Civic Intelligence

Preferred Pension Concepts Inc.

Plan context: Preferred Pension Concepts Inc. 401K Plan

EIN 13-3384874 • New Fairfield, CT • 31 filings • 4 plans

7 Dunham DriveSuite 202New Fairfield, CT 06812
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$2,971,083

2025 Contributions

$166,865

Historical Graphs

Total Assets Over Time

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

$2,971,083$1,485,542$0199920142025YearValue
$2,971,083Latest year 2025

Participants Over Time

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

740199920122025YearValue
4Latest year 2025

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
202524$2,971,083$166,865$41,716iApproximate average salary by contribution assumption: employee only about $1,042,906 at 4% or $695,271 at 6%; with 50% employer match about $695,271 at 4% or $463,514 at 6%; with 100% employer match about $521,453 at 4% or $347,635 at 6%.
Preferred Pension Concepts Inc. 401K Plan-3$2,505,337$66,453$22,151iApproximate average salary by contribution assumption: employee only about $553,775 at 4% or $369,183 at 6%; with 50% employer match about $369,183 at 4% or $246,122 at 6%; with 100% employer match about $276,888 at 4% or $184,592 at 6%.
PREFERRED PENSION CONCEPTS, INC. PENSION PLAN-4$465,746$100,412$25,103iApproximate average salary by contribution assumption: employee only about $627,575 at 4% or $418,383 at 6%; with 50% employer match about $418,383 at 4% or $278,922 at 6%; with 100% employer match about $313,788 at 4% or $209,192 at 6%.
202424$2,530,559$166,596$41,649iApproximate average salary by contribution assumption: employee only about $1,041,225 at 4% or $694,150 at 6%; with 50% employer match about $694,150 at 4% or $462,767 at 6%; with 100% employer match about $520,613 at 4% or $347,075 at 6%.
Preferred Pension Concepts Inc. 401K Plan-3$2,173,724$73,950$24,650iApproximate average salary by contribution assumption: employee only about $616,250 at 4% or $410,833 at 6%; with 50% employer match about $410,833 at 4% or $273,889 at 6%; with 100% employer match about $308,125 at 4% or $205,417 at 6%.
PREFERRED PENSION CONCEPTS, INC. PENSION PLAN-4$356,835$92,646$23,162iApproximate average salary by contribution assumption: employee only about $579,038 at 4% or $386,025 at 6%; with 50% employer match about $386,025 at 4% or $257,350 at 6%; with 100% employer match about $289,519 at 4% or $193,013 at 6%.
202325$2,090,630$144,227$28,845iApproximate average salary by contribution assumption: employee only about $721,135 at 4% or $480,757 at 6%; with 50% employer match about $480,757 at 4% or $320,504 at 6%; with 100% employer match about $360,568 at 4% or $240,378 at 6%.
Preferred Pension Concepts Inc. 401K Plan-4$1,836,670$57,767$14,442iApproximate average salary by contribution assumption: employee only about $361,044 at 4% or $240,696 at 6%; with 50% employer match about $240,696 at 4% or $160,464 at 6%; with 100% employer match about $180,522 at 4% or $120,348 at 6%.
PREFERRED PENSION CONCEPTS, INC. PENSION PLAN-5$253,960$86,460$17,292iApproximate average salary by contribution assumption: employee only about $432,300 at 4% or $288,200 at 6%; with 50% employer match about $288,200 at 4% or $192,133 at 6%; with 100% employer match about $216,150 at 4% or $144,100 at 6%.
202224$1,703,073$161,163$40,291iApproximate average salary by contribution assumption: employee only about $1,007,269 at 4% or $671,513 at 6%; with 50% employer match about $671,513 at 4% or $447,675 at 6%; with 100% employer match about $503,634 at 4% or $335,756 at 6%.
Preferred Pension Concepts Inc. 401K Plan-4$1,538,073$66,163$16,541iApproximate average salary by contribution assumption: employee only about $413,519 at 4% or $275,679 at 6%; with 50% employer match about $275,679 at 4% or $183,786 at 6%; with 100% employer match about $206,759 at 4% or $137,840 at 6%.
