401k Plan data: PERFORMANCE TRUST RETIREMENT PLAN plan

PERFORMANCE TRUST RETIREMENT PLAN 401k Plan overview

Plan Name	PERFORMANCE TRUST RETIREMENT PLAN
Plan identification number	001

PERFORMANCE TRUST RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PERFORMANCE TRUST CAPITAL has sponsored the creation of one or more 401k plans.

Company Name: PERFORMANCE TRUST CAPITAL

Employer identification number (EIN): 363939198

NAIC Classification: 523110
NAIC Description: Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE TRUST RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JAMES V LORENTSEN JAMES V LORENTSEN 2017-10-11
001 2016-01-01
001 2015-01-01 JAMES V. LORENTSEN JAMES V LORENTSEN 2016-10-17
001 2014-01-01 JAMES V. LORENTSEN
001 2013-01-01 JAMES V. LORENTSEN
001 2012-01-01 JAMES V. LORENTSEN
001 2011-01-01 JAMES V LORENTSEN
001 2009-01-01 JAMES V LORENTSEN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	JAMES V LORENTSEN	JAMES V LORENTSEN	2017-10-11
001	2016-01-01
001	2015-01-01	JAMES V. LORENTSEN	JAMES V LORENTSEN	2016-10-17
001	2014-01-01	JAMES V. LORENTSEN
001	2013-01-01	JAMES V. LORENTSEN
001	2012-01-01	JAMES V. LORENTSEN
001	2011-01-01	JAMES V LORENTSEN
001	2009-01-01	JAMES V LORENTSEN

Plan Statistics for PERFORMANCE TRUST RETIREMENT PLAN

401k plan membership statisitcs for PERFORMANCE TRUST RETIREMENT PLAN

Measure Date Value
2016: PERFORMANCE TRUST RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 254
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 53
Total of all active and inactive participants 2016-01-01 307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 307
Number of participants with account balances 2016-01-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PERFORMANCE TRUST RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 229
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 44
Total of all active and inactive participants 2015-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 273
Number of participants with account balances 2015-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PERFORMANCE TRUST RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 248
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 195
Number of retired or separated participants receiving benefits 2014-01-01 29
Total of all active and inactive participants 2014-01-01 224
Total participants 2014-01-01 224
Number of participants with account balances 2014-01-01 224
2013: PERFORMANCE TRUST RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 195
Number of retired or separated participants receiving benefits 2013-01-01 53
Total of all active and inactive participants 2013-01-01 248
Total participants 2013-01-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 248
2012: PERFORMANCE TRUST RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 151
Number of retired or separated participants receiving benefits 2012-01-01 29
Total of all active and inactive participants 2012-01-01 180
Total participants 2012-01-01 180
Number of participants with account balances 2012-01-01 180
2011: PERFORMANCE TRUST RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 129
Number of retired or separated participants receiving benefits 2011-01-01 31
Total of all active and inactive participants 2011-01-01 160
Total participants 2011-01-01 160
Number of participants with account balances 2011-01-01 160
2009: PERFORMANCE TRUST RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 95
Number of retired or separated participants receiving benefits 2009-01-01 34
Total of all active and inactive participants 2009-01-01 129
Total participants 2009-01-01 129
Number of participants with account balances 2009-01-01 129

