Civic Intelligence

Penso Advisors LLC

Plan context: Penso Advisors LLC 401(K) Profit Sharing Plan & Trust

EIN 80-0553914 • Cedarhurst, NY • 13 filings • 2 plans

68 Carman AvenueCedarhurst, NY 11516
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$3,929,562

2024 Contributions

$291,933

Historical Graphs

Total Assets Over Time

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

$3,929,562$1,964,781$0201220182024YearValue
$3,929,562Latest year 2024

Participants Over Time

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

19100201220182024YearValue
18Latest 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
2024118$3,929,562$291,933$16,219iApproximate average salary by contribution assumption: employee only about $405,463 at 4% or $270,308 at 6%; with 50% employer match about $270,308 at 4% or $180,206 at 6%; with 100% employer match about $202,731 at 4% or $135,154 at 6%.
Penso Advisors LLC 401(K) Profit Sharing Plan & Trust-18$3,929,562$291,933$16,219iApproximate average salary by contribution assumption: employee only about $405,463 at 4% or $270,308 at 6%; with 50% employer match about $270,308 at 4% or $180,206 at 6%; with 100% employer match about $202,731 at 4% or $135,154 at 6%.
2023118$3,094,709$291,836$16,213iApproximate average salary by contribution assumption: employee only about $405,328 at 4% or $270,219 at 6%; with 50% employer match about $270,219 at 4% or $180,146 at 6%; with 100% employer match about $202,664 at 4% or $135,109 at 6%.
Penso Advisors LLC 401(K) Profit Sharing Plan & Trust-18$3,094,709$291,836$16,213iApproximate average salary by contribution assumption: employee only about $405,328 at 4% or $270,219 at 6%; with 50% employer match about $270,219 at 4% or $180,146 at 6%; with 100% employer match about $202,664 at 4% or $135,109 at 6%.
2022119$2,541,861$224,498$11,816iApproximate average salary by contribution assumption: employee only about $295,392 at 4% or $196,928 at 6%; with 50% employer match about $196,928 at 4% or $131,285 at 6%; with 100% employer match about $147,696 at 4% or $98,464 at 6%.
Penso Advisors LLC 401(K) Profit Sharing Plan & Trust-19$2,541,861$224,498$11,816iApproximate average salary by contribution assumption: employee only about $295,392 at 4% or $196,928 at 6%; with 50% employer match about $196,928 at 4% or $131,285 at 6%; with 100% employer match about $147,696 at 4% or $98,464 at 6%.
2021119$3,077,660$259,162$13,640iApproximate average salary by contribution assumption: employee only about $341,003 at 4% or $227,335 at 6%; with 50% employer match about $227,335 at 4% or $151,557 at 6%; with 100% employer match about $170,501 at 4% or $113,668 at 6%.
Penso Advisors LLC 401(K) Profit Sharing Plan & Trust-19$3,077,660$259,162$13,640iApproximate average salary by contribution assumption: employee only about $341,003 at 4% or $227,335 at 6%; with 50% employer match about $227,335 at 4% or $151,557 at 6%; with 100% employer match about $170,501 at 4% or $113,668 at 6%.
2020117$2,436,865$252,588$14,858iApproximate average salary by contribution assumption: employee only about $371,453 at 4% or $247,635 at 6%; with 50% employer match about $247,635 at 4% or $165,090 at 6%; with 100% employer match about $185,726 at 4% or $123,818 at 6%.
Penso Advisors LLC 401(K) Profit Sharing Plan & Trust-17$2,436,865$252,588$14,858iApproximate average salary by contribution assumption: employee only about $371,453 at 4% or $247,635 at 6%; with 50% employer match about $247,635 at 4% or $165,090 at 6%; with 100% employer match about $185,726 at 4% or $123,818 at 6%.
2019116$1,853,317$208,186$13,012iApproximate average salary by contribution assumption: employee only about $325,291 at 4% or $216,860 at 6%; with 50% employer match about $216,860 at 4% or $144,574 at 6%; with 100% employer match about $162,645 at 4% or $108,430 at 6%.
Penso Advisors LLC 401(K) Profit Sharing Plan & Trust-16$1,853,317$208,186$13,012iApproximate average salary by contribution assumption: employee only about $325,291 at 4% or $216,860 at 6%; with 50% employer match about $216,860 at 4% or $144,574 at 6%; with 100% employer match about $162,645 at 4% or $108,430 at 6%.
