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PERFORMA LIMITED (US), LLC 401(K) P/S PLAN 401k Plan overview

Plan NamePERFORMA LIMITED (US), LLC 401(K) P/S PLAN
Plan identification number 001

PERFORMA LIMITED (US), LLC 401(K) P/S 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERFORMA LIMITED (US), LLC has sponsored the creation of one or more 401k plans.

Company Name:PERFORMA LIMITED (US), LLC
Employer identification number (EIN):300619882
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMA LIMITED (US), LLC 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01KATHY CAVACO
0012023-01-01
0012023-01-01KATHY CAVACO
0012022-01-01
0012022-01-01KATHY NICHOLL
0012021-01-01
0012021-01-01KATHY NICHOLL
0012020-01-01KATHY NICHOLL2021-03-24
0012019-01-01KATHY NICHOLL2020-06-08
0012018-01-01KATHY NICHOLL2019-03-15
0012017-01-01DAVID KILBORN2018-04-23
0012016-01-01DAVID KILBORN2017-05-08
0012015-01-01DAVID KILBORN2016-05-05
0012014-01-01DAVID KILBORN2015-06-01
0012013-01-01KATHY NICHOLL2014-05-28
0012012-01-01KATHY NICHOLL2013-05-13

Financial Data on PERFORMA LIMITED (US), LLC 401(K) P/S PLAN

Measure Date Value
2023 : PERFORMA LIMITED (US), LLC 401(K) P/S PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$936,501
Expenses. Total of all expenses incurred2023-12-31$6,455
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$3,884,911
Total plan assets at beginning of year2023-12-31$2,954,865
Value of fidelity bond covering the plan2023-12-31$295,487
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$282,996
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$501,181
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$930,046
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,884,911
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,954,865
Assets. Value of participant loans2023-12-31$20,000
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$152,324
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$6,455
2022 : PERFORMA LIMITED (US), LLC 401(K) P/S 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$0
Total income from all sources2022-12-31$-100,304
Expenses. Total of all expenses incurred2022-12-31$45,537
Benefits paid (including direct rollovers)2022-12-31$40,719
Total plan assets at end of year2022-12-31$2,954,865
Total plan assets at beginning of year2022-12-31$3,100,706
Value of fidelity bond covering the plan2022-12-31$295,487
Total contributions received or receivable from participants2022-12-31$242,209
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-483,097
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-145,841
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,954,865
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,100,706
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$140,584
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$4,818
2021 : PERFORMA LIMITED (US), LLC 401(K) P/S 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$683,714
Expenses. Total of all expenses incurred2021-12-31$12,649
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$3,100,706
Total plan assets at beginning of year2021-12-31$2,429,641
Value of fidelity bond covering the plan2021-12-31$10,000
Total contributions received or receivable from participants2021-12-31$213,709
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$337,585
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$671,065
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,100,706
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,429,641
Total contributions received or receivable from employer(s)2021-12-31$132,420
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$12,649

Form 5500 Responses for PERFORMA LIMITED (US), LLC 401(K) P/S PLAN

2023: PERFORMA LIMITED (US), LLC 401(K) P/S PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PERFORMA LIMITED (US), LLC 401(K) P/S 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: PERFORMA LIMITED (US), LLC 401(K) P/S PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

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