Civic Intelligence

Pension Financial Services Inc.

Plan context: Pension Financial Services Inc. Profit Sharing Plan and Trust

EIN 58-1485803 • Duluth, GA • 24 filings • 2 plans

3700 Crestwood Pkwy., Suite 550Duluth, GA 30096-5585
Current Snapshot

Latest Year

2022

2022 Participants

18

2022 Assets

$3,596,677

2022 Contributions

$302,987

Historical Graphs

Total Assets Over Time

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

$3,782,731$1,891,366$0199920142022YearValue
$3,596,677Latest year 2022

Participants Over Time

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

30150199920112022YearValue
18Latest year 2022

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
2022118$3,596,677$302,987$16,833iApproximate average salary by contribution assumption: employee only about $420,815 at 4% or $280,544 at 6%; with 50% employer match about $280,544 at 4% or $187,029 at 6%; with 100% employer match about $210,408 at 4% or $140,272 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-18$3,596,677$302,987$16,833iApproximate average salary by contribution assumption: employee only about $420,815 at 4% or $280,544 at 6%; with 50% employer match about $280,544 at 4% or $187,029 at 6%; with 100% employer match about $210,408 at 4% or $140,272 at 6%.
2021122$3,782,731$217,232$9,874iApproximate average salary by contribution assumption: employee only about $246,855 at 4% or $164,570 at 6%; with 50% employer match about $164,570 at 4% or $109,713 at 6%; with 100% employer match about $123,427 at 4% or $82,285 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-22$3,782,731$217,232$9,874iApproximate average salary by contribution assumption: employee only about $246,855 at 4% or $164,570 at 6%; with 50% employer match about $164,570 at 4% or $109,713 at 6%; with 100% employer match about $123,427 at 4% or $82,285 at 6%.
2020122$3,501,893$230,260$10,466iApproximate average salary by contribution assumption: employee only about $261,659 at 4% or $174,439 at 6%; with 50% employer match about $174,439 at 4% or $116,293 at 6%; with 100% employer match about $130,830 at 4% or $87,220 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-22$3,501,893$230,260$10,466iApproximate average salary by contribution assumption: employee only about $261,659 at 4% or $174,439 at 6%; with 50% employer match about $174,439 at 4% or $116,293 at 6%; with 100% employer match about $130,830 at 4% or $87,220 at 6%.
2019121$2,376,357$230,649$10,983iApproximate average salary by contribution assumption: employee only about $274,582 at 4% or $183,055 at 6%; with 50% employer match about $183,055 at 4% or $122,037 at 6%; with 100% employer match about $137,291 at 4% or $91,527 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-21$2,376,357$230,649$10,983iApproximate average salary by contribution assumption: employee only about $274,582 at 4% or $183,055 at 6%; with 50% employer match about $183,055 at 4% or $122,037 at 6%; with 100% employer match about $137,291 at 4% or $91,527 at 6%.
2018122$3,022,651$227,455$10,339iApproximate average salary by contribution assumption: employee only about $258,472 at 4% or $172,314 at 6%; with 50% employer match about $172,314 at 4% or $114,876 at 6%; with 100% employer match about $129,236 at 4% or $86,157 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-22$3,022,651$227,455$10,339iApproximate average salary by contribution assumption: employee only about $258,472 at 4% or $172,314 at 6%; with 50% employer match about $172,314 at 4% or $114,876 at 6%; with 100% employer match about $129,236 at 4% or $86,157 at 6%.
2017124$3,059,243$200,340$8,348iApproximate average salary by contribution assumption: employee only about $208,688 at 4% or $139,125 at 6%; with 50% employer match about $139,125 at 4% or $92,750 at 6%; with 100% employer match about $104,344 at 4% or $69,563 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-24$3,059,243$200,340$8,348iApproximate average salary by contribution assumption: employee only about $208,688 at 4% or $139,125 at 6%; with 50% employer match about $139,125 at 4% or $92,750 at 6%; with 100% employer match about $104,344 at 4% or $69,563 at 6%.
2016124$2,729,091$461,413$19,226iApproximate average salary by contribution assumption: employee only about $480,639 at 4% or $320,426 at 6%; with 50% employer match about $320,426 at 4% or $213,617 at 6%; with 100% employer match about $240,319 at 4% or $160,213 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-24$2,729,091$461,413$19,226iApproximate average salary by contribution assumption: employee only about $480,639 at 4% or $320,426 at 6%; with 50% employer match about $320,426 at 4% or $213,617 at 6%; with 100% employer match about $240,319 at 4% or $160,213 at 6%.
2015124$2,264,740$126,632$5,276iApproximate average salary by contribution assumption: employee only about $131,908 at 4% or $87,939 at 6%; with 50% employer match about $87,939 at 4% or $58,626 at 6%; with 100% employer match about $65,954 at 4% or $43,969 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-24$2,264,740$126,632$5,276iApproximate average salary by contribution assumption: employee only about $131,908 at 4% or $87,939 at 6%; with 50% employer match about $87,939 at 4% or $58,626 at 6%; with 100% employer match about $65,954 at 4% or $43,969 at 6%.
2014124$2,454,500$181,922$7,580iApproximate average salary by contribution assumption: employee only about $189,502 at 4% or $126,335 at 6%; with 50% employer match about $126,335 at 4% or $84,223 at 6%; with 100% employer match about $94,751 at 4% or $63,167 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-24$2,454,500$181,922$7,580iApproximate average salary by contribution assumption: employee only about $189,502 at 4% or $126,335 at 6%; with 50% employer match about $126,335 at 4% or $84,223 at 6%; with 100% employer match about $94,751 at 4% or $63,167 at 6%.
