401k Plan data: PERFORMANCE TECHNOLOGY ASSOCIATES, INC. 401K PROFIT SHARING PLAN plan

PERFORMANCE TECHNOLOGY ASSOCIATES, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	PERFORMANCE TECHNOLOGY ASSOCIATES, INC. 401K PROFIT SHARING PLAN
Plan identification number	001

PERFORMANCE TECHNOLOGY ASSOCIATES, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PERFORMANCE TECHNOLOGY ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PERFORMANCE TECHNOLOGY ASSOCIATES, INC.

Employer identification number (EIN): 043219550

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE TECHNOLOGY ASSOCIATES, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 J.P. BROWN 2024-10-21
001 2022-01-01 J.P. BROWN 2023-10-20
001 2021-01-01 J.P. BROWN 2022-10-17
001 2021-01-01 J.P. BROWN 2022-10-17
001 2020-01-01 CAROLYN SHAW 2021-08-31
001 2019-01-01 CAROLYN SHAW 2020-10-06
001 2018-01-01 CAROLYN SHAW 2019-10-15
001 2013-01-01 CAROLYN SHAW 2014-10-03
001 2012-01-01 CAROLYN SHAW 2013-09-13 CAROLYN SHAW 2013-09-13
001 2011-01-01 CAROLYN SHAW 2012-09-28
001 2010-01-01 CAROLYN SHAW 2011-06-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	J.P. BROWN	2024-10-21
001	2022-01-01	J.P. BROWN	2023-10-20
001	2021-01-01	J.P. BROWN	2022-10-17
001	2021-01-01	J.P. BROWN	2022-10-17
001	2020-01-01	CAROLYN SHAW	2021-08-31
001	2019-01-01	CAROLYN SHAW	2020-10-06
001	2018-01-01	CAROLYN SHAW	2019-10-15
001	2013-01-01	CAROLYN SHAW	2014-10-03
001	2012-01-01	CAROLYN SHAW	2013-09-13	CAROLYN SHAW	2013-09-13
001	2011-01-01	CAROLYN SHAW	2012-09-28
001	2010-01-01	CAROLYN SHAW	2011-06-01

Plan Statistics for PERFORMANCE TECHNOLOGY ASSOCIATES, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for PERFORMANCE TECHNOLOGY ASSOCIATES, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2024: PERFORMANCE TECHNOLOGY ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-21 3
Total number of particpants at end of year 2024-10-21 2
Number of Participants With Account Balances 2024-10-21 2

Measure	Date	Value
2024: PERFORMANCE TECHNOLOGY ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-21	3
Total number of particpants at end of year	2024-10-21	2
Number of Participants With Account Balances	2024-10-21	2

Financial Data on PERFORMANCE TECHNOLOGY ASSOCIATES, INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2024 : PERFORMANCE TECHNOLOGY ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-21	190659
Net assets as of the end of the plan year	2024-10-21	309649
Total assets as of the beginning of the plan year	2024-10-21	409607
Participant contributions to plan in this plan year	2024-10-21	115
Value of participant loans at end of plan year	2024-10-21	0
Other expenses paid from plan in this plan year	2024-10-21	4785
Other income to plan in this plan year	2024-10-21	90509
Plan net income in this plan year	2024-10-21	-99958
Net assets as of the end of the plan year	2024-10-21	309649
Net assets as of the beginning of the plan year	2024-10-21	409607
Employer contributions to plan in this plan year	2024-10-21	77

Potentially related plans

PERFORMANCE TECHNOLOGY PARTNER 401 K PROFIT SHARING PLAN TRUST [EIN = 731699506]

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Company Name:	PERFORMANCE TECHNOLOGY ASSOCIATES, INC.
Employer identification number (EIN):	043219550
NAIC Classification:	541600