401k Plan data: PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST plan

PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST 401k Plan overview

Plan Name	PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST
Plan identification number	001

PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERFORMANCE MANAGEMENT ASC, INC. has sponsored the creation of one or more 401k plans.

Company Name: PERFORMANCE MANAGEMENT ASC, INC.

Employer identification number (EIN): 113734557

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 BRIAN RUSSELL
001 2015-01-01 BRIAN RUSSELL
001 2014-01-01 JOHN HAGGARTY
001 2013-01-01 JOHN HAGGARTY

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	BRIAN RUSSELL
001	2015-01-01	BRIAN RUSSELL
001	2014-01-01	JOHN HAGGARTY
001	2013-01-01	JOHN HAGGARTY

Plan Statistics for PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST

401k plan membership statisitcs for PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST

Measure Date Value
2015: PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
2014: PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 5
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 7
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7

Measure	Date	Value
2015: PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
2014: PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	5
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	7
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7

Financial Data on PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST

Measure	Date	Value
2015 : PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-18	$0
Total plan liabilities at end of year	2015-12-18	$0
Total plan liabilities at beginning of year	2015-12-18	$0
Total income from all sources	2015-12-18	$-2,168
Expenses. Total of all expenses incurred	2015-12-18	$178,242
Benefits paid (including direct rollovers)	2015-12-18	$173,909
Total plan assets at end of year	2015-12-18	$0
Total plan assets at beginning of year	2015-12-18	$180,410
Total contributions received or receivable from participants	2015-12-18	$0
Expenses. Other expenses not covered elsewhere	2015-12-18	$0
Contributions received from other sources (not participants or employers)	2015-12-18	$0
Other income received	2015-12-18	$-2,168
Noncash contributions received	2015-12-18	$0
Net income (gross income less expenses)	2015-12-18	$-180,410
Net plan assets at end of year (total assets less liabilities)	2015-12-18	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-18	$180,410
Total contributions received or receivable from employer(s)	2015-12-18	$0
Value of certain deemed distributions of participant loans	2015-12-18	$0
Value of corrective distributions	2015-12-18	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-18	$4,333
2014 : PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$6,566
Expenses. Total of all expenses incurred	2014-12-31	$76,570
Benefits paid (including direct rollovers)	2014-12-31	$74,507
Total plan assets at end of year	2014-12-31	$180,410
Total plan assets at beginning of year	2014-12-31	$250,414
Total contributions received or receivable from participants	2014-12-31	$0
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	$6,566
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-70,004
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$180,410
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$250,414
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,063
2013 : PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$87,326
Expenses. Total of all expenses incurred	2013-12-31	$380,066
Benefits paid (including direct rollovers)	2013-12-31	$377,063
Total plan assets at end of year	2013-12-31	$250,414
Total plan assets at beginning of year	2013-12-31	$543,154
Total contributions received or receivable from participants	2013-12-31	$0
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	$87,326
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-292,740
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$250,414
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$543,154
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,003

Form 5500 Responses for PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST

2015: PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PERFORMANCE MANAGEMENT 401(K) PROFIT SHARING & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PERFORMANCE MANAGEMENT ASC, INC.
Employer identification number (EIN):	113734557
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services