Smartwork Inc.
Plan context: Penelope Retirement Pooled Employer Plan
EIN 87-1268410 • New York, NY • 4 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
713
2024 Assets
$4,713,061
2024 Contributions
$2,147,337
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 | 2 | 713 | $4,713,061 | $2,147,337 | $3,012iApproximate average salary by contribution assumption: employee only about $75,292 at 4% or $50,195 at 6%; with 50% employer match about $50,195 at 4% or $33,463 at 6%; with 100% employer match about $37,646 at 4% or $25,097 at 6%. |
| Penelope Retirement Pooled Employer Plan | - | 713 | $4,665,384 | $2,100,775 | $2,946iApproximate average salary by contribution assumption: employee only about $73,660 at 4% or $49,106 at 6%; with 50% employer match about $49,106 at 4% or $32,738 at 6%; with 100% employer match about $36,830 at 4% or $24,553 at 6%. |
| PENELOPE STARTER 401(K) RETIREMENT POOLED EMPLOYER PLAN | - | 44 | $47,677 | $46,562 | $1,058iApproximate average salary by contribution assumption: employee only about $26,456 at 4% or $17,637 at 6%; with 50% employer match about $17,637 at 4% or $11,758 at 6%; with 100% employer match about $13,228 at 4% or $8,819 at 6%. |
| 2023 | 1 | 568 | $2,599,271 | $2,011,043 | $3,541iApproximate average salary by contribution assumption: employee only about $88,514 at 4% or $59,009 at 6%; with 50% employer match about $59,009 at 4% or $39,340 at 6%; with 100% employer match about $44,257 at 4% or $29,505 at 6%. |
| Penelope Retirement Pooled Employer Plan | - | 568 | $2,599,271 | $2,011,043 | $3,541iApproximate average salary by contribution assumption: employee only about $88,514 at 4% or $59,009 at 6%; with 50% employer match about $59,009 at 4% or $39,340 at 6%; with 100% employer match about $44,257 at 4% or $29,505 at 6%. |
| 2022 | 1 | 173 | $483,302 | $592,297 | $3,424iApproximate average salary by contribution assumption: employee only about $85,592 at 4% or $57,061 at 6%; with 50% employer match about $57,061 at 4% or $38,041 at 6%; with 100% employer match about $42,796 at 4% or $28,531 at 6%. |
| Penelope Retirement Pooled Employer Plan | - | 173 | $483,302 | $592,297 | $3,424iApproximate average salary by contribution assumption: employee only about $85,592 at 4% or $57,061 at 6%; with 50% employer match about $57,061 at 4% or $38,041 at 6%; with 100% employer match about $42,796 at 4% or $28,531 at 6%. |