer match about $91,016 at 4% or $60,677 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| PEN / FAULKNER FOUNDATION 403B | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| PEN / FAULKNER FOUNDATION 403B | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| PEN / FAULKNER FOUNDATION 403B | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| PEN / FAULKNER FOUNDATION 403B | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| PEN / FAULKNER FOUNDATION 403B | - | 0 | - | - | - |