Civic Intelligence

Penrose Group LLC

Plan context: Penrose Group LLC 401(K) Plan

EIN 75-2750484 • Fort Worth, TX • 14 filings • 1 plans

600 E Exchange Ave Ste 200Fort Worth, TX 76164
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,691,916

2024 Contributions

$214,020

Historical Graphs

Total Assets Over Time

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

$2,722,766$1,361,383$0201120182024YearValue
$2,691,916Latest year 2024

Participants Over Time

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

1470201120182024YearValue
13Latest 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
2024113$2,691,916$214,020$16,463iApproximate average salary by contribution assumption: employee only about $411,577 at 4% or $274,385 at 6%; with 50% employer match about $274,385 at 4% or $182,923 at 6%; with 100% employer match about $205,788 at 4% or $137,192 at 6%.
Penrose Group LLC 401(K) Plan-13$2,691,916$214,020$16,463iApproximate average salary by contribution assumption: employee only about $411,577 at 4% or $274,385 at 6%; with 50% employer match about $274,385 at 4% or $182,923 at 6%; with 100% employer match about $205,788 at 4% or $137,192 at 6%.
2023112$2,722,766$225,261$18,772iApproximate average salary by contribution assumption: employee only about $469,294 at 4% or $312,863 at 6%; with 50% employer match about $312,863 at 4% or $208,575 at 6%; with 100% employer match about $234,647 at 4% or $156,431 at 6%.
Penrose Group LLC 401(K) Plan-12$2,722,766$225,261$18,772iApproximate average salary by contribution assumption: employee only about $469,294 at 4% or $312,863 at 6%; with 50% employer match about $312,863 at 4% or $208,575 at 6%; with 100% employer match about $234,647 at 4% or $156,431 at 6%.
2022112$2,135,876$196,971$16,414iApproximate average salary by contribution assumption: employee only about $410,356 at 4% or $273,571 at 6%; with 50% employer match about $273,571 at 4% or $182,381 at 6%; with 100% employer match about $205,178 at 4% or $136,785 at 6%.
Penrose Group LLC 401(K) Plan-12$2,135,876$196,971$16,414iApproximate average salary by contribution assumption: employee only about $410,356 at 4% or $273,571 at 6%; with 50% employer match about $273,571 at 4% or $182,381 at 6%; with 100% employer match about $205,178 at 4% or $136,785 at 6%.
2021113$2,441,679$200,937$15,457iApproximate average salary by contribution assumption: employee only about $386,417 at 4% or $257,612 at 6%; with 50% employer match about $257,612 at 4% or $171,741 at 6%; with 100% employer match about $193,209 at 4% or $128,806 at 6%.
Penrose Group LLC 401(K) Plan-13$2,441,679$200,937$15,457iApproximate average salary by contribution assumption: employee only about $386,417 at 4% or $257,612 at 6%; with 50% employer match about $257,612 at 4% or $171,741 at 6%; with 100% employer match about $193,209 at 4% or $128,806 at 6%.
2020114$2,175,106$187,764$13,412iApproximate average salary by contribution assumption: employee only about $335,293 at 4% or $223,529 at 6%; with 50% employer match about $223,529 at 4% or $149,019 at 6%; with 100% employer match about $167,646 at 4% or $111,764 at 6%.
Penrose Group LLC 401(K) Plan-14$2,175,106$187,764$13,412iApproximate average salary by contribution assumption: employee only about $335,293 at 4% or $223,529 at 6%; with 50% employer match about $223,529 at 4% or $149,019 at 6%; with 100% employer match about $167,646 at 4% or $111,764 at 6%.
2019114$1,744,936$213,491$15,249iApproximate average salary by contribution assumption: employee only about $381,234 at 4% or $254,156 at 6%; with 50% employer match about $254,156 at 4% or $169,437 at 6%; with 100% employer match about $190,617 at 4% or $127,078 at 6%.
Penrose Group LLC 401(K) Plan-14$1,744,936$213,491$15,249iApproximate average salary by contribution assumption: employee only about $381,234 at 4% or $254,156 at 6%; with 50% employer match about $254,156 at 4% or $169,437 at 6%; with 100% employer match about $190,617 at 4% or $127,078 at 6%.
2018114$1,280,322$196,070$14,005iApproximate average salary by contribution assumption: employee only about $350,125 at 4% or $233,417 at 6%; with 50% employer match about $233,417 at 4% or $155,611 at 6%; with 100% employer match about $175,063 at 4% or $116,708 at 6%.
