Civic Intelligence

Morris B. Penner Inc.

Plan context: M. Penner 401K Profit Sharing Plan

EIN 74-1801178 • Houston, TX • 26 filings • 2 plans

1180-06 Uptown Park BlvdSte 6Houston, TX 77056
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$3,867,999

2024 Contributions

$251,394

Historical Graphs

Total Assets Over Time

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

$3,867,999$1,934,000$0199920142024YearValue
$3,867,999Latest year 2024

Participants Over Time

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

1470199920122024YearValue
14Latest 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
2024114$3,867,999$251,394$17,957iApproximate average salary by contribution assumption: employee only about $448,918 at 4% or $299,279 at 6%; with 50% employer match about $299,279 at 4% or $199,519 at 6%; with 100% employer match about $224,459 at 4% or $149,639 at 6%.
M. Penner 401K Profit Sharing Plan-14$3,867,999$251,394$17,957iApproximate average salary by contribution assumption: employee only about $448,918 at 4% or $299,279 at 6%; with 50% employer match about $299,279 at 4% or $199,519 at 6%; with 100% employer match about $224,459 at 4% or $149,639 at 6%.
2023112$3,202,942$199,519$16,627iApproximate average salary by contribution assumption: employee only about $415,665 at 4% or $277,110 at 6%; with 50% employer match about $277,110 at 4% or $184,740 at 6%; with 100% employer match about $207,832 at 4% or $138,555 at 6%.
M. Penner 401K Profit Sharing Plan-12$3,202,942$199,519$16,627iApproximate average salary by contribution assumption: employee only about $415,665 at 4% or $277,110 at 6%; with 50% employer match about $277,110 at 4% or $184,740 at 6%; with 100% employer match about $207,832 at 4% or $138,555 at 6%.
2022111$2,618,496$161,135$14,649iApproximate average salary by contribution assumption: employee only about $366,216 at 4% or $244,144 at 6%; with 50% employer match about $244,144 at 4% or $162,763 at 6%; with 100% employer match about $183,108 at 4% or $122,072 at 6%.
M. Penner 401K Profit Sharing Plan-11$2,618,496$161,135$14,649iApproximate average salary by contribution assumption: employee only about $366,216 at 4% or $244,144 at 6%; with 50% employer match about $244,144 at 4% or $162,763 at 6%; with 100% employer match about $183,108 at 4% or $122,072 at 6%.
2021111$3,045,409$107,294$9,754iApproximate average salary by contribution assumption: employee only about $243,850 at 4% or $162,567 at 6%; with 50% employer match about $162,567 at 4% or $108,378 at 6%; with 100% employer match about $121,925 at 4% or $81,283 at 6%.
M. Penner 401K Profit Sharing Plan-11$3,045,409$107,294$9,754iApproximate average salary by contribution assumption: employee only about $243,850 at 4% or $162,567 at 6%; with 50% employer match about $162,567 at 4% or $108,378 at 6%; with 100% employer match about $121,925 at 4% or $81,283 at 6%.
2020111$2,605,425$71,728$6,521iApproximate average salary by contribution assumption: employee only about $163,018 at 4% or $108,679 at 6%; with 50% employer match about $108,679 at 4% or $72,453 at 6%; with 100% employer match about $81,509 at 4% or $54,339 at 6%.
M. Penner 401K Profit Sharing Plan-11$2,605,425$71,728$6,521iApproximate average salary by contribution assumption: employee only about $163,018 at 4% or $108,679 at 6%; with 50% employer match about $108,679 at 4% or $72,453 at 6%; with 100% employer match about $81,509 at 4% or $54,339 at 6%.
2019112$2,697,110$151,999$12,667iApproximate average salary by contribution assumption: employee only about $316,665 at 4% or $211,110 at 6%; with 50% employer match about $211,110 at 4% or $140,740 at 6%; with 100% employer match about $158,332 at 4% or $105,555 at 6%.
M. Penner 401K Profit Sharing Plan-12$2,697,110$151,999$12,667iApproximate average salary by contribution assumption: employee only about $316,665 at 4% or $211,110 at 6%; with 50% employer match about $211,110 at 4% or $140,740 at 6%; with 100% employer match about $158,332 at 4% or $105,555 at 6%.
2018111$2,146,012$136,925$12,448iApproximate average salary by contribution assumption: employee only about $311,193 at 4% or $207,462 at 6%; with 50% employer match about $207,462 at 4% or $138,308 at 6%; with 100% employer match about $155,597 at 4% or $103,731 at 6%.
