PERFORMANCE OPERATING COMPANY LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERFORMANCE OPERATING COMPANY LLC 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : PERFORMANCE OPERATING COMPANY LLC 401K PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-23 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-23 | 140244 |
| Net assets as of the end of the plan year | 2025-06-23 | 1864871 |
| Total assets as of the beginning of the plan year | 2025-06-23 | 1616555 |
| Value of plan covered by a fidelity bond | 2025-06-23 | 100000 |
| Participant contributions to plan in this plan year | 2025-06-23 | 132968 |
| Value of participant loans at end of plan year | 2025-06-23 | 41026 |
| Other expenses paid from plan in this plan year | 2025-06-23 | 0 |
| Other contributions to plan in this plan year | 2025-06-23 | 0 |
| Other income to plan in this plan year | 2025-06-23 | 203189 |
| Plan net income in this plan year | 2025-06-23 | 248316 |
| Net assets as of the end of the plan year | 2025-06-23 | 1864871 |
| Net assets as of the beginning of the plan year | 2025-06-23 | 1616555 |
| Employer contributions to plan in this plan year | 2025-06-23 | 52403 |
| Fees paid to broker by Benefit Provider | 2025-06-23 | 2192 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-23 | 4235 |
| 2024 : PERFORMANCE OPERATING COMPANY LLC 401K PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-22 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-22 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-22 | 353491 |
| Net assets as of the end of the plan year | 2024-07-22 | 1616555 |
| Total assets as of the beginning of the plan year | 2024-07-22 | 1548801 |
| Participant contributions to plan in this plan year | 2024-07-22 | 134689 |
| Value of participant loans at end of plan year | 2024-07-22 | 53918 |
| Other expenses paid from plan in this plan year | 2024-07-22 | 0 |
| Other contributions to plan in this plan year | 2024-07-22 | 0 |
| Other income to plan in this plan year | 2024-07-22 | 234449 |
| Plan net income in this plan year | 2024-07-22 | 67754 |
| Net assets as of the end of the plan year | 2024-07-22 | 1616555 |
| Net assets as of the beginning of the plan year | 2024-07-22 | 1548801 |
| Employer contributions to plan in this plan year | 2024-07-22 | 52107 |
| Fees paid to broker by Benefit Provider | 2024-07-22 | 1939 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-22 | 3899 |
| 2022 : PERFORMANCE OPERATING COMPANY LLC 401K PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-11 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-11 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-11 | 84899 |
| Net assets as of the end of the plan year | 2022-07-11 | 1780146 |
| Total assets as of the beginning of the plan year | 2022-07-11 | 1550157 |
| Value of plan covered by a fidelity bond | 2022-07-11 | 100000 |
| Participant contributions to plan in this plan year | 2022-07-11 | 87406 |
| Value of participant loans at end of plan year | 2022-07-11 | 28190 |
| Other expenses paid from plan in this plan year | 2022-07-11 | 0 |
| Other contributions to plan in this plan year | 2022-07-11 | 0 |
| Other income to plan in this plan year | 2022-07-11 | 205311 |
| Plan net income in this plan year | 2022-07-11 | 229989 |
| Net assets as of the end of the plan year | 2022-07-11 | 1780146 |
| Net assets as of the beginning of the plan year | 2022-07-11 | 1550157 |
| Employer contributions to plan in this plan year | 2022-07-11 | 22171 |
| Fees paid to broker by Benefit Provider | 2022-07-11 | 1773 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-11 | 4058 |
| 2014 : PERFORMANCE OPERATING COMPANY LLC 401K PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $257,532 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $213,859 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $202,845 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $1,747 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $224,277 |
| Value of total assets at end of year | 2014-12-31 | $892,194 |
| Value of total assets at beginning of year | 2014-12-31 | $848,521 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $9,267 |
| Total interest from all sources | 2014-12-31 | $2,227 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $9,267 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $141,040 |
| Participant contributions at end of year | 2014-12-31 | $52,923 |
| Participant contributions at beginning of year | 2014-12-31 | $0 |
| Other income not declared elsewhere | 2014-12-31 | $10,375 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $43,673 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $892,194 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $848,521 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $779,449 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $794,114 |
| Interest on participant loans | 2014-12-31 | $1,090 |
| Interest earned on other investments | 2014-12-31 | $1,137 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $59,822 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $54,407 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $20,653 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $83,237 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $202,845 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | CROSS & ROBINSON |
| Accountancy firm EIN | 2014-12-31 | 730965759 |
| 2013 : PERFORMANCE OPERATING COMPANY LLC 401K PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $449,565 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $178,163 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $168,117 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $306,180 |
| Value of total assets at end of year | 2013-12-31 | $848,521 |
| Value of total assets at beginning of year | 2013-12-31 | $577,119 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $10,046 |
| Total interest from all sources | 2013-12-31 | $251 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $192,798 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $271,402 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $848,521 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $577,119 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $10,046 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $794,114 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $575,201 |
| Interest earned on other investments | 2013-12-31 | $251 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $54,407 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,918 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $143,134 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $113,382 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $168,117 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | CROSS & ROBINSON |
| Accountancy firm EIN | 2013-12-31 | 730965759 |
