How big is Personal Group, Inc.'s plan?

Personal Group, Inc.'s plan reported $482K in assets and 21 participants for 2022.

Original filing (PDF)20231009155700NAL0026938433001

Personal Group, Inc.

Name: Personal Group, Inc. — Personal Group, Inc. 401(k), Form 5500 (2022)
Creator: Personal Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Personal Group, Inc. 401(k) Plan

401(k) retirement plan · Personal Group, Inc.'s Personal Group, Inc. 401(k) Plan held $482K in plan assets for 21 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$482K

Net assets (EOY)

$482K

People on this filing

Tom Livermont signed Personal Group, Inc.'s 2022 Form 5500 as plan administrator.

Tom Livermont — 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 Group, Inc.'s EIN is 46-0408576.

EIN 46-0408576

Plan number 001

Plan year 2022

ACK ID 20231009155700NAL0026938433001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Personal Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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