PREFERRED PENSION CONCEPTS, INC. PENSION PLAN-4$165,000$95,000$23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%.
202114$2,455,659$70,029$17,507iApproximate average salary by contribution assumption: employee only about $437,681 at 4% or $291,788 at 6%; with 50% employer match about $291,788 at 4% or $194,525 at 6%; with 100% employer match about $218,841 at 4% or $145,894 at 6%.
Preferred Pension Concepts Inc. 401K Plan-4$2,455,659$70,029$17,507iApproximate average salary by contribution assumption: employee only about $437,681 at 4% or $291,788 at 6%; with 50% employer match about $291,788 at 4% or $194,525 at 6%; with 100% employer match about $218,841 at 4% or $145,894 at 6%.
202014$2,148,675$52,239$13,060iApproximate average salary by contribution assumption: employee only about $326,494 at 4% or $217,663 at 6%; with 50% employer match about $217,663 at 4% or $145,108 at 6%; with 100% employer match about $163,247 at 4% or $108,831 at 6%.
Preferred Pension Concepts Inc. 401K Plan-4$2,148,675$52,239$13,060iApproximate average salary by contribution assumption: employee only about $326,494 at 4% or $217,663 at 6%; with 50% employer match about $217,663 at 4% or $145,108 at 6%; with 100% employer match about $163,247 at 4% or $108,831 at 6%.
201914$2,035,960$51,318$12,830iApproximate average salary by contribution assumption: employee only about $320,738 at 4% or $213,825 at 6%; with 50% employer match about $213,825 at 4% or $142,550 at 6%; with 100% employer match about $160,369 at 4% or $106,913 at 6%.
Preferred Pension Concepts Inc. 401K Plan-4$2,035,960$51,318$12,830iApproximate average salary by contribution assumption: employee only about $320,738 at 4% or $213,825 at 6%; with 50% employer match about $213,825 at 4% or $142,550 at 6%; with 100% employer match about $160,369 at 4% or $106,913 at 6%.
201814$1,599,364$49,451$12,363iApproximate average salary by contribution assumption: employee only about $309,069 at 4% or $206,046 at 6%; with 50% employer match about $206,046 at 4% or $137,364 at 6%; with 100% employer match about $154,534 at 4% or $103,023 at 6%.
Preferred Pension Concepts Inc. 401K Plan-4$1,599,364$49,451$12,363iApproximate average salary by contribution assumption: employee only about $309,069 at 4% or $206,046 at 6%; with 50% employer match about $206,046 at 4% or $137,364 at 6%; with 100% employer match about $154,534 at 4% or $103,023 at 6%.
201714$1,583,651$48,119$12,030iApproximate average salary by contribution assumption: employee only about $300,744 at 4% or $200,496 at 6%; with 50% employer match about $200,496 at 4% or $133,664 at 6%; with 100% employer match about $150,372 at 4% or $100,248 at 6%.
Preferred Pension Concepts Inc. 401K Plan-4$1,583,651$48,119$12,030iApproximate average salary by contribution assumption: employee only about $300,744 at 4% or $200,496 at 6%; with 50% employer match about $200,496 at 4% or $133,664 at 6%; with 100% employer match about $150,372 at 4% or $100,248 at 6%.
201615$1,346,277$47,645$9,529iApproximate average salary by contribution assumption: employee only about $238,225 at 4% or $158,817 at 6%; with 50% employer match about $158,817 at 4% or $105,878 at 6%; with 100% employer match about $119,113 at 4% or $79,408 at 6%.
Preferred Pension Concepts Inc. 401K Plan-5$1,346,277$47,645$9,529iApproximate average salary by contribution assumption: employee only about $238,225 at 4% or $158,817 at 6%; with 50% employer match about $158,817 at 4% or $105,878 at 6%; with 100% employer match about $119,113 at 4% or $79,408 at 6%.