Measure	Date	Value
2016: PERFORMANCE TRUST RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	254
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	53
Total of all active and inactive participants	2016-01-01	307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	307
Number of participants with account balances	2016-01-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PERFORMANCE TRUST RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	229
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	44
Total of all active and inactive participants	2015-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	273
Number of participants with account balances	2015-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PERFORMANCE TRUST RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	248
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	195
Number of retired or separated participants receiving benefits	2014-01-01	29
Total of all active and inactive participants	2014-01-01	224
Total participants	2014-01-01	224
Number of participants with account balances	2014-01-01	224
2013: PERFORMANCE TRUST RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	195
Number of retired or separated participants receiving benefits	2013-01-01	53
Total of all active and inactive participants	2013-01-01	248
Total participants	2013-01-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	248
2012: PERFORMANCE TRUST RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	151
Number of retired or separated participants receiving benefits	2012-01-01	29
Total of all active and inactive participants	2012-01-01	180
Total participants	2012-01-01	180
Number of participants with account balances	2012-01-01	180
2011: PERFORMANCE TRUST RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	129
Number of retired or separated participants receiving benefits	2011-01-01	31
Total of all active and inactive participants	2011-01-01	160
Total participants	2011-01-01	160
Number of participants with account balances	2011-01-01	160
2009: PERFORMANCE TRUST RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	95
Number of retired or separated participants receiving benefits	2009-01-01	34
Total of all active and inactive participants	2009-01-01	129
Total participants	2009-01-01	129
Number of participants with account balances	2009-01-01	129

