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PERSONIFY 401(K) PLAN 401k Plan overview

Plan NamePERSONIFY 401(K) PLAN
Plan identification number 001

PERSONIFY 401(K) PLAN 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

PERSONIFY, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERSONIFY, INC.
Employer identification number (EIN):320457121
NAIC Classification:541800

Additional information about PERSONIFY, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2015-01-01
Company Identification Number: C3738901
Legal Registered Office Address: 6600 Koll Center Parkway, Suite 250

Pleasanton
United States of America (USA)
94566

More information about PERSONIFY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONIFY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01QIAN LIU2024-12-26
0012023-01-01QIAN LIU2024-05-03
0012022-01-01CHRISTINE RIMER2023-05-26
0012021-01-01CHRISTINE RIMER2022-05-19
0012020-01-01CAROL HO2021-04-27
0012019-01-01CAROL HO2020-07-02
0012018-01-14CAROL HO2019-07-17
0012018-01-14CAROL HO2020-05-18

Financial Data on PERSONIFY 401(K) PLAN

Measure Date Value
2024 : PERSONIFY 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-12-260
Total liabilities as of the end of the plan year2024-12-260
Total liabilities as of the beginning of the plan year2024-12-260
Total expenses incurred by plan in this plan year2024-12-2686260
Net assets as of the end of the plan year2024-12-260
Total assets as of the beginning of the plan year2024-12-2686357
Value of plan covered by a fidelity bond2024-12-26917471694
Participant contributions to plan in this plan year2024-12-26189
Other expenses paid from plan in this plan year2024-12-260
Other contributions to plan in this plan year2024-12-260
Other income to plan in this plan year2024-12-26-438
Plan net income in this plan year2024-12-26-86357
Net assets as of the end of the plan year2024-12-260
Net assets as of the beginning of the plan year2024-12-2686357
Value of contributions failed to transmitted timely2024-12-260
Employer contributions to plan in this plan year2024-12-26152
Fees paid to broker by Benefit Provider2024-12-260
Expensese paid to adminstrative service provicers from plan in this plan year2024-12-260
Total transfers to/from plan in this plan year2024-05-030
Total liabilities as of the end of the plan year2024-05-030
Total liabilities as of the beginning of the plan year2024-05-030
Total expenses incurred by plan in this plan year2024-05-03118
Net assets as of the end of the plan year2024-05-0386357
Total assets as of the beginning of the plan year2024-05-0363593
Value of plan covered by a fidelity bond2024-05-03705050000
Participant contributions to plan in this plan year2024-05-035720
Other expenses paid from plan in this plan year2024-05-030
Other contributions to plan in this plan year2024-05-030
Other income to plan in this plan year2024-05-0312519
Plan net income in this plan year2024-05-0322764
Net assets as of the end of the plan year2024-05-0386357
Net assets as of the beginning of the plan year2024-05-0363593
Value of contributions failed to transmitted timely2024-05-030
Employer contributions to plan in this plan year2024-05-034643
Fees paid to broker by Benefit Provider2024-05-030
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-03118
2022 : PERSONIFY 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-190
Total liabilities as of the end of the plan year2022-05-190
Total liabilities as of the beginning of the plan year2022-05-190
Total expenses incurred by plan in this plan year2022-05-190
Net assets as of the end of the plan year2022-05-1962963
Total assets as of the beginning of the plan year2022-05-1942199
Value of plan covered by a fidelity bond2022-05-19336000000
Participant contributions to plan in this plan year2022-05-197228
Other expenses paid from plan in this plan year2022-05-190
Other contributions to plan in this plan year2022-05-190
Other income to plan in this plan year2022-05-197603
Plan net income in this plan year2022-05-1920764
Net assets as of the end of the plan year2022-05-1962963
Net assets as of the beginning of the plan year2022-05-1942199
Value of contributions failed to transmitted timely2022-05-190
Employer contributions to plan in this plan year2022-05-195933
Fees paid to broker by Benefit Provider2022-05-190
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-190

Potentially related plans

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