401k Plan data: PERFORMANCE MANAGEMENT GROUP RETIREMENT PLAN plan

PERFORMANCE MANAGEMENT GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	PERFORMANCE MANAGEMENT GROUP RETIREMENT PLAN
Plan identification number	001

PERFORMANCE MANAGEMENT GROUP RETIREMENT PLAN 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.

401k Sponsoring company profile

STRATEGICSOURCE, INC. has sponsored the creation of one or more 401k plans.

Company Name: STRATEGICSOURCE, INC.

Employer identification number (EIN): 201515740

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE MANAGEMENT GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SARAH COOKE 2024-05-30
001 2022-01-01 STEPHANIE FOWLER 2023-05-25
001 2021-01-01 SARAH COOKE 2022-06-02
001 2020-01-01 STEPHANIE FOWLER 2021-07-21
001 2019-01-01 STEPHANIE FOWLER 2020-07-09
001 2018-01-01 STEPHANIE FOWLER 2019-06-21
001 2017-01-01 STEPHANIE FOWLER 2018-07-19
001 2016-01-01 DOUGLAS AUSTIN 2017-05-22
001 2015-01-01 DOUGLAS AUSTIN 2016-06-01
001 2014-01-01 DOUGLAS AUSTIN 2015-06-26
001 2013-01-01 DOUGLAS AUSTIN 2014-06-02
001 2012-01-01 DOUGLAS AUSTIN 2013-07-15
001 2011-01-01 DOUGLAS AUSTIN 2012-06-19
001 2010-01-01 DOUGLAS AUSTIN 2011-05-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	SARAH COOKE	2024-05-30
001	2022-01-01	STEPHANIE FOWLER	2023-05-25
001	2021-01-01	SARAH COOKE	2022-06-02
001	2020-01-01	STEPHANIE FOWLER	2021-07-21
001	2019-01-01	STEPHANIE FOWLER	2020-07-09
001	2018-01-01	STEPHANIE FOWLER	2019-06-21
001	2017-01-01	STEPHANIE FOWLER	2018-07-19
001	2016-01-01	DOUGLAS AUSTIN	2017-05-22
001	2015-01-01	DOUGLAS AUSTIN	2016-06-01
001	2014-01-01	DOUGLAS AUSTIN	2015-06-26
001	2013-01-01	DOUGLAS AUSTIN	2014-06-02
001	2012-01-01	DOUGLAS AUSTIN	2013-07-15
001	2011-01-01	DOUGLAS AUSTIN	2012-06-19
001	2010-01-01	DOUGLAS AUSTIN	2011-05-23

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Company Name:	STRATEGICSOURCE, INC.
Employer identification number (EIN):	201515740
NAIC Classification:	541600