The Pension Specialists Ltd.
Plan context: The Pension Specialists Ltd. Profit Sharing Plan and Trust
EIN 36-3592542 • Machesney Park, IL • 41 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$5,465,956
2024 Contributions
$168,132
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 | 1 | 27 | $5,465,956 | $168,132 | $6,227iApproximate average salary by contribution assumption: employee only about $155,678 at 4% or $103,785 at 6%; with 50% employer match about $103,785 at 4% or $69,190 at 6%; with 100% employer match about $77,839 at 4% or $51,893 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 27 | $5,465,956 | $168,132 | $6,227iApproximate average salary by contribution assumption: employee only about $155,678 at 4% or $103,785 at 6%; with 50% employer match about $103,785 at 4% or $69,190 at 6%; with 100% employer match about $77,839 at 4% or $51,893 at 6%. |
| 2023 | 1 | 27 | $4,820,541 | $152,958 | $5,665iApproximate average salary by contribution assumption: employee only about $141,628 at 4% or $94,419 at 6%; with 50% employer match about $94,419 at 4% or $62,946 at 6%; with 100% employer match about $70,814 at 4% or $47,209 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 27 | $4,820,541 | $152,958 | $5,665iApproximate average salary by contribution assumption: employee only about $141,628 at 4% or $94,419 at 6%; with 50% employer match about $94,419 at 4% or $62,946 at 6%; with 100% employer match about $70,814 at 4% or $47,209 at 6%. |
| 2022 | 1 | 27 | $4,256,058 | $276,533 | $10,242iApproximate average salary by contribution assumption: employee only about $256,049 at 4% or $170,699 at 6%; with 50% employer match about $170,699 at 4% or $113,800 at 6%; with 100% employer match about $128,025 at 4% or $85,350 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 27 | $4,256,058 | $276,533 | $10,242iApproximate average salary by contribution assumption: employee only about $256,049 at 4% or $170,699 at 6%; with 50% employer match about $170,699 at 4% or $113,800 at 6%; with 100% employer match about $128,025 at 4% or $85,350 at 6%. |
| 2021 | 1 | 27 | $4,586,279 | $887,091 | $32,855iApproximate average salary by contribution assumption: employee only about $821,381 at 4% or $547,587 at 6%; with 50% employer match about $547,587 at 4% or $365,058 at 6%; with 100% employer match about $410,690 at 4% or $273,794 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 27 | $4,586,279 | $887,091 | $32,855iApproximate average salary by contribution assumption: employee only about $821,381 at 4% or $547,587 at 6%; with 50% employer match about $547,587 at 4% or $365,058 at 6%; with 100% employer match about $410,690 at 4% or $273,794 at 6%. |
| 2020 | 1 | 29 | $3,162,427 | $134,170 | $4,627iApproximate average salary by contribution assumption: employee only about $115,664 at 4% or $77,109 at 6%; with 50% employer match about $77,109 at 4% or $51,406 at 6%; with 100% employer match about $57,832 at 4% or $38,555 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 29 | $3,162,427 | $134,170 | $4,627iApproximate average salary by contribution assumption: employee only about $115,664 at 4% or $77,109 at 6%; with 50% employer match about $77,109 at 4% or $51,406 at 6%; with 100% employer match about $57,832 at 4% or $38,555 at 6%. |
| 2019 | 1 | 31 | $2,841,376 | $84,628 | $2,730iApproximate average salary by contribution assumption: employee only about $68,248 at 4% or $45,499 at 6%; with 50% employer match about $45,499 at 4% or $30,333 at 6%; with 100% employer match about $34,124 at 4% or $22,749 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 31 | $2,841,376 | $84,628 | $2,730iApproximate average salary by contribution assumption: employee only about $68,248 at 4% or $45,499 at 6%; with 50% employer match about $45,499 at 4% or $30,333 at 6%; with 100% employer match about $34,124 at 4% or $22,749 at 6%. |
