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| Plan Name | PERFORMANCE BROKERS CO 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PERFORMANCEBROKERSCO LLC |
| Employer identification number (EIN): | 452731271 |
| NAIC Classification: | 531210 |
| NAIC Description: | Offices of Real Estate Agents and Brokers |
Additional information about PERFORMANCEBROKERSCO LLC
| Jurisdiction of Incorporation: | Colorado Department of State |
| Incorporation Date: | 2011-07-08 |
| Company Identification Number: | 20111390270 |
| Legal Registered Office Address: |
5984 Lost Creek Rd Evergreen United States of America (USA) 80439 |
More information about PERFORMANCEBROKERSCO LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | HEATHER GRAHAM | 2024-09-19 | ||
| 001 | 2022-01-01 | HEATHER GRAHAM | 2023-10-09 | ||
| 001 | 2021-01-01 | HEATHER GRAHAM | 2022-10-17 | ||
| 001 | 2020-01-01 | HEATHER GRAHAM | 2021-06-29 | ||
| 001 | 2019-01-01 | HEATHER GRAHAM | 2020-07-08 |
| Measure | Date | Value |
|---|---|---|
| 2025 : PERFORMANCE BROKERS CO 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-06-17 | 6785 |
| Net assets as of the end of the plan year | 2025-06-17 | 631258 |
| Total assets as of the beginning of the plan year | 2025-06-17 | 480766 |
| Value of plan covered by a fidelity bond | 2025-06-17 | 48077 |
| Participant contributions to plan in this plan year | 2025-06-17 | 53000 |
| Other income to plan in this plan year | 2025-06-17 | 59277 |
| Plan net income in this plan year | 2025-06-17 | 150492 |
| Net assets as of the end of the plan year | 2025-06-17 | 631258 |
| Net assets as of the beginning of the plan year | 2025-06-17 | 480766 |
| Employer contributions to plan in this plan year | 2025-06-17 | 45000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-17 | 6785 |
| 2024 : PERFORMANCE BROKERS CO 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-19 | 3762 |
| Net assets as of the end of the plan year | 2024-09-19 | 480766 |
| Total assets as of the beginning of the plan year | 2024-09-19 | 338314 |
| Value of plan covered by a fidelity bond | 2024-09-19 | 35000 |
| Participant contributions to plan in this plan year | 2024-09-19 | 52500 |
| Other income to plan in this plan year | 2024-09-19 | 48714 |
| Plan net income in this plan year | 2024-09-19 | 142452 |
| Net assets as of the end of the plan year | 2024-09-19 | 480766 |
| Net assets as of the beginning of the plan year | 2024-09-19 | 338314 |
| Employer contributions to plan in this plan year | 2024-09-19 | 45000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-19 | 3762 |
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