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PERFORMANCE MARKETING, INC. 401(K) PLAN 401k Plan overview

Plan NamePERFORMANCE MARKETING, INC. 401(K) PLAN
Plan identification number 001

PERFORMANCE MARKETING, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PMI, INC. has sponsored the creation of one or more 401k plans.

Company Name:PMI, INC.
Employer identification number (EIN):202141495
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE MARKETING, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AMY KLINE2018-07-23
0012016-01-01AMY KLINE2017-05-22 AMY KLINE2017-05-22
0012015-01-01KEVIN LENTZ2016-05-24 KEVIN LENTZ2016-05-24
0012014-01-01CAROL LARSON2015-05-21 CAROL LARSON2015-05-21
0012013-01-01CAROL LARSON2014-07-07 CAROL LARSON2014-07-07
0012012-01-01CAROL LARSON2013-05-30 CAROL LARSON2013-05-30
0012011-01-01CAROL LARSON2012-05-24 CAROL LARSON2012-05-24
0012010-01-01CAROL LARSON2011-06-13 CAROL LARSON2011-06-13

Financial Data on PERFORMANCE MARKETING, INC. 401(K) PLAN

Measure Date Value
2025 : PERFORMANCE MARKETING, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-120
Total liabilities as of the end of the plan year2025-05-120
Total liabilities as of the beginning of the plan year2025-05-120
Total expenses incurred by plan in this plan year2025-05-121480584
Net assets as of the end of the plan year2025-05-1210112706
Total assets as of the beginning of the plan year2025-05-129637988
Value of plan covered by a fidelity bond2025-05-12500000
Participant contributions to plan in this plan year2025-05-12519047
Value of participant loans at end of plan year2025-05-125299
Other expenses paid from plan in this plan year2025-05-120
Other contributions to plan in this plan year2025-05-1235681
Other income to plan in this plan year2025-05-121188422
Plan net income in this plan year2025-05-12474718
Net assets as of the end of the plan year2025-05-1210112706
Net assets as of the beginning of the plan year2025-05-129637988
Employer contributions to plan in this plan year2025-05-12212152
Fees paid to broker by Benefit Provider2025-05-1235031
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1247739
Total transfers to/from plan in this plan year2025-05-090
Total liabilities as of the end of the plan year2025-05-090
Total liabilities as of the beginning of the plan year2025-05-090
Total expenses incurred by plan in this plan year2025-05-091480584
Net assets as of the end of the plan year2025-05-0910112706
Total assets as of the beginning of the plan year2025-05-099637988
Value of plan covered by a fidelity bond2025-05-09500000
Participant contributions to plan in this plan year2025-05-09519047
Value of participant loans at end of plan year2025-05-095299
Other expenses paid from plan in this plan year2025-05-090
Other contributions to plan in this plan year2025-05-0935681
Other income to plan in this plan year2025-05-091188422
Plan net income in this plan year2025-05-09474718
Net assets as of the end of the plan year2025-05-0910112706
Net assets as of the beginning of the plan year2025-05-099637988
Employer contributions to plan in this plan year2025-05-09212152
Fees paid to broker by Benefit Provider2025-05-0935031
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0947739
2024 : PERFORMANCE MARKETING, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-300
Total liabilities as of the end of the plan year2024-04-300
Total liabilities as of the beginning of the plan year2024-04-300
Total expenses incurred by plan in this plan year2024-04-30601580
Net assets as of the end of the plan year2024-04-309637988
Total assets as of the beginning of the plan year2024-04-307891794
Value of plan covered by a fidelity bond2024-04-30500000
Participant contributions to plan in this plan year2024-04-30660123
Other expenses paid from plan in this plan year2024-04-300
Other contributions to plan in this plan year2024-04-3046272
Other income to plan in this plan year2024-04-301390335
Plan net income in this plan year2024-04-301746194
Net assets as of the end of the plan year2024-04-309637988
Net assets as of the beginning of the plan year2024-04-307891794
Employer contributions to plan in this plan year2024-04-30251044
Fees paid to broker by Benefit Provider2024-04-3030120
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-3039289
2022 : PERFORMANCE MARKETING, INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-150
Total liabilities as of the end of the plan year2022-06-150
Total liabilities as of the beginning of the plan year2022-06-150
Total expenses incurred by plan in this plan year2022-06-151278294
Net assets as of the end of the plan year2022-06-158548214
Total assets as of the beginning of the plan year2022-06-157819742
Value of plan covered by a fidelity bond2022-06-15500000
Participant contributions to plan in this plan year2022-06-15600740
Other expenses paid from plan in this plan year2022-06-150
Other contributions to plan in this plan year2022-06-15104231
Other income to plan in this plan year2022-06-151074573
Plan net income in this plan year2022-06-15728472
Net assets as of the end of the plan year2022-06-158548214
Net assets as of the beginning of the plan year2022-06-157819742
Employer contributions to plan in this plan year2022-06-15227222
Fees paid to broker by Benefit Provider2022-06-1532628
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-1541263

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