· 2022–2024 · DOL EFAST2

PERSONALIZED FINANCIAL SOLUTIONS — PERSONALIZED FINANCIAL SOLUTIONS 401(K) PLAN, Form 5500 (2022)

Original filing (PDF)20230816010550NAL0001387345001

PERSONALIZED FINANCIAL SOLUTIONS

Form 5500-SF

FILING_RECEIVED

PERSONALIZED FINANCIAL SOLUTIONS 401(K) PLAN

401(k) retirement plan

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

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

51

Vendor & structure

100

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

PERSONALIZED FINANCIAL SOLUTIONS

EIN

85-4185678all filings

Address

28163 US HIGHWAY 19 NORTH · SUITE 205 · CLEARWATER, FL · 33761

Phone

(727) 687-8546

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-16

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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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.