How big is Personal Financial Strategies' plan?

Personal Financial Strategies' plan reported $1K in assets for 2024.

Original filing (PDF)20250411145241NAL0036221264001

Personal Financial Strategies

Name: Personal Financial Strategies — Personal Financial, Form 5500 (2024)
Creator: Personal Financial Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Personal Financial Strategies 401(k) Retirement Savings Plan

401(k) retirement plan · Personal Financial Strategies' Personal Financial Strategies 401(k) Retirement Savings Plan reported $1K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

People on this filing

LES Goldstein signed Personal Financial Strategies' 2024 Form 5500 as plan administrator.

LES Goldstein — 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 Financial Strategies' EIN is 36-4127198.

EIN 36-4127198

Plan number 001

Plan year 2024

ACK ID 20250411145241NAL0036221264001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Personal Financial Strategies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Helping the score