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PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PERSONAL FINANCIAL STRATEGIES has sponsored the creation of one or more 401k plans.

Company Name:PERSONAL FINANCIAL STRATEGIES
Employer identification number (EIN):364127198
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01LES GOLDSTEIN2022-08-18
0012020-01-01LES GOLDSTEIN2021-12-20
0012020-01-01LES GOLDSTEIN2022-02-09
0012018-01-01LES GOLDSTEIN2019-06-30
0012017-01-01LES GOLDSTEIN2018-10-09
0012016-01-01LES GOLDSTEIN2017-09-24
0012015-01-01LES GOLDSTEIN2016-09-14
0012014-01-01LES GOLDSTEIN2015-07-14
0012013-01-01LES GOLDSTEIN2014-07-10
0012012-01-01LES GOLDSTEIN2013-09-18
0012011-01-01LES GOLDSTEIN2012-10-15
0012010-01-01LES GOLDSTEIN2011-08-25

Financial Data on PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-04-110
Total expenses incurred by plan in this plan year2025-04-110
Net assets as of the end of the plan year2025-04-111012
Total assets as of the beginning of the plan year2025-04-11900
Value of plan covered by a fidelity bond2025-04-1150000
Other income to plan in this plan year2025-04-11112
Plan net income in this plan year2025-04-11112
Net assets as of the end of the plan year2025-04-111012
Net assets as of the beginning of the plan year2025-04-11900
Total expenses incurred by plan in this plan year2025-04-01991
Net assets as of the end of the plan year2025-04-010
Total assets as of the beginning of the plan year2025-04-011012
Value of plan covered by a fidelity bond2025-04-0150000
Other income to plan in this plan year2025-04-01-21
Plan net income in this plan year2025-04-01-1012
Net assets as of the end of the plan year2025-04-010
Net assets as of the beginning of the plan year2025-04-011012
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0175
Total transfers to/from plan in this plan year2025-03-120
Total liabilities as of the end of the plan year2025-03-120
Total liabilities as of the beginning of the plan year2025-03-120
Total expenses incurred by plan in this plan year2025-03-120
Net assets as of the end of the plan year2025-03-12900
Total assets as of the beginning of the plan year2025-03-12790
Value of plan covered by a fidelity bond2025-03-1250000
Participant contributions to plan in this plan year2025-03-120
Other expenses paid from plan in this plan year2025-03-120
Other contributions to plan in this plan year2025-03-120
Other income to plan in this plan year2025-03-12110
Plan net income in this plan year2025-03-12110
Net assets as of the end of the plan year2025-03-12900
Net assets as of the beginning of the plan year2025-03-12790
Employer contributions to plan in this plan year2025-03-120
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-120
2022 : PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-180
Total liabilities as of the end of the plan year2022-08-180
Total liabilities as of the beginning of the plan year2022-08-180
Total expenses incurred by plan in this plan year2022-08-181993
Net assets as of the end of the plan year2022-08-18907
Total assets as of the beginning of the plan year2022-08-182546
Value of plan covered by a fidelity bond2022-08-1850000
Participant contributions to plan in this plan year2022-08-180
Other expenses paid from plan in this plan year2022-08-180
Other contributions to plan in this plan year2022-08-180
Other income to plan in this plan year2022-08-18354
Plan net income in this plan year2022-08-18-1639
Net assets as of the end of the plan year2022-08-18907
Net assets as of the beginning of the plan year2022-08-182546
Employer contributions to plan in this plan year2022-08-180
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-181993

Potentially related plans

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