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PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan NamePERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN
Plan identification number 001

PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN Benefits

401k Plan TypeDefined 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 EQUITY MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:PERFORMANCE EQUITY MANAGEMENT, LLC
Employer identification number (EIN):134162590
NAIC Classification:523900

Additional information about PERFORMANCE EQUITY MANAGEMENT, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3276126

More information about PERFORMANCE EQUITY MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01SCOTT KOEBER
0012017-01-01SCOTT KOEBER
0012016-01-01SCOTT KOEBER
0012015-01-01SCOTT KOEBER
0012014-01-01SCOTT KOEBER SCOTT KOEBER2015-05-18
0012013-01-01SCOTT KOEBER
0012012-01-01SCOTT KOEBER SCOTT KOEBER2013-06-18
0012011-01-01SCOTT KOEBER JON DE KLERK2012-06-25
0012009-01-01SCOTT KOEBER JON DE KLERK2010-05-17

Plan Statistics for PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN

401k plan membership statisitcs for PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2022: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0137
Total number of active participants reported on line 7a of the Form 55002022-01-0134
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0142
Number of participants with account balances2022-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0139
Total number of active participants reported on line 7a of the Form 55002021-01-0129
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0137
Number of participants with account balances2021-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0142
Total number of active participants reported on line 7a of the Form 55002020-01-0132
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0139
Number of participants with account balances2020-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0144
Total number of active participants reported on line 7a of the Form 55002019-01-0133
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0142
Number of participants with account balances2019-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0145
Total number of active participants reported on line 7a of the Form 55002018-01-0130
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0144
Number of participants with account balances2018-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0146
Total number of active participants reported on line 7a of the Form 55002017-01-0131
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0145
Number of participants with account balances2017-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0147
Total number of active participants reported on line 7a of the Form 55002016-01-0133
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0146
Number of participants with account balances2016-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0139
Total number of active participants reported on line 7a of the Form 55002015-01-0133
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0147
Number of participants with account balances2015-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0141
Total number of active participants reported on line 7a of the Form 55002014-01-0126
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0139
Number of participants with account balances2014-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0135
Total number of active participants reported on line 7a of the Form 55002013-01-0131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0141
Number of participants with account balances2013-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0136
Total number of active participants reported on line 7a of the Form 55002012-01-0128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0135
Number of participants with account balances2012-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0131
Total number of active participants reported on line 7a of the Form 55002011-01-0130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0136
Number of participants with account balances2011-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0128
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0131
Number of participants with account balances2009-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2022 : PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,919,131
Expenses. Total of all expenses incurred2022-12-31$161,144
Benefits paid (including direct rollovers)2022-12-31$161,119
Total plan assets at end of year2022-12-31$14,743,968
Total plan assets at beginning of year2022-12-31$16,824,243
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$582,634
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$17,561
Other income received2022-12-31$-3,027,428
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,080,275
Net plan assets at end of year (total assets less liabilities)2022-12-31$14,743,968
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$16,824,243
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$508,102
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$25
2021 : PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,918,620
Expenses. Total of all expenses incurred2021-12-31$163,516
Benefits paid (including direct rollovers)2021-12-31$163,491
Total plan assets at end of year2021-12-31$16,824,243
Total plan assets at beginning of year2021-12-31$14,069,139
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$568,624
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,880,124
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,755,104
Net plan assets at end of year (total assets less liabilities)2021-12-31$16,824,243
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$14,069,139
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$469,872
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$25
2020 : PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$3,079,942
Expenses. Total of all expenses incurred2020-12-31$2,205,182
Benefits paid (including direct rollovers)2020-12-31$2,204,638
Total plan assets at end of year2020-12-31$14,069,139
Total plan assets at beginning of year2020-12-31$13,194,379
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$558,058
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$2,017,014
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$874,760
Net plan assets at end of year (total assets less liabilities)2020-12-31$14,069,139
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$13,194,379
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$504,870
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$544
2019 : PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$3,396,614
Expenses. Total of all expenses incurred2019-12-31$990,184
Benefits paid (including direct rollovers)2019-12-31$989,557
Total plan assets at end of year2019-12-31$13,194,379
Total plan assets at beginning of year2019-12-31$10,787,949
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$522,197
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$2,408,249
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,406,430
