How big is Personal Finances Management Inc.'s plan?

Personal Finances Management Inc.'s plan reported $957K in assets and 2 participants for 2024.

Original filing (PDF)20250822103422NAL0002498883001

Personal Finances Management Inc.

Name: Personal Finances Management Inc. — Personal Finance, Form 5500 (2024)
Creator: Personal Finances Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Personal Finances Management Inc. 401(k) Plan

401(k) retirement plan · Personal Finances Management Inc.'s Personal Finances Management Inc. 401(k) Plan held $957K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$957K

Net assets (EOY)

$957K

Plan identifiers

Personal Finances Management Inc.'s EIN is 27-1600435.

EIN 27-1600435

Plan number 001

Plan year 2024

ACK ID 20250822103422NAL0002498883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Personal Finances Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Personal Finances Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score