How big is Pension Technology Group Inc.'s plan?

Pension Technology Group Inc.'s plan reported $1.7M in assets and 11 participants for 2023.

Original filing (PDF)20240506085051NAL0033982097001

Pension Technology Group Inc.

Name: Pension Technology Group Inc. — Pension Technology, Form 5500 (2023)
Creator: Pension Technology Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pension Technology Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Pension Technology Group Inc.'s Pension Technology Group Inc. 401(k) Profit Sharing Plan & Trust held $1.7M in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

ADAM Dinicola signed Pension Technology Group Inc.'s 2023 Form 5500 as plan administrator.

ADAM Dinicola — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pension Technology Group Inc.'s EIN is 20-5884345.

EIN 20-5884345

Plan number 001

Plan year 2023

ACK ID 20240506085051NAL0033982097001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Pension Technology Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Pension Technology Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENSION TECHNOLOGY GROUP INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off