Civic Intelligence

Pensionalysis Incorporated

Plan context: Pensionalysis Incorporated Profit-Sharing Plan

EIN 94-2720886 • San Anselmo, CA • 37 filings • 3 plans

64 Legend RoadSan Anselmo, CA 94960
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,977,755

2024 Contributions

$4,750

Historical Graphs

Total Assets Over Time

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

$2,977,755$1,488,878$0199920142023YearValue
$2,977,755Latest year 2023

Participants Over Time

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

320199920112023YearValue
3Latest year 2023

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
202410$0$0-
Pensionalysis Incorporated Profit-Sharing Plan-0$0--
202313$2,977,755$0-
Pensionalysis Incorporated Profit-Sharing Plan-3$2,977,755--
202213$2,932,226$4,750$1,583iApproximate average salary by contribution assumption: employee only about $39,583 at 4% or $26,389 at 6%; with 50% employer match about $26,389 at 4% or $17,593 at 6%; with 100% employer match about $19,792 at 4% or $13,194 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-3$2,932,226$4,750$1,583iApproximate average salary by contribution assumption: employee only about $39,583 at 4% or $26,389 at 6%; with 50% employer match about $26,389 at 4% or $17,593 at 6%; with 100% employer match about $19,792 at 4% or $13,194 at 6%.
202112$2,892,215$9,500$4,750iApproximate average salary by contribution assumption: employee only about $118,750 at 4% or $79,167 at 6%; with 50% employer match about $79,167 at 4% or $52,778 at 6%; with 100% employer match about $59,375 at 4% or $39,583 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-2$2,892,215$9,500$4,750iApproximate average salary by contribution assumption: employee only about $118,750 at 4% or $79,167 at 6%; with 50% employer match about $79,167 at 4% or $52,778 at 6%; with 100% employer match about $59,375 at 4% or $39,583 at 6%.
202013$2,919,350$366,019$122,006iApproximate average salary by contribution assumption: employee only about $3,050,158 at 4% or $2,033,439 at 6%; with 50% employer match about $2,033,439 at 4% or $1,355,626 at 6%; with 100% employer match about $1,525,079 at 4% or $1,016,719 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-3$2,919,350$366,019$122,006iApproximate average salary by contribution assumption: employee only about $3,050,158 at 4% or $2,033,439 at 6%; with 50% employer match about $2,033,439 at 4% or $1,355,626 at 6%; with 100% employer match about $1,525,079 at 4% or $1,016,719 at 6%.
201913$2,503,932$33,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-3$2,503,932$33,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
201813$2,451,538$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-3$2,451,538$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
201713$2,453,170$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-3$2,453,170$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
201613$2,401,721$13,000$4,333iApproximate average salary by contribution assumption: employee only about $108,333 at 4% or $72,222 at 6%; with 50% employer match about $72,222 at 4% or $48,148 at 6%; with 100% employer match about $54,167 at 4% or $36,111 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-3$2,401,721$13,000$4,333iApproximate average salary by contribution assumption: employee only about $108,333 at 4% or $72,222 at 6%; with 50% employer match about $72,222 at 4% or $48,148 at 6%; with 100% employer match about $54,167 at 4% or $36,111 at 6%.
201513$2,412,030$76,000$25,333iApproximate average salary by contribution assumption: employee only about $633,333 at 4% or $422,222 at 6%; with 50% employer match about $422,222 at 4% or $281,481 at 6%; with 100% employer match about $316,667 at 4% or $211,111 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-3$2,412,030$76,000$25,333iApproximate average salary by contribution assumption: employee only about $633,333 at 4% or $422,222 at 6%; with 50% employer match about $422,222 at 4% or $281,481 at 6%; with 100% employer match about $316,667 at 4% or $211,111 at 6%.
201413$2,300,455$45,500$15,167iApproximate average salary by contribution assumption: employee only about $379,167 at 4% or $252,778 at 6%; with 50% employer match about $252,778 at 4% or $168,519 at 6%; with 100% employer match about $189,583 at 4% or $126,389 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-3$2,300,455$45,500$15,167iApproximate average salary by contribution assumption: employee only about $379,167 at 4% or $252,778 at 6%; with 50% employer match about $252,778 at 4% or $168,519 at 6%; with 100% employer match about $189,583 at 4% or $126,389 at 6%.
201313$2,240,347$47,000$15,667iApproximate average salary by contribution assumption: employee only about $391,667 at 4% or $261,111 at 6%; with 50% employer match about $261,111 at 4% or $174,074 at 6%; with 100% employer match about $195,833 at 4% or $130,556 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-3$2,240,347$47,000$15,667iApproximate average salary by contribution assumption: employee only about $391,667 at 4% or $261,111 at 6%; with 50% employer match about $261,111 at 4% or $174,074 at 6%; with 100% employer match about $195,833 at 4% or $130,556 at 6%.
