PERFORMANCE TECHNOLOGY PARTNERS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERFORMANCE TECHNOLOGY PARTNER 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2024 : PERFORMANCE TECHNOLOGY PARTNER 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-06 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-06 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-06 | 227189 |
| Net assets as of the end of the plan year | 2024-06-06 | 9906017 |
| Total assets as of the beginning of the plan year | 2024-06-06 | 7515549 |
| Value of plan covered by a fidelity bond | 2024-06-06 | 700000 |
| Participant contributions to plan in this plan year | 2024-06-06 | 822386 |
| Value of participant loans at end of plan year | 2024-06-06 | 107289 |
| Other expenses paid from plan in this plan year | 2024-06-06 | 0 |
| Other contributions to plan in this plan year | 2024-06-06 | 245184 |
| Other income to plan in this plan year | 2024-06-06 | 1550087 |
| Plan net income in this plan year | 2024-06-06 | 2390468 |
| Net assets as of the end of the plan year | 2024-06-06 | 9906017 |
| Net assets as of the beginning of the plan year | 2024-06-06 | 7515549 |
| Employer contributions to plan in this plan year | 2024-06-06 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-06 | 10889 |
| 2022 : PERFORMANCE TECHNOLOGY PARTNER 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-762,498 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $69,363 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $60,883 |
| Total plan assets at end of year | 2022-12-31 | $7,515,549 |
| Total plan assets at beginning of year | 2022-12-31 | $8,347,410 |
| Value of fidelity bond covering the plan | 2022-12-31 | $700,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $748,769 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $27,974 |
| Other income received | 2022-12-31 | $-1,539,241 |
| Net income (gross income less expenses) | 2022-12-31 | $-831,861 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,515,549 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,347,410 |
| Assets. Value of participant loans | 2022-12-31 | $124,141 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $8,480 |
| 2021 : PERFORMANCE TECHNOLOGY PARTNER 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,964,045 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $2,642,109 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $2,631,385 |
| Total plan assets at end of year | 2021-12-31 | $8,347,410 |
| Total plan assets at beginning of year | 2021-12-31 | $9,025,474 |
| Value of fidelity bond covering the plan | 2021-12-31 | $700,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $653,724 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $10,079 |
| Other income received | 2021-12-31 | $1,300,242 |
| Net income (gross income less expenses) | 2021-12-31 | $-678,064 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $8,347,410 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,025,474 |
| Assets. Value of participant loans | 2021-12-31 | $186,764 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $10,724 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
