Civic Intelligence

Personal Resources Investment & Strategic Management Inc.

Plan context: Personal Resources Investment & Strategic Management Inc. 401(K) Profit Sharing Plan

EIN 20-0077521 • Studio City, CA • 21 filings • 3 plans

4361 Tujunga Avenue, Suite AStudio City, CA 91604-2752
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$13,174,344

2025 Contributions

$282,137

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$13,174,344$6,587,172$0201320192025YearValue
$13,174,344Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740201320192025YearValue
6Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202516$13,174,344$282,137$47,023iApproximate average salary by contribution assumption: employee only about $1,175,571 at 4% or $783,714 at 6%; with 50% employer match about $783,714 at 4% or $522,476 at 6%; with 100% employer match about $587,785 at 4% or $391,857 at 6%.
Personal Resources Investment & Strategic Management Inc. 401(K) Profit Sharing Plan-6$13,174,344$282,137$47,023iApproximate average salary by contribution assumption: employee only about $1,175,571 at 4% or $783,714 at 6%; with 50% employer match about $783,714 at 4% or $522,476 at 6%; with 100% employer match about $587,785 at 4% or $391,857 at 6%.
202416$10,856,342$268,432$44,739iApproximate average salary by contribution assumption: employee only about $1,118,467 at 4% or $745,644 at 6%; with 50% employer match about $745,644 at 4% or $497,096 at 6%; with 100% employer match about $559,233 at 4% or $372,822 at 6%.
Personal Resources Investment & Strategic Management Inc. 401(K) Profit Sharing Plan-6$10,856,342$268,432$44,739iApproximate average salary by contribution assumption: employee only about $1,118,467 at 4% or $745,644 at 6%; with 50% employer match about $745,644 at 4% or $497,096 at 6%; with 100% employer match about $559,233 at 4% or $372,822 at 6%.
202316$9,601,523$251,000$41,833iApproximate average salary by contribution assumption: employee only about $1,045,833 at 4% or $697,222 at 6%; with 50% employer match about $697,222 at 4% or $464,815 at 6%; with 100% employer match about $522,917 at 4% or $348,611 at 6%.
Personal Resources Investment & Strategic Management Inc. 401(K) Profit Sharing Plan-6$9,601,523$251,000$41,833iApproximate average salary by contribution assumption: employee only about $1,045,833 at 4% or $697,222 at 6%; with 50% employer match about $697,222 at 4% or $464,815 at 6%; with 100% employer match about $522,917 at 4% or $348,611 at 6%.
202215$8,403,431$234,343$46,869iApproximate average salary by contribution assumption: employee only about $1,171,715 at 4% or $781,143 at 6%; with 50% employer match about $781,143 at 4% or $520,762 at 6%; with 100% employer match about $585,858 at 4% or $390,572 at 6%.
Personal Resources Investment & Strategic Management Inc. 401(K) Profit Sharing Plan-5$8,403,431$234,343$46,869iApproximate average salary by contribution assumption: employee only about $1,171,715 at 4% or $781,143 at 6%; with 50% employer match about $781,143 at 4% or $520,762 at 6%; with 100% employer match about $585,858 at 4% or $390,572 at 6%.
202116$9,412,328$4,294,930$715,822iApproximate average salary by contribution assumption: employee only about $17,895,542 at 4% or $11,930,361 at 6%; with 50% employer match about $11,930,361 at 4% or $7,953,574 at 6%; with 100% employer match about $8,947,771 at 4% or $5,965,181 at 6%.
Personal Resources Investment & Strategic Management Inc. 401(K) Profit Sharing Plan-6$9,412,328$4,294,930$715,822iApproximate average salary by contribution assumption: employee only about $17,895,542 at 4% or $11,930,361 at 6%; with 50% employer match about $11,930,361 at 4% or $7,953,574 at 6%; with 100% employer match about $8,947,771 at 4% or $5,965,181 at 6%.
