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PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 401k Plan overview

Plan NamePERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN
Plan identification number 004

PERFORMANCE CONTRACTING GROUP, INC. ESOP/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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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).
  • The employer maintaining this ESOP is an S Corporation
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • 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 CONTRACTING GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERFORMANCE CONTRACTING GROUP, INC.
Employer identification number (EIN):341478097
NAIC Classification:238900

Additional information about PERFORMANCE CONTRACTING GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2022-04-20
Company Identification Number: 0804530771
Legal Registered Office Address: 11145 THOMPSON AVE

LENEXA
United States of America (USA)
66219

More information about PERFORMANCE CONTRACTING GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01SCOTT BECKLEY SCOTT BECKLEY2018-09-24
0042016-01-01SCOTT BECKLEY SCOTT BECKLEY2017-07-31
0042015-01-01SCOTT BECKLEY SCOTT BECKLEY2016-09-07
0042014-01-01SCOTT BECKLEY SCOTT BECKLEY2015-08-03
0042013-01-01SCOTT BECKLEY SCOTT BECKLEY2014-08-04
0042012-01-01WILLIAM BECKLEY WILLIAM BECKLEY2013-08-26
0042011-01-01SCOTT BECKLEY SCOTT BECKLEY2012-09-10
0042009-01-01DOUG LAPHAM DOUG LAPHAM2010-10-13

Plan Statistics for PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN

401k plan membership statisitcs for PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN

Measure Date Value
2022: PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,484
Total number of active participants reported on line 7a of the Form 55002022-01-011,169
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01270
Total of all active and inactive participants2022-01-011,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,443
Number of participants with account balances2022-01-011,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,419
Total number of active participants reported on line 7a of the Form 55002021-01-011,172
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01246
Total of all active and inactive participants2021-01-011,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,422
Number of participants with account balances2021-01-011,279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,229
Total number of active participants reported on line 7a of the Form 55002020-01-011,003
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01229
Total of all active and inactive participants2020-01-011,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,235
Number of participants with account balances2020-01-011,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,173
Total number of active participants reported on line 7a of the Form 55002019-01-01929
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01232
Total of all active and inactive participants2019-01-011,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,163
Number of participants with account balances2019-01-011,147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,156
Total number of active participants reported on line 7a of the Form 55002018-01-01916
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01213
Total of all active and inactive participants2018-01-011,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,132
Number of participants with account balances2018-01-011,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,096
Total number of active participants reported on line 7a of the Form 55002017-01-01867
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01211
Total of all active and inactive participants2017-01-011,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,080
Number of participants with account balances2017-01-011,038
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,051
Total number of active participants reported on line 7a of the Form 55002016-01-01840
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01172
Total of all active and inactive participants2016-01-011,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,014
Number of participants with account balances2016-01-01982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01997
Total number of active participants reported on line 7a of the Form 55002015-01-01810
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01170
Total of all active and inactive participants2015-01-01980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01983
Number of participants with account balances2015-01-01960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01945
Total number of active participants reported on line 7a of the Form 55002014-01-01800
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01115
Total of all active and inactive participants2014-01-01915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01919
Number of participants with account balances2014-01-01910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01876
Total number of active participants reported on line 7a of the Form 55002013-01-01781
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0197
Total of all active and inactive participants2013-01-01878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01880
Number of participants with account balances2013-01-01861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01848
Total number of active participants reported on line 7a of the Form 55002012-01-01736
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0168
Total of all active and inactive participants2012-01-01804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01806
Number of participants with account balances2012-01-01796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01859
Total number of active participants reported on line 7a of the Form 55002011-01-01719
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0198
Total of all active and inactive participants2011-01-01817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01818
Number of participants with account balances2011-01-01791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2009: PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01825
Total number of active participants reported on line 7a of the Form 55002009-01-01736
