How big is Personal Onsite Development's plan?

Personal Onsite Development's plan reported $456K in assets and 27 participants for 2023.

Original filing (PDF)20241009065311NAL0017947361001

Personal Onsite Development

Name: Personal Onsite Development — Personal Onsite, Form 5500 (2023)
Creator: Personal Onsite Development
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Personal Onsite Development 401(k) Plan

401(k) retirement plan · Personal Onsite Development's Personal Onsite Development 401(k) Plan held $456K in plan assets for 27 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$456K

Net assets (EOY)

$456K

People on this filing

Dianne COTE signed Personal Onsite Development's 2023 Form 5500 as plan administrator.

Dianne COTE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Personal Onsite Development's EIN is 01-0490422.

EIN 01-0490422

Plan number 001

Plan year 2023

ACK ID 20241009065311NAL0017947361001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Personal Onsite Development from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Personal Onsite Development's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERSONAL ONSITE DEVELOPMENT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off