PENSION SPECIALISTS, INC. is a California corporation, registered on January 14, 1977. It is based at 231 FERNWOOD DR, MORAGA, CA 94556, United States. The company has since been marked dissolved on the California register, is registered under company number 0806884 and carries EIN 591700446. Public records for the company include 1 SoS registration and 3 Form 5500 filings. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | PENSION SPECIALISTS, INC. |
|---|---|
| Principal address | 231 FERNWOOD DR, MORAGA, CA 94556MORAGA94556CAUnited States |
| Mailing address | 231 FERNWOOD DR, MORAGA, CA, 94556, US |
| Registration state | California |
| Status | Dissolved |
| Registered | 14 January 1977 (over 49 years ago) |
| Dissolved | 1978-05-23 |
| Entity type | Corporation |
| Standing | not compliant |
| Company number | 0806884 |
| EIN | 591700446 |
| Employees (modeled) | ≈107 employees2009 |
| Source registry | California Secretary of State · updated 10 August 2026 |
| Public records | 1 SoS registration |
|---|
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| Est. revenue (modeled) | $11M2009 |
|---|
| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| CaliforniaTHIS | PENSION SPECIALISTS, INC. | 1977-01-14 | — | — | Dissolved | |
Filing ID 0806884 Jurisdiction Domestic · Corporation Principal address 231 FERNWOOD DR, MORAGA, CA 94556, United States Registered agent — Officers Not reported | ||||||
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Employee-benefit plan filings by PENSION SPECIALISTS, INC. with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.
| Employees (modeled) | ≈107 · plan year 2009 |
|---|---|
| Est. annual revenue (modeled) | $11M |
| Retirement plan assets | $4.9M |
| Benefit plans | 401(k) plan on file |
| Filing history | 11 plan years filed, 1999–2009 |
| Sponsor EIN | 68-0071806 |
| Plan year | Employees (est.) | Participants | Plan assets | Revenue (est.) | 401(k) | |
|---|---|---|---|---|---|---|
| 2009 | ≈107 | 96 | $4.9M | $11M | 401(k) | |
| 2008 | ≈77 | 90 (69 active) | $3.6M | $8.8M | 401(k) | |
| 2007 | ≈72 | 93 (65 active) | $5.2M | $8M | 401(k) | |
| 2006 | ≈69 | 81 (62 active) | $4.6M | $7.9M | 401(k) | |
| 2005 | ≈62 | 71 (56 active) | $3.9M | $7.3M | 401(k) | |
| 2004 | ≈63 | 74 (57 active) | $3.4M | $7.5M | 401(k) | |
| 2003 | ≈68 | 88 (61 active) | $2.8M | $7.6M | 401(k) | |
| 2002 | ≈67 | 72 (60 active) | $2.1M | $7.1M | 401(k) | |
| 2001 | ≈62 | 67 (56 active) | $2.2M | $6.3M | 401(k) | |
| 2000 | ≈52 | 56 (47 active) | $2.1M | $5.4M | 401(k) | |
Matched Form 5500 filing records:
| Plan | Plan year | Participants | EIN | |
|---|---|---|---|---|
| PENSION SPECIALISTS, INC. 401(K) PLAN | — | — | — | |
| PENSION SPECIALISTS, INC. 401(K) PLAN | — | — | — | |
| PENSION SPECIALISTS, INC. 401(K) PLAN | — | — | — | |
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Companies adjacent to PENSION SPECIALISTS, INC. in the California Secretary of State register, in alphabetical order.
Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-08-12. Document getpalm-companies/8838-2199-3598.