PERSONAL RESOURCES INVESTMENT & STRATEGIC MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERSONAL RESOURCES INVESTMENT & STRATEGIC MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : PERSONAL RESOURCES INVESTMENT & STRATEGIC MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $1,370,278 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $115,459 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $100,000 |
| Total plan assets at end of year | 2024-01-01 | $10,856,342 |
| Total plan assets at beginning of year | 2024-01-01 | $9,601,523 |
| Value of fidelity bond covering the plan | 2024-01-01 | $500,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $116,606 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $1,101,846 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $1,254,819 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $10,856,342 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $9,601,523 |
| Assets. Value of assets in partnership/joint-venture interests | 2024-01-01 | $184,489 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $151,826 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $15,459 |
| 2023 : PERSONAL RESOURCES INVESTMENT & STRATEGIC MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,408,664 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $210,572 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $206,182 |
| Total plan assets at end of year | 2023-12-31 | $9,601,523 |
| Total plan assets at beginning of year | 2023-12-31 | $8,403,431 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $109,470 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $1,157,664 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,198,092 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $9,601,523 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,403,431 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $45,573 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $141,530 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $4,390 |
| 2022 : PERSONAL RESOURCES INVESTMENT & STRATEGIC MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-984,456 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $24,441 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $24,411 |
| Total plan assets at end of year | 2022-12-31 | $8,403,431 |
| Total plan assets at beginning of year | 2022-12-31 | $9,412,328 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $103,111 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-1,218,799 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,008,897 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,403,431 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,412,328 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $43,986 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $131,232 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $30 |
