Civic Intelligence

Pension Designers Inc.

Plan context: P D I Financial Group Inc. Profit Sharing Plan

EIN 39-1223793 • Appleton, WI • 27 filings • 2 plans

601 N. Lynndale DriveAppleton, WI 54914
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$564,196

2025 Contributions

$525

Historical Graphs

Total Assets Over Time

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

$782,854$391,427$0199920122024YearValue
$564,196Latest year 2024

Participants Over Time

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

1680199920122024YearValue
5Latest 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
202510$0$525-
P D I Financial Group Inc. Profit Sharing Plan-0$0$525-
202415$564,196$17,250$3,450iApproximate average salary by contribution assumption: employee only about $86,250 at 4% or $57,500 at 6%; with 50% employer match about $57,500 at 4% or $38,333 at 6%; with 100% employer match about $43,125 at 4% or $28,750 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-5$564,196$17,250$3,450iApproximate average salary by contribution assumption: employee only about $86,250 at 4% or $57,500 at 6%; with 50% employer match about $57,500 at 4% or $38,333 at 6%; with 100% employer match about $43,125 at 4% or $28,750 at 6%.
202315$457,751$13,670$2,734iApproximate average salary by contribution assumption: employee only about $68,350 at 4% or $45,567 at 6%; with 50% employer match about $45,567 at 4% or $30,378 at 6%; with 100% employer match about $34,175 at 4% or $22,783 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-5$457,751$13,670$2,734iApproximate average salary by contribution assumption: employee only about $68,350 at 4% or $45,567 at 6%; with 50% employer match about $45,567 at 4% or $30,378 at 6%; with 100% employer match about $34,175 at 4% or $22,783 at 6%.
202216$466,617$11,440$1,907iApproximate average salary by contribution assumption: employee only about $47,667 at 4% or $31,778 at 6%; with 50% employer match about $31,778 at 4% or $21,185 at 6%; with 100% employer match about $23,833 at 4% or $15,889 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-6$466,617$11,440$1,907iApproximate average salary by contribution assumption: employee only about $47,667 at 4% or $31,778 at 6%; with 50% employer match about $31,778 at 4% or $21,185 at 6%; with 100% employer match about $23,833 at 4% or $15,889 at 6%.
202117$688,952$6,000$857iApproximate average salary by contribution assumption: employee only about $21,429 at 4% or $14,286 at 6%; with 50% employer match about $14,286 at 4% or $9,524 at 6%; with 100% employer match about $10,714 at 4% or $7,143 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-7$688,952$6,000$857iApproximate average salary by contribution assumption: employee only about $21,429 at 4% or $14,286 at 6%; with 50% employer match about $14,286 at 4% or $9,524 at 6%; with 100% employer match about $10,714 at 4% or $7,143 at 6%.
202017$599,076$2,200$314iApproximate average salary by contribution assumption: employee only about $7,857 at 4% or $5,238 at 6%; with 50% employer match about $5,238 at 4% or $3,492 at 6%; with 100% employer match about $3,929 at 4% or $2,619 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-7$599,076$2,200$314iApproximate average salary by contribution assumption: employee only about $7,857 at 4% or $5,238 at 6%; with 50% employer match about $5,238 at 4% or $3,492 at 6%; with 100% employer match about $3,929 at 4% or $2,619 at 6%.
201917$477,990$1,850$264iApproximate average salary by contribution assumption: employee only about $6,607 at 4% or $4,405 at 6%; with 50% employer match about $4,405 at 4% or $2,937 at 6%; with 100% employer match about $3,304 at 4% or $2,202 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-7$477,990$1,850$264iApproximate average salary by contribution assumption: employee only about $6,607 at 4% or $4,405 at 6%; with 50% employer match about $4,405 at 4% or $2,937 at 6%; with 100% employer match about $3,304 at 4% or $2,202 at 6%.
