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PDT ESOP AND 401(K) PLAN 401k Plan overview

Plan NamePDT ESOP AND 401(K) PLAN
Plan identification number 001

PDT ESOP AND 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.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • 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 DESIGN TECHNOLOGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERFORMANCE DESIGN TECHNOLOGIES, INC.
Employer identification number (EIN):731627638
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PDT ESOP AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEPHEN L. PRESNELL
0012016-01-01STEPHEN L. PRESNELL
0012015-01-01STEPHEN L. PRESNELL

Plan Statistics for PDT ESOP AND 401(K) PLAN

401k plan membership statisitcs for PDT ESOP AND 401(K) PLAN

Measure Date Value
2022: PDT ESOP AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112
Total number of active participants reported on line 7a of the Form 55002022-01-019
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0112
Number of participants with account balances2022-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PDT ESOP AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112
Total number of active participants reported on line 7a of the Form 55002021-01-0111
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0112
Number of participants with account balances2021-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PDT ESOP AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0112
Number of participants with account balances2020-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PDT ESOP AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PDT ESOP AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111
Number of participants with account balances2018-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PDT ESOP AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PDT ESOP AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PDT ESOP AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on PDT ESOP AND 401(K) PLAN

Measure Date Value
2022 : PDT ESOP AND 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-29,657
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$2,079,488
Total plan assets at beginning of year2022-12-31$2,109,145
Value of fidelity bond covering the plan2022-12-31$100,000
Total contributions received or receivable from participants2022-12-31$82,935
Other income received2022-12-31$-152,741
Net income (gross income less expenses)2022-12-31$-29,657
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,079,488
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,109,145
Assets. Value of employer securities2022-12-31$570,000
Total contributions received or receivable from employer(s)2022-12-31$40,149
2021 : PDT ESOP AND 401(K) PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$285,716
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$2,109,145
Total plan assets at beginning of year2021-12-31$1,823,429
Value of fidelity bond covering the plan2021-12-31$300,000
Total contributions received or receivable from participants2021-12-31$82,145
Contributions received from other sources (not participants or employers)2021-12-31$483
Other income received2021-12-31$161,078
Net income (gross income less expenses)2021-12-31$285,716
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,109,145
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,823,429
Assets. Value of employer securities2021-12-31$470,100
Total contributions received or receivable from employer(s)2021-12-31$42,010
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PDT ESOP AND 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$80,714
Total income from all sources2020-12-31$657,926
Expenses. Total of all expenses incurred2020-12-31$1,519
Total plan assets at end of year2020-12-31$1,823,429
Total plan assets at beginning of year2020-12-31$1,247,736
Value of fidelity bond covering the plan2020-12-31$165,000
Total contributions received or receivable from participants2020-12-31$73,082
Expenses. Other expenses not covered elsewhere2020-12-31$1,519
Contributions received from other sources (not participants or employers)2020-12-31$70,354
Other income received2020-12-31$397,911
Net income (gross income less expenses)2020-12-31$656,407
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,823,429
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,167,022
Assets. Value of employer securities2020-12-31$530,100
Total contributions received or receivable from employer(s)2020-12-31$116,579
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PDT ESOP AND 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$80,714
Total plan liabilities at beginning of year2019-12-31$159,050
Total income from all sources2019-12-31$218,029
Expenses. Total of all expenses incurred2019-12-31$3,896
Total plan assets at end of year2019-12-31$1,247,736
Total plan assets at beginning of year2019-12-31$1,111,939
Value of fidelity bond covering the plan2019-12-31$165,000
Total contributions received or receivable from participants2019-12-31$55,908
Expenses. Other expenses not covered elsewhere2019-12-31$3,896
Other income received2019-12-31$54,717
Net income (gross income less expenses)2019-12-31$214,133
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,167,022
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$952,889
Assets. Value of employer securities2019-12-31$300,000
Total contributions received or receivable from employer(s)2019-12-31$107,404
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PDT ESOP AND 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$159,050
Total plan liabilities at beginning of year2018-12-31$235,081
Total income from all sources2018-12-31$262,118
Expenses. Total of all expenses incurred2018-12-31$6,202
Total plan assets at end of year2018-12-31$1,111,939
Total plan assets at beginning of year2018-12-31$932,054
Value of fidelity bond covering the plan2018-12-31$165,000
Total contributions received or receivable from participants2018-12-31$50,290
Expenses. Other expenses not covered elsewhere2018-12-31$6,202
Other income received2018-12-31$103,674
Net income (gross income less expenses)2018-12-31$255,916
Net plan assets at end of year (total assets less liabilities)2018-12-31$952,889
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$696,973
Assets. Value of employer securities2018-12-31$420,000
Total contributions received or receivable from employer(s)2018-12-31$108,154
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PDT ESOP AND 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$235,081
Total plan liabilities at beginning of year2017-12-31$308,872
Total income from all sources2017-12-31$358,570
Expenses. Total of all expenses incurred2017-12-31$8,441
Total plan assets at end of year2017-12-31$932,054
Total plan assets at beginning of year2017-12-31$655,716
Value of fidelity bond covering the plan2017-12-31$165,000
Total contributions received or receivable from participants2017-12-31$56,104
Expenses. Other expenses not covered elsewhere2017-12-31$8,441
Contributions received from other sources (not participants or employers)2017-12-31$100,908
Other income received2017-12-31$84,993
Net income (gross income less expenses)2017-12-31$350,129
Net plan assets at end of year (total assets less liabilities)2017-12-31$696,973
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$346,844
Assets. Value of employer securities2017-12-31$270,000
Total contributions received or receivable from employer(s)2017-12-31$116,565
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PDT ESOP AND 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$308,872
Total plan liabilities at beginning of year2016-12-31$380,490
Total income from all sources2016-12-31$271,027
Expenses. Total of all expenses incurred2016-12-31$47,992
Benefits paid (including direct rollovers)2016-12-31$37,328
Total plan assets at end of year2016-12-31$655,716
Total plan assets at beginning of year2016-12-31$504,299
Value of fidelity bond covering the plan2016-12-31$55,000
Total contributions received or receivable from participants2016-12-31$57,727
Expenses. Other expenses not covered elsewhere2016-12-31$10,614
Contributions received from other sources (not participants or employers)2016-12-31$19,595
Other income received2016-12-31$85,247
Net income (gross income less expenses)2016-12-31$223,035
Net plan assets at end of year (total assets less liabilities)2016-12-31$346,844
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$123,809
Assets. Value of employer securities2016-12-31$270,000
Total contributions received or receivable from employer(s)2016-12-31$108,458
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PDT ESOP AND 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$380,490
Total income from all sources2015-12-31$136,532
Expenses. Total of all expenses incurred2015-12-31$12,723
Total plan assets at end of year2015-12-31$504,299
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$55,000
Total contributions received or receivable from participants2015-12-31$48,481
Expenses. Other expenses not covered elsewhere2015-12-31$12,723
Contributions received from other sources (not participants or employers)2015-12-31$232,306
Other income received2015-12-31$-247,985
Net income (gross income less expenses)2015-12-31$123,809
Net plan assets at end of year (total assets less liabilities)2015-12-31$123,809
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Assets. Value of employer securities2015-12-31$207,999
Total contributions received or receivable from employer(s)2015-12-31$103,730
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for PDT ESOP AND 401(K) PLAN

2022: PDT ESOP AND 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PDT ESOP AND 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PDT ESOP AND 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PDT ESOP AND 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PDT ESOP AND 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PDT ESOP AND 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PDT ESOP AND 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PDT ESOP AND 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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