M. Penner 401K Profit Sharing Plan-11$2,146,012$136,925$12,448iApproximate average salary by contribution assumption: employee only about $311,193 at 4% or $207,462 at 6%; with 50% employer match about $207,462 at 4% or $138,308 at 6%; with 100% employer match about $155,597 at 4% or $103,731 at 6%.
2017111$2,162,099$145,892$13,263iApproximate average salary by contribution assumption: employee only about $331,573 at 4% or $221,048 at 6%; with 50% employer match about $221,048 at 4% or $147,366 at 6%; with 100% employer match about $165,786 at 4% or $110,524 at 6%.
M. Penner 401K Profit Sharing Plan-11$2,162,099$145,892$13,263iApproximate average salary by contribution assumption: employee only about $331,573 at 4% or $221,048 at 6%; with 50% employer match about $221,048 at 4% or $147,366 at 6%; with 100% employer match about $165,786 at 4% or $110,524 at 6%.
2016112$1,861,498$139,218$11,602iApproximate average salary by contribution assumption: employee only about $290,038 at 4% or $193,358 at 6%; with 50% employer match about $193,358 at 4% or $128,906 at 6%; with 100% employer match about $145,019 at 4% or $96,679 at 6%.
M. Penner 401K Profit Sharing Plan-12$1,861,498$139,218$11,602iApproximate average salary by contribution assumption: employee only about $290,038 at 4% or $193,358 at 6%; with 50% employer match about $193,358 at 4% or $128,906 at 6%; with 100% employer match about $145,019 at 4% or $96,679 at 6%.
2015112$1,621,583$137,572$11,464iApproximate average salary by contribution assumption: employee only about $286,608 at 4% or $191,072 at 6%; with 50% employer match about $191,072 at 4% or $127,381 at 6%; with 100% employer match about $143,304 at 4% or $95,536 at 6%.
M. Penner 401K Profit Sharing Plan-12$1,621,583$137,572$11,464iApproximate average salary by contribution assumption: employee only about $286,608 at 4% or $191,072 at 6%; with 50% employer match about $191,072 at 4% or $127,381 at 6%; with 100% employer match about $143,304 at 4% or $95,536 at 6%.
2014112$1,495,628$167,450$13,954iApproximate average salary by contribution assumption: employee only about $348,854 at 4% or $232,569 at 6%; with 50% employer match about $232,569 at 4% or $155,046 at 6%; with 100% employer match about $174,427 at 4% or $116,285 at 6%.
M. Penner 401K Profit Sharing Plan-12$1,495,628$167,450$13,954iApproximate average salary by contribution assumption: employee only about $348,854 at 4% or $232,569 at 6%; with 50% employer match about $232,569 at 4% or $155,046 at 6%; with 100% employer match about $174,427 at 4% or $116,285 at 6%.
2013114$1,302,840$124,564$8,897iApproximate average salary by contribution assumption: employee only about $222,436 at 4% or $148,290 at 6%; with 50% employer match about $148,290 at 4% or $98,860 at 6%; with 100% employer match about $111,218 at 4% or $74,145 at 6%.
M. Penner 401K Profit Sharing Plan-14$1,302,840$124,564$8,897iApproximate average salary by contribution assumption: employee only about $222,436 at 4% or $148,290 at 6%; with 50% employer match about $148,290 at 4% or $98,860 at 6%; with 100% employer match about $111,218 at 4% or $74,145 at 6%.
2012114$1,069,193$117,802$8,414iApproximate average salary by contribution assumption: employee only about $210,361 at 4% or $140,240 at 6%; with 50% employer match about $140,240 at 4% or $93,494 at 6%; with 100% employer match about $105,180 at 4% or $70,120 at 6%.
M. Penner 401K Profit Sharing Plan-14$1,069,193$117,802$8,414iApproximate average salary by contribution assumption: employee only about $210,361 at 4% or $140,240 at 6%; with 50% employer match about $140,240 at 4% or $93,494 at 6%; with 100% employer match about $105,180 at 4% or $70,120 at 6%.
2011113$850,927$106,970$8,228iApproximate average salary by contribution assumption: employee only about $205,712 at 4% or $137,141 at 6%; with 50% employer match about $137,141 at 4% or $91,427 at 6%; with 100% employer match about $102,856 at 4% or $68,571 at 6%.
M. Penner 401K Profit Sharing Plan-13$850,927$106,970$8,228iApproximate average salary by contribution assumption: employee only about $205,712 at 4% or $137,141 at 6%; with 50% employer match about $137,141 at 4% or $91,427 at 6%; with 100% employer match about $102,856 at 4% or $68,571 at 6%.
2010113$763,049$113,877$8,760iApproximate average salary by contribution assumption: employee only about $218,994 at 4% or $145,996 at 6%; with 50% employer match about $145,996 at 4% or $97,331 at 6%; with 100% employer match about $109,497 at 4% or $72,998 at 6%.