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01148
Total of all active and inactive participants2009-01-01884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01886
Number of participants with account balances2009-01-01788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN

Measure Date Value
2022 : PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$203,263,166
Total unrealized appreciation/depreciation of assets2022-12-31$203,263,166
Total transfer of assets to this plan2022-12-31$75,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$283,465,583
Total loss/gain on sale of assets2022-12-31$9,313,916
Total of all expenses incurred2022-12-31$118,119,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$118,046,051
Value of total corrective distributions2022-12-31$4,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$35,182,974
Value of total assets at end of year2022-12-31$1,891,438,135
Value of total assets at beginning of year2022-12-31$1,726,016,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$68,741
Total interest from all sources2022-12-31$215,895
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$126,195,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,016,508
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$10,461,539
Participant contributions at end of year2022-12-31$4,577,007
Participant contributions at beginning of year2022-12-31$4,036,759
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,311,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$165,346,514
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,891,438,135
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,726,016,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$154,895,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$149,759,128
Value of interest in pooled separate accounts at end of year2022-12-31$35,812,986
Value of interest in pooled separate accounts at beginning of year2022-12-31$37,465,060
Interest on participant loans2022-12-31$215,895
Value of interest in common/collective trusts at end of year2022-12-31$358,470,779
Value of interest in common/collective trusts at beginning of year2022-12-31$343,190,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-30,793,184
Net investment gain/loss from pooled separate accounts2022-12-31$-3,856,170
Net investment gain or loss from common/collective trusts2022-12-31$-56,056,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$1,325,835,636
Assets. Invements in employer securities at beginning of year2022-12-31$1,174,892,586
Contributions received in cash from employer2022-12-31$22,409,907
Employer contributions (assets) at end of year2022-12-31$11,845,864
Employer contributions (assets) at beginning of year2022-12-31$16,672,549
Income. Dividends from common stock2022-12-31$123,178,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$118,046,051
Contract administrator fees2022-12-31$68,741
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$298,344,909
Aggregate carrying amount (costs) on sale of assets2022-12-31$289,030,993
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$331,989,364
Total unrealized appreciation/depreciation of assets2021-12-31$331,989,364
Total transfer of assets to this plan2021-12-31$54,856
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$534,454,500
Total loss/gain on sale of assets2021-12-31$8,653,413
Total of all expenses incurred2021-12-31$167,145,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$167,080,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$33,309,810
Value of total assets at end of year2021-12-31$1,726,016,531
Value of total assets at beginning of year2021-12-31$1,358,652,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$64,951
Total interest from all sources2021-12-31$193,991
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$99,502,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,017,547
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,689,194
Participant contributions at end of year2021-12-31$4,036,759
Participant contributions at beginning of year2021-12-31$3,901,416
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,776,746
Other income not declared elsewhere2021-12-31$393,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$367,309,215
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,726,016,531
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,358,652,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$149,759,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$92,172,086
Value of interest in pooled separate accounts at end of year2021-12-31$37,465,060
Value of interest in pooled separate accounts at beginning of year2021-12-31$33,121,735
Interest on participant loans2021-12-31$193,991
Value of interest in common/collective trusts at end of year2021-12-31$343,190,449
Value of interest in common/collective trusts at beginning of year2021-12-31$265,548,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,923,594
Net investment gain/loss from pooled separate accounts2021-12-31$3,831,016
Net investment gain or loss from common/collective trusts2021-12-31$42,656,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$1,174,892,586
Assets. Invements in employer securities at beginning of year2021-12-31$954,527,911
Contributions received in cash from employer2021-12-31$20,843,870
Employer contributions (assets) at end of year2021-12-31$16,672,549
Employer contributions (assets) at beginning of year2021-12-31$9,381,128
Income. Dividends from common stock2021-12-31$97,485,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$167,080,334
Contract administrator fees2021-12-31$64,951
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$368,788,713
Aggregate carrying amount (costs) on sale of assets2021-12-31$360,135,300
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$146,214,168
Total unrealized appreciation/depreciation of assets2020-12-31$146,214,168
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$240,599,464
Total loss/gain on sale of assets2020-12-31$1,053,901
Total of all expenses incurred2020-12-31$130,676,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$130,622,545
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$30,023,948
Value of total assets at end of year2020-12-31$1,358,652,460
Value of total assets at beginning of year2020-12-31$1,248,729,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,841
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$209,321
