Civic Intelligence

J. H. Pence Company

Plan context: J.H. Pence Company Retirement Savings Plan & Trust

EIN 54-0838544 • Roanoke, VA • 25 filings • 4 plans

1334 8th Street, SWRoanoke, VA 24015
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,461,053

2024 Contributions

$104,340

Historical Graphs

Total Assets Over Time

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

$4,427,490$2,213,745$0200020132024YearValue
$3,461,053Latest year 2024

Participants Over Time

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

1580200020132024YearValue
10Latest 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
2024110$3,461,053$104,340$10,434iApproximate average salary by contribution assumption: employee only about $260,850 at 4% or $173,900 at 6%; with 50% employer match about $173,900 at 4% or $115,933 at 6%; with 100% employer match about $130,425 at 4% or $86,950 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-10$3,461,053$104,340$10,434iApproximate average salary by contribution assumption: employee only about $260,850 at 4% or $173,900 at 6%; with 50% employer match about $173,900 at 4% or $115,933 at 6%; with 100% employer match about $130,425 at 4% or $86,950 at 6%.
202317$3,074,555$90,712$12,959iApproximate average salary by contribution assumption: employee only about $323,971 at 4% or $215,981 at 6%; with 50% employer match about $215,981 at 4% or $143,987 at 6%; with 100% employer match about $161,986 at 4% or $107,990 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-7$3,074,555$90,712$12,959iApproximate average salary by contribution assumption: employee only about $323,971 at 4% or $215,981 at 6%; with 50% employer match about $215,981 at 4% or $143,987 at 6%; with 100% employer match about $161,986 at 4% or $107,990 at 6%.
202217$2,399,742$22,066$3,152iApproximate average salary by contribution assumption: employee only about $78,807 at 4% or $52,538 at 6%; with 50% employer match about $52,538 at 4% or $35,025 at 6%; with 100% employer match about $39,404 at 4% or $26,269 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-7$2,399,742$22,066$3,152iApproximate average salary by contribution assumption: employee only about $78,807 at 4% or $52,538 at 6%; with 50% employer match about $52,538 at 4% or $35,025 at 6%; with 100% employer match about $39,404 at 4% or $26,269 at 6%.
202117$3,054,568$41,572$5,939iApproximate average salary by contribution assumption: employee only about $148,471 at 4% or $98,981 at 6%; with 50% employer match about $98,981 at 4% or $65,987 at 6%; with 100% employer match about $74,236 at 4% or $49,490 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-7$3,054,568$41,572$5,939iApproximate average salary by contribution assumption: employee only about $148,471 at 4% or $98,981 at 6%; with 50% employer match about $98,981 at 4% or $65,987 at 6%; with 100% employer match about $74,236 at 4% or $49,490 at 6%.
202018$3,394,365$57,563$7,195iApproximate average salary by contribution assumption: employee only about $179,884 at 4% or $119,923 at 6%; with 50% employer match about $119,923 at 4% or $79,949 at 6%; with 100% employer match about $89,942 at 4% or $59,961 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-8$3,394,365$57,563$7,195iApproximate average salary by contribution assumption: employee only about $179,884 at 4% or $119,923 at 6%; with 50% employer match about $119,923 at 4% or $79,949 at 6%; with 100% employer match about $89,942 at 4% or $59,961 at 6%.
201919$2,542,922$57,748$6,416iApproximate average salary by contribution assumption: employee only about $160,411 at 4% or $106,941 at 6%; with 50% employer match about $106,941 at 4% or $71,294 at 6%; with 100% employer match about $80,206 at 4% or $53,470 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-9$2,542,922$57,748$6,416iApproximate average salary by contribution assumption: employee only about $160,411 at 4% or $106,941 at 6%; with 50% employer match about $106,941 at 4% or $71,294 at 6%; with 100% employer match about $80,206 at 4% or $53,470 at 6%.
201819$2,643,519$46,581$5,176iApproximate average salary by contribution assumption: employee only about $129,392 at 4% or $86,261 at 6%; with 50% employer match about $86,261 at 4% or $57,507 at 6%; with 100% employer match about $64,696 at 4% or $43,131 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-9$2,643,519$46,581$5,176iApproximate average salary by contribution assumption: employee only about $129,392 at 4% or $86,261 at 6%; with 50% employer match about $86,261 at 4% or $57,507 at 6%; with 100% employer match about $64,696 at 4% or $43,131 at 6%.
