Penson and Green Security PLLC
Plan context: Penson and Green Security PLLC 401(K) Profit Sharing Plan & Trust
EIN 85-3384460 • Chicago, IL • 3 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$4,762
2024 Contributions
$3,745
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $4,762 | $3,745 | $268iApproximate average salary by contribution assumption: employee only about $6,688 at 4% or $4,458 at 6%; with 50% employer match about $4,458 at 4% or $2,972 at 6%; with 100% employer match about $3,344 at 4% or $2,229 at 6%. |
| Penson and Green Security PLLC 401(K) Profit Sharing Plan & Trust | - | 14 | $4,762 | $3,745 | $268iApproximate average salary by contribution assumption: employee only about $6,688 at 4% or $4,458 at 6%; with 50% employer match about $4,458 at 4% or $2,972 at 6%; with 100% employer match about $3,344 at 4% or $2,229 at 6%. |
| 2023 | 1 | 1 | $858 | $0 | - |
| Penson and Green Security PLLC 401(K) Profit Sharing Plan & Trust | - | 1 | $858 | - | - |
| 2022 | 1 | 1 | $715 | $816 | $816iApproximate average salary by contribution assumption: employee only about $20,400 at 4% or $13,600 at 6%; with 50% employer match about $13,600 at 4% or $9,067 at 6%; with 100% employer match about $10,200 at 4% or $6,800 at 6%. |
| Penson and Green Security PLLC 401(K) Profit Sharing Plan & Trust | - | 1 | $715 | $816 | $816iApproximate average salary by contribution assumption: employee only about $20,400 at 4% or $13,600 at 6%; with 50% employer match about $13,600 at 4% or $9,067 at 6%; with 100% employer match about $10,200 at 4% or $6,800 at 6%. |