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PERSONAL INVESTMENT SOLUTIONS 401k Plan overview

Plan NamePERSONAL INVESTMENT SOLUTIONS
Plan identification number 001

PERSONAL INVESTMENT SOLUTIONS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 INVESTMENT SOLUTIONS IN has sponsored the creation of one or more 401k plans.

Company Name:PERSONAL INVESTMENT SOLUTIONS IN
Employer identification number (EIN):371496077
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONAL INVESTMENT SOLUTIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-09-02
0012022-01-01SHIRLEY HORNER2023-09-11

Financial Data on PERSONAL INVESTMENT SOLUTIONS

Measure Date Value
2025 : PERSONAL INVESTMENT SOLUTIONS 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-246138
Net assets as of the end of the plan year2025-07-2488543
Total assets as of the beginning of the plan year2025-07-2457406
Value of plan covered by a fidelity bond2025-07-246000
Participant contributions to plan in this plan year2025-07-2422295
Other income to plan in this plan year2025-07-248995
Plan net income in this plan year2025-07-2431137
Net assets as of the end of the plan year2025-07-2488543
Net assets as of the beginning of the plan year2025-07-2457406
Employer contributions to plan in this plan year2025-07-245985
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2465
2024 : PERSONAL INVESTMENT SOLUTIONS 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-020
Net assets as of the end of the plan year2024-09-0257406
Total assets as of the beginning of the plan year2024-09-0226434
Value of plan covered by a fidelity bond2024-09-023000
Participant contributions to plan in this plan year2024-09-0218463
Other income to plan in this plan year2024-09-027258
Plan net income in this plan year2024-09-0230972
Net assets as of the end of the plan year2024-09-0257406
Net assets as of the beginning of the plan year2024-09-0226434
Employer contributions to plan in this plan year2024-09-025251

Potentially related plans

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