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PERFORMANCE TRAINING, INC. RETIREMENT TRUST 401k Plan overview

Plan NamePERFORMANCE TRAINING, INC. RETIREMENT TRUST
Plan identification number 001

PERFORMANCE TRAINING, INC. RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 TRAINING, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERFORMANCE TRAINING, INC.
Employer identification number (EIN):621694534
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE TRAINING, INC. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JACQUELYN LEIGH ANSLEY2024-07-25
0012022-01-01JACKIE ANSLEY2023-07-10
0012021-01-01JACKIE ANSLEY2022-07-26
0012020-01-01JACKIE ANSLEY2021-07-08
0012019-01-01JACKIE ANSLEY2020-06-25
0012018-01-01JACKIE ANSLEY2019-07-16
0012017-01-01JACKIE ANSLEY2018-07-08
0012016-01-01JACKIE ANSLEY2017-07-21
0012015-01-01JACKIE ANSLEY2016-07-24
0012013-01-01JACKIE ANSLEY2014-07-09 JACKIE ANSLEY2014-07-09
0012012-01-01JACKIE ANSLEY2013-07-30 JACKIE ANSLEY2013-07-30
0012011-01-01JACKIE ANSLEY2012-07-11 JACKIE ANSLEY2012-07-11
0012010-01-01JACKIE ANSLEY2011-07-08 JACKIE ANSLEY2011-07-08

Plan Statistics for PERFORMANCE TRAINING, INC. RETIREMENT TRUST

401k plan membership statisitcs for PERFORMANCE TRAINING, INC. RETIREMENT TRUST

Measure Date Value
2025: PERFORMANCE TRAINING, INC. RETIREMENT TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-0628
Total number of particpants at end of year2025-07-0620
Number of Participants With Account Balances2025-07-0617
2024: PERFORMANCE TRAINING, INC. RETIREMENT TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-2529
Total number of particpants at end of year2024-07-2527
Number of Participants With Account Balances2024-07-2525
2022: PERFORMANCE TRAINING, INC. RETIREMENT TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-2624
Total number of particpants at end of year2022-07-2616
Number of Participants With Account Balances2022-07-2616

Financial Data on PERFORMANCE TRAINING, INC. RETIREMENT TRUST

Measure Date Value
2025 : PERFORMANCE TRAINING, INC. RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-064977
Net assets as of the end of the plan year2025-07-062494101
Total assets as of the beginning of the plan year2025-07-062139882
Value of plan covered by a fidelity bond2025-07-06190000
Participant contributions to plan in this plan year2025-07-0639496
Value of participant loans at end of plan year2025-07-060
Other contributions to plan in this plan year2025-07-060
Other income to plan in this plan year2025-07-06252693
Plan net income in this plan year2025-07-06354219
Net assets as of the end of the plan year2025-07-062494101
Net assets as of the beginning of the plan year2025-07-062139882
Employer contributions to plan in this plan year2025-07-0667007
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-061968
2024 : PERFORMANCE TRAINING, INC. RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-252676
Net assets as of the end of the plan year2024-07-252139882
Total assets as of the beginning of the plan year2024-07-251805237
Value of plan covered by a fidelity bond2024-07-25190000
Participant contributions to plan in this plan year2024-07-2540278
Value of participant loans at end of plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-25232861
Plan net income in this plan year2024-07-25334645
Net assets as of the end of the plan year2024-07-252139882
Net assets as of the beginning of the plan year2024-07-251805237
Employer contributions to plan in this plan year2024-07-2564182
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-251821
2022 : PERFORMANCE TRAINING, INC. RETIREMENT TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2643786
Net assets as of the end of the plan year2022-07-262027466
Total assets as of the beginning of the plan year2022-07-261660684
Value of plan covered by a fidelity bond2022-07-2610000
Participant contributions to plan in this plan year2022-07-2641784
Value of participant loans at end of plan year2022-07-260
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-26308393
Plan net income in this plan year2022-07-26366782
Net assets as of the end of the plan year2022-07-262027466
Net assets as of the beginning of the plan year2022-07-261660684
Employer contributions to plan in this plan year2022-07-2660391
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-262235

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