2023 Form 5500 filing — Personal Resources Investment & Strategic Management, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710170850NAL0023436816001) for Personal Resources Investment & Strategic Management, Inc. 401(K) Profit Sharing Plan, reported by Personal Resources Investment & Strategic Management, Inc. under EIN 20-0077521 and plan number 002. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240710170850NAL0023436816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Personal Resources Investment & Strategic Management, Inc.
- EIN
- 20-0077521
- Plan number
- 002
- Location
- Studio City, CA
- Participants
- 6
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,601,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,601,523
- Employer contributions
- $141,530
- Participant contributions
- $109,470
- Total income / additions
- $1,408,664
- Benefits paid
- $206,182
- Administrative expenses
- $4,390
- Total expenses
- $210,572
- Net increase / (decrease)
- $1,198,092
- Schedule source
- Schedule I