Personal Resources Investment & Strategic Management, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Personal Resources Investment & Strategic Management, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Personal Resources Investment & Strategic Management, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Personal Resources Investment & Strategic Management, Inc. under EIN 20-0077521 and plan number 002. The latest loaded filing year is 2023. The filing reports 6 participants and $9,601,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Personal Resources Investment & Strategic Management, Inc.
- EIN
- 20-0077521
- Plan number
- 002
- Plan type
- 2
- Location
- Studio City, CA
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $9,601,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240710170850NAL0023436816001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,601,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,601,523
- Net assets (BOY)
- $8,403,431
Income & contributions
- Employer contributions
- $141,530
- Participant contributions
- $109,470
- Total income / additions
- $1,408,664
Expenses & distributions
- Benefits paid
- $206,182
- Administrative expenses
- $4,390
- Total expenses
- $210,572
- Net increase / (decrease)
- $1,198,092
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.