Financial Data on PERFORMANCE TRUST RETIREMENT PLAN

Measure	Date	Value
2016 : PERFORMANCE TRUST RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$5,176,839
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,009,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$973,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,258,298
Value of total assets at end of year	2016-12-31	$26,895,573
Value of total assets at beginning of year	2016-12-31	$22,728,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$36,054
Total interest from all sources	2016-12-31	$8,317
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$198,324
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$198,324
Administrative expenses professional fees incurred	2016-12-31	$31,935
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,521,717
Participant contributions at end of year	2016-12-31	$254,225
Participant contributions at beginning of year	2016-12-31	$247,821
Participant contributions at end of year	2016-12-31	$50,000
Participant contributions at beginning of year	2016-12-31	$42,000
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$18,296,839
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$15,944,159
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$71,181
Other income not declared elsewhere	2016-12-31	$1,383,489
Administrative expenses (other) incurred	2016-12-31	$4,119
Total non interest bearing cash at end of year	2016-12-31	$10
Total non interest bearing cash at beginning of year	2016-12-31	$545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,166,938
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$26,895,573
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$22,728,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,270,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,414,968
Interest on participant loans	2016-12-31	$9,574
Interest earned on other investments	2016-12-31	$-1,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$359,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$402,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$402,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$328,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$665,400
Employer contributions (assets) at end of year	2016-12-31	$665,400
Employer contributions (assets) at beginning of year	2016-12-31	$676,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$973,847
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MCGLADREY, LLP
Accountancy firm EIN	2016-12-31	420714325
2015 : PERFORMANCE TRUST RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$2,546,988
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$556,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$503,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,324,469
Value of total assets at end of year	2015-12-31	$22,728,635
Value of total assets at beginning of year	2015-12-31	$20,738,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$53,402
Total interest from all sources	2015-12-31	$9,243
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$111,903
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$111,903
Administrative expenses professional fees incurred	2015-12-31	$33,962
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$3,603
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,304,782
Participant contributions at end of year	2015-12-31	$247,821
Participant contributions at beginning of year	2015-12-31	$162,659
Participant contributions at end of year	2015-12-31	$42,000
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$15,944,159
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$223,659
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$342,907
Other income not declared elsewhere	2015-12-31	$-824,406
Administrative expenses (other) incurred	2015-12-31	$16,590
Total non interest bearing cash at end of year	2015-12-31	$545
Total non interest bearing cash at beginning of year	2015-12-31	$108,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,990,484
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$22,728,635
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$20,738,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$2,850
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,414,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,083,565
Interest on participant loans	2015-12-31	$9,312
Interest earned on other investments	2015-12-31	$-94
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$402,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$20,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$20,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-74,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$676,780
Employer contributions (assets) at end of year	2015-12-31	$676,780
Employer contributions (assets) at beginning of year	2015-12-31	$580,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$503,102
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$8,555,304
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MCGLADREY, LLP
Accountancy firm EIN	2015-12-31	420714325
2014 : PERFORMANCE TRUST RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$3,033,679
Total of all expenses incurred	2014-12-31	$541,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$508,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,555,711
Value of total assets at end of year	2014-12-31	$20,738,151
Value of total assets at beginning of year	2014-12-31	$18,245,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$33,098
Total interest from all sources	2014-12-31	$7,762
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$420,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$33,098
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$3,603
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$3,077
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,972,240
Participant contributions at end of year	2014-12-31	$162,659
Participant contributions at beginning of year	2014-12-31	$211,183
Participant contributions at beginning of year	2014-12-31	$22,500
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$223,659
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$117,619
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,097
Other income not declared elsewhere	2014-12-31	$50,128
Total non interest bearing cash at end of year	2014-12-31	$108,948
Total non interest bearing cash at beginning of year	2014-12-31	$54,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,492,376
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$20,738,151
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$18,245,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,083,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,520,212
Income. Interest from loans (other than to participants)	2014-12-31	$7,762
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$20,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$580,374
Employer contributions (assets) at end of year	2014-12-31	$580,374
Employer contributions (assets) at beginning of year	2014-12-31	$524,660
Income. Dividends from common stock	2014-12-31	$420,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$508,205
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$8,555,304
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$7,791,757
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MCGLADREY, LLP
Accountancy firm EIN	2014-12-31	420714325
2013 : PERFORMANCE TRUST RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$5,211,733
Total of all expenses incurred	2013-12-31	$606,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$602,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,698,850
Value of total assets at end of year	2013-12-31	$18,245,775
Value of total assets at beginning of year	2013-12-31	$13,640,303
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,861
Total interest from all sources	2013-12-31	$7,241
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$351,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$3,861
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$3,077
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$2,740
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,822,477
Participant contributions at end of year	2013-12-31	$211,183
Participant contributions at beginning of year	2013-12-31	$203,802
Participant contributions at end of year	2013-12-31	$22,500
Participant contributions at beginning of year	2013-12-31	$44,000
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$117,619
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$99,458
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$351,713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$467,978
Other income not declared elsewhere	2013-12-31	$2,154,499
Total non interest bearing cash at end of year	2013-12-31	$54,767
Total non interest bearing cash at beginning of year	2013-12-31	$28,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,605,472
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$18,245,775
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$13,640,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,520,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,604,214
Income. Interest from loans (other than to participants)	2013-12-31	$7,241
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$524,660
Employer contributions (assets) at end of year	2013-12-31	$524,660
Employer contributions (assets) at beginning of year	2013-12-31	$427,077
Income. Dividends from common stock	2013-12-31	$351,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$602,400
