Civic Intelligence

Pension Professionals Inc.

Plan context: Pension Professionals Inc. Profit Sharing Plan

EIN 33-0001862 • Rancho Santa Margarita, CA • 26 filings • 2 plans

30212 Tomas, Suite 275Rancho Santa Margarita, CA 92688
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,366,918

2024 Contributions

$72,237

Historical Graphs

Total Assets Over Time

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

$2,366,918$1,183,459$0199920122024YearValue
$2,366,918Latest year 2024

Participants Over Time

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

70350199920122024YearValue
6Latest 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
202416$2,366,918$72,237$12,040iApproximate average salary by contribution assumption: employee only about $300,988 at 4% or $200,658 at 6%; with 50% employer match about $200,658 at 4% or $133,772 at 6%; with 100% employer match about $150,494 at 4% or $100,329 at 6%.
Pension Professionals Inc. Profit Sharing Plan-6$2,366,918$72,237$12,040iApproximate average salary by contribution assumption: employee only about $300,988 at 4% or $200,658 at 6%; with 50% employer match about $200,658 at 4% or $133,772 at 6%; with 100% employer match about $150,494 at 4% or $100,329 at 6%.
202317$1,965,275$72,212$10,316iApproximate average salary by contribution assumption: employee only about $257,900 at 4% or $171,933 at 6%; with 50% employer match about $171,933 at 4% or $114,622 at 6%; with 100% employer match about $128,950 at 4% or $85,967 at 6%.
Pension Professionals Inc. Profit Sharing Plan-7$1,965,275$72,212$10,316iApproximate average salary by contribution assumption: employee only about $257,900 at 4% or $171,933 at 6%; with 50% employer match about $171,933 at 4% or $114,622 at 6%; with 100% employer match about $128,950 at 4% or $85,967 at 6%.
202218$1,477,705$68,973$8,622iApproximate average salary by contribution assumption: employee only about $215,541 at 4% or $143,694 at 6%; with 50% employer match about $143,694 at 4% or $95,796 at 6%; with 100% employer match about $107,770 at 4% or $71,847 at 6%.
Pension Professionals Inc. Profit Sharing Plan-8$1,477,705$68,973$8,622iApproximate average salary by contribution assumption: employee only about $215,541 at 4% or $143,694 at 6%; with 50% employer match about $143,694 at 4% or $95,796 at 6%; with 100% employer match about $107,770 at 4% or $71,847 at 6%.
202118$1,930,780$65,238$8,155iApproximate average salary by contribution assumption: employee only about $203,869 at 4% or $135,913 at 6%; with 50% employer match about $135,913 at 4% or $90,608 at 6%; with 100% employer match about $101,934 at 4% or $67,956 at 6%.
Pension Professionals Inc. Profit Sharing Plan-8$1,930,780$65,238$8,155iApproximate average salary by contribution assumption: employee only about $203,869 at 4% or $135,913 at 6%; with 50% employer match about $135,913 at 4% or $90,608 at 6%; with 100% employer match about $101,934 at 4% or $67,956 at 6%.
202016$1,582,853$63,597$10,600iApproximate average salary by contribution assumption: employee only about $264,988 at 4% or $176,658 at 6%; with 50% employer match about $176,658 at 4% or $117,772 at 6%; with 100% employer match about $132,494 at 4% or $88,329 at 6%.
Pension Professionals Inc. Profit Sharing Plan-6$1,582,853$63,597$10,600iApproximate average salary by contribution assumption: employee only about $264,988 at 4% or $176,658 at 6%; with 50% employer match about $176,658 at 4% or $117,772 at 6%; with 100% employer match about $132,494 at 4% or $88,329 at 6%.
201916$1,166,245$61,836$10,306iApproximate average salary by contribution assumption: employee only about $257,650 at 4% or $171,767 at 6%; with 50% employer match about $171,767 at 4% or $114,511 at 6%; with 100% employer match about $128,825 at 4% or $85,883 at 6%.
