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PERFORMANCE EQUITY PARTNERS IN 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePERFORMANCE EQUITY PARTNERS IN 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

PERFORMANCE EQUITY PARTNERS IN 401(K) PROFIT SHARING PLAN & TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 EQUITY PARTNERS IN has sponsored the creation of one or more 401k plans.

Company Name:PERFORMANCE EQUITY PARTNERS IN
Employer identification number (EIN):208552989
NAIC Classification:522300
NAIC Description: Activities Related to Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE EQUITY PARTNERS IN 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-07-02
0012022-01-01EDWARD ROJAS2023-06-05
0012021-01-01EDWARD ROJAS2022-05-19
0012020-01-01EDWARD ROJAS2021-05-13
0012019-01-01SCOTT MACNEIL2020-06-29

Plan Statistics for PERFORMANCE EQUITY PARTNERS IN 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PERFORMANCE EQUITY PARTNERS IN 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: PERFORMANCE EQUITY PARTNERS IN 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-2220
Total number of particpants at end of year2025-07-2224
Number of Participants With Account Balances2025-07-2222
2024: PERFORMANCE EQUITY PARTNERS IN 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-0221
Total number of particpants at end of year2024-07-0220
Number of Participants With Account Balances2024-07-0218
2022: PERFORMANCE EQUITY PARTNERS IN 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-1916
Total number of particpants at end of year2022-05-1920
Number of Participants With Account Balances2022-05-1917

Financial Data on PERFORMANCE EQUITY PARTNERS IN 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : PERFORMANCE EQUITY PARTNERS IN 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-220
Total liabilities as of the end of the plan year2025-07-220
Total liabilities as of the beginning of the plan year2025-07-220
Total expenses incurred by plan in this plan year2025-07-2210814
Net assets as of the end of the plan year2025-07-22545769
Total assets as of the beginning of the plan year2025-07-22402225
Value of plan covered by a fidelity bond2025-07-2240223
Participant contributions to plan in this plan year2025-07-2264079
Value of participant loans at end of plan year2025-07-222058
Other expenses paid from plan in this plan year2025-07-220
Other contributions to plan in this plan year2025-07-220
Other income to plan in this plan year2025-07-2255906
Plan net income in this plan year2025-07-22143544
Net assets as of the end of the plan year2025-07-22545769
Net assets as of the beginning of the plan year2025-07-22402225
Employer contributions to plan in this plan year2025-07-2234373
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-226749
2024 : PERFORMANCE EQUITY PARTNERS IN 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-020
Total liabilities as of the end of the plan year2024-07-020
Total liabilities as of the beginning of the plan year2024-07-020
Total expenses incurred by plan in this plan year2024-07-0210376
Net assets as of the end of the plan year2024-07-02402225
Total assets as of the beginning of the plan year2024-07-02274548
Value of plan covered by a fidelity bond2024-07-0227455
Participant contributions to plan in this plan year2024-07-0258312
Other expenses paid from plan in this plan year2024-07-020
Other contributions to plan in this plan year2024-07-020
Other income to plan in this plan year2024-07-0249816
Plan net income in this plan year2024-07-02127677
Net assets as of the end of the plan year2024-07-02402225
Net assets as of the beginning of the plan year2024-07-02274548
Employer contributions to plan in this plan year2024-07-0229925
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-024289
2022 : PERFORMANCE EQUITY PARTNERS IN 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-190
Total liabilities as of the end of the plan year2022-05-190
Total liabilities as of the beginning of the plan year2022-05-190
Total expenses incurred by plan in this plan year2022-05-1918056
Net assets as of the end of the plan year2022-05-19198998
Total assets as of the beginning of the plan year2022-05-1983607
Value of plan covered by a fidelity bond2022-05-1920000
Participant contributions to plan in this plan year2022-05-1986265
Other expenses paid from plan in this plan year2022-05-190
Other contributions to plan in this plan year2022-05-190
Other income to plan in this plan year2022-05-1915756
Plan net income in this plan year2022-05-19115391
Net assets as of the end of the plan year2022-05-19198998
Net assets as of the beginning of the plan year2022-05-1983607
Employer contributions to plan in this plan year2022-05-1931426
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-19931

Potentially related plans

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