How big is Personable Inc.'s plan?

Personable Inc.'s plan reported $1.5M in assets and 20 participants for 2024.

Original filing (PDF)20250621051702NAL0011103026001

Personable Inc.

Name: Personable Inc. — Personable Inc. 401(k), Form 5500 (2024)
Creator: Personable Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Personable Inc. 401(k)

401(k) retirement plan · Personable Inc.'s Personable Inc. 401(k) held $1.5M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Benjamin CHOU signed Personable Inc.'s 2024 Form 5500 as plan administrator.

Benjamin CHOU — 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

Personable Inc.'s EIN is 33-0862945.

EIN 33-0862945

Plan number 001

Plan year 2024

ACK ID 20250621051702NAL0011103026001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

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

Plan sponsor

Name

PERSONABLE INC

EIN

all filings

Address

17600 NEWHOPE STREET · FOUNTAIN VALLEY, CA · 92708

Phone

(714) 430-1192

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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