| 2018 | 1 | 29 | $2,269,702 | $133,712 | $4,611iApproximate average salary by contribution assumption: employee only about $115,269 at 4% or $76,846 at 6%; with 50% employer match about $76,846 at 4% or $51,231 at 6%; with 100% employer match about $57,634 at 4% or $38,423 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 29 | $2,269,702 | $133,712 | $4,611iApproximate average salary by contribution assumption: employee only about $115,269 at 4% or $76,846 at 6%; with 50% employer match about $76,846 at 4% or $51,231 at 6%; with 100% employer match about $57,634 at 4% or $38,423 at 6%. |
| 2017 | 1 | 33 | $2,356,843 | $119,469 | $3,620iApproximate average salary by contribution assumption: employee only about $90,507 at 4% or $60,338 at 6%; with 50% employer match about $60,338 at 4% or $40,225 at 6%; with 100% employer match about $45,253 at 4% or $30,169 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 33 | $2,356,843 | $119,469 | $3,620iApproximate average salary by contribution assumption: employee only about $90,507 at 4% or $60,338 at 6%; with 50% employer match about $60,338 at 4% or $40,225 at 6%; with 100% employer match about $45,253 at 4% or $30,169 at 6%. |
| 2016 | 1 | 33 | $2,038,730 | $246,052 | $7,456iApproximate average salary by contribution assumption: employee only about $186,403 at 4% or $124,269 at 6%; with 50% employer match about $124,269 at 4% or $82,846 at 6%; with 100% employer match about $93,202 at 4% or $62,134 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 33 | $2,038,730 | $246,052 | $7,456iApproximate average salary by contribution assumption: employee only about $186,403 at 4% or $124,269 at 6%; with 50% employer match about $124,269 at 4% or $82,846 at 6%; with 100% employer match about $93,202 at 4% or $62,134 at 6%. |
| 2015 | 1 | 29 | $2,177,268 | $171,485 | $5,913iApproximate average salary by contribution assumption: employee only about $147,832 at 4% or $98,555 at 6%; with 50% employer match about $98,555 at 4% or $65,703 at 6%; with 100% employer match about $73,916 at 4% or $49,277 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 29 | $2,177,268 | $171,485 | $5,913iApproximate average salary by contribution assumption: employee only about $147,832 at 4% or $98,555 at 6%; with 50% employer match about $98,555 at 4% or $65,703 at 6%; with 100% employer match about $73,916 at 4% or $49,277 at 6%. |
| 2014 | 1 | 30 | $2,062,971 | $115,247 | $3,842iApproximate average salary by contribution assumption: employee only about $96,039 at 4% or $64,026 at 6%; with 50% employer match about $64,026 at 4% or $42,684 at 6%; with 100% employer match about $48,020 at 4% or $32,013 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 30 | $2,062,971 | $115,247 | $3,842iApproximate average salary by contribution assumption: employee only about $96,039 at 4% or $64,026 at 6%; with 50% employer match about $64,026 at 4% or $42,684 at 6%; with 100% employer match about $48,020 at 4% or $32,013 at 6%. |
| 2013 | 2 | 30 | $2,213,959 | $351,163 | $11,705iApproximate average salary by contribution assumption: employee only about $292,636 at 4% or $195,091 at 6%; with 50% employer match about $195,091 at 4% or $130,060 at 6%; with 100% employer match about $146,318 at 4% or $97,545 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 30 | $2,213,959 | $351,163 | $11,705iApproximate average salary by contribution assumption: employee only about $292,636 at 4% or $195,091 at 6%; with 50% employer match about $195,091 at 4% or $130,060 at 6%; with 100% employer match about $146,318 at 4% or $97,545 at 6%. |
| The Pension Specialists Ltd. Money Purchase Pension Plan | - | 0 | $0 | $0 | - |