201515$1,217,431$42,582$8,516iApproximate average salary by contribution assumption: employee only about $212,910 at 4% or $141,940 at 6%; with 50% employer match about $141,940 at 4% or $94,627 at 6%; with 100% employer match about $106,455 at 4% or $70,970 at 6%.
Preferred Pension Concepts Inc. 401K Plan-5$1,217,431$42,582$8,516iApproximate average salary by contribution assumption: employee only about $212,910 at 4% or $141,940 at 6%; with 50% employer match about $141,940 at 4% or $94,627 at 6%; with 100% employer match about $106,455 at 4% or $70,970 at 6%.
201415$1,197,968$12,150$2,430iApproximate average salary by contribution assumption: employee only about $60,750 at 4% or $40,500 at 6%; with 50% employer match about $40,500 at 4% or $27,000 at 6%; with 100% employer match about $30,375 at 4% or $20,250 at 6%.
Preferred Pension Concepts Inc. 401K Plan-5$1,197,968$12,150$2,430iApproximate average salary by contribution assumption: employee only about $60,750 at 4% or $40,500 at 6%; with 50% employer match about $40,500 at 4% or $27,000 at 6%; with 100% employer match about $30,375 at 4% or $20,250 at 6%.
201315$1,128,538$38,217$7,643iApproximate average salary by contribution assumption: employee only about $191,085 at 4% or $127,390 at 6%; with 50% employer match about $127,390 at 4% or $84,927 at 6%; with 100% employer match about $95,543 at 4% or $63,695 at 6%.
Preferred Pension Concepts Inc. 401K Plan-5$1,128,538$38,217$7,643iApproximate average salary by contribution assumption: employee only about $191,085 at 4% or $127,390 at 6%; with 50% employer match about $127,390 at 4% or $84,927 at 6%; with 100% employer match about $95,543 at 4% or $63,695 at 6%.
201216$1,191,503$49,111$8,185iApproximate average salary by contribution assumption: employee only about $204,629 at 4% or $136,419 at 6%; with 50% employer match about $136,419 at 4% or $90,946 at 6%; with 100% employer match about $102,315 at 4% or $68,210 at 6%.
Preferred Pension Concepts Inc. 401K Plan-6$1,191,503$49,111$8,185iApproximate average salary by contribution assumption: employee only about $204,629 at 4% or $136,419 at 6%; with 50% employer match about $136,419 at 4% or $90,946 at 6%; with 100% employer match about $102,315 at 4% or $68,210 at 6%.
201116$1,105,007$51,835$8,639iApproximate average salary by contribution assumption: employee only about $215,979 at 4% or $143,986 at 6%; with 50% employer match about $143,986 at 4% or $95,991 at 6%; with 100% employer match about $107,990 at 4% or $71,993 at 6%.
Preferred Pension Concepts Inc. 401K Plan-6$1,105,007$51,835$8,639iApproximate average salary by contribution assumption: employee only about $215,979 at 4% or $143,986 at 6%; with 50% employer match about $143,986 at 4% or $95,991 at 6%; with 100% employer match about $107,990 at 4% or $71,993 at 6%.
201016$1,064,791$59,041$9,840iApproximate average salary by contribution assumption: employee only about $246,004 at 4% or $164,003 at 6%; with 50% employer match about $164,003 at 4% or $109,335 at 6%; with 100% employer match about $123,002 at 4% or $82,001 at 6%.
Preferred Pension Concepts Inc. 401K Plan-6$1,064,791$59,041$9,840iApproximate average salary by contribution assumption: employee only about $246,004 at 4% or $164,003 at 6%; with 50% employer match about $164,003 at 4% or $109,335 at 6%; with 100% employer match about $123,002 at 4% or $82,001 at 6%.
200916$1,120,426$50,336$8,389iApproximate average salary by contribution assumption: employee only about $209,733 at 4% or $139,822 at 6%; with 50% employer match about $139,822 at 4% or $93,215 at 6%; with 100% employer match about $104,867 at 4% or $69,911 at 6%.
Preferred Pension Concepts Inc. 401K Plan-6$1,120,426$50,336$8,389iApproximate average salary by contribution assumption: employee only about $209,733 at 4% or $139,822 at 6%; with 50% employer match about $139,822 at 4% or $93,215 at 6%; with 100% employer match about $104,867 at 4% or $69,911 at 6%.
