Civic Intelligence

Pension Inc.

Plan context: Pension Inc. 401K Safe Harbor Plan and Trust

EIN 39-1955089 • Green Bay, WI • 28 filings • 2 plans

1980 Commercial WayGreen Bay, WI 54311-6203
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$4,152,263

2025 Contributions

$174,058

Historical Graphs

Total Assets Over Time

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

$4,583,098$2,291,549$0200020142025YearValue
$4,152,263Latest year 2025

Participants Over Time

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

1370200020132025YearValue
12Latest year 2025

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
2025112$4,152,263$174,058$14,505iApproximate average salary by contribution assumption: employee only about $362,621 at 4% or $241,747 at 6%; with 50% employer match about $241,747 at 4% or $161,165 at 6%; with 100% employer match about $181,310 at 4% or $120,874 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-12$4,152,263$174,058$14,505iApproximate average salary by contribution assumption: employee only about $362,621 at 4% or $241,747 at 6%; with 50% employer match about $241,747 at 4% or $161,165 at 6%; with 100% employer match about $181,310 at 4% or $120,874 at 6%.
2024112$4,583,098$157,151$13,096iApproximate average salary by contribution assumption: employee only about $327,398 at 4% or $218,265 at 6%; with 50% employer match about $218,265 at 4% or $145,510 at 6%; with 100% employer match about $163,699 at 4% or $109,133 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-12$4,583,098$157,151$13,096iApproximate average salary by contribution assumption: employee only about $327,398 at 4% or $218,265 at 6%; with 50% employer match about $218,265 at 4% or $145,510 at 6%; with 100% employer match about $163,699 at 4% or $109,133 at 6%.
2023112$3,823,101$137,644$11,470iApproximate average salary by contribution assumption: employee only about $286,758 at 4% or $191,172 at 6%; with 50% employer match about $191,172 at 4% or $127,448 at 6%; with 100% employer match about $143,379 at 4% or $95,586 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-12$3,823,101$137,644$11,470iApproximate average salary by contribution assumption: employee only about $286,758 at 4% or $191,172 at 6%; with 50% employer match about $191,172 at 4% or $127,448 at 6%; with 100% employer match about $143,379 at 4% or $95,586 at 6%.
2022113$3,186,531$129,186$9,937iApproximate average salary by contribution assumption: employee only about $248,435 at 4% or $165,623 at 6%; with 50% employer match about $165,623 at 4% or $110,415 at 6%; with 100% employer match about $124,217 at 4% or $82,812 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-13$3,186,531$129,186$9,937iApproximate average salary by contribution assumption: employee only about $248,435 at 4% or $165,623 at 6%; with 50% employer match about $165,623 at 4% or $110,415 at 6%; with 100% employer match about $124,217 at 4% or $82,812 at 6%.
2021112$3,573,490$120,997$10,083iApproximate average salary by contribution assumption: employee only about $252,077 at 4% or $168,051 at 6%; with 50% employer match about $168,051 at 4% or $112,034 at 6%; with 100% employer match about $126,039 at 4% or $84,026 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-12$3,573,490$120,997$10,083iApproximate average salary by contribution assumption: employee only about $252,077 at 4% or $168,051 at 6%; with 50% employer match about $168,051 at 4% or $112,034 at 6%; with 100% employer match about $126,039 at 4% or $84,026 at 6%.
2020110$2,879,751$91,469$9,147iApproximate average salary by contribution assumption: employee only about $228,673 at 4% or $152,448 at 6%; with 50% employer match about $152,448 at 4% or $101,632 at 6%; with 100% employer match about $114,336 at 4% or $76,224 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-10$2,879,751$91,469$9,147iApproximate average salary by contribution assumption: employee only about $228,673 at 4% or $152,448 at 6%; with 50% employer match about $152,448 at 4% or $101,632 at 6%; with 100% employer match about $114,336 at 4% or $76,224 at 6%.
2019110$2,456,337$88,135$8,814iApproximate average salary by contribution assumption: employee only about $220,338 at 4% or $146,892 at 6%; with 50% employer match about $146,892 at 4% or $97,928 at 6%; with 100% employer match about $110,169 at 4% or $73,446 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-10$2,456,337$88,135$8,814iApproximate average salary by contribution assumption: employee only about $220,338 at 4% or $146,892 at 6%; with 50% employer match about $146,892 at 4% or $97,928 at 6%; with 100% employer match about $110,169 at 4% or $73,446 at 6%.