Pension Professionals Inc. Profit Sharing Plan-6$1,166,245$61,836$10,306iApproximate average salary by contribution assumption: employee only about $257,650 at 4% or $171,767 at 6%; with 50% employer match about $171,767 at 4% or $114,511 at 6%; with 100% employer match about $128,825 at 4% or $85,883 at 6%.
201816$894,959$60,693$10,116iApproximate average salary by contribution assumption: employee only about $252,888 at 4% or $168,592 at 6%; with 50% employer match about $168,592 at 4% or $112,394 at 6%; with 100% employer match about $126,444 at 4% or $84,296 at 6%.
Pension Professionals Inc. Profit Sharing Plan-6$894,959$60,693$10,116iApproximate average salary by contribution assumption: employee only about $252,888 at 4% or $168,592 at 6%; with 50% employer match about $168,592 at 4% or $112,394 at 6%; with 100% employer match about $126,444 at 4% or $84,296 at 6%.
201716$874,349$59,496$9,916iApproximate average salary by contribution assumption: employee only about $247,900 at 4% or $165,267 at 6%; with 50% employer match about $165,267 at 4% or $110,178 at 6%; with 100% employer match about $123,950 at 4% or $82,633 at 6%.
Pension Professionals Inc. Profit Sharing Plan-6$874,349$59,496$9,916iApproximate average salary by contribution assumption: employee only about $247,900 at 4% or $165,267 at 6%; with 50% employer match about $165,267 at 4% or $110,178 at 6%; with 100% employer match about $123,950 at 4% or $82,633 at 6%.
201616$666,319$48,437$8,073iApproximate average salary by contribution assumption: employee only about $201,821 at 4% or $134,547 at 6%; with 50% employer match about $134,547 at 4% or $89,698 at 6%; with 100% employer match about $100,910 at 4% or $67,274 at 6%.
Pension Professionals Inc. Profit Sharing Plan-6$666,319$48,437$8,073iApproximate average salary by contribution assumption: employee only about $201,821 at 4% or $134,547 at 6%; with 50% employer match about $134,547 at 4% or $89,698 at 6%; with 100% employer match about $100,910 at 4% or $67,274 at 6%.
201516$587,306$53,036$8,839iApproximate average salary by contribution assumption: employee only about $220,983 at 4% or $147,322 at 6%; with 50% employer match about $147,322 at 4% or $98,215 at 6%; with 100% employer match about $110,492 at 4% or $73,661 at 6%.
Pension Professionals Inc. Profit Sharing Plan-6$587,306$53,036$8,839iApproximate average salary by contribution assumption: employee only about $220,983 at 4% or $147,322 at 6%; with 50% employer match about $147,322 at 4% or $98,215 at 6%; with 100% employer match about $110,492 at 4% or $73,661 at 6%.
201415$521,877$28,280$5,656iApproximate average salary by contribution assumption: employee only about $141,400 at 4% or $94,267 at 6%; with 50% employer match about $94,267 at 4% or $62,844 at 6%; with 100% employer match about $70,700 at 4% or $47,133 at 6%.
Pension Professionals Inc. Profit Sharing Plan-5$521,877$28,280$5,656iApproximate average salary by contribution assumption: employee only about $141,400 at 4% or $94,267 at 6%; with 50% employer match about $94,267 at 4% or $62,844 at 6%; with 100% employer match about $70,700 at 4% or $47,133 at 6%.
201315$467,965$31,022$6,204iApproximate average salary by contribution assumption: employee only about $155,110 at 4% or $103,407 at 6%; with 50% employer match about $103,407 at 4% or $68,938 at 6%; with 100% employer match about $77,555 at 4% or $51,703 at 6%.
Pension Professionals Inc. Profit Sharing Plan-5$467,965$31,022$6,204iApproximate average salary by contribution assumption: employee only about $155,110 at 4% or $103,407 at 6%; with 50% employer match about $103,407 at 4% or $68,938 at 6%; with 100% employer match about $77,555 at 4% or $51,703 at 6%.
