| Company Name: | PERSONAL RESOURCES INVESTMENT & STRATEGIC MANAGEMENT, INC. |
| Employer identification number (EIN): | 200077521 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-07-01 | |||||
| Date last seen: 2025-10-31 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2015-09-08 | |||||
| Date last seen: 2022-04-26 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2025-07-30 | |||||
| Date last seen: 2025-10-02 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-07-01 | |||||
| Date last seen: 2025-11-20 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | PERSONAL RESOURCES INVESTMENT & STRATEGIC MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 2013-01-01 | 2013-01-01 |
| 001 | PERSONAL RESOURCES INVESTMENT & STRATEGIC MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | 2016-01-01 | 2013-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2020-03-10 | Employer Contributions | $ 400,000 | |||
| 2020-03-10 | Employee Contributions | $ 400,000 | |||
| 2019-03-11 | Employer Contributions | $ 338,948 | |||
| 2019-03-11 | Employee Contributions | $ 338,948 | |||
| 2018-05-07 | Employer Contributions | $ 292,801 | |||
| 2018-05-07 | Employee Contributions | $ 292,801 | |||
| 2017-03-21 | Employer Contributions | $ 357,491 | |||
| 2017-03-21 | Employee Contributions | $ 357,491 | |||
| 2016-06-27 | Employer Contributions | $ 9,323 | |||
| 2016-06-27 | Employee Contributions | $ 9,323 | |||
| 2016-06-25 | Employer Contributions | $ 561,920 | |||
| 2016-06-25 | Employee Contributions | $ 561,920 | |||
| 2015-06-24 | Employer Contributions | $ 353,865 | |||
| 2015-06-24 | Employee Contributions | $ 353,865 | |||
| 2014-03-17 | Employer Contributions | $ 348,037 | |||
| 2014-03-17 | Employee Contributions | $ 348,037 |