Original filing (PDF)20251028131005NAL0017474850001

PERSONALITY INSIGHTS,INC

Name: PERSONALITY INSIGHTS,INC — PERSONALITY INSIGHTS,INC GCF BENEFIT PLAN, Form 5500 (2024)
Creator: PERSONALITY INSIGHTS,INC

Form 5500-SF

FILING_RECEIVED

PERSONALITY INSIGHTS,INC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$22K

Net assets (EOY)

$7K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERSONALITY INSIGHTS,INC.

Plan sponsor

Name

PERSONALITY INSIGHTS,INC

EIN

58-1983314

Address

1741 LOWER ROSWELL RD · MARIETTA, GA · 30068

Phone

(770) 509-7113

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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