| 2012 | 2 | 32 | $2,066,669 | $68,192 | $2,131iApproximate average salary by contribution assumption: employee only about $53,275 at 4% or $35,517 at 6%; with 50% employer match about $35,517 at 4% or $23,678 at 6%; with 100% employer match about $26,638 at 4% or $17,758 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 32 | $1,724,719 | $68,192 | $2,131iApproximate average salary by contribution assumption: employee only about $53,275 at 4% or $35,517 at 6%; with 50% employer match about $35,517 at 4% or $23,678 at 6%; with 100% employer match about $26,638 at 4% or $17,758 at 6%. |
| The Pension Specialists Ltd. Money Purchase Pension Plan | - | 22 | $341,950 | $0 | - |
| 2011 | 2 | 35 | $1,878,131 | $108,573 | $3,102iApproximate average salary by contribution assumption: employee only about $77,552 at 4% or $51,701 at 6%; with 50% employer match about $51,701 at 4% or $34,468 at 6%; with 100% employer match about $38,776 at 4% or $25,851 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 35 | $1,561,814 | $108,573 | $3,102iApproximate average salary by contribution assumption: employee only about $77,552 at 4% or $51,701 at 6%; with 50% employer match about $51,701 at 4% or $34,468 at 6%; with 100% employer match about $38,776 at 4% or $25,851 at 6%. |
| The Pension Specialists Ltd. Money Purchase Pension Plan | - | 28 | $316,317 | $0 | - |
| 2010 | 2 | 29 | $1,874,225 | $203,182 | $7,006iApproximate average salary by contribution assumption: employee only about $175,157 at 4% or $116,771 at 6%; with 50% employer match about $116,771 at 4% or $77,848 at 6%; with 100% employer match about $87,578 at 4% or $58,386 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 26 | $1,548,586 | $125,776 | $4,838iApproximate average salary by contribution assumption: employee only about $120,938 at 4% or $80,626 at 6%; with 50% employer match about $80,626 at 4% or $53,750 at 6%; with 100% employer match about $60,469 at 4% or $40,313 at 6%. |
| The Pension Specialists Ltd. Money Purchase Pension Plan | - | 29 | $325,639 | $77,406 | $2,669iApproximate average salary by contribution assumption: employee only about $66,729 at 4% or $44,486 at 6%; with 50% employer match about $44,486 at 4% or $29,657 at 6%; with 100% employer match about $33,365 at 4% or $22,243 at 6%. |
| 2009 | 2 | 29 | $1,760,145 | $205,572 | $7,089iApproximate average salary by contribution assumption: employee only about $177,217 at 4% or $118,145 at 6%; with 50% employer match about $118,145 at 4% or $78,763 at 6%; with 100% employer match about $88,609 at 4% or $59,072 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 28 | $1,496,811 | $126,014 | $4,501iApproximate average salary by contribution assumption: employee only about $112,513 at 4% or $75,008 at 6%; with 50% employer match about $75,008 at 4% or $50,006 at 6%; with 100% employer match about $56,256 at 4% or $37,504 at 6%. |
| The Pension Specialists Ltd. Money Purchase Pension Plan | - | 29 | $263,334 | $79,558 | $2,743iApproximate average salary by contribution assumption: employee only about $68,584 at 4% or $45,723 at 6%; with 50% employer match about $45,723 at 4% or $30,482 at 6%; with 100% employer match about $34,292 at 4% or $22,861 at 6%. |
| 2008 | 2 | 24 | $1,275,168 | $205,409 | $8,559iApproximate average salary by contribution assumption: employee only about $213,968 at 4% or $142,645 at 6%; with 50% employer match about $142,645 at 4% or $95,097 at 6%; with 100% employer match about $106,984 at 4% or $71,323 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 24 | $1,114,627 | $166,175 | $6,924iApproximate average salary by contribution assumption: employee only about $173,099 at 4% or $115,399 at 6%; with 50% employer match about $115,399 at 4% or $76,933 at 6%; with 100% employer match about $86,549 at 4% or $57,700 at 6%. |
| The Pension Specialists Ltd. Money Purchase Pension Plan | - | 24 | $160,541 | $39,234 | $1,635iApproximate average salary by contribution assumption: employee only about $40,869 at 4% or $27,246 at 6%; with 50% employer match about $27,246 at 4% or $18,164 at 6%; with 100% employer match about $20,434 at 4% or $13,623 at 6%. |
