Planned Giving Systems Agency Inc.
Plan context: Pgs Consulting Group Cash Balance Plan
EIN 34-1575771 • Naples, FL • 10 filings • 1 plans
Current Snapshot
Latest Year
2015
2015 Participants
8
2015 Assets
$1,837,479
2015 Contributions
$146,825
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Pgs Consulting Group Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2014 | 1 | 8 | $1,837,479 | $0 | - |
| Pgs Consulting Group Cash Balance Plan | - | 8 | $1,837,479 | $0 | - |
| 2013 | 1 | 8 | $1,728,286 | $0 | - |
| Pgs Consulting Group Cash Balance Plan | - | 8 | $1,728,286 | - | - |
| 2012 | 1 | 6 | $1,608,356 | $0 | - |
| Pgs Consulting Group Cash Balance Plan | - | 6 | $1,608,356 | - | - |
| 2011 | 1 | 6 | $1,462,477 | $146,825 | $24,471iApproximate average salary by contribution assumption: employee only about $611,771 at 4% or $407,847 at 6%; with 50% employer match about $407,847 at 4% or $271,898 at 6%; with 100% employer match about $305,885 at 4% or $203,924 at 6%. |
| Pgs Consulting Group Cash Balance Plan | - | 6 | $1,462,477 | $146,825 | $24,471iApproximate average salary by contribution assumption: employee only about $611,771 at 4% or $407,847 at 6%; with 50% employer match about $407,847 at 4% or $271,898 at 6%; with 100% employer match about $305,885 at 4% or $203,924 at 6%. |
| 2008 | 1 | 0 | $708,996 | $290,000 | - |
| Pgs Consulting Group Cash Balance Plan | - | 0 | $708,996 | $290,000 | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Pgs Consulting Group Cash Balance Plan | - | 1 | - | - | - |
| 2006 | 1 | 1 | $411,094 | $148,402 | $148,402iApproximate average salary by contribution assumption: employee only about $3,710,050 at 4% or $2,473,367 at 6%; with 50% employer match about $2,473,367 at 4% or $1,648,911 at 6%; with 100% employer match about $1,855,025 at 4% or $1,236,683 at 6%. |
| Pgs Consulting Group Cash Balance Plan | - | 1 | $411,094 | $148,402 | $148,402iApproximate average salary by contribution assumption: employee only about $3,710,050 at 4% or $2,473,367 at 6%; with 50% employer match about $2,473,367 at 4% or $1,648,911 at 6%; with 100% employer match about $1,855,025 at 4% or $1,236,683 at 6%. |
| 2005 | 1 | 3 | $238,635 | $115,403 | $38,468iApproximate average salary by contribution assumption: employee only about $961,692 at 4% or $641,128 at 6%; with 50% employer match about $641,128 at 4% or $427,419 at 6%; with 100% employer match about $480,846 at 4% or $320,564 at 6%. |
| Pgs Consulting Group Cash Balance Plan | - | 3 | $238,635 | $115,403 | $38,468iApproximate average salary by contribution assumption: employee only about $961,692 at 4% or $641,128 at 6%; with 50% employer match about $641,128 at 4% or $427,419 at 6%; with 100% employer match about $480,846 at 4% or $320,564 at 6%. |
| 2004 | 1 | 3 | $116,021 | $116,021 | $38,674iApproximate average salary by contribution assumption: employee only about $966,842 at 4% or $644,561 at 6%; with 50% employer match about $644,561 at 4% or $429,707 at 6%; with 100% employer match about $483,421 at 4% or $322,281 at 6%. |
| Pgs Consulting Group Cash Balance Plan | - | 3 | $116,021 | $116,021 | $38,674iApproximate average salary by contribution assumption: employee only about $966,842 at 4% or $644,561 at 6%; with 50% employer match about $644,561 at 4% or $429,707 at 6%; with 100% employer match about $483,421 at 4% or $322,281 at 6%. |