2018110$1,907,338$62,955$6,296iApproximate average salary by contribution assumption: employee only about $157,388 at 4% or $104,925 at 6%; with 50% employer match about $104,925 at 4% or $69,950 at 6%; with 100% employer match about $78,694 at 4% or $52,463 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-10$1,907,338$62,955$6,296iApproximate average salary by contribution assumption: employee only about $157,388 at 4% or $104,925 at 6%; with 50% employer match about $104,925 at 4% or $69,950 at 6%; with 100% employer match about $78,694 at 4% or $52,463 at 6%.
2017110$1,972,067$61,936$6,194iApproximate average salary by contribution assumption: employee only about $154,840 at 4% or $103,227 at 6%; with 50% employer match about $103,227 at 4% or $68,818 at 6%; with 100% employer match about $77,420 at 4% or $51,613 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-10$1,972,067$61,936$6,194iApproximate average salary by contribution assumption: employee only about $154,840 at 4% or $103,227 at 6%; with 50% employer match about $103,227 at 4% or $68,818 at 6%; with 100% employer match about $77,420 at 4% or $51,613 at 6%.
201619$1,646,883$55,961$6,218iApproximate average salary by contribution assumption: employee only about $155,447 at 4% or $103,631 at 6%; with 50% employer match about $103,631 at 4% or $69,088 at 6%; with 100% employer match about $77,724 at 4% or $51,816 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-9$1,646,883$55,961$6,218iApproximate average salary by contribution assumption: employee only about $155,447 at 4% or $103,631 at 6%; with 50% employer match about $103,631 at 4% or $69,088 at 6%; with 100% employer match about $77,724 at 4% or $51,816 at 6%.
2015110$1,463,197$53,723$5,372iApproximate average salary by contribution assumption: employee only about $134,308 at 4% or $89,538 at 6%; with 50% employer match about $89,538 at 4% or $59,692 at 6%; with 100% employer match about $67,154 at 4% or $44,769 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-10$1,463,197$53,723$5,372iApproximate average salary by contribution assumption: employee only about $134,308 at 4% or $89,538 at 6%; with 50% employer match about $89,538 at 4% or $59,692 at 6%; with 100% employer match about $67,154 at 4% or $44,769 at 6%.
201419$1,439,256$75,079$8,342iApproximate average salary by contribution assumption: employee only about $208,553 at 4% or $139,035 at 6%; with 50% employer match about $139,035 at 4% or $92,690 at 6%; with 100% employer match about $104,276 at 4% or $69,518 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-9$1,439,256$75,079$8,342iApproximate average salary by contribution assumption: employee only about $208,553 at 4% or $139,035 at 6%; with 50% employer match about $139,035 at 4% or $92,690 at 6%; with 100% employer match about $104,276 at 4% or $69,518 at 6%.
201318$1,276,748$64,706$8,088iApproximate average salary by contribution assumption: employee only about $202,206 at 4% or $134,804 at 6%; with 50% employer match about $134,804 at 4% or $89,869 at 6%; with 100% employer match about $101,103 at 4% or $67,402 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-8$1,276,748$64,706$8,088iApproximate average salary by contribution assumption: employee only about $202,206 at 4% or $134,804 at 6%; with 50% employer match about $134,804 at 4% or $89,869 at 6%; with 100% employer match about $101,103 at 4% or $67,402 at 6%.
201218$1,021,646$76,690$9,586iApproximate average salary by contribution assumption: employee only about $239,656 at 4% or $159,771 at 6%; with 50% employer match about $159,771 at 4% or $106,514 at 6%; with 100% employer match about $119,828 at 4% or $79,885 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-8$1,021,646$76,690$9,586iApproximate average salary by contribution assumption: employee only about $239,656 at 4% or $159,771 at 6%; with 50% employer match about $159,771 at 4% or $106,514 at 6%; with 100% employer match about $119,828 at 4% or $79,885 at 6%.
201118$832,630$90,311$11,289iApproximate average salary by contribution assumption: employee only about $282,222 at 4% or $188,148 at 6%; with 50% employer match about $188,148 at 4% or $125,432 at 6%; with 100% employer match about $141,111 at 4% or $94,074 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-8$832,630$90,311$11,289iApproximate average salary by contribution assumption: employee only about $282,222 at 4% or $188,148 at 6%; with 50% employer match about $188,148 at 4% or $125,432 at 6%; with 100% employer match about $141,111 at 4% or $94,074 at 6%.