201718$2,335,738$47,892$5,987iApproximate average salary by contribution assumption: employee only about $149,663 at 4% or $99,775 at 6%; with 50% employer match about $99,775 at 4% or $66,517 at 6%; with 100% employer match about $74,831 at 4% or $49,888 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-8$2,335,738$47,892$5,987iApproximate average salary by contribution assumption: employee only about $149,663 at 4% or $99,775 at 6%; with 50% employer match about $99,775 at 4% or $66,517 at 6%; with 100% employer match about $74,831 at 4% or $49,888 at 6%.
201618$1,979,944$56,150$7,019iApproximate average salary by contribution assumption: employee only about $175,469 at 4% or $116,979 at 6%; with 50% employer match about $116,979 at 4% or $77,986 at 6%; with 100% employer match about $87,734 at 4% or $58,490 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-8$1,979,944$56,150$7,019iApproximate average salary by contribution assumption: employee only about $175,469 at 4% or $116,979 at 6%; with 50% employer match about $116,979 at 4% or $77,986 at 6%; with 100% employer match about $87,734 at 4% or $58,490 at 6%.
201519$1,815,841$50,260$5,584iApproximate average salary by contribution assumption: employee only about $139,611 at 4% or $93,074 at 6%; with 50% employer match about $93,074 at 4% or $62,049 at 6%; with 100% employer match about $69,806 at 4% or $46,537 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-9$1,815,841$50,260$5,584iApproximate average salary by contribution assumption: employee only about $139,611 at 4% or $93,074 at 6%; with 50% employer match about $93,074 at 4% or $62,049 at 6%; with 100% employer match about $69,806 at 4% or $46,537 at 6%.
2014110$2,329,510$54,746$5,475iApproximate average salary by contribution assumption: employee only about $136,865 at 4% or $91,243 at 6%; with 50% employer match about $91,243 at 4% or $60,829 at 6%; with 100% employer match about $68,433 at 4% or $45,622 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-10$2,329,510$54,746$5,475iApproximate average salary by contribution assumption: employee only about $136,865 at 4% or $91,243 at 6%; with 50% employer match about $91,243 at 4% or $60,829 at 6%; with 100% employer match about $68,433 at 4% or $45,622 at 6%.
2013111$2,667,283$55,049$5,004iApproximate average salary by contribution assumption: employee only about $125,111 at 4% or $83,408 at 6%; with 50% employer match about $83,408 at 4% or $55,605 at 6%; with 100% employer match about $62,556 at 4% or $41,704 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-11$2,667,283$55,049$5,004iApproximate average salary by contribution assumption: employee only about $125,111 at 4% or $83,408 at 6%; with 50% employer match about $83,408 at 4% or $55,605 at 6%; with 100% employer match about $62,556 at 4% or $41,704 at 6%.
2012111$2,459,800$544,278$49,480iApproximate average salary by contribution assumption: employee only about $1,236,995 at 4% or $824,664 at 6%; with 50% employer match about $824,664 at 4% or $549,776 at 6%; with 100% employer match about $618,498 at 4% or $412,332 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-11$2,459,800$544,278$49,480iApproximate average salary by contribution assumption: employee only about $1,236,995 at 4% or $824,664 at 6%; with 50% employer match about $824,664 at 4% or $549,776 at 6%; with 100% employer match about $618,498 at 4% or $412,332 at 6%.
2011112$2,380,195$51,296$4,275iApproximate average salary by contribution assumption: employee only about $106,867 at 4% or $71,244 at 6%; with 50% employer match about $71,244 at 4% or $47,496 at 6%; with 100% employer match about $53,433 at 4% or $35,622 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-12$2,380,195$51,296$4,275iApproximate average salary by contribution assumption: employee only about $106,867 at 4% or $71,244 at 6%; with 50% employer match about $71,244 at 4% or $47,496 at 6%; with 100% employer match about $53,433 at 4% or $35,622 at 6%.
2010112$2,359,975$56,058$4,672iApproximate average salary by contribution assumption: employee only about $116,788 at 4% or $77,858 at 6%; with 50% employer match about $77,858 at 4% or $51,906 at 6%; with 100% employer match about $58,394 at 4% or $38,929 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-12$2,359,975$56,058$4,672iApproximate average salary by contribution assumption: employee only about $116,788 at 4% or $77,858 at 6%; with 50% employer match about $77,858 at 4% or $51,906 at 6%; with 100% employer match about $58,394 at 4% or $38,929 at 6%.