202026$8,090,228$446,206$74,368iApproximate average salary by contribution assumption: employee only about $1,859,192 at 4% or $1,239,461 at 6%; with 50% employer match about $1,239,461 at 4% or $826,307 at 6%; with 100% employer match about $929,596 at 4% or $619,731 at 6%.
Personal Resources Investment & Strategic Management Inc. 401(K) Profit Sharing Plan-6$4,320,077$220,146$36,691iApproximate average salary by contribution assumption: employee only about $917,275 at 4% or $611,517 at 6%; with 50% employer match about $611,517 at 4% or $407,678 at 6%; with 100% employer match about $458,638 at 4% or $305,758 at 6%.
Personal Resources Investment & Strategic Management Inc. Defined Benefit Pension Plan-6$3,770,151$226,060$37,677iApproximate average salary by contribution assumption: employee only about $941,917 at 4% or $627,944 at 6%; with 50% employer match about $627,944 at 4% or $418,630 at 6%; with 100% employer match about $470,958 at 4% or $313,972 at 6%.
201926$6,889,220$721,415$120,236iApproximate average salary by contribution assumption: employee only about $3,005,896 at 4% or $2,003,931 at 6%; with 50% employer match about $2,003,931 at 4% or $1,335,954 at 6%; with 100% employer match about $1,502,948 at 4% or $1,001,965 at 6%.
Personal Resources Investment & Strategic Management Inc. 401(K) Profit Sharing Plan-6$3,528,229$321,415$53,569iApproximate average salary by contribution assumption: employee only about $1,339,229 at 4% or $892,819 at 6%; with 50% employer match about $892,819 at 4% or $595,213 at 6%; with 100% employer match about $669,615 at 4% or $446,410 at 6%.
Personal Resources Investment & Strategic Management Inc. Defined Benefit Pension Plan-6$3,360,991$400,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
201827$5,107,678$563,171$80,453iApproximate average salary by contribution assumption: employee only about $2,011,325 at 4% or $1,340,883 at 6%; with 50% employer match about $1,340,883 at 4% or $893,922 at 6%; with 100% employer match about $1,005,663 at 4% or $670,442 at 6%.
Personal Resources Investment & Strategic Management Inc. 401(K) Profit Sharing Plan-7$2,638,018$224,223$32,032iApproximate average salary by contribution assumption: employee only about $800,796 at 4% or $533,864 at 6%; with 50% employer match about $533,864 at 4% or $355,910 at 6%; with 100% employer match about $400,398 at 4% or $266,932 at 6%.
Personal Resources Investment & Strategic Management Inc. Defined Benefit Pension Plan-7$2,469,660$338,948$48,421iApproximate average salary by contribution assumption: employee only about $1,210,529 at 4% or $807,019 at 6%; with 50% employer match about $807,019 at 4% or $538,013 at 6%; with 100% employer match about $605,264 at 4% or $403,510 at 6%.
201725$4,922,766$502,483$100,497iApproximate average salary by contribution assumption: employee only about $2,512,415 at 4% or $1,674,943 at 6%; with 50% employer match about $1,674,943 at 4% or $1,116,629 at 6%; with 100% employer match about $1,256,208 at 4% or $837,472 at 6%.
Personal Resources Investment & Strategic Management Inc. 401(K) Profit Sharing Plan-5$2,576,133$209,682$41,936iApproximate average salary by contribution assumption: employee only about $1,048,410 at 4% or $698,940 at 6%; with 50% employer match about $698,940 at 4% or $465,960 at 6%; with 100% employer match about $524,205 at 4% or $349,470 at 6%.
Personal Resources Investment & Strategic Management Inc. Defined Benefit Pension Plan-5$2,346,633$292,801$58,560iApproximate average salary by contribution assumption: employee only about $1,464,005 at 4% or $976,003 at 6%; with 50% employer match about $976,003 at 4% or $650,669 at 6%; with 100% employer match about $732,003 at 4% or $488,002 at 6%.
201625$3,797,377$517,434$103,487iApproximate average salary by contribution assumption: employee only about $2,587,170 at 4% or $1,724,780 at 6%; with 50% employer match about $1,724,780 at 4% or $1,149,853 at 6%; with 100% employer match about $1,293,585 at 4% or $862,390 at 6%.