201818$406,962$18,454$2,307iApproximate average salary by contribution assumption: employee only about $57,669 at 4% or $38,446 at 6%; with 50% employer match about $38,446 at 4% or $25,631 at 6%; with 100% employer match about $28,834 at 4% or $19,223 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-8$406,962$18,454$2,307iApproximate average salary by contribution assumption: employee only about $57,669 at 4% or $38,446 at 6%; with 50% employer match about $38,446 at 4% or $25,631 at 6%; with 100% employer match about $28,834 at 4% or $19,223 at 6%.
201719$422,055$21,073$2,341iApproximate average salary by contribution assumption: employee only about $58,536 at 4% or $39,024 at 6%; with 50% employer match about $39,024 at 4% or $26,016 at 6%; with 100% employer match about $29,268 at 4% or $19,512 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-9$422,055$21,073$2,341iApproximate average salary by contribution assumption: employee only about $58,536 at 4% or $39,024 at 6%; with 50% employer match about $39,024 at 4% or $26,016 at 6%; with 100% employer match about $29,268 at 4% or $19,512 at 6%.
2016110$336,814$20,662$2,066iApproximate average salary by contribution assumption: employee only about $51,655 at 4% or $34,437 at 6%; with 50% employer match about $34,437 at 4% or $22,958 at 6%; with 100% employer match about $25,827 at 4% or $17,218 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-10$336,814$20,662$2,066iApproximate average salary by contribution assumption: employee only about $51,655 at 4% or $34,437 at 6%; with 50% employer match about $34,437 at 4% or $22,958 at 6%; with 100% employer match about $25,827 at 4% or $17,218 at 6%.
2015112$303,707$23,235$1,936iApproximate average salary by contribution assumption: employee only about $48,406 at 4% or $32,271 at 6%; with 50% employer match about $32,271 at 4% or $21,514 at 6%; with 100% employer match about $24,203 at 4% or $16,135 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-12$303,707$23,235$1,936iApproximate average salary by contribution assumption: employee only about $48,406 at 4% or $32,271 at 6%; with 50% employer match about $32,271 at 4% or $21,514 at 6%; with 100% employer match about $24,203 at 4% or $16,135 at 6%.
2014113$335,233$25,364$1,951iApproximate average salary by contribution assumption: employee only about $48,777 at 4% or $32,518 at 6%; with 50% employer match about $32,518 at 4% or $21,679 at 6%; with 100% employer match about $24,388 at 4% or $16,259 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-13$335,233$25,364$1,951iApproximate average salary by contribution assumption: employee only about $48,777 at 4% or $32,518 at 6%; with 50% employer match about $32,518 at 4% or $21,679 at 6%; with 100% employer match about $24,388 at 4% or $16,259 at 6%.
2013116$314,654$28,289$1,768iApproximate average salary by contribution assumption: employee only about $44,202 at 4% or $29,468 at 6%; with 50% employer match about $29,468 at 4% or $19,645 at 6%; with 100% employer match about $22,101 at 4% or $14,734 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-16$314,654$28,289$1,768iApproximate average salary by contribution assumption: employee only about $44,202 at 4% or $29,468 at 6%; with 50% employer match about $29,468 at 4% or $19,645 at 6%; with 100% employer match about $22,101 at 4% or $14,734 at 6%.
2012115$224,184$60,154$4,010iApproximate average salary by contribution assumption: employee only about $100,257 at 4% or $66,838 at 6%; with 50% employer match about $66,838 at 4% or $44,559 at 6%; with 100% employer match about $50,128 at 4% or $33,419 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-15$224,184$60,154$4,010iApproximate average salary by contribution assumption: employee only about $100,257 at 4% or $66,838 at 6%; with 50% employer match about $66,838 at 4% or $44,559 at 6%; with 100% employer match about $50,128 at 4% or $33,419 at 6%.
2011112$169,978$9,215$768iApproximate average salary by contribution assumption: employee only about $19,198 at 4% or $12,799 at 6%; with 50% employer match about $12,799 at 4% or $8,532 at 6%; with 100% employer match about $9,599 at 4% or $6,399 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-12$169,978$9,215$768iApproximate average salary by contribution assumption: employee only about $19,198 at 4% or $12,799 at 6%; with 50% employer match about $12,799 at 4% or $8,532 at 6%; with 100% employer match about $9,599 at 4% or $6,399 at 6%.