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$7,791,757
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$5,761,001
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCGLADREY, LLP
Accountancy firm EIN	2013-12-31	420714325
2012 : PERFORMANCE TRUST RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$1,026,784
Total unrealized appreciation/depreciation of assets	2012-12-31	$1,026,784
Total income from all sources (including contributions)	2012-12-31	$3,596,522
Total of all expenses incurred	2012-12-31	$235,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$231,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,323,206
Value of total assets at end of year	2012-12-31	$13,640,303
Value of total assets at beginning of year	2012-12-31	$10,279,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,455
Total interest from all sources	2012-12-31	$4,297
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$242,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$4,455
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$2,740
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$2,524
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$800,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,557,940
Participant contributions at end of year	2012-12-31	$203,802
Participant contributions at beginning of year	2012-12-31	$107,225
Participant contributions at end of year	2012-12-31	$44,000
Participant contributions at beginning of year	2012-12-31	$57,783
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$99,458
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$420,006
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$338,189
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$467,978
Total non interest bearing cash at end of year	2012-12-31	$28,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,360,762
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$13,640,303
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,279,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,604,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,899,768
Interest on participant loans	2012-12-31	$4,182
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$427,077
Employer contributions (assets) at end of year	2012-12-31	$427,077
Employer contributions (assets) at beginning of year	2012-12-31	$322,357
Income. Dividends from common stock	2012-12-31	$242,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$231,305
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$3,176
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$5,761,001
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$4,465,430
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCGLADREY, LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : PERFORMANCE TRUST RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-891,348
Total unrealized appreciation/depreciation of assets	2011-12-31	$-891,348
Total income from all sources (including contributions)	2011-12-31	$892,202
Total of all expenses incurred	2011-12-31	$55,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$49,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,619,863
Value of total assets at end of year	2011-12-31	$10,279,541
Value of total assets at beginning of year	2011-12-31	$9,443,164
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$6,455
Total interest from all sources	2011-12-31	$7,212
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$156,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$4,098
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$2,524
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$490
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,183,189
Participant contributions at end of year	2011-12-31	$107,225
Participant contributions at beginning of year	2011-12-31	$122,767
Participant contributions at end of year	2011-12-31	$57,783
Participant contributions at beginning of year	2011-12-31	$33,688
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$420,006
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$473,524
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$114,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$836,377
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,279,541
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,443,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$2,357
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,899,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,248,670
Interest on participant loans	2011-12-31	$6,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$7,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$7,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$322,357
Employer contributions (assets) at end of year	2011-12-31	$322,357
Employer contributions (assets) at beginning of year	2011-12-31	$277,593
Income. Dividends from common stock	2011-12-31	$156,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$49,370
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$3,176
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$3,308
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$4,465,430
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$3,276,111
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Qualified
Accountancy firm name	2011-12-31	MCGLADREY, LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : PERFORMANCE TRUST RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$870,004
Total unrealized appreciation/depreciation of assets	2010-12-31	$870,004
Total income from all sources (including contributions)	2010-12-31	$2,411,919
Total of all expenses incurred	2010-12-31	$207,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$202,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,399,996
Value of total assets at end of year	2010-12-31	$9,543,209
Value of total assets at beginning of year	2010-12-31	$7,338,955
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,063
Total interest from all sources	2010-12-31	$9,781
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$132,138
Total income from all sources	2010-12-31	$2,259,527
Expenses. Total of all expenses incurred	2010-12-31	$207,854
Benefits paid (including direct rollovers)	2010-12-31	$202,602
Total plan assets at end of year	2010-12-31	$9,265,444
Total plan assets at beginning of year	2010-12-31	$7,213,771
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$1,014,761
Expenses. Other expenses not covered elsewhere	2010-12-31	$5,252
Contributions received from other sources (not participants or employers)	2010-12-31	$109,733
Other income received	2010-12-31	$869,513
Net income (gross income less expenses)	2010-12-31	$2,051,673
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$9,265,444
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,213,771
Assets. Value of participant loans	2010-12-31	$122,675
Total contributions received or receivable from employer(s)	2010-12-31	$265,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$7,959
Administrative expenses professional fees incurred	2010-12-31	$5,063
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$490
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$1,103
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,012,670
Participant contributions at end of year	2010-12-31	$122,812
Participant contributions at beginning of year	2010-12-31	$121,968
Participant contributions at end of year	2010-12-31	$33,688
Participant contributions at beginning of year	2010-12-31	$2,091
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$573,524
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$549,722
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$109,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,204,254
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,543,209
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,338,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,248,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,607,655
Interest on participant loans	2010-12-31	$6,331
Income. Interest from corporate debt instruments	2010-12-31	$2,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$7,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$141,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$141,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$277,593
Employer contributions (assets) at end of year	2010-12-31	$277,593
Employer contributions (assets) at beginning of year	2010-12-31	$265,519
Income. Dividends from common stock	2010-12-31	$124,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$202,602
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$3,308
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$3,281
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$3,276,111
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$2,646,281
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325

Form 5500 Responses for PERFORMANCE TRUST RETIREMENT PLAN

2016: PERFORMANCE TRUST RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PERFORMANCE TRUST RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PERFORMANCE TRUST RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PERFORMANCE TRUST RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PERFORMANCE TRUST RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PERFORMANCE TRUST RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PERFORMANCE TRUST RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PERFORMANCE TRUST CAPITAL
Employer identification number (EIN):	363939198
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing