PERSONAL CFO SOLUTIONS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERSONAL CFO SOLUTIONS LLC CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2025 : PERSONAL CFO SOLUTIONS LLC CASH BALANCE PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-06 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-06 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-06 | 0 |
| Net assets as of the end of the plan year | 2025-10-06 | 2053063 |
| Total assets as of the beginning of the plan year | 2025-10-06 | 1522772 |
| Value of plan covered by a fidelity bond | 2025-10-06 | 1000000 |
| Participant contributions to plan in this plan year | 2025-10-06 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-06 | 0 |
| Other contributions to plan in this plan year | 2025-10-06 | 0 |
| Other income to plan in this plan year | 2025-10-06 | 75036 |
| Plan net income in this plan year | 2025-10-06 | 530291 |
| Net assets as of the end of the plan year | 2025-10-06 | 2053063 |
| Net assets as of the beginning of the plan year | 2025-10-06 | 1522772 |
| Employer contributions to plan in this plan year | 2025-10-06 | 455255 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-06 | 0 |
| 2024 : PERSONAL CFO SOLUTIONS LLC CASH BALANCE PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-11-13 | 0 |
| Total liabilities as of the end of the plan year | 2024-11-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-11-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-11-13 | 0 |
| Net assets as of the end of the plan year | 2024-11-13 | 1522772 |
| Total assets as of the beginning of the plan year | 2024-11-13 | 1051306 |
| Value of plan covered by a fidelity bond | 2024-11-13 | 1000000 |
| Participant contributions to plan in this plan year | 2024-11-13 | 0 |
| Other expenses paid from plan in this plan year | 2024-11-13 | 0 |
| Other contributions to plan in this plan year | 2024-11-13 | 0 |
| Other income to plan in this plan year | 2024-11-13 | 79340 |
| Plan net income in this plan year | 2024-11-13 | 471466 |
| Net assets as of the end of the plan year | 2024-11-13 | 1522772 |
| Net assets as of the beginning of the plan year | 2024-11-13 | 1051306 |
| Employer contributions to plan in this plan year | 2024-11-13 | 392126 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-13 | 0 |
| 2022 : PERSONAL CFO SOLUTIONS LLC CASH BALANCE PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-10-18 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-18 | 180 |
| Net assets as of the end of the plan year | 2022-10-18 | 742374 |
| Total assets as of the beginning of the plan year | 2022-10-18 | 400000 |
| Value of plan covered by a fidelity bond | 2022-10-18 | 1000000 |
| Participant contributions to plan in this plan year | 2022-10-18 | 0 |
| Other expenses paid from plan in this plan year | 2022-10-18 | 0 |
| Other contributions to plan in this plan year | 2022-10-18 | 0 |
| Other income to plan in this plan year | 2022-10-18 | 4759 |
| Plan net income in this plan year | 2022-10-18 | 342374 |
| Net assets as of the end of the plan year | 2022-10-18 | 742374 |
| Net assets as of the beginning of the plan year | 2022-10-18 | 400000 |
| Employer contributions to plan in this plan year | 2022-10-18 | 337795 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-18 | 180 |
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