Civic Intelligence

Pension Advisors Inc.

Plan context: Pension Advisors Inc. Profit Sharing Plan

EIN 33-0259175 • Brea, CA • 5 filings • 3 plans

1717 East Birch StreetSuite X-205Brea, CA 92821
Current Snapshot

Latest Year

2012

2012 Participants

1

2012 Assets

$47,945

2012 Contributions

$37,609

Historical Graphs

Total Assets Over Time

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

$263,433$131,717$0199920012011YearValue
$47,945Latest year 2011

Participants Over Time

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

110199920012011YearValue
1Latest year 2011

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
201210$0$0-
Pension Advisors Inc. Profit Sharing Plan-0$0--
201111$47,945$0-
Pension Advisors Inc. Profit Sharing Plan-1$47,945--
200111$48,010$0-
Pension Advisors Inc. Profit Sharing Plan-1$48,010--
200011$64,016$0-
Pension Advisors Inc. Profit Sharing Plan-1$64,016--
199911$263,433$37,609$37,609iApproximate average salary by contribution assumption: employee only about $940,225 at 4% or $626,817 at 6%; with 50% employer match about $626,817 at 4% or $417,878 at 6%; with 100% employer match about $470,113 at 4% or $313,408 at 6%.
Pension Advisors Inc. Profit Sharing Plan-1$263,433$37,609$37,609iApproximate average salary by contribution assumption: employee only about $940,225 at 4% or $626,817 at 6%; with 50% employer match about $626,817 at 4% or $417,878 at 6%; with 100% employer match about $470,113 at 4% or $313,408 at 6%.