Penn Rise Advisors LLC
Plan context: Penn Rise Advisors 401(K) Profit Sharing Plan
EIN 81-3579220 • Parkesburg, PA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,212,785
2025 Contributions
$85,497
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $1,212,785 | $85,497 | $17,099iApproximate average salary by contribution assumption: employee only about $427,485 at 4% or $284,990 at 6%; with 50% employer match about $284,990 at 4% or $189,993 at 6%; with 100% employer match about $213,743 at 4% or $142,495 at 6%. |
| Penn Rise Advisors 401(K) Profit Sharing Plan | - | 5 | $1,212,785 | $85,497 | $17,099iApproximate average salary by contribution assumption: employee only about $427,485 at 4% or $284,990 at 6%; with 50% employer match about $284,990 at 4% or $189,993 at 6%; with 100% employer match about $213,743 at 4% or $142,495 at 6%. |
| 2024 | 1 | 4 | $907,264 | $78,729 | $19,682iApproximate average salary by contribution assumption: employee only about $492,056 at 4% or $328,038 at 6%; with 50% employer match about $328,038 at 4% or $218,692 at 6%; with 100% employer match about $246,028 at 4% or $164,019 at 6%. |
| Penn Rise Advisors 401(K) Profit Sharing Plan | - | 4 | $907,264 | $78,729 | $19,682iApproximate average salary by contribution assumption: employee only about $492,056 at 4% or $328,038 at 6%; with 50% employer match about $328,038 at 4% or $218,692 at 6%; with 100% employer match about $246,028 at 4% or $164,019 at 6%. |
| 2023 | 1 | 4 | $672,403 | $537,044 | $134,261iApproximate average salary by contribution assumption: employee only about $3,356,525 at 4% or $2,237,683 at 6%; with 50% employer match about $2,237,683 at 4% or $1,491,789 at 6%; with 100% employer match about $1,678,263 at 4% or $1,118,842 at 6%. |
| Penn Rise Advisors 401(K) Profit Sharing Plan | - | 4 | $672,403 | $537,044 | $134,261iApproximate average salary by contribution assumption: employee only about $3,356,525 at 4% or $2,237,683 at 6%; with 50% employer match about $2,237,683 at 4% or $1,491,789 at 6%; with 100% employer match about $1,678,263 at 4% or $1,118,842 at 6%. |