401k Plan data: PERSONNEL PLANNERS, INC. PROFIT SHARING PLAN AND TRUST plan

PERSONNEL PLANNERS, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	PERSONNEL PLANNERS, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	003

PERSONNEL PLANNERS, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
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

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

Company Name: PERSONNEL PLANNERS, INC.

Employer identification number (EIN): 363298929

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONNEL PLANNERS, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 OFER ECKSTEIN 2024-09-30 OFER ECKSTEIN 2024-09-30
003 2022-01-01 OFER ECKSTEIN 2023-08-14 OFER ECKSTEIN 2023-07-27
003 2021-01-01 OFER ECKSTEIN 2022-08-30
003 2020-01-01 OFER ECKSTEIN 2021-10-11 OFER ECKSTEIN 2021-10-11
003 2019-01-01 OFER ECKSTEIN 2020-07-28
003 2018-01-01 DAVID J PROSNITZ 2019-05-09 DAVID J PROSNITZ 2019-05-09
003 2017-01-01 DAVID J PROSNITZ 2018-04-26 DAVID J PROSNITZ 2018-04-26
003 2016-01-01 DAVID J PROSNITZ 2017-05-23 DAVID J PROSNITZ 2017-05-23
003 2015-01-01 DAVID J PROSNITZ 2016-06-03 DAVID J PROSNITZ 2016-06-03
003 2014-01-01 DAVID J PROSNITZ 2015-06-11 DAVID PROSNITZ 2015-06-11
003 2013-01-01 DAVID J PROSNITZ 2014-08-29 DAVID J PROSNITZ 2014-08-29
003 2012-01-01 DAVID PROSNITZ 2013-07-10 DAVID PROSNITZ 2013-07-10
003 2011-01-01 DAVID PROSNITZ 2012-08-20
003 2010-01-01 DAVID PROSNITZ 2011-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	OFER ECKSTEIN	2024-09-30	OFER ECKSTEIN	2024-09-30
003	2022-01-01	OFER ECKSTEIN	2023-08-14	OFER ECKSTEIN	2023-07-27
003	2021-01-01	OFER ECKSTEIN	2022-08-30
003	2020-01-01	OFER ECKSTEIN	2021-10-11	OFER ECKSTEIN	2021-10-11
003	2019-01-01	OFER ECKSTEIN	2020-07-28
003	2018-01-01	DAVID J PROSNITZ	2019-05-09	DAVID J PROSNITZ	2019-05-09
003	2017-01-01	DAVID J PROSNITZ	2018-04-26	DAVID J PROSNITZ	2018-04-26
003	2016-01-01	DAVID J PROSNITZ	2017-05-23	DAVID J PROSNITZ	2017-05-23
003	2015-01-01	DAVID J PROSNITZ	2016-06-03	DAVID J PROSNITZ	2016-06-03
003	2014-01-01	DAVID J PROSNITZ	2015-06-11	DAVID PROSNITZ	2015-06-11
003	2013-01-01	DAVID J PROSNITZ	2014-08-29	DAVID J PROSNITZ	2014-08-29
003	2012-01-01	DAVID PROSNITZ	2013-07-10	DAVID PROSNITZ	2013-07-10
003	2011-01-01	DAVID PROSNITZ	2012-08-20
003	2010-01-01	DAVID PROSNITZ	2011-10-03

Financial Data on PERSONNEL PLANNERS, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2025 : PERSONNEL PLANNERS, INC. PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year	2025-06-27	0
Total expenses incurred by plan in this plan year	2025-06-27	72530
Net assets as of the end of the plan year	2025-06-27	1444284
Total assets as of the beginning of the plan year	2025-06-27	1304177
Value of plan covered by a fidelity bond	2025-06-27	200000
Participant contributions to plan in this plan year	2025-06-27	12365
Value of participant loans at end of plan year	2025-06-27	55233
Other contributions to plan in this plan year	2025-06-27	0
Other income to plan in this plan year	2025-06-27	124851
Plan net income in this plan year	2025-06-27	140107
Net assets as of the end of the plan year	2025-06-27	1444284
Net assets as of the beginning of the plan year	2025-06-27	1304177
Employer contributions to plan in this plan year	2025-06-27	75421
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-27	5929
2024 : PERSONNEL PLANNERS, INC. PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-09-30	0
Total expenses incurred by plan in this plan year	2024-09-30	28775
Net assets as of the end of the plan year	2024-09-30	1304177
Total assets as of the beginning of the plan year	2024-09-30	1118162
Value of plan covered by a fidelity bond	2024-09-30	200000
Participant contributions to plan in this plan year	2024-09-30	12712
Value of participant loans at end of plan year	2024-09-30	69175
Other contributions to plan in this plan year	2024-09-30	0
Other income to plan in this plan year	2024-09-30	115825
Plan net income in this plan year	2024-09-30	186015
Net assets as of the end of the plan year	2024-09-30	1304177
Net assets as of the beginning of the plan year	2024-09-30	1118162
Employer contributions to plan in this plan year	2024-09-30	86253
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-30	5374
2022 : PERSONNEL PLANNERS, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-08-30	20447
Net assets as of the end of the plan year	2022-08-30	1117246
Total assets as of the beginning of the plan year	2022-08-30	948735
Value of plan covered by a fidelity bond	2022-08-30	200000
Participant contributions to plan in this plan year	2022-08-30	10543
Value of participant loans at end of plan year	2022-08-30	45033
Other contributions to plan in this plan year	2022-08-30	0
Other income to plan in this plan year	2022-08-30	91079
Plan net income in this plan year	2022-08-30	168511
Net assets as of the end of the plan year	2022-08-30	1117246
Net assets as of the beginning of the plan year	2022-08-30	948735
Employer contributions to plan in this plan year	2022-08-30	87336
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-30	4568

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Company Name:	PERSONNEL PLANNERS, INC.
Employer identification number (EIN):	363298929
NAIC Classification:	561300