2018116$1,321,409$219,111$13,694iApproximate average salary by contribution assumption: employee only about $342,361 at 4% or $228,241 at 6%; with 50% employer match about $228,241 at 4% or $152,160 at 6%; with 100% employer match about $171,180 at 4% or $114,120 at 6%.
Penso Advisors LLC 401(K) Profit Sharing Plan & Trust-16$1,321,409$219,111$13,694iApproximate average salary by contribution assumption: employee only about $342,361 at 4% or $228,241 at 6%; with 50% employer match about $228,241 at 4% or $152,160 at 6%; with 100% employer match about $171,180 at 4% or $114,120 at 6%.
2017116$1,194,993$460,544$28,784iApproximate average salary by contribution assumption: employee only about $719,600 at 4% or $479,733 at 6%; with 50% employer match about $479,733 at 4% or $319,822 at 6%; with 100% employer match about $359,800 at 4% or $239,867 at 6%.
Penso Advisors LLC 401(K) Profit Sharing Plan & Trust-16$1,194,993$460,544$28,784iApproximate average salary by contribution assumption: employee only about $719,600 at 4% or $479,733 at 6%; with 50% employer match about $479,733 at 4% or $319,822 at 6%; with 100% employer match about $359,800 at 4% or $239,867 at 6%.
2016113$706,907$154,981$11,922iApproximate average salary by contribution assumption: employee only about $298,040 at 4% or $198,694 at 6%; with 50% employer match about $198,694 at 4% or $132,462 at 6%; with 100% employer match about $149,020 at 4% or $99,347 at 6%.
Penso Advisors LLC 401(K) Profit Sharing Plan & Trust-13$706,907$154,981$11,922iApproximate average salary by contribution assumption: employee only about $298,040 at 4% or $198,694 at 6%; with 50% employer match about $198,694 at 4% or $132,462 at 6%; with 100% employer match about $149,020 at 4% or $99,347 at 6%.
2015111$524,902$175,817$15,983iApproximate average salary by contribution assumption: employee only about $399,584 at 4% or $266,389 at 6%; with 50% employer match about $266,389 at 4% or $177,593 at 6%; with 100% employer match about $199,792 at 4% or $133,195 at 6%.
Penso Advisors LLC 401(K) Profit Sharing Plan & Trust-11$524,902$175,817$15,983iApproximate average salary by contribution assumption: employee only about $399,584 at 4% or $266,389 at 6%; with 50% employer match about $266,389 at 4% or $177,593 at 6%; with 100% employer match about $199,792 at 4% or $133,195 at 6%.
2014110$370,513$231,787$23,179iApproximate average salary by contribution assumption: employee only about $579,468 at 4% or $386,312 at 6%; with 50% employer match about $386,312 at 4% or $257,541 at 6%; with 100% employer match about $289,734 at 4% or $193,156 at 6%.
Penso Advisors LLC 401(K) Profit Sharing Plan & Trust-10$370,513$231,787$23,179iApproximate average salary by contribution assumption: employee only about $579,468 at 4% or $386,312 at 6%; with 50% employer match about $386,312 at 4% or $257,541 at 6%; with 100% employer match about $289,734 at 4% or $193,156 at 6%.
2013111$141,305$105,892$9,627iApproximate average salary by contribution assumption: employee only about $240,664 at 4% or $160,442 at 6%; with 50% employer match about $160,442 at 4% or $106,962 at 6%; with 100% employer match about $120,332 at 4% or $80,221 at 6%.
Penso Advisors LLC 401(K) Profit Sharing Plan & Trust-11$141,305$105,892$9,627iApproximate average salary by contribution assumption: employee only about $240,664 at 4% or $160,442 at 6%; with 50% employer match about $160,442 at 4% or $106,962 at 6%; with 100% employer match about $120,332 at 4% or $80,221 at 6%.
201219$62,058$61,610$6,846iApproximate average salary by contribution assumption: employee only about $171,139 at 4% or $114,093 at 6%; with 50% employer match about $114,093 at 4% or $76,062 at 6%; with 100% employer match about $85,569 at 4% or $57,046 at 6%.
Penso Advisors LLC 401(K) Profit Sharing Plan & Trust-9$62,058$61,610$6,846iApproximate average salary by contribution assumption: employee only about $171,139 at 4% or $114,093 at 6%; with 50% employer match about $114,093 at 4% or $76,062 at 6%; with 100% employer match about $85,569 at 4% or $57,046 at 6%.