201215$351,923$26,760$5,352iApproximate average salary by contribution assumption: employee only about $133,800 at 4% or $89,200 at 6%; with 50% employer match about $89,200 at 4% or $59,467 at 6%; with 100% employer match about $66,900 at 4% or $44,600 at 6%.
Pension Professionals Inc. Profit Sharing Plan-5$351,923$26,760$5,352iApproximate average salary by contribution assumption: employee only about $133,800 at 4% or $89,200 at 6%; with 50% employer match about $89,200 at 4% or $59,467 at 6%; with 100% employer match about $66,900 at 4% or $44,600 at 6%.
201115$284,527$27,629$5,526iApproximate average salary by contribution assumption: employee only about $138,145 at 4% or $92,097 at 6%; with 50% employer match about $92,097 at 4% or $61,398 at 6%; with 100% employer match about $69,073 at 4% or $46,048 at 6%.
Pension Professionals Inc. Profit Sharing Plan-5$284,527$27,629$5,526iApproximate average salary by contribution assumption: employee only about $138,145 at 4% or $92,097 at 6%; with 50% employer match about $92,097 at 4% or $61,398 at 6%; with 100% employer match about $69,073 at 4% or $46,048 at 6%.
201016$294,708$18,900$3,150iApproximate average salary by contribution assumption: employee only about $78,750 at 4% or $52,500 at 6%; with 50% employer match about $52,500 at 4% or $35,000 at 6%; with 100% employer match about $39,375 at 4% or $26,250 at 6%.
Pension Professionals Inc. Profit Sharing Plan-6$294,708$18,900$3,150iApproximate average salary by contribution assumption: employee only about $78,750 at 4% or $52,500 at 6%; with 50% employer match about $52,500 at 4% or $35,000 at 6%; with 100% employer match about $39,375 at 4% or $26,250 at 6%.
2009170$277,610$14,400$206iApproximate average salary by contribution assumption: employee only about $5,143 at 4% or $3,429 at 6%; with 50% employer match about $3,429 at 4% or $2,286 at 6%; with 100% employer match about $2,571 at 4% or $1,714 at 6%.
Pension Professionals Inc. Profit Sharing Plan-70$277,610$14,400$206iApproximate average salary by contribution assumption: employee only about $5,143 at 4% or $3,429 at 6%; with 50% employer match about $3,429 at 4% or $2,286 at 6%; with 100% employer match about $2,571 at 4% or $1,714 at 6%.
2008110$220,520$15,233$1,523iApproximate average salary by contribution assumption: employee only about $38,083 at 4% or $25,388 at 6%; with 50% employer match about $25,388 at 4% or $16,926 at 6%; with 100% employer match about $19,041 at 4% or $12,694 at 6%.
Pension Professionals Inc. Profit Sharing Plan-10$220,520$15,233$1,523iApproximate average salary by contribution assumption: employee only about $38,083 at 4% or $25,388 at 6%; with 50% employer match about $25,388 at 4% or $16,926 at 6%; with 100% employer match about $19,041 at 4% or $12,694 at 6%.
2007110$0$0-
Pension Professionals Inc. Profit Sharing Plan-10---
2006110$245,019$20,525$2,053iApproximate average salary by contribution assumption: employee only about $51,313 at 4% or $34,208 at 6%; with 50% employer match about $34,208 at 4% or $22,806 at 6%; with 100% employer match about $25,656 at 4% or $17,104 at 6%.
Pension Professionals Inc. Profit Sharing Plan-10$245,019$20,525$2,053iApproximate average salary by contribution assumption: employee only about $51,313 at 4% or $34,208 at 6%; with 50% employer match about $34,208 at 4% or $22,806 at 6%; with 100% employer match about $25,656 at 4% or $17,104 at 6%.
2005111$205,763$20,865$1,897iApproximate average salary by contribution assumption: employee only about $47,420 at 4% or $31,614 at 6%; with 50% employer match about $31,614 at 4% or $21,076 at 6%; with 100% employer match about $23,710 at 4% or $15,807 at 6%.
