Civic Intelligence

PERSONAL EDGE PT, INC.

Plan context: PERSONAL EDGE PT, INC. 401(K) PLAN

EIN 85-0983467 • Dublin, CA • 4 filings • 1 plans

7080 Donlon Way Suite 108Dublin, CA 94568
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$152,076

2025 Contributions

$35,874

Historical Graphs

Total Assets Over Time

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

$152,076$76,038$0202220242025YearValue
$152,076Latest year 2025

Participants Over Time

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

950202220242025YearValue
9Latest 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
202519$152,076$35,874$3,986iApproximate average salary by contribution assumption: employee only about $99,650 at 4% or $66,433 at 6%; with 50% employer match about $66,433 at 4% or $44,289 at 6%; with 100% employer match about $49,825 at 4% or $33,217 at 6%.
PERSONAL EDGE PT, INC. 401(K) PLAN-9$152,076$35,874$3,986iApproximate average salary by contribution assumption: employee only about $99,650 at 4% or $66,433 at 6%; with 50% employer match about $66,433 at 4% or $44,289 at 6%; with 100% employer match about $49,825 at 4% or $33,217 at 6%.
202417$93,849$30,064$4,295iApproximate average salary by contribution assumption: employee only about $107,371 at 4% or $71,581 at 6%; with 50% employer match about $71,581 at 4% or $47,721 at 6%; with 100% employer match about $53,686 at 4% or $35,790 at 6%.
PERSONAL EDGE PT, INC. 401(K) PLAN-7$93,849$30,064$4,295iApproximate average salary by contribution assumption: employee only about $107,371 at 4% or $71,581 at 6%; with 50% employer match about $71,581 at 4% or $47,721 at 6%; with 100% employer match about $53,686 at 4% or $35,790 at 6%.
202315$54,427$29,503$5,901iApproximate average salary by contribution assumption: employee only about $147,515 at 4% or $98,343 at 6%; with 50% employer match about $98,343 at 4% or $65,562 at 6%; with 100% employer match about $73,758 at 4% or $49,172 at 6%.
PERSONAL EDGE PT, INC. 401(K) PLAN-5$54,427$29,503$5,901iApproximate average salary by contribution assumption: employee only about $147,515 at 4% or $98,343 at 6%; with 50% employer match about $98,343 at 4% or $65,562 at 6%; with 100% employer match about $73,758 at 4% or $49,172 at 6%.
202214$18,457$18,994$4,749iApproximate average salary by contribution assumption: employee only about $118,713 at 4% or $79,142 at 6%; with 50% employer match about $79,142 at 4% or $52,761 at 6%; with 100% employer match about $59,356 at 4% or $39,571 at 6%.
PERSONAL EDGE PT, INC. 401(K) PLAN-4$18,457$18,994$4,749iApproximate average salary by contribution assumption: employee only about $118,713 at 4% or $79,142 at 6%; with 50% employer match about $79,142 at 4% or $52,761 at 6%; with 100% employer match about $59,356 at 4% or $39,571 at 6%.
PERSONAL EDGE PT, INC. | EIN 85-0983467 | 2025 Form 5500 Company Profile