2013127$2,559,075$118,676$4,395iApproximate average salary by contribution assumption: employee only about $109,885 at 4% or $73,257 at 6%; with 50% employer match about $73,257 at 4% or $48,838 at 6%; with 100% employer match about $54,943 at 4% or $36,628 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-27$2,559,075$118,676$4,395iApproximate average salary by contribution assumption: employee only about $109,885 at 4% or $73,257 at 6%; with 50% employer match about $73,257 at 4% or $48,838 at 6%; with 100% employer match about $54,943 at 4% or $36,628 at 6%.
2012123$2,402,205$111,157$4,833iApproximate average salary by contribution assumption: employee only about $120,823 at 4% or $80,549 at 6%; with 50% employer match about $80,549 at 4% or $53,699 at 6%; with 100% employer match about $60,411 at 4% or $40,274 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-23$2,402,205$111,157$4,833iApproximate average salary by contribution assumption: employee only about $120,823 at 4% or $80,549 at 6%; with 50% employer match about $80,549 at 4% or $53,699 at 6%; with 100% employer match about $60,411 at 4% or $40,274 at 6%.
2011125$2,638,250$122,921$4,917iApproximate average salary by contribution assumption: employee only about $122,921 at 4% or $81,947 at 6%; with 50% employer match about $81,947 at 4% or $54,632 at 6%; with 100% employer match about $61,461 at 4% or $40,974 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-25$2,638,250$122,921$4,917iApproximate average salary by contribution assumption: employee only about $122,921 at 4% or $81,947 at 6%; with 50% employer match about $81,947 at 4% or $54,632 at 6%; with 100% employer match about $61,461 at 4% or $40,974 at 6%.
2010126$2,759,186$134,715$5,181iApproximate average salary by contribution assumption: employee only about $129,534 at 4% or $86,356 at 6%; with 50% employer match about $86,356 at 4% or $57,571 at 6%; with 100% employer match about $64,767 at 4% or $43,178 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-26$2,759,186$134,715$5,181iApproximate average salary by contribution assumption: employee only about $129,534 at 4% or $86,356 at 6%; with 50% employer match about $86,356 at 4% or $57,571 at 6%; with 100% employer match about $64,767 at 4% or $43,178 at 6%.
2009127$2,481,359$156,728$5,805iApproximate average salary by contribution assumption: employee only about $145,119 at 4% or $96,746 at 6%; with 50% employer match about $96,746 at 4% or $64,497 at 6%; with 100% employer match about $72,559 at 4% or $48,373 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-27$2,481,359$156,728$5,805iApproximate average salary by contribution assumption: employee only about $145,119 at 4% or $96,746 at 6%; with 50% employer match about $96,746 at 4% or $64,497 at 6%; with 100% employer match about $72,559 at 4% or $48,373 at 6%.
2008126$0$0-
Pension Financial Services Inc. Profit Sharing Plan and Trust-26---
2007128$0$0-
Pension Financial Services Inc. Profit Sharing Plan and Trust-28---
2006129$2,065,861$160,738$5,543iApproximate average salary by contribution assumption: employee only about $138,567 at 4% or $92,378 at 6%; with 50% employer match about $92,378 at 4% or $61,585 at 6%; with 100% employer match about $69,284 at 4% or $46,189 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-29$2,065,861$160,738$5,543iApproximate average salary by contribution assumption: employee only about $138,567 at 4% or $92,378 at 6%; with 50% employer match about $92,378 at 4% or $61,585 at 6%; with 100% employer match about $69,284 at 4% or $46,189 at 6%.
2005130$1,788,838$161,252$5,375iApproximate average salary by contribution assumption: employee only about $134,377 at 4% or $89,584 at 6%; with 50% employer match about $89,584 at 4% or $59,723 at 6%; with 100% employer match about $67,188 at 4% or $44,792 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-30$1,788,838$161,252$5,375iApproximate average salary by contribution assumption: employee only about $134,377 at 4% or $89,584 at 6%; with 50% employer match about $89,584 at 4% or $59,723 at 6%; with 100% employer match about $67,188 at 4% or $44,792 at 6%.
2004128$1,560,413$161,449$5,766iApproximate average salary by contribution assumption: employee only about $144,151 at 4% or $96,101 at 6%; with 50% employer match about $96,101 at 4% or $64,067 at 6%; with 100% employer match about $72,075 at 4% or $48,050 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-28$1,560,413$161,449$5,766iApproximate average salary by contribution assumption: employee only about $144,151 at 4% or $96,101 at 6%; with 50% employer match about $96,101 at 4% or $64,067 at 6%; with 100% employer match about $72,075 at 4% or $48,050 at 6%.
2003130$0$0-
Pension Financial Services Inc. Profit Sharing Plan and Trust-30---
2002130$0$0-
Pension Financial Services Inc. Profit Sharing Plan and Trust-30---
2001128$0$0-
Pension Financial Services Inc. Profit Sharing Plan and Trust-28---
2000124$0$0-
Pension Financial Services Inc. Profit Sharing Plan and Trust-24---
1999124$1,223,391$94,987$3,958iApproximate average salary by contribution assumption: employee only about $98,945 at 4% or $65,963 at 6%; with 50% employer match about $65,963 at 4% or $43,975 at 6%; with 100% employer match about $49,472 at 4% or $32,982 at 6%.
Pension Financial Services Inc. Profit Sharing Plan and Trust-24$1,223,391$94,987$3,958iApproximate average salary by contribution assumption: employee only about $98,945 at 4% or $65,963 at 6%; with 50% employer match about $65,963 at 4% or $43,975 at 6%; with 100% employer match about $49,472 at 4% or $32,982 at 6%.