Pension Concepts Inc
Plan context: Pension Concepts Inc Employees Defined Benefit Pension Plan
EIN 38-2337836 • Caledonia, MI • 46 filings • 13 plans
Current Snapshot
Latest Year
2021
2021 Participants
2
2021 Assets
$228,176
2021 Contributions
$888
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 |
|---|---|---|---|---|---|
| 2021 | 2 | 0 | $0 | $0 | - |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 0 | $0 | - | - |
| Pension Concepts Inc 401K Profit Sh | - | 0 | $0 | $0 | - |
| 2020 | 2 | 2 | $228,176 | $0 | - |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | $133,996 | $0 | - |
| Pension Concepts Inc 401K Profit Sh | - | 2 | $94,180 | $0 | - |
| 2019 | 2 | 2 | $183,605 | $888 | $444iApproximate average salary by contribution assumption: employee only about $11,100 at 4% or $7,400 at 6%; with 50% employer match about $7,400 at 4% or $4,933 at 6%; with 100% employer match about $5,550 at 4% or $3,700 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | $100,700 | - | - |
| Pension Concepts Inc 401K Profit Sh | - | 2 | $82,905 | $888 | $444iApproximate average salary by contribution assumption: employee only about $11,100 at 4% or $7,400 at 6%; with 50% employer match about $7,400 at 4% or $4,933 at 6%; with 100% employer match about $5,550 at 4% or $3,700 at 6%. |
| 2018 | 2 | 3 | $266,824 | $27,646 | $9,215iApproximate average salary by contribution assumption: employee only about $230,383 at 4% or $153,589 at 6%; with 50% employer match about $153,589 at 4% or $102,393 at 6%; with 100% employer match about $115,192 at 4% or $76,794 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | $155,831 | $26,753 | $13,377iApproximate average salary by contribution assumption: employee only about $334,413 at 4% or $222,942 at 6%; with 50% employer match about $222,942 at 4% or $148,628 at 6%; with 100% employer match about $167,206 at 4% or $111,471 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 3 | $110,993 | $893 | $298iApproximate average salary by contribution assumption: employee only about $7,442 at 4% or $4,961 at 6%; with 50% employer match about $4,961 at 4% or $3,307 at 6%; with 100% employer match about $3,721 at 4% or $2,481 at 6%. |
| 2017 | 2 | 3 | $259,618 | $22,296 | $7,432iApproximate average salary by contribution assumption: employee only about $185,800 at 4% or $123,867 at 6%; with 50% employer match about $123,867 at 4% or $82,578 at 6%; with 100% employer match about $92,900 at 4% or $61,933 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | $132,480 | $21,403 | $10,702iApproximate average salary by contribution assumption: employee only about $267,538 at 4% or $178,358 at 6%; with 50% employer match about $178,358 at 4% or $118,906 at 6%; with 100% employer match about $133,769 at 4% or $89,179 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 3 | $127,138 | $893 | $298iApproximate average salary by contribution assumption: employee only about $7,442 at 4% or $4,961 at 6%; with 50% employer match about $4,961 at 4% or $3,307 at 6%; with 100% employer match about $3,721 at 4% or $2,481 at 6%. |
| 2016 | 2 | 3 | $246,643 | $39,479 | $13,160iApproximate average salary by contribution assumption: employee only about $328,992 at 4% or $219,328 at 6%; with 50% employer match about $219,328 at 4% or $146,219 at 6%; with 100% employer match about $164,496 at 4% or $109,664 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | $137,381 | $38,604 | $19,302iApproximate average salary by contribution assumption: employee only about $482,550 at 4% or $321,700 at 6%; with 50% employer match about $321,700 at 4% or $214,467 at 6%; with 100% employer match about $241,275 at 4% or $160,850 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 3 | $109,262 | $875 | $292iApproximate average salary by contribution assumption: employee only about $7,292 at 4% or $4,861 at 6%; with 50% employer match about $4,861 at 4% or $3,241 at 6%; with 100% employer match about $3,646 at 4% or $2,431 at 6%. |
| 2015 | 2 | 3 | $209,463 | $25,614 | $8,538iApproximate average salary by contribution assumption: employee only about $213,450 at 4% or $142,300 at 6%; with 50% employer match about $142,300 at 4% or $94,867 at 6%; with 100% employer match about $106,725 at 4% or $71,150 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | $108,517 | $24,697 | $12,349iApproximate average salary by contribution assumption: employee only about $308,713 at 4% or $205,808 at 6%; with 50% employer match about $205,808 at 4% or $137,206 at 6%; with 100% employer match about $154,356 at 4% or $102,904 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 3 | $100,946 | $917 | $306iApproximate average salary by contribution assumption: employee only about $7,642 at 4% or $5,094 at 6%; with 50% employer match about $5,094 at 4% or $3,396 at 6%; with 100% employer match about $3,821 at 4% or $2,547 at 6%. |