200815$843,488$44,799$8,960iApproximate average salary by contribution assumption: employee only about $223,995 at 4% or $149,330 at 6%; with 50% employer match about $149,330 at 4% or $99,553 at 6%; with 100% employer match about $111,997 at 4% or $74,665 at 6%.
Preferred Pension Concepts Inc. 401K Plan-5$843,488$44,799$8,960iApproximate average salary by contribution assumption: employee only about $223,995 at 4% or $149,330 at 6%; with 50% employer match about $149,330 at 4% or $99,553 at 6%; with 100% employer match about $111,997 at 4% or $74,665 at 6%.
200715$0$0-
Preferred Pension Concepts Inc. 401K Plan-5---
200616$922,915$76,065$12,678iApproximate average salary by contribution assumption: employee only about $316,938 at 4% or $211,292 at 6%; with 50% employer match about $211,292 at 4% or $140,861 at 6%; with 100% employer match about $158,469 at 4% or $105,646 at 6%.
Preferred Pension Concepts Inc. 401K Plan-6$922,915$76,065$12,678iApproximate average salary by contribution assumption: employee only about $316,938 at 4% or $211,292 at 6%; with 50% employer match about $211,292 at 4% or $140,861 at 6%; with 100% employer match about $158,469 at 4% or $105,646 at 6%.
200516$753,859$83,450$13,908iApproximate average salary by contribution assumption: employee only about $347,708 at 4% or $231,806 at 6%; with 50% employer match about $231,806 at 4% or $154,537 at 6%; with 100% employer match about $173,854 at 4% or $115,903 at 6%.
Preferred Pension Concepts Inc. 401K Plan-6$753,859$83,450$13,908iApproximate average salary by contribution assumption: employee only about $347,708 at 4% or $231,806 at 6%; with 50% employer match about $231,806 at 4% or $154,537 at 6%; with 100% employer match about $173,854 at 4% or $115,903 at 6%.
200416$610,685$56,795$9,466iApproximate average salary by contribution assumption: employee only about $236,646 at 4% or $157,764 at 6%; with 50% employer match about $157,764 at 4% or $105,176 at 6%; with 100% employer match about $118,323 at 4% or $78,882 at 6%.
Preferred Pension Concepts Inc. 401K Plan-6$610,685$56,795$9,466iApproximate average salary by contribution assumption: employee only about $236,646 at 4% or $157,764 at 6%; with 50% employer match about $157,764 at 4% or $105,176 at 6%; with 100% employer match about $118,323 at 4% or $78,882 at 6%.
200316$487,125$53,900$8,983iApproximate average salary by contribution assumption: employee only about $224,583 at 4% or $149,722 at 6%; with 50% employer match about $149,722 at 4% or $99,815 at 6%; with 100% employer match about $112,292 at 4% or $74,861 at 6%.
Preferred Pension Concepts Inc. 401K Plan-6$487,125$53,900$8,983iApproximate average salary by contribution assumption: employee only about $224,583 at 4% or $149,722 at 6%; with 50% employer match about $149,722 at 4% or $99,815 at 6%; with 100% employer match about $112,292 at 4% or $74,861 at 6%.
200217$0$0-
Preferred Pension Concepts Inc. 401K Plan-7---
200117$0$0-
Preferred Pension Concepts Inc. 401K Plan-7---
200016$0$0-
Preferred Pension Concepts Inc. 401K Plan-6---
199915$321,618$61,725$12,345iApproximate average salary by contribution assumption: employee only about $308,625 at 4% or $205,750 at 6%; with 50% employer match about $205,750 at 4% or $137,167 at 6%; with 100% employer match about $154,313 at 4% or $102,875 at 6%.
Preferred Pension Concepts Inc. 401K Plan-5$321,618$61,725$12,345iApproximate average salary by contribution assumption: employee only about $308,625 at 4% or $205,750 at 6%; with 50% employer match about $205,750 at 4% or $137,167 at 6%; with 100% employer match about $154,313 at 4% or $102,875 at 6%.