Pension Professionals Inc. Profit Sharing Plan-11$205,763$20,865$1,897iApproximate average salary by contribution assumption: employee only about $47,420 at 4% or $31,614 at 6%; with 50% employer match about $31,614 at 4% or $21,076 at 6%; with 100% employer match about $23,710 at 4% or $15,807 at 6%.
200419$176,083$24,756$2,751iApproximate average salary by contribution assumption: employee only about $68,767 at 4% or $45,844 at 6%; with 50% employer match about $45,844 at 4% or $30,563 at 6%; with 100% employer match about $34,383 at 4% or $22,922 at 6%.
Pension Professionals Inc. Profit Sharing Plan-9$176,083$24,756$2,751iApproximate average salary by contribution assumption: employee only about $68,767 at 4% or $45,844 at 6%; with 50% employer match about $45,844 at 4% or $30,563 at 6%; with 100% employer match about $34,383 at 4% or $22,922 at 6%.
200319$169,005$31,924$3,547iApproximate average salary by contribution assumption: employee only about $88,678 at 4% or $59,119 at 6%; with 50% employer match about $59,119 at 4% or $39,412 at 6%; with 100% employer match about $44,339 at 4% or $29,559 at 6%.
Pension Professionals Inc. Profit Sharing Plan-9$169,005$31,924$3,547iApproximate average salary by contribution assumption: employee only about $88,678 at 4% or $59,119 at 6%; with 50% employer match about $59,119 at 4% or $39,412 at 6%; with 100% employer match about $44,339 at 4% or $29,559 at 6%.
200219$125,745$34,544$3,838iApproximate average salary by contribution assumption: employee only about $95,956 at 4% or $63,970 at 6%; with 50% employer match about $63,970 at 4% or $42,647 at 6%; with 100% employer match about $47,978 at 4% or $31,985 at 6%.
Pension Professionals Inc. Profit Sharing Plan-9$125,745$34,544$3,838iApproximate average salary by contribution assumption: employee only about $95,956 at 4% or $63,970 at 6%; with 50% employer match about $63,970 at 4% or $42,647 at 6%; with 100% employer match about $47,978 at 4% or $31,985 at 6%.
200119$576,594$53,330$5,926iApproximate average salary by contribution assumption: employee only about $148,139 at 4% or $98,759 at 6%; with 50% employer match about $98,759 at 4% or $65,840 at 6%; with 100% employer match about $74,069 at 4% or $49,380 at 6%.
Pension Professionals Inc. Profit Sharing Plan-9$576,594$53,330$5,926iApproximate average salary by contribution assumption: employee only about $148,139 at 4% or $98,759 at 6%; with 50% employer match about $98,759 at 4% or $65,840 at 6%; with 100% employer match about $74,069 at 4% or $49,380 at 6%.
200019$496,360$46,942$5,216iApproximate average salary by contribution assumption: employee only about $130,394 at 4% or $86,930 at 6%; with 50% employer match about $86,930 at 4% or $57,953 at 6%; with 100% employer match about $65,197 at 4% or $43,465 at 6%.
Pension Professionals Inc. Profit Sharing Plan-9$496,360$46,942$5,216iApproximate average salary by contribution assumption: employee only about $130,394 at 4% or $86,930 at 6%; with 50% employer match about $86,930 at 4% or $57,953 at 6%; with 100% employer match about $65,197 at 4% or $43,465 at 6%.
199919$426,958$44,141$4,905iApproximate average salary by contribution assumption: employee only about $122,614 at 4% or $81,743 at 6%; with 50% employer match about $81,743 at 4% or $54,495 at 6%; with 100% employer match about $61,307 at 4% or $40,871 at 6%.
Pension Professionals Inc. Profit Sharing Plan-9$426,958$44,141$4,905iApproximate average salary by contribution assumption: employee only about $122,614 at 4% or $81,743 at 6%; with 50% employer match about $81,743 at 4% or $54,495 at 6%; with 100% employer match about $61,307 at 4% or $40,871 at 6%.
Pension Professionals Inc. | EIN 33-0001862 | 2024 Form 5500 Company Profile