M. Penner 401K Profit Sharing Plan-13$763,049$113,877$8,760iApproximate average salary by contribution assumption: employee only about $218,994 at 4% or $145,996 at 6%; with 50% employer match about $145,996 at 4% or $97,331 at 6%; with 100% employer match about $109,497 at 4% or $72,998 at 6%.
2009110$604,227$51,816$5,182iApproximate average salary by contribution assumption: employee only about $129,540 at 4% or $86,360 at 6%; with 50% employer match about $86,360 at 4% or $57,573 at 6%; with 100% employer match about $64,770 at 4% or $43,180 at 6%.
M. Penner 401K Profit Sharing Plan-10$604,227$51,816$5,182iApproximate average salary by contribution assumption: employee only about $129,540 at 4% or $86,360 at 6%; with 50% employer match about $86,360 at 4% or $57,573 at 6%; with 100% employer match about $64,770 at 4% or $43,180 at 6%.
2008113$0$0-
M. Penner 401K Profit Sharing Plan-13---
2007112$0$0-
M. Penner 401K Profit Sharing Plan-12---
200619$880,171$58,326$6,481iApproximate average salary by contribution assumption: employee only about $162,017 at 4% or $108,011 at 6%; with 50% employer match about $108,011 at 4% or $72,007 at 6%; with 100% employer match about $81,008 at 4% or $54,006 at 6%.
M. Penner 401K Profit Sharing Plan-9$880,171$58,326$6,481iApproximate average salary by contribution assumption: employee only about $162,017 at 4% or $108,011 at 6%; with 50% employer match about $108,011 at 4% or $72,007 at 6%; with 100% employer match about $81,008 at 4% or $54,006 at 6%.
2005111$739,407$60,114$5,465iApproximate average salary by contribution assumption: employee only about $136,623 at 4% or $91,082 at 6%; with 50% employer match about $91,082 at 4% or $60,721 at 6%; with 100% employer match about $68,311 at 4% or $45,541 at 6%.
M. Penner 401K Profit Sharing Plan-11$739,407$60,114$5,465iApproximate average salary by contribution assumption: employee only about $136,623 at 4% or $91,082 at 6%; with 50% employer match about $91,082 at 4% or $60,721 at 6%; with 100% employer match about $68,311 at 4% or $45,541 at 6%.
2004113$660,433$61,555$4,735iApproximate average salary by contribution assumption: employee only about $118,375 at 4% or $78,917 at 6%; with 50% employer match about $78,917 at 4% or $52,611 at 6%; with 100% employer match about $59,188 at 4% or $39,458 at 6%.
M. Penner 401K Profit Sharing Plan-13$660,433$61,555$4,735iApproximate average salary by contribution assumption: employee only about $118,375 at 4% or $78,917 at 6%; with 50% employer match about $78,917 at 4% or $52,611 at 6%; with 100% employer match about $59,188 at 4% or $39,458 at 6%.
2003112$539,611$63,801$5,317iApproximate average salary by contribution assumption: employee only about $132,919 at 4% or $88,613 at 6%; with 50% employer match about $88,613 at 4% or $59,075 at 6%; with 100% employer match about $66,459 at 4% or $44,306 at 6%.
M. Penner 401K Profit Sharing Plan-12$539,611$63,801$5,317iApproximate average salary by contribution assumption: employee only about $132,919 at 4% or $88,613 at 6%; with 50% employer match about $88,613 at 4% or $59,075 at 6%; with 100% employer match about $66,459 at 4% or $44,306 at 6%.
2002113$418,513$62,860$4,835iApproximate average salary by contribution assumption: employee only about $120,885 at 4% or $80,590 at 6%; with 50% employer match about $80,590 at 4% or $53,726 at 6%; with 100% employer match about $60,442 at 4% or $40,295 at 6%.
M. Penner 401K Profit Sharing Plan-13$418,513$62,860$4,835iApproximate average salary by contribution assumption: employee only about $120,885 at 4% or $80,590 at 6%; with 50% employer match about $80,590 at 4% or $53,726 at 6%; with 100% employer match about $60,442 at 4% or $40,295 at 6%.
2001112$0$0-
M. Penner 401K Profit Sharing Plan-12---
2000112$0$0-
M. Penner 401K Profit Sharing Plan-12---
1999112$369,333$101,831$8,486iApproximate average salary by contribution assumption: employee only about $212,148 at 4% or $141,432 at 6%; with 50% employer match about $141,432 at 4% or $94,288 at 6%; with 100% employer match about $106,074 at 4% or $70,716 at 6%.
M. Penner 401K Profit Sharing Plan-12$369,333$101,831$8,486iApproximate average salary by contribution assumption: employee only about $212,148 at 4% or $141,432 at 6%; with 50% employer match about $141,432 at 4% or $94,288 at 6%; with 100% employer match about $106,074 at 4% or $70,716 at 6%.