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$23,650,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,385,847
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$8,801,581
Participant contributions at end of year2020-12-31$3,901,416
Participant contributions at beginning of year2020-12-31$3,791,043
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,648,048
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$-1,142,007
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$109,923,078
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,358,652,460
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,248,729,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$92,172,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$69,058,887
Value of interest in pooled separate accounts at end of year2020-12-31$33,121,735
Value of interest in pooled separate accounts at beginning of year2020-12-31$30,248,801
Interest on participant loans2020-12-31$209,321
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$265,548,184
Value of interest in common/collective trusts at beginning of year2020-12-31$258,423,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,927,556
Net investment gain/loss from pooled separate accounts2020-12-31$2,712,272
Net investment gain or loss from common/collective trusts2020-12-31$22,949,858
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$954,527,911
Assets. Invements in employer securities at beginning of year2020-12-31$879,017,551
Contributions received in cash from employer2020-12-31$19,574,319
Employer contributions (assets) at end of year2020-12-31$9,381,128
Employer contributions (assets) at beginning of year2020-12-31$8,189,653
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$22,264,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$130,622,545
Contract administrator fees2020-12-31$53,841
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$194,287,755
Aggregate carrying amount (costs) on sale of assets2020-12-31$193,233,854
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD , LLP
Accountancy firm EIN2020-12-31440160260
2019 : PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$226,975,748
Total unrealized appreciation/depreciation of assets2019-12-31$226,975,748
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$380,090,638
Total loss/gain on sale of assets2019-12-31$15,298,922
Total of all expenses incurred2019-12-31$140,095,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$140,040,774
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,640,426
Value of total assets at end of year2019-12-31$1,248,729,382
Value of total assets at beginning of year2019-12-31$1,008,734,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,081
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$198,944
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$53,855,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,388,447
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$7,398,185
Participant contributions at end of year2019-12-31$3,791,043
Participant contributions at beginning of year2019-12-31$3,364,525
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,430,858
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,247
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$13,452
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$239,994,783
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,248,729,382
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,008,734,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$69,058,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,449,844
Value of interest in pooled separate accounts at end of year2019-12-31$30,248,801
Value of interest in pooled separate accounts at beginning of year2019-12-31$27,157,537
Interest on participant loans2019-12-31$198,944
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$258,423,447
Value of interest in common/collective trusts at beginning of year2019-12-31$196,530,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,985,969
Net investment gain/loss from pooled separate accounts2019-12-31$2,906,575
Net investment gain or loss from common/collective trusts2019-12-31$40,215,543
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$879,017,551
Assets. Invements in employer securities at beginning of year2019-12-31$720,276,841
Contributions received in cash from employer2019-12-31$17,811,383
Employer contributions (assets) at end of year2019-12-31$8,189,653
Employer contributions (assets) at beginning of year2019-12-31$11,955,254
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$52,466,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$140,039,527
Contract administrator fees2019-12-31$55,081
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$277,642,604
Aggregate carrying amount (costs) on sale of assets2019-12-31$262,343,682
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD , LLP
Accountancy firm EIN2019-12-31440160260
2018 : PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$245,265,536
Total unrealized appreciation/depreciation of assets2018-12-31$245,265,536
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$279,934,283
Total loss/gain on sale of assets2018-12-31$23,887,487
Total of all expenses incurred2018-12-31$195,936,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$195,885,502
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$25,983,498
Value of total assets at end of year2018-12-31$1,008,734,599
Value of total assets at beginning of year2018-12-31$924,737,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,484
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$158,382
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$999,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$999,252
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$6,859,407
Participant contributions at end of year2018-12-31$3,364,525
Participant contributions at beginning of year2018-12-31$2,869,152
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,463,248
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$20,626
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$83,997,297
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,008,734,599
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$924,737,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$49,449,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$57,431,377
Value of interest in pooled separate accounts at end of year2018-12-31$27,157,537