| 2007 | 2 | 22 | $0 | $0 | - |
| The Pension Specialists Ltd. Money Purchase Pension Plan | - | 22 | - | - | - |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 22 | - | - | - |
| 2006 | 2 | 24 | $1,542,241 | $174,786 | $7,283iApproximate average salary by contribution assumption: employee only about $182,069 at 4% or $121,379 at 6%; with 50% employer match about $121,379 at 4% or $80,919 at 6%; with 100% employer match about $91,034 at 4% or $60,690 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 24 | $1,366,108 | $149,756 | $6,240iApproximate average salary by contribution assumption: employee only about $155,996 at 4% or $103,997 at 6%; with 50% employer match about $103,997 at 4% or $69,331 at 6%; with 100% employer match about $77,998 at 4% or $51,999 at 6%. |
| The Pension Specialists Ltd. Money Purchase Pension Plan | - | 24 | $176,133 | $25,030 | $1,043iApproximate average salary by contribution assumption: employee only about $26,073 at 4% or $17,382 at 6%; with 50% employer match about $17,382 at 4% or $11,588 at 6%; with 100% employer match about $13,036 at 4% or $8,691 at 6%. |
| 2005 | 2 | 28 | $1,377,524 | $375,436 | $13,408iApproximate average salary by contribution assumption: employee only about $335,211 at 4% or $223,474 at 6%; with 50% employer match about $223,474 at 4% or $148,983 at 6%; with 100% employer match about $167,605 at 4% or $111,737 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 28 | $1,243,067 | $350,371 | $12,513iApproximate average salary by contribution assumption: employee only about $312,831 at 4% or $208,554 at 6%; with 50% employer match about $208,554 at 4% or $139,036 at 6%; with 100% employer match about $156,416 at 4% or $104,277 at 6%. |
| The Pension Specialists Ltd. Money Purchase Pension Plan | - | 28 | $134,457 | $25,065 | $895iApproximate average salary by contribution assumption: employee only about $22,379 at 4% or $14,920 at 6%; with 50% employer match about $14,920 at 4% or $9,946 at 6%; with 100% employer match about $11,190 at 4% or $7,460 at 6%. |
| 2004 | 2 | 24 | $934,983 | $184,130 | $7,672iApproximate average salary by contribution assumption: employee only about $191,802 at 4% or $127,868 at 6%; with 50% employer match about $127,868 at 4% or $85,245 at 6%; with 100% employer match about $95,901 at 4% or $63,934 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 24 | $834,959 | $162,525 | $6,772iApproximate average salary by contribution assumption: employee only about $169,297 at 4% or $112,865 at 6%; with 50% employer match about $112,865 at 4% or $75,243 at 6%; with 100% employer match about $84,648 at 4% or $56,432 at 6%. |
| The Pension Specialists Ltd. Money Purchase Pension Plan | - | 23 | $100,024 | $21,605 | $939iApproximate average salary by contribution assumption: employee only about $23,484 at 4% or $15,656 at 6%; with 50% employer match about $15,656 at 4% or $10,437 at 6%; with 100% employer match about $11,742 at 4% or $7,828 at 6%. |
| 2003 | 2 | 25 | $731,095 | $141,977 | $5,679iApproximate average salary by contribution assumption: employee only about $141,977 at 4% or $94,651 at 6%; with 50% employer match about $94,651 at 4% or $63,101 at 6%; with 100% employer match about $70,989 at 4% or $47,326 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 25 | $656,020 | $120,778 | $4,831iApproximate average salary by contribution assumption: employee only about $120,778 at 4% or $80,519 at 6%; with 50% employer match about $80,519 at 4% or $53,679 at 6%; with 100% employer match about $60,389 at 4% or $40,259 at 6%. |
