PERSONNEL SPECIALISTS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERSONNEL SPECIALISTS, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: PERSONNEL SPECIALISTS, LLC 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-08-06 | 80 |
| Total number of particpants at end of year | 2025-08-06 | 70 |
| Number of Participants With Account Balances | 2025-08-06 | 32 |
| 2024: PERSONNEL SPECIALISTS, LLC 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-05-07 | 102 |
| Total number of particpants at end of year | 2024-05-07 | 69 |
| Number of Participants With Account Balances | 2024-05-07 | 43 |
| 2022: PERSONNEL SPECIALISTS, LLC 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-02 | 77 |
| Total number of particpants at end of year | 2022-06-02 | 111 |
| Number of Participants With Account Balances | 2022-06-02 | 32 |
| Total participants, beginning-of-year | 2022-01-01 | 132 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 87 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
| Total of all active and inactive participants | 2022-01-01 | 97 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 97 |
| Number of participants with account balances | 2022-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2019: PERSONNEL SPECIALISTS, LLC 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 11 |
| Total of all active and inactive participants | 2019-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 67 |
| Number of participants with account balances | 2019-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 3 |
| 2018: PERSONNEL SPECIALISTS, LLC 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 51 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 6 |
| Total of all active and inactive participants | 2018-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 57 |
| Number of participants with account balances | 2018-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: PERSONNEL SPECIALISTS, LLC 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 66 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 66 |
| Number of participants with account balances | 2017-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : PERSONNEL SPECIALISTS, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-06 | 43630 |
| Net assets as of the end of the plan year | 2025-08-06 | 2307005 |
| Total assets as of the beginning of the plan year | 2025-08-06 | 1717212 |
| Value of plan covered by a fidelity bond | 2025-08-06 | 200000 |
| Participant contributions to plan in this plan year | 2025-08-06 | 240926 |
| Other contributions to plan in this plan year | 2025-08-06 | 34637 |
| Other income to plan in this plan year | 2025-08-06 | 283724 |
| Plan net income in this plan year | 2025-08-06 | 589793 |
| Net assets as of the end of the plan year | 2025-08-06 | 2307005 |
| Net assets as of the beginning of the plan year | 2025-08-06 | 1717212 |
| Employer contributions to plan in this plan year | 2025-08-06 | 74136 |
| Fees paid to broker by Benefit Provider | 2025-08-06 | 5963 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-06 | 7372 |
| 2024 : PERSONNEL SPECIALISTS, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-05-07 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-07 | 75469 |
| Net assets as of the end of the plan year | 2024-05-07 | 1717212 |
| Total assets as of the beginning of the plan year | 2024-05-07 | 1247365 |
| Value of plan covered by a fidelity bond | 2024-05-07 | 200000 |
| Participant contributions to plan in this plan year | 2024-05-07 | 217185 |
| Other income to plan in this plan year | 2024-05-07 | 249031 |
| Plan net income in this plan year | 2024-05-07 | 469847 |
| Net assets as of the end of the plan year | 2024-05-07 | 1717212 |
| Net assets as of the beginning of the plan year | 2024-05-07 | 1247365 |
| Employer contributions to plan in this plan year | 2024-05-07 | 79100 |
| Fees paid to broker by Benefit Provider | 2024-05-07 | 4149 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-07 | 5903 |
| 2022 : PERSONNEL SPECIALISTS, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $47,908 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $73,445 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $68,472 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $284,973 |
| Value of total assets at end of year | 2022-12-31 | $1,247,365 |
| Value of total assets at beginning of year | 2022-12-31 | $1,272,902 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,973 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $197,597 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-25,537 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,247,365 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,272,902 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,159,989 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,180,678 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-237,065 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $87,376 |
| Employer contributions (assets) at end of year | 2022-12-31 | $87,376 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $92,224 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $68,472 |
| Contract administrator fees | 2022-12-31 | $4,973 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | DWAYNE JOHNSON AND ASSOCIATES, S.C. |
| Accountancy firm EIN | 2022-12-31 | 391750654 |
| Total expenses incurred by plan in this plan year | 2022-06-02 | 37279 |
| Net assets as of the end of the plan year | 2022-06-02 | 1272902 |
| Total assets as of the beginning of the plan year | 2022-06-02 | 851181 |
| Value of plan covered by a fidelity bond | 2022-06-02 | 50000 |
| Participant contributions to plan in this plan year | 2022-06-02 | 218380 |
| Other income to plan in this plan year | 2022-06-02 | 148396 |
| Plan net income in this plan year | 2022-06-02 | 421721 |
| Net assets as of the end of the plan year | 2022-06-02 | 1272902 |
| Net assets as of the beginning of the plan year | 2022-06-02 | 851181 |
| Employer contributions to plan in this plan year | 2022-06-02 | 92224 |
| Fees paid to broker by Benefit Provider | 2022-06-02 | 2994 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-02 | 4675 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $47,908 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $73,445 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $68,472 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $284,973 |
| Value of total assets at end of year | 2022-01-01 | $1,247,365 |
| Value of total assets at beginning of year | 2022-01-01 | $1,272,902 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $4,973 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $197,597 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-25,537 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,247,365 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,272,902 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $1,159,989 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $1,180,678 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-237,065 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $87,376 |
| Employer contributions (assets) at end of year | 2022-01-01 | $87,376 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $92,224 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $68,472 |
| Contract administrator fees | 2022-01-01 | $4,973 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | DWAYNE JOHNSON AND ASSOCIATES, S.C. |
| Accountancy firm EIN | 2022-01-01 | 391750654 |
| 2019 : PERSONNEL SPECIALISTS, LLC 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $270,458 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $13,936 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $9,673 |
| Total plan assets at end of year | 2019-12-31 | $563,797 |
| Total plan assets at beginning of year | 2019-12-31 | $307,275 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $114,829 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $15,735 |
| Other income received | 2019-12-31 | $84,768 |
| Net income (gross income less expenses) | 2019-12-31 | $256,522 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $563,797 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $307,275 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $55,126 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $4,263 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : PERSONNEL SPECIALISTS, LLC 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $137,436 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $11,358 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $8,763 |
| Total plan assets at end of year | 2018-12-31 | $307,275 |
| Total plan assets at beginning of year | 2018-12-31 | $181,197 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $109,931 |
| Other income received | 2018-12-31 | $-24,238 |
| Net income (gross income less expenses) | 2018-12-31 | $126,078 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $307,275 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $181,197 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $51,743 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,595 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : PERSONNEL SPECIALISTS, LLC 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $181,686 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $489 |
| Total plan assets at end of year | 2017-12-31 | $181,197 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $109,647 |
| Other income received | 2017-12-31 | $9,231 |
| Net income (gross income less expenses) | 2017-12-31 | $181,197 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $181,197 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $62,808 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $489 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
