· 2022–2024 · DOL EFAST2

PERSONAL ASSET MANAGEMENT CORP. — PERSONAL ASSET MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)

Original filing (PDF)20230920090929NAL0002390272001

PERSONAL ASSET MANAGEMENT CORP.

Form 5500-SF

FILING_RECEIVED

PERSONAL ASSET MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$477

Net assets (EOY)

$477

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

48

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PERSONAL ASSET MANAGEMENT CORP.

EIN

22-1935128all filings

Address

P.O. BOX 40 144 HILLCREST AVENUE · SUMMIT, NJ · 079020040

Phone

(908) 273-2947

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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