201223$2,158,188$200,100$66,700iApproximate average salary by contribution assumption: employee only about $1,667,500 at 4% or $1,111,667 at 6%; with 50% employer match about $1,111,667 at 4% or $741,111 at 6%; with 100% employer match about $833,750 at 4% or $555,833 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-3$2,158,188$100$33iApproximate average salary by contribution assumption: employee only about $833 at 4% or $556 at 6%; with 50% employer match about $556 at 4% or $370 at 6%; with 100% employer match about $417 at 4% or $278 at 6%.
PENSIONALYSIS, INC. RETIREMENT PLAN-0-$200,000-
201123$1,939,066$222,000$74,000iApproximate average salary by contribution assumption: employee only about $1,850,000 at 4% or $1,233,333 at 6%; with 50% employer match about $1,233,333 at 4% or $822,222 at 6%; with 100% employer match about $925,000 at 4% or $616,667 at 6%.
PENSIONALYSIS, INC. RETIREMENT PLAN-3$1,498,550$220,000$73,333iApproximate average salary by contribution assumption: employee only about $1,833,333 at 4% or $1,222,222 at 6%; with 50% employer match about $1,222,222 at 4% or $814,815 at 6%; with 100% employer match about $916,667 at 4% or $611,111 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-3$440,516$2,000$667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%.
201023$1,708,669$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
PENSIONALYSIS, INC. RETIREMENT PLAN-3$1,278,450$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-3$430,219--
200923$1,577,391$184,480$61,493iApproximate average salary by contribution assumption: employee only about $1,537,333 at 4% or $1,024,889 at 6%; with 50% employer match about $1,024,889 at 4% or $683,259 at 6%; with 100% employer match about $768,667 at 4% or $512,444 at 6%.
PENSIONALYSIS, INC. RETIREMENT PLAN-3$1,153,341$164,480$54,827iApproximate average salary by contribution assumption: employee only about $1,370,667 at 4% or $913,778 at 6%; with 50% employer match about $913,778 at 4% or $609,185 at 6%; with 100% employer match about $685,333 at 4% or $456,889 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-3$424,050$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200823$0$0-
Pensionalysis Incorporated Profit-Sharing Plan-3---
PENSIONALYSIS, INC. RETIREMENT PLAN-3---
200722$0$0-
Pensionalysis Incorporated Profit-Sharing Plan-2---
PENSIONALYSIS, INC. RETIREMENT PLAN-2---
200622$996,573$177,471$88,736iApproximate average salary by contribution assumption: employee only about $2,218,388 at 4% or $1,478,925 at 6%; with 50% employer match about $1,478,925 at 4% or $985,950 at 6%; with 100% employer match about $1,109,194 at 4% or $739,463 at 6%.
PENSIONALYSIS, INC. RETIREMENT PLAN-2$622,001$157,471$78,736iApproximate average salary by contribution assumption: employee only about $1,968,388 at 4% or $1,312,258 at 6%; with 50% employer match about $1,312,258 at 4% or $874,839 at 6%; with 100% employer match about $984,194 at 4% or $656,129 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-2$374,572$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200522$801,567$147,724$73,862iApproximate average salary by contribution assumption: employee only about $1,846,550 at 4% or $1,231,033 at 6%; with 50% employer match about $1,231,033 at 4% or $820,689 at 6%; with 100% employer match about $923,275 at 4% or $615,517 at 6%.
PENSIONALYSIS, INC. RETIREMENT PLAN-2$444,809$147,724$73,862iApproximate average salary by contribution assumption: employee only about $1,846,550 at 4% or $1,231,033 at 6%; with 50% employer match about $1,231,033 at 4% or $820,689 at 6%; with 100% employer match about $923,275 at 4% or $615,517 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-2$356,758--
200422$674,689$131,340$65,670iApproximate average salary by contribution assumption: employee only about $1,641,750 at 4% or $1,094,500 at 6%; with 50% employer match about $1,094,500 at 4% or $729,667 at 6%; with 100% employer match about $820,875 at 4% or $547,250 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-2$385,378$600$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%.
PENSIONALYSIS, INC. RETIREMENT PLAN-2$289,311$130,740$65,370iApproximate average salary by contribution assumption: employee only about $1,634,250 at 4% or $1,089,500 at 6%; with 50% employer match about $1,089,500 at 4% or $726,333 at 6%; with 100% employer match about $817,125 at 4% or $544,750 at 6%.
200323$0$0-
PENSIONALYSIS, INC. RETIREMENT PLAN-2---
Pensionalysis Incorporated Profit-Sharing Plan-3---
200213$0$0-
Pensionalysis Incorporated Profit-Sharing Plan-3---
200123$0$0-
Pensionalysis Incorporated Profit-Sharing Plan-3---
Pensionalysis Incorporated Profit-Sharing Plan-3---
200013$0$0-
Pensionalysis Incorporated Profit-Sharing Plan-3---
199913$175,687$14,716$4,905iApproximate average salary by contribution assumption: employee only about $122,633 at 4% or $81,756 at 6%; with 50% employer match about $81,756 at 4% or $54,504 at 6%; with 100% employer match about $61,317 at 4% or $40,878 at 6%.
Pensionalysis Incorporated Profit-Sharing Plan-3$175,687$14,716$4,905iApproximate average salary by contribution assumption: employee only about $122,633 at 4% or $81,756 at 6%; with 50% employer match about $81,756 at 4% or $54,504 at 6%; with 100% employer match about $61,317 at 4% or $40,878 at 6%.