401k Plan data: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

PERFORMANCE LEARNING SYSTEMS INC has sponsored the creation of one or more 401k plans.

Company Name: PERFORMANCE LEARNING SYSTEMS INC

Employer identification number (EIN): 221892811

NAIC Classification: 611000

Additional information about PERFORMANCE LEARNING SYSTEMS INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 803572

More information about PERFORMANCE LEARNING SYSTEMS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-06-01 SUE MOSSER
002 2012-06-01 SUE MOSSER
002 2011-06-01 SUE MOSSER SUE MOSSER 2013-04-11
002 2009-06-01 M. KATHRYN DIENZ M. KATHRYN DIENZ 2011-09-30
002 2008-06-01 BRIAN WURPTS
002 2008-06-01 M. KATHRYN DIENZ M. KATHRYN DIENZ 2011-09-30
002 2007-06-01 M. KATHRYN DIENZ M. KATHRYN DIENZ 2011-09-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-06-01	SUE MOSSER
002	2012-06-01	SUE MOSSER
002	2011-06-01	SUE MOSSER	SUE MOSSER	2013-04-11
002	2009-06-01	M. KATHRYN DIENZ	M. KATHRYN DIENZ	2011-09-30
002	2008-06-01	BRIAN WURPTS
002	2008-06-01	M. KATHRYN DIENZ	M. KATHRYN DIENZ	2011-09-30
002	2007-06-01	M. KATHRYN DIENZ	M. KATHRYN DIENZ	2011-09-30

Plan Statistics for PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2013: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 64
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 0
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 0
Total of all active and inactive participants 2013-06-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 0
Number of participants with account balances 2013-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 64
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 32
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 31
Total of all active and inactive participants 2012-06-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 1
Total participants 2012-06-01 64
Number of participants with account balances 2012-06-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
2011: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 63
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 53
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 11
Total of all active and inactive participants 2011-06-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 64
Number of participants with account balances 2011-06-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2009: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 79
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 66
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 4
Total of all active and inactive participants 2009-06-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 70
Number of participants with account balances 2009-06-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 6
2008: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k membership
Total participants, beginning-of-year 2008-06-01 70
Total number of active participants reported on line 7a of the Form 5500 2008-06-01 61
Number of retired or separated participants receiving benefits 2008-06-01 0
Number of other retired or separated participants entitled to future benefits 2008-06-01 9
Total of all active and inactive participants 2008-06-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-06-01 0
Total participants 2008-06-01 70
Number of participants with account balances 2008-06-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-06-01 0
2007: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 401k membership
Total participants, beginning-of-year 2007-06-01 61
Total number of active participants reported on line 7a of the Form 5500 2007-06-01 61
Number of retired or separated participants receiving benefits 2007-06-01 0
Number of other retired or separated participants entitled to future benefits 2007-06-01 0
Total of all active and inactive participants 2007-06-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-06-01 0
Total participants 2007-06-01 61
Number of participants with account balances 2007-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-06-01 0

Measure	Date	Value
2013: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	64
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	0
Number of retired or separated participants receiving benefits	2013-06-01	0
Number of other retired or separated participants entitled to future benefits	2013-06-01	0
Total of all active and inactive participants	2013-06-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	0
Number of participants with account balances	2013-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	64
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	32
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	31
Total of all active and inactive participants	2012-06-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	1
Total participants	2012-06-01	64
Number of participants with account balances	2012-06-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
2011: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	63
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	53
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	11
Total of all active and inactive participants	2011-06-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	64
Number of participants with account balances	2011-06-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2009: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	79
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	66
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	4
Total of all active and inactive participants	2009-06-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	70
Number of participants with account balances	2009-06-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	6
2008: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k membership
Total participants, beginning-of-year	2008-06-01	70
Total number of active participants reported on line 7a of the Form 5500	2008-06-01	61
Number of retired or separated participants receiving benefits	2008-06-01	0
Number of other retired or separated participants entitled to future benefits	2008-06-01	9
Total of all active and inactive participants	2008-06-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-06-01	0
Total participants	2008-06-01	70
Number of participants with account balances	2008-06-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-06-01	0
2007: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 401k membership
Total participants, beginning-of-year	2007-06-01	61
Total number of active participants reported on line 7a of the Form 5500	2007-06-01	61
Number of retired or separated participants receiving benefits	2007-06-01	0
Number of other retired or separated participants entitled to future benefits	2007-06-01	0
Total of all active and inactive participants	2007-06-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-06-01	0
Total participants	2007-06-01	61
Number of participants with account balances	2007-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-06-01	0

Financial Data on PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2014 : PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources	2014-05-31	$0
Expenses. Total of all expenses incurred	2014-05-31	$200,100
Benefits paid (including direct rollovers)	2014-05-31	$200,100
Total plan assets at end of year	2014-05-31	$0
Total plan assets at beginning of year	2014-05-31	$200,100
Value of fidelity bond covering the plan	2014-05-31	$326,000
Net income (gross income less expenses)	2014-05-31	$-200,100
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$200,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
2013 : PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan assets at end of year	2013-05-31	$200,100
Total plan assets at beginning of year	2013-05-31	$200,100
Value of fidelity bond covering the plan	2013-05-31	$326,000
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$200,100
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$200,100
2012 : PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan assets at end of year	2012-05-31	$200,100
Total plan assets at beginning of year	2012-05-31	$200,100
Value of fidelity bond covering the plan	2012-05-31	$326,000
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$200,100
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$200,100
2011 : PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan assets at end of year	2011-05-31	$200,100
Total plan assets at beginning of year	2011-05-31	$200,100
Value of fidelity bond covering the plan	2011-05-31	$326,000
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$200,100
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$200,100
2009 : PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total income from all sources	2009-05-31	$0
Expenses. Total of all expenses incurred	2009-05-31	$0
Total plan assets at end of year	2009-05-31	$200,100
Total plan assets at beginning of year	2009-05-31	$200,100
Value of fidelity bond covering the plan	2009-05-31	$326,000
Net income (gross income less expenses)	2009-05-31	$0
Net plan assets at end of year (total assets less liabilities)	2009-05-31	$200,100
Net plan assets at beginning of year (total assets less liabilities)	2009-05-31	$200,100

Form 5500 Responses for PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2013: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	Yes
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes
2008: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses
2008-06-01	Type of plan entity	Single employer plan
2008-06-01	Submission has been amended	No
2008-06-01	This submission is the final filing	No
2008-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-06-01	Plan is a collectively bargained plan	No
2008-06-01	Plan funding arrangement – Trust	Yes
2008-06-01	Plan benefit arrangement - Trust	Yes
2007: PERFORMANCE LEARNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 form 5500 responses
2007-06-01	Type of plan entity	Single employer plan
2007-06-01	First time form 5500 has been submitted	Yes
2007-06-01	Submission has been amended	No
2007-06-01	This submission is the final filing	No
2007-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-06-01	Plan is a collectively bargained plan	No
2007-06-01	Plan funding arrangement – Trust	Yes
2007-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PERFORMANCE LEARNING SYSTEMS INC
Employer identification number (EIN):	221892811
NAIC Classification:	611000

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	803572