2010115$481,164$75,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-15$481,164$75,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
2009113$348,751$75,363$5,797iApproximate average salary by contribution assumption: employee only about $144,929 at 4% or $96,619 at 6%; with 50% employer match about $96,619 at 4% or $64,413 at 6%; with 100% employer match about $72,464 at 4% or $48,310 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-13$348,751$75,363$5,797iApproximate average salary by contribution assumption: employee only about $144,929 at 4% or $96,619 at 6%; with 50% employer match about $96,619 at 4% or $64,413 at 6%; with 100% employer match about $72,464 at 4% or $48,310 at 6%.
2008111$219,746$0-
P D I Financial Group Inc. Profit Sharing Plan-11$219,746--
2007111$336,156$0-
P D I Financial Group Inc. Profit Sharing Plan-11$336,156--
2006113$322,653$70,000$5,385iApproximate average salary by contribution assumption: employee only about $134,615 at 4% or $89,744 at 6%; with 50% employer match about $89,744 at 4% or $59,829 at 6%; with 100% employer match about $67,308 at 4% or $44,872 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-13$322,653$70,000$5,385iApproximate average salary by contribution assumption: employee only about $134,615 at 4% or $89,744 at 6%; with 50% employer match about $89,744 at 4% or $59,829 at 6%; with 100% employer match about $67,308 at 4% or $44,872 at 6%.
2005114$226,780$76,155$5,440iApproximate average salary by contribution assumption: employee only about $135,991 at 4% or $90,661 at 6%; with 50% employer match about $90,661 at 4% or $60,440 at 6%; with 100% employer match about $67,996 at 4% or $45,330 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-14$226,780$76,155$5,440iApproximate average salary by contribution assumption: employee only about $135,991 at 4% or $90,661 at 6%; with 50% employer match about $90,661 at 4% or $60,440 at 6%; with 100% employer match about $67,996 at 4% or $45,330 at 6%.
2004114$140,792$75,415$5,387iApproximate average salary by contribution assumption: employee only about $134,670 at 4% or $89,780 at 6%; with 50% employer match about $89,780 at 4% or $59,853 at 6%; with 100% employer match about $67,335 at 4% or $44,890 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-14$140,792$75,415$5,387iApproximate average salary by contribution assumption: employee only about $134,670 at 4% or $89,780 at 6%; with 50% employer match about $89,780 at 4% or $59,853 at 6%; with 100% employer match about $67,335 at 4% or $44,890 at 6%.
2003110$58,069$58,069$5,807iApproximate average salary by contribution assumption: employee only about $145,173 at 4% or $96,782 at 6%; with 50% employer match about $96,782 at 4% or $64,521 at 6%; with 100% employer match about $72,586 at 4% or $48,391 at 6%.
P D I Financial Group Inc. Profit Sharing Plan-10$58,069$58,069$5,807iApproximate average salary by contribution assumption: employee only about $145,173 at 4% or $96,782 at 6%; with 50% employer match about $96,782 at 4% or $64,521 at 6%; with 100% employer match about $72,586 at 4% or $48,391 at 6%.
200210$0$0-
Pension Designers Inc. Profit Sharing Plan-0---
200117$751,977$41,000$5,857iApproximate average salary by contribution assumption: employee only about $146,429 at 4% or $97,619 at 6%; with 50% employer match about $97,619 at 4% or $65,079 at 6%; with 100% employer match about $73,214 at 4% or $48,810 at 6%.
Pension Designers Inc. Profit Sharing Plan-7$751,977$41,000$5,857iApproximate average salary by contribution assumption: employee only about $146,429 at 4% or $97,619 at 6%; with 50% employer match about $97,619 at 4% or $65,079 at 6%; with 100% employer match about $73,214 at 4% or $48,810 at 6%.
200016$782,854$56,000$9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%.
Pension Designers Inc. Profit Sharing Plan-6$782,854$56,000$9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%.
199916$771,630$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Pension Designers Inc. Profit Sharing Plan-6$771,630$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.