| 2014 | 2 | 3 | $213,133 | $37,208 | $12,403iApproximate average salary by contribution assumption: employee only about $310,067 at 4% or $206,711 at 6%; with 50% employer match about $206,711 at 4% or $137,807 at 6%; with 100% employer match about $155,033 at 4% or $103,356 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 3 | $108,622 | $948 | $316iApproximate average salary by contribution assumption: employee only about $7,900 at 4% or $5,267 at 6%; with 50% employer match about $5,267 at 4% or $3,511 at 6%; with 100% employer match about $3,950 at 4% or $2,633 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | $104,511 | $36,260 | $18,130iApproximate average salary by contribution assumption: employee only about $453,250 at 4% or $302,167 at 6%; with 50% employer match about $302,167 at 4% or $201,444 at 6%; with 100% employer match about $226,625 at 4% or $151,083 at 6%. |
| 2013 | 2 | 4 | $203,863 | $26,175 | $6,544iApproximate average salary by contribution assumption: employee only about $163,594 at 4% or $109,063 at 6%; with 50% employer match about $109,063 at 4% or $72,708 at 6%; with 100% employer match about $81,797 at 4% or $54,531 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 4 | $107,611 | $948 | $237iApproximate average salary by contribution assumption: employee only about $5,925 at 4% or $3,950 at 6%; with 50% employer match about $3,950 at 4% or $2,633 at 6%; with 100% employer match about $2,963 at 4% or $1,975 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | $96,252 | $25,227 | $12,614iApproximate average salary by contribution assumption: employee only about $315,338 at 4% or $210,225 at 6%; with 50% employer match about $210,225 at 4% or $140,150 at 6%; with 100% employer match about $157,669 at 4% or $105,113 at 6%. |
| 2012 | 2 | 4 | $174,797 | $29,263 | $7,316iApproximate average salary by contribution assumption: employee only about $182,894 at 4% or $121,929 at 6%; with 50% employer match about $121,929 at 4% or $81,286 at 6%; with 100% employer match about $91,447 at 4% or $60,965 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 4 | $91,162 | $751 | $188iApproximate average salary by contribution assumption: employee only about $4,694 at 4% or $3,129 at 6%; with 50% employer match about $3,129 at 4% or $2,086 at 6%; with 100% employer match about $2,347 at 4% or $1,565 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | $83,635 | $28,512 | $14,256iApproximate average salary by contribution assumption: employee only about $356,400 at 4% or $237,600 at 6%; with 50% employer match about $237,600 at 4% or $158,400 at 6%; with 100% employer match about $178,200 at 4% or $118,800 at 6%. |
| 2011 | 2 | 4 | $135,732 | $751 | $188iApproximate average salary by contribution assumption: employee only about $4,694 at 4% or $3,129 at 6%; with 50% employer match about $3,129 at 4% or $2,086 at 6%; with 100% employer match about $2,347 at 4% or $1,565 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 4 | $77,790 | $751 | $188iApproximate average salary by contribution assumption: employee only about $4,694 at 4% or $3,129 at 6%; with 50% employer match about $3,129 at 4% or $2,086 at 6%; with 100% employer match about $2,347 at 4% or $1,565 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | $57,942 | - | - |
| 2010 | 2 | 4 | $124,749 | $27,335 | $6,834iApproximate average salary by contribution assumption: employee only about $170,844 at 4% or $113,896 at 6%; with 50% employer match about $113,896 at 4% or $75,931 at 6%; with 100% employer match about $85,422 at 4% or $56,948 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 4 | $75,460 | $1,565 | $391iApproximate average salary by contribution assumption: employee only about $9,781 at 4% or $6,521 at 6%; with 50% employer match about $6,521 at 4% or $4,347 at 6%; with 100% employer match about $4,891 at 4% or $3,260 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | $49,289 | $25,770 | $12,885iApproximate average salary by contribution assumption: employee only about $322,125 at 4% or $214,750 at 6%; with 50% employer match about $214,750 at 4% or $143,167 at 6%; with 100% employer match about $161,063 at 4% or $107,375 at 6%. |
| 2009 | 3 | 3 | $122,043 | $22,003 | $7,334iApproximate average salary by contribution assumption: employee only about $183,358 at 4% or $122,239 at 6%; with 50% employer match about $122,239 at 4% or $81,493 at 6%; with 100% employer match about $91,679 at 4% or $61,119 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 3 | $70,032 | $751 | $250iApproximate average salary by contribution assumption: employee only about $6,258 at 4% or $4,172 at 6%; with 50% employer match about $4,172 at 4% or $2,781 at 6%; with 100% employer match about $3,129 at 4% or $2,086 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | $52,011 | $21,252 | $10,626iApproximate average salary by contribution assumption: employee only about $265,650 at 4% or $177,100 at 6%; with 50% employer match about $177,100 at 4% or $118,067 at 6%; with 100% employer match about $132,825 at 4% or $88,550 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | - | - | - | - |
