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PERFORMIO RETIREMENT PLAN 401k Plan overview

Plan NamePERFORMIO RETIREMENT PLAN
Plan identification number 001

PERFORMIO RETIREMENT PLAN 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.
  • 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

PERFORMANCECENTRE, INC. (DBA PERFORMIO) has sponsored the creation of one or more 401k plans.

Company Name:PERFORMANCECENTRE, INC. (DBA PERFORMIO)
Employer identification number (EIN):300970411
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMIO RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LUKE TEEPLE2024-06-12
0012022-01-01LUKE TEEPLE2023-05-31
0012021-01-01LUKE TEEPLE2022-10-03
0012020-01-01LUKE TEEPLE2021-09-22

Financial Data on PERFORMIO RETIREMENT PLAN

Measure Date Value
2025 : PERFORMIO RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-12315346
Net assets as of the end of the plan year2025-03-123550172
Total assets as of the beginning of the plan year2025-03-122646861
Value of plan covered by a fidelity bond2025-03-12500000
Participant contributions to plan in this plan year2025-03-12560094
Other contributions to plan in this plan year2025-03-1248017
Other income to plan in this plan year2025-03-12400889
Plan net income in this plan year2025-03-12903311
Net assets as of the end of the plan year2025-03-123550172
Net assets as of the beginning of the plan year2025-03-122646861
Employer contributions to plan in this plan year2025-03-12209657
Fees paid to broker by Benefit Provider2025-03-1225619
2024 : PERFORMIO RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1298734
Net assets as of the end of the plan year2024-06-122646861
Total assets as of the beginning of the plan year2024-06-121321559
Value of plan covered by a fidelity bond2024-06-12500000
Participant contributions to plan in this plan year2024-06-12696148
Other contributions to plan in this plan year2024-06-1278795
Other income to plan in this plan year2024-06-12316779
Plan net income in this plan year2024-06-121325302
Net assets as of the end of the plan year2024-06-122646861
Net assets as of the beginning of the plan year2024-06-121321559
Employer contributions to plan in this plan year2024-06-12332314
Fees paid to broker by Benefit Provider2024-06-1215555
2022 : PERFORMIO RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-0311118
Net assets as of the end of the plan year2022-10-03831567
Total assets as of the beginning of the plan year2022-10-03451961
Value of plan covered by a fidelity bond2022-10-0390000
Participant contributions to plan in this plan year2022-10-03208363
Other income to plan in this plan year2022-10-0382078
Plan net income in this plan year2022-10-03379606
Net assets as of the end of the plan year2022-10-03831567
Net assets as of the beginning of the plan year2022-10-03451961
Employer contributions to plan in this plan year2022-10-03100283
Fees paid to broker by Benefit Provider2022-10-035993

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