| The Pension Specialists Ltd. Money Purchase Pension Plan | - | 24 | $75,075 | $21,199 | $883iApproximate average salary by contribution assumption: employee only about $22,082 at 4% or $14,722 at 6%; with 50% employer match about $14,722 at 4% or $9,814 at 6%; with 100% employer match about $11,041 at 4% or $7,361 at 6%. |
| 2002 | 2 | 31 | $462,500 | $112,826 | $3,640iApproximate average salary by contribution assumption: employee only about $90,989 at 4% or $60,659 at 6%; with 50% employer match about $60,659 at 4% or $40,439 at 6%; with 100% employer match about $45,494 at 4% or $30,330 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 31 | $424,454 | $93,067 | $3,002iApproximate average salary by contribution assumption: employee only about $75,054 at 4% or $50,036 at 6%; with 50% employer match about $50,036 at 4% or $33,357 at 6%; with 100% employer match about $37,527 at 4% or $25,018 at 6%. |
| The Pension Specialists Ltd. Money Purchase Pension Plan | - | 30 | $38,046 | $19,759 | $659iApproximate average salary by contribution assumption: employee only about $16,466 at 4% or $10,977 at 6%; with 50% employer match about $10,977 at 4% or $7,318 at 6%; with 100% employer match about $8,233 at 4% or $5,489 at 6%. |
| 2001 | 2 | 26 | $476,940 | $104,694 | $4,027iApproximate average salary by contribution assumption: employee only about $100,667 at 4% or $67,112 at 6%; with 50% employer match about $67,112 at 4% or $44,741 at 6%; with 100% employer match about $50,334 at 4% or $33,556 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 26 | $448,674 | $89,456 | $3,441iApproximate average salary by contribution assumption: employee only about $86,015 at 4% or $57,344 at 6%; with 50% employer match about $57,344 at 4% or $38,229 at 6%; with 100% employer match about $43,008 at 4% or $28,672 at 6%. |
| The Pension Specialists Ltd. Money Purchase Pension Plan | - | 26 | $28,266 | $15,238 | $586iApproximate average salary by contribution assumption: employee only about $14,652 at 4% or $9,768 at 6%; with 50% employer match about $9,768 at 4% or $6,512 at 6%; with 100% employer match about $7,326 at 4% or $4,884 at 6%. |
| 2000 | 2 | 27 | $478,118 | $100,684 | $3,729iApproximate average salary by contribution assumption: employee only about $93,226 at 4% or $62,151 at 6%; with 50% employer match about $62,151 at 4% or $41,434 at 6%; with 100% employer match about $46,613 at 4% or $31,075 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 27 | $459,670 | $88,921 | $3,293iApproximate average salary by contribution assumption: employee only about $82,334 at 4% or $54,890 at 6%; with 50% employer match about $54,890 at 4% or $36,593 at 6%; with 100% employer match about $41,167 at 4% or $27,445 at 6%. |
| The Pension Specialists Ltd. Money Purchase Pension Plan | - | 26 | $18,448 | $11,763 | $452iApproximate average salary by contribution assumption: employee only about $11,311 at 4% or $7,540 at 6%; with 50% employer match about $7,540 at 4% or $5,027 at 6%; with 100% employer match about $5,655 at 4% or $3,770 at 6%. |
| 1999 | 2 | 26 | $503,409 | $91,678 | $3,526iApproximate average salary by contribution assumption: employee only about $88,152 at 4% or $58,768 at 6%; with 50% employer match about $58,768 at 4% or $39,179 at 6%; with 100% employer match about $44,076 at 4% or $29,384 at 6%. |
| The Pension Specialists Ltd. Profit Sharing Plan and Trust | - | 26 | $492,209 | $80,478 | $3,095iApproximate average salary by contribution assumption: employee only about $77,383 at 4% or $51,588 at 6%; with 50% employer match about $51,588 at 4% or $34,392 at 6%; with 100% employer match about $38,691 at 4% or $25,794 at 6%. |
| The Pension Specialists Ltd. Money Purchase Pension Plan | - | 22 | $11,200 | $11,200 | $509iApproximate average salary by contribution assumption: employee only about $12,727 at 4% or $8,485 at 6%; with 50% employer match about $8,485 at 4% or $5,657 at 6%; with 100% employer match about $6,364 at 4% or $4,242 at 6%. |