Value of interest in pooled separate accounts at beginning of year2018-12-31$32,853,579
Interest on participant loans2018-12-31$158,382
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$196,530,598
Value of interest in common/collective trusts at beginning of year2018-12-31$221,095,528
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,694,921
Net investment gain/loss from pooled separate accounts2018-12-31$-126,122
Net investment gain or loss from common/collective trusts2018-12-31$-10,559,455
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$720,276,841
Assets. Invements in employer securities at beginning of year2018-12-31$597,311,449
Contributions received in cash from employer2018-12-31$16,660,843
Employer contributions (assets) at end of year2018-12-31$11,955,254
Employer contributions (assets) at beginning of year2018-12-31$13,176,217
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$195,885,502
Contract administrator fees2018-12-31$51,484
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$384,767,976
Aggregate carrying amount (costs) on sale of assets2018-12-31$360,880,489
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD , LLP
Accountancy firm EIN2018-12-31440160260
2017 : PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$189,738,685
Total unrealized appreciation/depreciation of assets2017-12-31$189,738,685
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$293,892,886
Total loss/gain on sale of assets2017-12-31$6,557,788
Total of all expenses incurred2017-12-31$105,183,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$105,145,198
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$23,092,059
Value of total assets at end of year2017-12-31$924,737,302
Value of total assets at beginning of year2017-12-31$736,028,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,556
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$128,119
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$36,138,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,085,278
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$6,326,508
Participant contributions at end of year2017-12-31$2,869,152
Participant contributions at beginning of year2017-12-31$2,853,710
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,375,231
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$12,963
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$188,709,132
Value of net assets at end of year (total assets less liabilities)2017-12-31$924,737,302
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$736,028,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$57,431,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$52,970,590
Value of interest in pooled separate accounts at end of year2017-12-31$32,853,579
Value of interest in pooled separate accounts at beginning of year2017-12-31$47,133,883
Interest on participant loans2017-12-31$128,119
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$221,095,528
Value of interest in common/collective trusts at beginning of year2017-12-31$154,852,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,314,091
Net investment gain/loss from pooled separate accounts2017-12-31$6,133,089
Net investment gain or loss from common/collective trusts2017-12-31$22,777,325
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$597,311,449
Assets. Invements in employer securities at beginning of year2017-12-31$465,913,912
Contributions received in cash from employer2017-12-31$15,390,320
Employer contributions (assets) at end of year2017-12-31$13,176,217
Employer contributions (assets) at beginning of year2017-12-31$12,303,170
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$35,053,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$105,145,198
Contract administrator fees2017-12-31$38,556
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$180,566,666
Aggregate carrying amount (costs) on sale of assets2017-12-31$174,008,878
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD , LLP
Accountancy firm EIN2017-12-31440160260
2016 : PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$108,889,518
Total unrealized appreciation/depreciation of assets2016-12-31$108,889,518
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$177,852,081
Total loss/gain on sale of assets2016-12-31$6,421,580
Total of all expenses incurred2016-12-31$118,478,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$118,442,181
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,751,862
Value of total assets at end of year2016-12-31$736,028,170
Value of total assets at beginning of year2016-12-31$676,654,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,384
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$119,684
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$25,313,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$983,750
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$5,950,823
Participant contributions at end of year2016-12-31$2,853,710
Participant contributions at beginning of year2016-12-31$2,633,904
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,142,542
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$59,373,516
Value of net assets at end of year (total assets less liabilities)2016-12-31$736,028,170
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$676,654,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$52,970,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$52,476,755
Value of interest in pooled separate accounts at end of year2016-12-31$47,133,883
Value of interest in pooled separate accounts at beginning of year2016-12-31$48,482,764
Interest on participant loans2016-12-31$119,684
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$154,852,905
Value of interest in common/collective trusts at beginning of year2016-12-31$153,188,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$174,308
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,465,376
Net investment gain/loss from pooled separate accounts2016-12-31$5,187,050
Net investment gain or loss from common/collective trusts2016-12-31$7,703,552
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$465,913,912
Assets. Invements in employer securities at beginning of year2016-12-31$419,129,080
Contributions received in cash from employer2016-12-31$14,658,497
Employer contributions (assets) at end of year2016-12-31$12,303,170
Employer contributions (assets) at beginning of year2016-12-31$569,755