Net plan assets at end of year (total assets less liabilities)2019-12-31$13,194,379
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$10,787,949
Total contributions received or receivable from employer(s)2019-12-31$466,168
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$627
2018 : PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-598
Expenses. Total of all expenses incurred2018-12-31$39,967
Benefits paid (including direct rollovers)2018-12-31$39,555
Total plan assets at end of year2018-12-31$10,787,949
Total plan assets at beginning of year2018-12-31$10,828,514
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$502,524
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-922,859
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-40,565
Net plan assets at end of year (total assets less liabilities)2018-12-31$10,787,949
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$10,828,514
Total contributions received or receivable from employer(s)2018-12-31$419,737
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$412
2017 : PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,652,154
Expenses. Total of all expenses incurred2017-12-31$527,926
Benefits paid (including direct rollovers)2017-12-31$527,688
Total plan assets at end of year2017-12-31$10,828,514
Total plan assets at beginning of year2017-12-31$8,704,286
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$498,728
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$7,923
Other income received2017-12-31$1,705,077
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$2,124,228
Net plan assets at end of year (total assets less liabilities)2017-12-31$10,828,514
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$8,704,286
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$440,426
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$238
2016 : PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,423,584
Expenses. Total of all expenses incurred2016-12-31$476,548
Benefits paid (including direct rollovers)2016-12-31$474,747
Total plan assets at end of year2016-12-31$8,704,286
Total plan assets at beginning of year2016-12-31$7,757,250
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$493,231
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$506,838
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$947,036
Net plan assets at end of year (total assets less liabilities)2016-12-31$8,704,286
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,757,250
Total contributions received or receivable from employer(s)2016-12-31$423,515
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,801
2015 : PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$828,508
Expenses. Total of all expenses incurred2015-12-31$1,092,742
Benefits paid (including direct rollovers)2015-12-31$1,092,636
Total plan assets at end of year2015-12-31$7,757,250
Total plan assets at beginning of year2015-12-31$8,021,484
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$454,360
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-107
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-264,234
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,757,250
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,021,484
Total contributions received or receivable from employer(s)2015-12-31$374,255
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$106
2014 : PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,440,221
Expenses. Total of all expenses incurred2014-12-31$757,979
Benefits paid (including direct rollovers)2014-12-31$757,587
Total plan assets at end of year2014-12-31$8,021,484
Total plan assets at beginning of year2014-12-31$7,339,242
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$505,781
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$513,593
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$682,242
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,021,484
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,339,242
Total contributions received or receivable from employer(s)2014-12-31$420,847
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$392
2013 : PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,828,540
Expenses. Total of all expenses incurred2013-12-31$18,286
Benefits paid (including direct rollovers)2013-12-31$18,196
Total plan assets at end of year2013-12-31$7,339,242
Total plan assets at beginning of year2013-12-31$5,528,988
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$446,126
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$69,569
Other income received2013-12-31$944,842
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,810,254
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,339,242
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,528,988
Total contributions received or receivable from employer(s)2013-12-31$368,003
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$90
2012 : PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,410,797
Expenses. Total of all expenses incurred2012-12-31$431,644
Benefits paid (including direct rollovers)2012-12-31$431,212
Total plan assets at end of year2012-12-31$5,528,988
Total plan assets at beginning of year2012-12-31$4,549,835
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$421,622
Other income received2012-12-31$641,491
Net income (gross income less expenses)2012-12-31$979,153
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,528,988
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,549,835
Total contributions received or receivable from employer(s)2012-12-31$347,684
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$432
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$611,693
Expenses. Total of all expenses incurred2011-12-31$67,975
Benefits paid (including direct rollovers)2011-12-31$67,681
Total plan assets at end of year2011-12-31$4,549,835
Total plan assets at beginning of year2011-12-31$4,006,117
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$450,660
Other income received2011-12-31$-219,121
Net income (gross income less expenses)2011-12-31$543,718
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,549,835
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,006,117
Total contributions received or receivable from employer(s)2011-12-31$380,154
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$294
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,302,443
Expenses. Total of all expenses incurred2010-12-31$6,929
Benefits paid (including direct rollovers)2010-12-31$6,915
Total plan assets at end of year2010-12-31$4,006,117
Total plan assets at beginning of year2010-12-31$2,710,603
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$396,868
Other income received2010-12-31$525,207
Net income (gross income less expenses)2010-12-31$1,295,514
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,006,117
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,710,603
Total contributions received or receivable from employer(s)2010-12-31$380,368
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$14
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN

2022: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PERFORMANCE EQUITY MANAGEMENT, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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