2009213$4,427,490$199,573$15,352iApproximate average salary by contribution assumption: employee only about $383,794 at 4% or $255,863 at 6%; with 50% employer match about $255,863 at 4% or $170,575 at 6%; with 100% employer match about $191,897 at 4% or $127,931 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-13$2,366,787$114,280$8,791iApproximate average salary by contribution assumption: employee only about $219,769 at 4% or $146,513 at 6%; with 50% employer match about $146,513 at 4% or $97,675 at 6%; with 100% employer match about $109,885 at 4% or $73,256 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-12$2,060,703$85,293$7,108iApproximate average salary by contribution assumption: employee only about $177,694 at 4% or $118,463 at 6%; with 50% employer match about $118,463 at 4% or $78,975 at 6%; with 100% employer match about $88,847 at 4% or $59,231 at 6%.
2008113$1,471,930$71,200$5,477iApproximate average salary by contribution assumption: employee only about $136,923 at 4% or $91,282 at 6%; with 50% employer match about $91,282 at 4% or $60,855 at 6%; with 100% employer match about $68,462 at 4% or $45,641 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-13$1,471,930$71,200$5,477iApproximate average salary by contribution assumption: employee only about $136,923 at 4% or $91,282 at 6%; with 50% employer match about $91,282 at 4% or $60,855 at 6%; with 100% employer match about $68,462 at 4% or $45,641 at 6%.
2007111$2,074,897$97,460$8,860iApproximate average salary by contribution assumption: employee only about $221,500 at 4% or $147,667 at 6%; with 50% employer match about $147,667 at 4% or $98,444 at 6%; with 100% employer match about $110,750 at 4% or $73,833 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-11$2,074,897$97,460$8,860iApproximate average salary by contribution assumption: employee only about $221,500 at 4% or $147,667 at 6%; with 50% employer match about $147,667 at 4% or $98,444 at 6%; with 100% employer match about $110,750 at 4% or $73,833 at 6%.
2005113$2,098,607$89,318$6,871iApproximate average salary by contribution assumption: employee only about $171,765 at 4% or $114,510 at 6%; with 50% employer match about $114,510 at 4% or $76,340 at 6%; with 100% employer match about $85,883 at 4% or $57,255 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-13$2,098,607$89,318$6,871iApproximate average salary by contribution assumption: employee only about $171,765 at 4% or $114,510 at 6%; with 50% employer match about $114,510 at 4% or $76,340 at 6%; with 100% employer match about $85,883 at 4% or $57,255 at 6%.
2004113$1,801,126$74,736$5,749iApproximate average salary by contribution assumption: employee only about $143,723 at 4% or $95,815 at 6%; with 50% employer match about $95,815 at 4% or $63,877 at 6%; with 100% employer match about $71,862 at 4% or $47,908 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-13$1,801,126$74,736$5,749iApproximate average salary by contribution assumption: employee only about $143,723 at 4% or $95,815 at 6%; with 50% employer match about $95,815 at 4% or $63,877 at 6%; with 100% employer match about $71,862 at 4% or $47,908 at 6%.
2003114$1,673,161$82,865$5,919iApproximate average salary by contribution assumption: employee only about $147,973 at 4% or $98,649 at 6%; with 50% employer match about $98,649 at 4% or $65,766 at 6%; with 100% employer match about $73,987 at 4% or $49,324 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-14$1,673,161$82,865$5,919iApproximate average salary by contribution assumption: employee only about $147,973 at 4% or $98,649 at 6%; with 50% employer match about $98,649 at 4% or $65,766 at 6%; with 100% employer match about $73,987 at 4% or $49,324 at 6%.
2002114$1,283,546$108,714$7,765iApproximate average salary by contribution assumption: employee only about $194,132 at 4% or $129,421 at 6%; with 50% employer match about $129,421 at 4% or $86,281 at 6%; with 100% employer match about $97,066 at 4% or $64,711 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-14$1,283,546$108,714$7,765iApproximate average salary by contribution assumption: employee only about $194,132 at 4% or $129,421 at 6%; with 50% employer match about $129,421 at 4% or $86,281 at 6%; with 100% employer match about $97,066 at 4% or $64,711 at 6%.
2001115$0$0-
J.H. Pence Company Retirement Savings Plan & Trust-15---
2000115$1,422,384$61,649$4,110iApproximate average salary by contribution assumption: employee only about $102,748 at 4% or $68,499 at 6%; with 50% employer match about $68,499 at 4% or $45,666 at 6%; with 100% employer match about $51,374 at 4% or $34,249 at 6%.
J.H. Pence Company Retirement Savings Plan & Trust-15$1,422,384$61,649$4,110iApproximate average salary by contribution assumption: employee only about $102,748 at 4% or $68,499 at 6%; with 50% employer match about $68,499 at 4% or $45,666 at 6%; with 100% employer match about $51,374 at 4% or $34,249 at 6%.