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PTR 401(K) PLAN 401k Plan overview

Plan NamePTR 401(K) PLAN
Plan identification number 001

PTR 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 TRAINING RESOURCES LL has sponsored the creation of one or more 401k plans.

Company Name:PERFORMANCE TRAINING RESOURCES LL
Employer identification number (EIN):431816323
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PTR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERIC LONG2024-07-18 ERIC LONG2024-07-18

Plan Statistics for PTR 401(K) PLAN

401k plan membership statisitcs for PTR 401(K) PLAN

Measure Date Value
2025: PTR 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-178
Total number of particpants at end of year2025-06-177
Number of Participants With Account Balances2025-06-176
2024: PTR 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-187
Total number of particpants at end of year2024-07-188
Number of Participants With Account Balances2024-07-188

Financial Data on PTR 401(K) PLAN

Measure Date Value
2025 : PTR 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-177506
Net assets as of the end of the plan year2025-06-17326287
Total assets as of the beginning of the plan year2025-06-17152781
Value of plan covered by a fidelity bond2025-06-1750000
Participant contributions to plan in this plan year2025-06-17105333
Other income to plan in this plan year2025-06-1738697
Plan net income in this plan year2025-06-17173506
Net assets as of the end of the plan year2025-06-17326287
Net assets as of the beginning of the plan year2025-06-17152781
Employer contributions to plan in this plan year2025-06-1736982
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-17310
2024 : PTR 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-18110
Net assets as of the end of the plan year2024-07-18152781
Total assets as of the beginning of the plan year2024-07-180
Value of plan covered by a fidelity bond2024-07-1850000
Participant contributions to plan in this plan year2024-07-18104647
Other income to plan in this plan year2024-07-1814704
Plan net income in this plan year2024-07-18152781
Net assets as of the end of the plan year2024-07-18152781
Net assets as of the beginning of the plan year2024-07-180
Employer contributions to plan in this plan year2024-07-1833540
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-18110

Potentially related plans

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