Civic Intelligence

Penson Worldwide Inc.

Plan context: Penson Worldwide Inc. 401(K) Plan and Trust

EIN 75-2896356 • 14 filings • 3 plans

Current Snapshot

Latest Year

2016

2016 Participants

52

2016 Assets

$7,070,949

2016 Contributions

$184,872

Historical Graphs

Total Assets Over Time

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

$41,245,867$20,622,934$0200820122015YearValue
$7,070,949Latest year 2015

Participants Over Time

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

7443720200820102012YearValue
52Latest year 2012

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
201610$0$0-
Penson Worldwide Inc. 401(K) Plan and Trust-0---
201510$7,070,949$0-
Penson Worldwide Inc. 401(K) Plan and Trust-0$7,070,949--
201410$11,853,491$0-
Penson Worldwide Inc. 401(K) Plan and Trust-0$11,853,491--
201310$14,409,602$184,872-
Penson Worldwide Inc. 401(K) Plan and Trust-0$14,409,602$184,872-
2012252$20,794,583$3,850,258$74,043iApproximate average salary by contribution assumption: employee only about $1,851,086 at 4% or $1,234,057 at 6%; with 50% employer match about $1,234,057 at 4% or $822,705 at 6%; with 100% employer match about $925,543 at 4% or $617,029 at 6%.
Penson Worldwide Inc. 401(K) Plan and Trust-52$20,794,583$3,850,258$74,043iApproximate average salary by contribution assumption: employee only about $1,851,086 at 4% or $1,234,057 at 6%; with 50% employer match about $1,234,057 at 4% or $822,705 at 6%; with 100% employer match about $925,543 at 4% or $617,029 at 6%.
PENSON WORLDWIDE, INC. EMPLOYEE BENEFIT PLAN-0---
20112563$41,245,867$6,061,454$10,766iApproximate average salary by contribution assumption: employee only about $269,159 at 4% or $179,439 at 6%; with 50% employer match about $179,439 at 4% or $119,626 at 6%; with 100% employer match about $134,579 at 4% or $89,720 at 6%.
Penson Worldwide Inc. 401(K) Plan and Trust-563$41,245,867$6,061,454$10,766iApproximate average salary by contribution assumption: employee only about $269,159 at 4% or $179,439 at 6%; with 50% employer match about $179,439 at 4% or $119,626 at 6%; with 100% employer match about $134,579 at 4% or $89,720 at 6%.
PENSON WORLDWIDE, INC. EMPLOYEE BENEFIT PLAN-371---
20102681$39,932,594$6,035,198$8,862iApproximate average salary by contribution assumption: employee only about $221,556 at 4% or $147,704 at 6%; with 50% employer match about $147,704 at 4% or $98,470 at 6%; with 100% employer match about $110,778 at 4% or $73,852 at 6%.
Penson Worldwide Inc. 401(K) Plan and Trust-681$39,932,594$6,035,198$8,862iApproximate average salary by contribution assumption: employee only about $221,556 at 4% or $147,704 at 6%; with 50% employer match about $147,704 at 4% or $98,470 at 6%; with 100% employer match about $110,778 at 4% or $73,852 at 6%.
PENSON WORLDWIDE, INC. EMPLOYEE BENEFIT PLAN-647---
20092729$31,405,587$6,285,932$8,623iApproximate average salary by contribution assumption: employee only about $215,567 at 4% or $143,711 at 6%; with 50% employer match about $143,711 at 4% or $95,808 at 6%; with 100% employer match about $107,783 at 4% or $71,856 at 6%.
Penson Worldwide Inc. 401(K) Plan and Trust-724$31,405,587$6,285,932$8,682iApproximate average salary by contribution assumption: employee only about $217,056 at 4% or $144,704 at 6%; with 50% employer match about $144,704 at 4% or $96,469 at 6%; with 100% employer match about $108,528 at 4% or $72,352 at 6%.
PENSON WORLDWIDE, INC. EMPLOYEE BENEFIT PLAN-729---
20082744$20,045,933$5,558,028$7,470iApproximate average salary by contribution assumption: employee only about $186,762 at 4% or $124,508 at 6%; with 50% employer match about $124,508 at 4% or $83,005 at 6%; with 100% employer match about $93,381 at 4% or $62,254 at 6%.
Penson Worldwide Inc. 401(K) Plan and Trust-707$20,045,933$5,558,028$7,861iApproximate average salary by contribution assumption: employee only about $196,536 at 4% or $131,024 at 6%; with 50% employer match about $131,024 at 4% or $87,349 at 6%; with 100% employer match about $98,268 at 4% or $65,512 at 6%.
PENSON WORLDWIDE, INC. EMPLOYEE BENEFIT PLAN-744---