Penrose Group LLC 401(K) Plan-14$1,280,322$196,070$14,005iApproximate average salary by contribution assumption: employee only about $350,125 at 4% or $233,417 at 6%; with 50% employer match about $233,417 at 4% or $155,611 at 6%; with 100% employer match about $175,063 at 4% or $116,708 at 6%.
2017113$1,142,805$170,999$13,154iApproximate average salary by contribution assumption: employee only about $328,844 at 4% or $219,229 at 6%; with 50% employer match about $219,229 at 4% or $146,153 at 6%; with 100% employer match about $164,422 at 4% or $109,615 at 6%.
Penrose Group LLC 401(K) Plan-13$1,142,805$170,999$13,154iApproximate average salary by contribution assumption: employee only about $328,844 at 4% or $219,229 at 6%; with 50% employer match about $219,229 at 4% or $146,153 at 6%; with 100% employer match about $164,422 at 4% or $109,615 at 6%.
2016112$843,496$129,082$10,757iApproximate average salary by contribution assumption: employee only about $268,921 at 4% or $179,281 at 6%; with 50% employer match about $179,281 at 4% or $119,520 at 6%; with 100% employer match about $134,460 at 4% or $89,640 at 6%.
Penrose Group LLC 401(K) Plan-12$843,496$129,082$10,757iApproximate average salary by contribution assumption: employee only about $268,921 at 4% or $179,281 at 6%; with 50% employer match about $179,281 at 4% or $119,520 at 6%; with 100% employer match about $134,460 at 4% or $89,640 at 6%.
2015110$667,753$104,254$10,425iApproximate average salary by contribution assumption: employee only about $260,635 at 4% or $173,757 at 6%; with 50% employer match about $173,757 at 4% or $115,838 at 6%; with 100% employer match about $130,318 at 4% or $86,878 at 6%.
Penrose Group LLC 401(K) Plan-10$667,753$104,254$10,425iApproximate average salary by contribution assumption: employee only about $260,635 at 4% or $173,757 at 6%; with 50% employer match about $173,757 at 4% or $115,838 at 6%; with 100% employer match about $130,318 at 4% or $86,878 at 6%.
201418$576,710$94,229$11,779iApproximate average salary by contribution assumption: employee only about $294,466 at 4% or $196,310 at 6%; with 50% employer match about $196,310 at 4% or $130,874 at 6%; with 100% employer match about $147,233 at 4% or $98,155 at 6%.
Penrose Group LLC 401(K) Plan-8$576,710$94,229$11,779iApproximate average salary by contribution assumption: employee only about $294,466 at 4% or $196,310 at 6%; with 50% employer match about $196,310 at 4% or $130,874 at 6%; with 100% employer match about $147,233 at 4% or $98,155 at 6%.
201319$489,416$90,044$10,005iApproximate average salary by contribution assumption: employee only about $250,122 at 4% or $166,748 at 6%; with 50% employer match about $166,748 at 4% or $111,165 at 6%; with 100% employer match about $125,061 at 4% or $83,374 at 6%.
Penrose Group LLC 401(K) Plan-9$489,416$90,044$10,005iApproximate average salary by contribution assumption: employee only about $250,122 at 4% or $166,748 at 6%; with 50% employer match about $166,748 at 4% or $111,165 at 6%; with 100% employer match about $125,061 at 4% or $83,374 at 6%.
201219$320,444$84,086$9,343iApproximate average salary by contribution assumption: employee only about $233,572 at 4% or $155,715 at 6%; with 50% employer match about $155,715 at 4% or $103,810 at 6%; with 100% employer match about $116,786 at 4% or $77,857 at 6%.
Penrose Group LLC 401(K) Plan-9$320,444$84,086$9,343iApproximate average salary by contribution assumption: employee only about $233,572 at 4% or $155,715 at 6%; with 50% employer match about $155,715 at 4% or $103,810 at 6%; with 100% employer match about $116,786 at 4% or $77,857 at 6%.
201118$207,661$213,806$26,726iApproximate average salary by contribution assumption: employee only about $668,144 at 4% or $445,429 at 6%; with 50% employer match about $445,429 at 4% or $296,953 at 6%; with 100% employer match about $334,072 at 4% or $222,715 at 6%.
Penrose Group LLC 401(K) Plan-8$207,661$213,806$26,726iApproximate average salary by contribution assumption: employee only about $668,144 at 4% or $445,429 at 6%; with 50% employer match about $445,429 at 4% or $296,953 at 6%; with 100% employer match about $334,072 at 4% or $222,715 at 6%.