| 2008 | 1 | 2 | $0 | $728 | $364iApproximate average salary by contribution assumption: employee only about $9,100 at 4% or $6,067 at 6%; with 50% employer match about $6,067 at 4% or $4,044 at 6%; with 100% employer match about $4,550 at 4% or $3,033 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 2 | - | $728 | $364iApproximate average salary by contribution assumption: employee only about $9,100 at 4% or $6,067 at 6%; with 50% employer match about $6,067 at 4% or $4,044 at 6%; with 100% employer match about $4,550 at 4% or $3,033 at 6%. |
| 2007 | 2 | 2 | $0 | $0 | - |
| Pension Concepts Inc 401K Profit Sh | - | 2 | - | - | - |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2006 | 2 | 2 | $86,651 | $827 | $414iApproximate average salary by contribution assumption: employee only about $10,338 at 4% or $6,892 at 6%; with 50% employer match about $6,892 at 4% or $4,594 at 6%; with 100% employer match about $5,169 at 4% or $3,446 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 2 | $86,651 | $827 | $414iApproximate average salary by contribution assumption: employee only about $10,338 at 4% or $6,892 at 6%; with 50% employer match about $6,892 at 4% or $4,594 at 6%; with 100% employer match about $5,169 at 4% or $3,446 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2005 | 2 | 2 | $83,208 | $1,032 | $516iApproximate average salary by contribution assumption: employee only about $12,900 at 4% or $8,600 at 6%; with 50% employer match about $8,600 at 4% or $5,733 at 6%; with 100% employer match about $6,450 at 4% or $4,300 at 6%. |
| PENSION CONCEPTS INCORPORATED 401K PROFIT SHARING PLAN | - | 2 | $83,208 | $1,032 | $516iApproximate average salary by contribution assumption: employee only about $12,900 at 4% or $8,600 at 6%; with 50% employer match about $8,600 at 4% or $5,733 at 6%; with 100% employer match about $6,450 at 4% or $4,300 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2004 | 2 | 2 | $77,864 | $2,761 | $1,381iApproximate average salary by contribution assumption: employee only about $34,513 at 4% or $23,008 at 6%; with 50% employer match about $23,008 at 4% or $15,339 at 6%; with 100% employer match about $17,256 at 4% or $11,504 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 2 | $77,864 | $2,761 | $1,381iApproximate average salary by contribution assumption: employee only about $34,513 at 4% or $23,008 at 6%; with 50% employer match about $23,008 at 4% or $15,339 at 6%; with 100% employer match about $17,256 at 4% or $11,504 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2003 | 2 | 2 | $106,960 | $5,075 | $2,538iApproximate average salary by contribution assumption: employee only about $63,438 at 4% or $42,292 at 6%; with 50% employer match about $42,292 at 4% or $28,194 at 6%; with 100% employer match about $31,719 at 4% or $21,146 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 2 | $65,075 | $5,075 | $2,538iApproximate average salary by contribution assumption: employee only about $63,438 at 4% or $42,292 at 6%; with 50% employer match about $42,292 at 4% or $28,194 at 6%; with 100% employer match about $31,719 at 4% or $21,146 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | $41,885 | - | - |
| 2002 | 2 | 2 | $44,634 | $3,676 | $1,838iApproximate average salary by contribution assumption: employee only about $45,950 at 4% or $30,633 at 6%; with 50% employer match about $30,633 at 4% or $20,422 at 6%; with 100% employer match about $22,975 at 4% or $15,317 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 2 | $44,634 | $3,676 | $1,838iApproximate average salary by contribution assumption: employee only about $45,950 at 4% or $30,633 at 6%; with 50% employer match about $30,633 at 4% or $20,422 at 6%; with 100% employer match about $22,975 at 4% or $15,317 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| Pension Concepts Inc 401K Profit Sh | - | 2 | - | - | - |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $59,541 | $2,041 | $1,021iApproximate average salary by contribution assumption: employee only about $25,513 at 4% or $17,008 at 6%; with 50% employer match about $17,008 at 4% or $11,339 at 6%; with 100% employer match about $12,756 at 4% or $8,504 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 2 | $59,541 | $2,041 | $1,021iApproximate average salary by contribution assumption: employee only about $25,513 at 4% or $17,008 at 6%; with 50% employer match about $17,008 at 4% or $11,339 at 6%; with 100% employer match about $12,756 at 4% or $8,504 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | - | - | - |
| 1999 | 2 | 2 | $104,405 | $2,448 | $1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%. |
| Pension Concepts Inc 401K Profit Sh | - | 2 | $57,157 | $2,448 | $1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%. |
| Pension Concepts Inc Employees Defined Benefit Pension Plan | - | 2 | $47,248 | - | - |