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| Plan Name | PERSONAL GROUP, INC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PERSONAL GROUP, INC |
| Employer identification number (EIN): | 460408576 |
| NAIC Classification: | 518210 |
| NAIC Description: | Data Processing, Hosting, and Related Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | TREY LIVERMONT | 2023-09-28 | TREY LIVERMONT | 2023-09-28 |
| 001 | 2022-01-01 | TOM LIVERMONT | 2023-09-15 | TOM LIVERMONT | 2023-10-09 |
| 001 | 2021-01-01 | THOMAS LIVERMONT | 2022-09-20 | THOMAS LIVERMONT | 2022-09-20 |
| 001 | 2020-01-01 | TOM LIVERMONT | 2021-04-28 | TOM LIVERMONT | 2021-04-28 |
| 001 | 2019-01-01 | THOMAS R LIVERMONT | 2020-06-24 | THOMAS R LIVERMONT | 2020-06-24 |
| 001 | 2018-01-01 | TOM LIVERMONT | 2019-06-05 | TOM LIVERMONT | 2019-06-05 |
| 001 | 2017-01-01 | THOMAS LIVERMONT | 2018-07-12 | THOMAS LIVERMONT | 2018-07-12 |
| 001 | 2016-01-01 | TOM LIVERMONT | 2017-08-08 | TOM LIVERMONT | 2017-08-08 |
| 001 | 2015-01-01 | THOMAS R LIVERMONT | 2016-07-06 | THOMAS R LIVERMONT | 2016-07-18 |
| 001 | 2014-01-01 | TOM LIVERMONT | 2015-07-14 | ||
| 001 | 2013-01-01 | TOM LIVERMONT | 2014-03-28 | TOM LIVERMONT | 2014-03-28 |
| 001 | 2012-01-01 | TOM LIVERMONT | 2013-05-31 | TOM LIVERMONT | 2013-05-31 |
| 001 | 2011-01-01 | TOM LIVERMONT | 2012-07-17 | TOM LIVERMONT | 2012-07-17 |
| 001 | 2010-01-01 | TOM LIVERMONT | 2011-09-22 | ||
| 001 | 2007-01-01 | TOM LIVERMONT |
| Measure | Date | Value |
|---|---|---|
| 2022 : PERSONAL GROUP, INC 401(K) PLAN 2022 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2022-09-20 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-20 | 36560 |
| Net assets as of the end of the plan year | 2022-09-20 | 523154 |
| Total assets as of the beginning of the plan year | 2022-09-20 | 453022 |
| Value of plan covered by a fidelity bond | 2022-09-20 | 10000 |
| Participant contributions to plan in this plan year | 2022-09-20 | 34950 |
| Value of participant loans at end of plan year | 2022-09-20 | 11295 |
| Other income to plan in this plan year | 2022-09-20 | 51643 |
| Plan net income in this plan year | 2022-09-20 | 70132 |
| Net assets as of the end of the plan year | 2022-09-20 | 523154 |
| Net assets as of the beginning of the plan year | 2022-09-20 | 453022 |
| Employer contributions to plan in this plan year | 2022-09-20 | 20099 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-20 | 2010 |
| 2007: PERSONAL GROUP, INC 401(K) PLAN 2007 form 5500 responses | ||
|---|---|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
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