Civic Intelligence

Pension Transfer Advisors LLC

Plan context: PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN

EIN 45-3113208 • Lenexa, KS • 21 filings • 2 plans

8700 Monrovia St, Suite 310Lenexa, KS 66215
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$7,649

2024 Contributions

$250

Historical Graphs

Total Assets Over Time

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

$67,223,391$33,611,696$0201320192024YearValue
$7,649Latest year 2024

Participants Over Time

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

1,1045520201320192024YearValue
2Latest 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
202412$7,649$250$125iApproximate average salary by contribution assumption: employee only about $3,125 at 4% or $2,083 at 6%; with 50% employer match about $2,083 at 4% or $1,389 at 6%; with 100% employer match about $1,563 at 4% or $1,042 at 6%.
PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN-2$7,649$250$125iApproximate average salary by contribution assumption: employee only about $3,125 at 4% or $2,083 at 6%; with 50% employer match about $2,083 at 4% or $1,389 at 6%; with 100% employer match about $1,563 at 4% or $1,042 at 6%.
202311$6,444$1,500$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN-1$6,444$1,500$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
202221$4,443$300$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN-1$4,443$300$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
Pension Transfer Trust Plan-0---
202121$4,968$250$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN-1$4,968$250$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
Pension Transfer Trust Plan-0---
20202643$67,223,391$2,122,779$3,301iApproximate average salary by contribution assumption: employee only about $82,534 at 4% or $55,023 at 6%; with 50% employer match about $55,023 at 4% or $36,682 at 6%; with 100% employer match about $41,267 at 4% or $27,511 at 6%.
Pension Transfer Trust Plan-643$67,219,642$2,122,279$3,301iApproximate average salary by contribution assumption: employee only about $82,515 at 4% or $55,010 at 6%; with 50% employer match about $55,010 at 4% or $36,673 at 6%; with 100% employer match about $41,257 at 4% or $27,505 at 6%.
PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN-1$3,749$500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
20192649$63,936,467$2,942,703$4,534iApproximate average salary by contribution assumption: employee only about $113,355 at 4% or $75,570 at 6%; with 50% employer match about $75,570 at 4% or $50,380 at 6%; with 100% employer match about $56,678 at 4% or $37,785 at 6%.
Pension Transfer Trust Plan-649$63,933,686$2,942,155$4,533iApproximate average salary by contribution assumption: employee only about $113,334 at 4% or $75,556 at 6%; with 50% employer match about $75,556 at 4% or $50,371 at 6%; with 100% employer match about $56,667 at 4% or $37,778 at 6%.
PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN-1$2,781$548$548iApproximate average salary by contribution assumption: employee only about $13,700 at 4% or $9,133 at 6%; with 50% employer match about $9,133 at 4% or $6,089 at 6%; with 100% employer match about $6,850 at 4% or $4,567 at 6%.
20182679$61,453,786$1,764,759$2,599iApproximate average salary by contribution assumption: employee only about $64,976 at 4% or $43,318 at 6%; with 50% employer match about $43,318 at 4% or $28,878 at 6%; with 100% employer match about $32,488 at 4% or $21,659 at 6%.
Pension Transfer Trust Plan-679$61,452,084$1,764,759$2,599iApproximate average salary by contribution assumption: employee only about $64,976 at 4% or $43,318 at 6%; with 50% employer match about $43,318 at 4% or $28,878 at 6%; with 100% employer match about $32,488 at 4% or $21,659 at 6%.
PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN-1$1,702--
20172723$63,586,080$1,939,680$2,683iApproximate average salary by contribution assumption: employee only about $67,071 at 4% or $44,714 at 6%; with 50% employer match about $44,714 at 4% or $29,809 at 6%; with 100% employer match about $33,535 at 4% or $22,357 at 6%.
Pension Transfer Trust Plan-723$63,584,282$1,938,855$2,682iApproximate average salary by contribution assumption: employee only about $67,042 at 4% or $44,695 at 6%; with 50% employer match about $44,695 at 4% or $29,796 at 6%; with 100% employer match about $33,521 at 4% or $22,347 at 6%.
PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN-1$1,798$825$825iApproximate average salary by contribution assumption: employee only about $20,625 at 4% or $13,750 at 6%; with 50% employer match about $13,750 at 4% or $9,167 at 6%; with 100% employer match about $10,313 at 4% or $6,875 at 6%.
20162769$63,749,675$3,702,748$4,815iApproximate average salary by contribution assumption: employee only about $120,375 at 4% or $80,250 at 6%; with 50% employer match about $80,250 at 4% or $53,500 at 6%; with 100% employer match about $60,188 at 4% or $40,125 at 6%.
Pension Transfer Trust Plan-769$63,748,784$3,701,857$4,814iApproximate average salary by contribution assumption: employee only about $120,346 at 4% or $80,231 at 6%; with 50% employer match about $80,231 at 4% or $53,487 at 6%; with 100% employer match about $60,173 at 4% or $40,115 at 6%.
PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN-1$891$891$891iApproximate average salary by contribution assumption: employee only about $22,275 at 4% or $14,850 at 6%; with 50% employer match about $14,850 at 4% or $9,900 at 6%; with 100% employer match about $11,138 at 4% or $7,425 at 6%.
20152804$59,804,797$2,188,231$2,722iApproximate average salary by contribution assumption: employee only about $68,042 at 4% or $45,361 at 6%; with 50% employer match about $45,361 at 4% or $30,241 at 6%; with 100% employer match about $34,021 at 4% or $22,681 at 6%.
Pension Transfer Trust Plan-804$59,804,797$2,188,231$2,722iApproximate average salary by contribution assumption: employee only about $68,042 at 4% or $45,361 at 6%; with 50% employer match about $45,361 at 4% or $30,241 at 6%; with 100% employer match about $34,021 at 4% or $22,681 at 6%.
PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN-0$0--
20142961$65,470,850$1,583,932$1,648iApproximate average salary by contribution assumption: employee only about $41,205 at 4% or $27,470 at 6%; with 50% employer match about $27,470 at 4% or $18,313 at 6%; with 100% employer match about $20,603 at 4% or $13,735 at 6%.
Pension Transfer Trust Plan-961$65,470,850$1,583,932$1,648iApproximate average salary by contribution assumption: employee only about $41,205 at 4% or $27,470 at 6%; with 50% employer match about $27,470 at 4% or $18,313 at 6%; with 100% employer match about $20,603 at 4% or $13,735 at 6%.
PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN-0$0--
201311,104$63,015,908$6,226,629$5,640iApproximate average salary by contribution assumption: employee only about $141,002 at 4% or $94,001 at 6%; with 50% employer match about $94,001 at 4% or $62,667 at 6%; with 100% employer match about $70,501 at 4% or $47,001 at 6%.
Pension Transfer Trust Plan-1,104$63,015,908$6,226,629$5,640iApproximate average salary by contribution assumption: employee only about $141,002 at 4% or $94,001 at 6%; with 50% employer match about $94,001 at 4% or $62,667 at 6%; with 100% employer match about $70,501 at 4% or $47,001 at 6%.
Pension Transfer Advisors LLC | EIN 45-3113208 | 2024 Form 5500 Company Profile