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$24,329,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$118,442,181
Contract administrator fees2016-12-31$36,384
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$167,565,489
Aggregate carrying amount (costs) on sale of assets2016-12-31$161,143,909
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$91,442,382
Total unrealized appreciation/depreciation of assets2015-12-31$91,442,382
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$119,314,977
Total loss/gain on sale of assets2015-12-31$2,897,669
Total of all expenses incurred2015-12-31$111,312,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$111,280,018
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$20,386,158
Value of total assets at end of year2015-12-31$676,654,654
Value of total assets at beginning of year2015-12-31$668,651,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,130
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$117,225
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,312,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$911,618
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$5,450,456
Participant contributions at end of year2015-12-31$2,633,904
Participant contributions at beginning of year2015-12-31$2,777,524
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,522,440
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$13
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$8,002,829
Value of net assets at end of year (total assets less liabilities)2015-12-31$676,654,654
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$668,651,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$52,476,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$71,199,941
Value of interest in pooled separate accounts at end of year2015-12-31$48,482,764
Value of interest in pooled separate accounts at beginning of year2015-12-31$55,351,065
Interest on participant loans2015-12-31$114,934
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$2,291
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$153,188,088
Value of interest in common/collective trusts at beginning of year2015-12-31$163,630,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$174,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$427,310
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,847,506
Net investment gain/loss from pooled separate accounts2015-12-31$636,666
Net investment gain or loss from common/collective trusts2015-12-31$-1,630,609
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$419,129,080
Assets. Invements in employer securities at beginning of year2015-12-31$367,613,152
Contributions received in cash from employer2015-12-31$13,413,262
Employer contributions (assets) at end of year2015-12-31$569,755
Employer contributions (assets) at beginning of year2015-12-31$7,651,977
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$6,401,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$111,280,018
Contract administrator fees2015-12-31$32,130
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$130,998,075
Aggregate carrying amount (costs) on sale of assets2015-12-31$128,100,406
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD LLP
Accountancy firm EIN2015-12-31341478097
2014 : PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$16,978,060
Total unrealized appreciation/depreciation of assets2014-12-31$16,978,060
Total transfer of assets to this plan2014-12-31$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$82,790,684
Total loss/gain on sale of assets2014-12-31$139,182
Total of all expenses incurred2014-12-31$39,639,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$39,609,241
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$18,776,315
Value of total assets at end of year2014-12-31$668,651,825
Value of total assets at beginning of year2014-12-31$625,500,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,242
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$122,231
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$31,913,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,120,269
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$5,102,701
Participant contributions at end of year2014-12-31$2,777,524
Participant contributions at beginning of year2014-12-31$2,780,567
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,116,231
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$43,151,201
Value of net assets at end of year (total assets less liabilities)2014-12-31$668,651,825
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$625,500,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$71,199,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$178,772,659
Value of interest in pooled separate accounts at end of year2014-12-31$55,351,065
Value of interest in pooled separate accounts at beginning of year2014-12-31$50,640,479
Interest on participant loans2014-12-31$116,264
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$5,967
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$163,630,856
Value of interest in common/collective trusts at beginning of year2014-12-31$27,294,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$427,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$782,710
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,216,295
Net investment gain/loss from pooled separate accounts2014-12-31$4,174,265
Net investment gain or loss from common/collective trusts2014-12-31$5,471,144
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$367,613,152
Assets. Invements in employer securities at beginning of year2014-12-31$360,756,711
Contributions received in cash from employer2014-12-31$12,557,383
Employer contributions (assets) at end of year2014-12-31$7,651,977
Employer contributions (assets) at beginning of year2014-12-31$4,472,708
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$30,792,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$39,609,241
Contract administrator fees2014-12-31$30,242
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$78,371,928
Aggregate carrying amount (costs) on sale of assets2014-12-31$78,232,746
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD LLP
Accountancy firm EIN2014-12-31341478097
2013 : PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$52,646,817
Total unrealized appreciation/depreciation of assets2013-12-31$52,646,817
Total transfer of assets to this plan2013-12-31$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$175,309,619
