PERFORMANCE PLUS LLC DBA HEALTH STRATEGIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERFORMANCE PLUS LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: PERFORMANCE PLUS LLC 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-05-21 | 5 |
| Total number of particpants at end of year | 2025-05-21 | 0 |
| Number of Participants With Account Balances | 2025-05-21 | 0 |
| 2024: PERFORMANCE PLUS LLC 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-05 | 8 |
| Total number of particpants at end of year | 2024-06-05 | 5 |
| Number of Participants With Account Balances | 2024-06-05 | 3 |
| 2022: PERFORMANCE PLUS LLC 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-05 | 7 |
| Total number of particpants at end of year | 2022-07-05 | 6 |
| Number of Participants With Account Balances | 2022-07-05 | 5 |
| 2014: PERFORMANCE PLUS LLC 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 4 |
| Number of participants with account balances | 2014-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: PERFORMANCE PLUS LLC 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 4 |
| Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 0 |
| Total of all active and inactive participants | 2013-10-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
| Total participants | 2013-10-01 | 4 |
| Number of participants with account balances | 2013-10-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : PERFORMANCE PLUS LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-21 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-21 | 439094 |
| Net assets as of the end of the plan year | 2025-05-21 | 0 |
| Total assets as of the beginning of the plan year | 2025-05-21 | 389531 |
| Value of plan covered by a fidelity bond | 2025-05-21 | 50000 |
| Participant contributions to plan in this plan year | 2025-05-21 | 0 |
| Other expenses paid from plan in this plan year | 2025-05-21 | 0 |
| Other contributions to plan in this plan year | 2025-05-21 | 0 |
| Other income to plan in this plan year | 2025-05-21 | 49563 |
| Plan net income in this plan year | 2025-05-21 | -389531 |
| Net assets as of the end of the plan year | 2025-05-21 | 0 |
| Net assets as of the beginning of the plan year | 2025-05-21 | 389531 |
| Employer contributions to plan in this plan year | 2025-05-21 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-21 | 300 |
| 2024 : PERFORMANCE PLUS LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-05 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-05 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-05 | 2881 |
| Net assets as of the end of the plan year | 2024-06-05 | 389531 |
| Total assets as of the beginning of the plan year | 2024-06-05 | 315496 |
| Value of plan covered by a fidelity bond | 2024-06-05 | 50000 |
| Participant contributions to plan in this plan year | 2024-06-05 | 27000 |
| Other expenses paid from plan in this plan year | 2024-06-05 | 0 |
| Other contributions to plan in this plan year | 2024-06-05 | 0 |
| Other income to plan in this plan year | 2024-06-05 | 46716 |
| Plan net income in this plan year | 2024-06-05 | 74035 |
| Net assets as of the end of the plan year | 2024-06-05 | 389531 |
| Net assets as of the beginning of the plan year | 2024-06-05 | 315496 |
| Employer contributions to plan in this plan year | 2024-06-05 | 3200 |
| Fees paid to broker by Benefit Provider | 2024-06-05 | 1342 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-05 | 100 |
| 2022 : PERFORMANCE PLUS LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-05 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-05 | 41602 |
| Net assets as of the end of the plan year | 2022-07-05 | 369399 |
| Total assets as of the beginning of the plan year | 2022-07-05 | 325652 |
| Value of plan covered by a fidelity bond | 2022-07-05 | 50000 |
| Participant contributions to plan in this plan year | 2022-07-05 | 27817 |
| Other expenses paid from plan in this plan year | 2022-07-05 | 923 |
| Other contributions to plan in this plan year | 2022-07-05 | 0 |
| Other income to plan in this plan year | 2022-07-05 | 52767 |
| Plan net income in this plan year | 2022-07-05 | 43747 |
| Net assets as of the end of the plan year | 2022-07-05 | 369399 |
| Net assets as of the beginning of the plan year | 2022-07-05 | 325652 |
| Employer contributions to plan in this plan year | 2022-07-05 | 4765 |
| Fees paid to broker by Benefit Provider | 2022-07-05 | 1389 |
| 2014 : PERFORMANCE PLUS LLC 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $30,934 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $42,123 |
| Total plan assets at beginning of year | 2014-12-31 | $11,189 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $24,962 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $659 |
| Net income (gross income less expenses) | 2014-12-31 | $30,934 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $42,123 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,189 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $5,313 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| 2013 : PERFORMANCE PLUS LLC 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $11,189 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $11,189 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $9,971 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $311 |
| Net income (gross income less expenses) | 2013-12-31 | $11,189 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,189 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $907 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
