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401k Sponsoring company profile

PENSION ADVISORY GROUP, LTD. has sponsored the creation of one or more 401k plans.

Company Name:PENSION ADVISORY GROUP, LTD.
Employer identification number (EIN):364326029
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

The following addresses have been detected on the 401k submissions:

USA Location Address
175 E HAWTHORN PKWY STE 141
VERNON HILLS
IL
600611475
Date first seen: 2012-05-23
Date last seen: 2018-06-21
USA Location Address
175 E HAWTHORN PKWY STE 405
VERNON HILLS
IL
600611468
Date first seen: 2018-06-21
Date last seen: 2024-06-07

PENSION ADVISORY GROUP, LTD. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
004PENSION ADVISORY GROUP, LTD. CASH BALANCE PLAN AND TRUST2015-01-01 2012-10-01
001PENSION ADVISORY GROUP, LTD. EMPLOYEES' PROFIT SHARING PLAN AND TRUST2012-10-01 1999-10-01
005PENSION ADVISORY GROUP, LTD. 401(K) PROFIT SHARING PLAN AND TRUST2015-01-01 2012-10-01
003PENSION ADVISORY GROUP, LTD. RETIREMENT PLAN AND TRUST2012-10-01 2001-10-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-05-04Employer Contributions $ 58,157
2023-05-04Employee Contributions $ 58,157
2023-04-13Employer Contributions $ 83,264
2023-04-13Employee Contributions $ 83,264
2022-04-06Employer Contributions $ 35,499
2022-04-06Employee Contributions $ 35,499
2020-06-02Employer Contributions $ 14,408
2020-06-02Employee Contributions $ 14,408
2019-08-19Employer Contributions $ 50,000
2019-08-19Employee Contributions $ 50,000
2019-07-15Employer Contributions $ 50,000
2019-07-15Employee Contributions $ 50,000
2019-05-28Employer Contributions $ 40,465
2019-05-28Employee Contributions $ 40,465
2018-06-13Employer Contributions $ 100,000
2018-06-13Employee Contributions $ 100,000
2018-04-17Employer Contributions $ 30,000
2018-04-17Employee Contributions $ 30,000
2018-03-28Employer Contributions $ 30,000
2018-03-28Employee Contributions $ 30,000
2017-05-16Employer Contributions $ 30,000
2017-05-16Employee Contributions $ 30,000
2017-02-28Employer Contributions $ 50,000
2017-02-28Employee Contributions $ 50,000
2017-01-13Employer Contributions $ 60,000
2017-01-13Employee Contributions $ 60,000
2016-07-20Employer Contributions $ 40,000
2016-07-20Employee Contributions $ 40,000
2016-04-19Employer Contributions $ 50,000
2016-04-19Employee Contributions $ 50,000
2016-04-05Employer Contributions $ 30,000
2016-04-05Employee Contributions $ 30,000
2016-03-02Employer Contributions $ 30,000
2016-03-02Employee Contributions $ 30,000
2015-12-08Employer Contributions $ 15,000
2015-12-08Employee Contributions $ 15,000
2015-11-19Employer Contributions $ 15,000
2015-11-19Employee Contributions $ 15,000
2015-10-14Employer Contributions $ 15,000
2015-10-14Employee Contributions $ 15,000
2015-09-29Employer Contributions $ 15,000
2015-09-29Employee Contributions $ 15,000
2015-08-13Employer Contributions $ 15,000
2015-08-13Employee Contributions $ 15,000
2015-07-22Employer Contributions $ 15,000
2015-07-22Employee Contributions $ 15,000
2015-03-27Employer Contributions $ 50,000
2015-03-27Employee Contributions $ 50,000
2015-03-17Employer Contributions $ 50,000
2015-03-17Employee Contributions $ 50,000
2015-03-03Employer Contributions $ 50,000
2015-03-03Employee Contributions $ 50,000
2014-04-25Employer Contributions $ 30,399
2014-04-25Employee Contributions $ 30,399
2014-04-11Employer Contributions $ 8,775
2014-04-11Employee Contributions $ 8,775
2014-04-04Employer Contributions $ 99,500
2014-04-04Employee Contributions $ 99,500
2014-03-14Employer Contributions $ 40,000
2014-03-14Employee Contributions $ 40,000
2014-02-19Employer Contributions $ 40,000
2014-02-19Employee Contributions $ 40,000
2013-04-01Employer Contributions $ 45,000
2013-04-01Employee Contributions $ 45,000
2013-03-13Employer Contributions $ 45,000
2013-03-13Employee Contributions $ 45,000
2013-03-06Employer Contributions $ 30,000
2013-03-06Employee Contributions $ 30,000
2013-01-24Employer Contributions $ 46,356
2013-01-24Employee Contributions $ 46,356
2012-11-21Employer Contributions $ 30,000
2012-11-21Employee Contributions $ 30,000
2012-03-08Employer Contributions $ 82,880
2012-03-08Employee Contributions $ 82,880

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