Total loss/gain on sale of assets2013-12-31$36,414,465
Total of all expenses incurred2013-12-31$34,685,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$34,657,304
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,682,796
Value of total assets at end of year2013-12-31$625,500,624
Value of total assets at beginning of year2013-12-31$484,876,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,602
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$145,967
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$36,570,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,011,525
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$4,598,972
Participant contributions at end of year2013-12-31$2,780,567
Participant contributions at beginning of year2013-12-31$2,854,663
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,613,971
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$19
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$140,623,713
Value of net assets at end of year (total assets less liabilities)2013-12-31$625,500,624
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$484,876,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$178,772,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$129,513,793
Value of interest in pooled separate accounts at end of year2013-12-31$50,640,479
Value of interest in pooled separate accounts at beginning of year2013-12-31$37,481,879
Interest on participant loans2013-12-31$123,872
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$22,095
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$27,294,790
Value of interest in common/collective trusts at beginning of year2013-12-31$29,586,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$782,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,827,068
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$24,050,549
Net investment gain/loss from pooled separate accounts2013-12-31$7,973,817
Net investment gain or loss from common/collective trusts2013-12-31$-175,100
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$360,756,711
Assets. Invements in employer securities at beginning of year2013-12-31$282,329,933
Contributions received in cash from employer2013-12-31$11,469,853
Employer contributions (assets) at end of year2013-12-31$4,472,708
Employer contributions (assets) at beginning of year2013-12-31$282,535
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$33,558,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$34,657,304
Contract administrator fees2013-12-31$28,602
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$96
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$370,565,232
Aggregate carrying amount (costs) on sale of assets2013-12-31$334,150,767
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD LLP
Accountancy firm EIN2013-12-31440160260
2012 : PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$49,747,830
Total unrealized appreciation/depreciation of assets2012-12-31$49,747,830
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$106,636,837
Total loss/gain on sale of assets2012-12-31$1,921,200
Total of all expenses incurred2012-12-31$50,151,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$50,132,870
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,318,083
Value of total assets at end of year2012-12-31$484,876,911
Value of total assets at beginning of year2012-12-31$428,391,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,716
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$198,944
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$22,041,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,668,266
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$4,243,485
Participant contributions at end of year2012-12-31$2,854,663
Participant contributions at beginning of year2012-12-31$2,739,829
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,540,153
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$179
Administrative expenses (other) incurred2012-12-31$136
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$56,485,251
Value of net assets at end of year (total assets less liabilities)2012-12-31$484,876,911
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$428,391,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$129,513,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$108,254,158
Value of interest in pooled separate accounts at end of year2012-12-31$37,481,879
Value of interest in pooled separate accounts at beginning of year2012-12-31$32,044,850
Interest on participant loans2012-12-31$124,019
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$74,925
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$29,586,944
Value of interest in common/collective trusts at beginning of year2012-12-31$36,456,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,827,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,667,792
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$11,853,994
Net investment gain/loss from pooled separate accounts2012-12-31$4,188,313
Net investment gain or loss from common/collective trusts2012-12-31$366,534
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$282,329,933
Assets. Invements in employer securities at beginning of year2012-12-31$239,421,093
Contributions received in cash from employer2012-12-31$10,534,445
Employer contributions (assets) at end of year2012-12-31$282,535
Employer contributions (assets) at beginning of year2012-12-31$5,806,975
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$19,373,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$50,132,870
Contract administrator fees2012-12-31$18,580
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$96
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$176
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$67,157,584
Aggregate carrying amount (costs) on sale of assets2012-12-31$65,236,384
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$7,378,467
Total unrealized appreciation/depreciation of assets2011-12-31$7,378,467
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$37,961,883
Total loss/gain on sale of assets2011-12-31$1,550,077
Total of all expenses incurred2011-12-31$47,803,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$47,782,360
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,841,624
Value of total assets at end of year2011-12-31$428,391,660
Value of total assets at beginning of year2011-12-31$438,233,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,133