Personal Resources Investment & Strategic Management Inc. 401(K) Profit Sharing Plan-5$2,020,151$150,620$30,124iApproximate average salary by contribution assumption: employee only about $753,100 at 4% or $502,067 at 6%; with 50% employer match about $502,067 at 4% or $334,711 at 6%; with 100% employer match about $376,550 at 4% or $251,033 at 6%.
Personal Resources Investment & Strategic Management Inc. Defined Benefit Pension Plan-5$1,777,226$366,814$73,363iApproximate average salary by contribution assumption: employee only about $1,834,070 at 4% or $1,222,713 at 6%; with 50% employer match about $1,222,713 at 4% or $815,142 at 6%; with 100% employer match about $917,035 at 4% or $611,357 at 6%.
201525$3,078,829$633,651$126,730iApproximate average salary by contribution assumption: employee only about $3,168,255 at 4% or $2,112,170 at 6%; with 50% employer match about $2,112,170 at 4% or $1,408,113 at 6%; with 100% employer match about $1,584,128 at 4% or $1,056,085 at 6%.
Personal Resources Investment & Strategic Management Inc. 401(K) Profit Sharing Plan-5$1,784,622$71,731$14,346iApproximate average salary by contribution assumption: employee only about $358,655 at 4% or $239,103 at 6%; with 50% employer match about $239,103 at 4% or $159,402 at 6%; with 100% employer match about $179,328 at 4% or $119,552 at 6%.
Personal Resources Investment & Strategic Management Inc. Defined Benefit Pension Plan-5$1,294,207$561,920$112,384iApproximate average salary by contribution assumption: employee only about $2,809,600 at 4% or $1,873,067 at 6%; with 50% employer match about $1,873,067 at 4% or $1,248,711 at 6%; with 100% employer match about $1,404,800 at 4% or $936,533 at 6%.
201425$2,437,968$460,319$92,064iApproximate average salary by contribution assumption: employee only about $2,301,595 at 4% or $1,534,397 at 6%; with 50% employer match about $1,534,397 at 4% or $1,022,931 at 6%; with 100% employer match about $1,150,798 at 4% or $767,198 at 6%.
Personal Resources Investment & Strategic Management Inc. 401(K) Profit Sharing Plan-5$1,708,205$106,454$21,291iApproximate average salary by contribution assumption: employee only about $532,270 at 4% or $354,847 at 6%; with 50% employer match about $354,847 at 4% or $236,564 at 6%; with 100% employer match about $266,135 at 4% or $177,423 at 6%.
Personal Resources Investment & Strategic Management Inc. Defined Benefit Pension Plan-5$729,763$353,865$70,773iApproximate average salary by contribution assumption: employee only about $1,769,325 at 4% or $1,179,550 at 6%; with 50% employer match about $1,179,550 at 4% or $786,367 at 6%; with 100% employer match about $884,663 at 4% or $589,775 at 6%.
201325$1,906,887$1,773,866$354,773iApproximate average salary by contribution assumption: employee only about $8,869,330 at 4% or $5,912,887 at 6%; with 50% employer match about $5,912,887 at 4% or $3,941,924 at 6%; with 100% employer match about $4,434,665 at 4% or $2,956,443 at 6%.
Personal Resources Investment & Strategic Management Inc. 401(K) Profit Sharing Plan-5$1,558,850$1,425,829$285,166iApproximate average salary by contribution assumption: employee only about $7,129,145 at 4% or $4,752,763 at 6%; with 50% employer match about $4,752,763 at 4% or $3,168,509 at 6%; with 100% employer match about $3,564,573 at 4% or $2,376,382 at 6%.
Personal Resources Investment & Strategic Management Inc. Defined Benefit Pension Plan-5$348,037$348,037$69,607iApproximate average salary by contribution assumption: employee only about $1,740,185 at 4% or $1,160,123 at 6%; with 50% employer match about $1,160,123 at 4% or $773,416 at 6%; with 100% employer match about $870,092 at 4% or $580,062 at 6%.