201018$983,845$87,004$10,876iApproximate average salary by contribution assumption: employee only about $271,888 at 4% or $181,258 at 6%; with 50% employer match about $181,258 at 4% or $120,839 at 6%; with 100% employer match about $135,944 at 4% or $90,629 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-8$983,845$87,004$10,876iApproximate average salary by contribution assumption: employee only about $271,888 at 4% or $181,258 at 6%; with 50% employer match about $181,258 at 4% or $120,839 at 6%; with 100% employer match about $135,944 at 4% or $90,629 at 6%.
200917$812,867$81,344$11,621iApproximate average salary by contribution assumption: employee only about $290,514 at 4% or $193,676 at 6%; with 50% employer match about $193,676 at 4% or $129,117 at 6%; with 100% employer match about $145,257 at 4% or $96,838 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-7$812,867$81,344$11,621iApproximate average salary by contribution assumption: employee only about $290,514 at 4% or $193,676 at 6%; with 50% employer match about $193,676 at 4% or $129,117 at 6%; with 100% employer match about $145,257 at 4% or $96,838 at 6%.
200817$0$0-
Pension Inc. 401K Safe Harbor Plan and Trust-7---
200717$0$0-
Pension Inc. 401K Safe Harbor Plan and Trust-7---
200617$680,107$54,414$7,773iApproximate average salary by contribution assumption: employee only about $194,336 at 4% or $129,557 at 6%; with 50% employer match about $129,557 at 4% or $86,371 at 6%; with 100% employer match about $97,168 at 4% or $64,779 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-7$680,107$54,414$7,773iApproximate average salary by contribution assumption: employee only about $194,336 at 4% or $129,557 at 6%; with 50% employer match about $129,557 at 4% or $86,371 at 6%; with 100% employer match about $97,168 at 4% or $64,779 at 6%.
200516$549,355$38,953$6,492iApproximate average salary by contribution assumption: employee only about $162,304 at 4% or $108,203 at 6%; with 50% employer match about $108,203 at 4% or $72,135 at 6%; with 100% employer match about $81,152 at 4% or $54,101 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-6$549,355$38,953$6,492iApproximate average salary by contribution assumption: employee only about $162,304 at 4% or $108,203 at 6%; with 50% employer match about $108,203 at 4% or $72,135 at 6%; with 100% employer match about $81,152 at 4% or $54,101 at 6%.
200416$488,074$34,317$5,720iApproximate average salary by contribution assumption: employee only about $142,988 at 4% or $95,325 at 6%; with 50% employer match about $95,325 at 4% or $63,550 at 6%; with 100% employer match about $71,494 at 4% or $47,663 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-6$488,074$34,317$5,720iApproximate average salary by contribution assumption: employee only about $142,988 at 4% or $95,325 at 6%; with 50% employer match about $95,325 at 4% or $63,550 at 6%; with 100% employer match about $71,494 at 4% or $47,663 at 6%.
200317$469,229$48,892$6,985iApproximate average salary by contribution assumption: employee only about $174,614 at 4% or $116,410 at 6%; with 50% employer match about $116,410 at 4% or $77,606 at 6%; with 100% employer match about $87,307 at 4% or $58,205 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-7$469,229$48,892$6,985iApproximate average salary by contribution assumption: employee only about $174,614 at 4% or $116,410 at 6%; with 50% employer match about $116,410 at 4% or $77,606 at 6%; with 100% employer match about $87,307 at 4% or $58,205 at 6%.
200216$319,275$35,486$5,914iApproximate average salary by contribution assumption: employee only about $147,858 at 4% or $98,572 at 6%; with 50% employer match about $98,572 at 4% or $65,715 at 6%; with 100% employer match about $73,929 at 4% or $49,286 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-6$319,275$35,486$5,914iApproximate average salary by contribution assumption: employee only about $147,858 at 4% or $98,572 at 6%; with 50% employer match about $98,572 at 4% or $65,715 at 6%; with 100% employer match about $73,929 at 4% or $49,286 at 6%.
200126$0$0-
Pension Inc. 401K Safe Harbor Plan and Trust-6---
PENSION INC. MONEY PURCHASE PLAN AND TRUST-0---
200025$302,947$42,310$8,462iApproximate average salary by contribution assumption: employee only about $211,550 at 4% or $141,033 at 6%; with 50% employer match about $141,033 at 4% or $94,022 at 6%; with 100% employer match about $105,775 at 4% or $70,517 at 6%.
Pension Inc. 401K Safe Harbor Plan and Trust-5$302,947$42,310$8,462iApproximate average salary by contribution assumption: employee only about $211,550 at 4% or $141,033 at 6%; with 50% employer match about $141,033 at 4% or $94,022 at 6%; with 100% employer match about $105,775 at 4% or $70,517 at 6%.
PENSION INC. MONEY PURCHASE PLAN AND TRUST-5---