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$228,205
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$17,182,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,106,345
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$4,178,989
Participant contributions at end of year2011-12-31$2,739,829
Participant contributions at beginning of year2011-12-31$2,657,884
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$495,795
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$-723,962
Administrative expenses (other) incurred2011-12-31$73
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-9,841,610
Value of net assets at end of year (total assets less liabilities)2011-12-31$428,391,660
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$438,233,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$108,254,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$117,067,449
Value of interest in pooled separate accounts at end of year2011-12-31$32,044,850
Value of interest in pooled separate accounts at beginning of year2011-12-31$62,936,309
Interest on participant loans2011-12-31$122,878
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$105,327
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$36,456,787
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,667,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,697,187
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,681,283
Net investment gain/loss from pooled separate accounts2011-12-31$805,158
Net investment gain or loss from common/collective trusts2011-12-31$1,380,756
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$239,421,093
Assets. Invements in employer securities at beginning of year2011-12-31$249,977,909
Contributions received in cash from employer2011-12-31$10,166,840
Employer contributions (assets) at end of year2011-12-31$5,806,975
Employer contributions (assets) at beginning of year2011-12-31$896,306
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$14,076,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$47,782,360
Contract administrator fees2011-12-31$21,060
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$176
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$226
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$76,716,291
Aggregate carrying amount (costs) on sale of assets2011-12-31$75,166,214
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,377,636
Total unrealized appreciation/depreciation of assets2010-12-31$5,377,636
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$61,041,632
Total loss/gain on sale of assets2010-12-31$1,747,032
Total of all expenses incurred2010-12-31$53,201,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$53,185,414
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,165,891
Value of total assets at end of year2010-12-31$438,233,270
Value of total assets at beginning of year2010-12-31$430,393,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,510
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$262,111
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$22,526,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,898,413
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$4,204,813
Participant contributions at end of year2010-12-31$2,657,884
Participant contributions at beginning of year2010-12-31$2,351,608
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,676,629
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$-677,611
Administrative expenses (other) incurred2010-12-31$787
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,839,708
Value of net assets at end of year (total assets less liabilities)2010-12-31$438,233,270
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$430,393,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$117,067,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$93,023,359
Value of interest in pooled separate accounts at end of year2010-12-31$62,936,309
Value of interest in pooled separate accounts at beginning of year2010-12-31$55,048,640
Interest on participant loans2010-12-31$128,836
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$133,275
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,697,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,650,290
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,744,536
Net investment gain/loss from pooled separate accounts2010-12-31$3,895,277
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$249,977,909
Assets. Invements in employer securities at beginning of year2010-12-31$274,868,595
Contributions received in cash from employer2010-12-31$10,284,449
Employer contributions (assets) at end of year2010-12-31$896,306
Employer contributions (assets) at beginning of year2010-12-31$450,904
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$19,628,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$53,185,414
Contract administrator fees2010-12-31$15,723
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$226
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$166
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$153,364,707
Aggregate carrying amount (costs) on sale of assets2010-12-31$151,617,675
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : PERFORMANCE CONTRACTING GROUP, INC. ESOP/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 CONTRACTING GROUP, INC. ESOP/401(K) PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number425159
Policy instance 1
Insurance contract or identification number425159
Number of Individuals Covered1443
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number425159
Policy instance 1
Insurance contract or identification number425159
Number of Individuals Covered1422
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number425159
Policy instance 1
Insurance contract or identification number425159
Number of Individuals Covered1235
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number425159
Policy instance 1
Insurance contract or identification number425159
Number of Individuals Covered1163
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number425159
Policy instance 1
Insurance contract or identification number425159
Number of Individuals Covered1080
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,271
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees16271
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC

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