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PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 401k Plan overview

Plan NamePERFORMANCE MANAGEMENT GROUP 401(K) PLAN
Plan identification number 001

PERFORMANCE MANAGEMENT GROUP 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.
  • 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.

401k Sponsoring company profile

PERFORMANCE MANAGEMENT GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:PERFORMANCE MANAGEMENT GROUP, LLC
Employer identification number (EIN):200246040
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about PERFORMANCE MANAGEMENT GROUP, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2014-03-11
Company Identification Number: 4542509
Legal Registered Office Address: PO BOX 6970
Albany
ALBANY
United States of America (USA)
12206

More information about PERFORMANCE MANAGEMENT GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE MANAGEMENT GROUP 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
0012017-01-01BRITT POSTON
0012016-01-01BRITT POSTON
0012015-01-01BRITT POSTON
0012014-01-01BRITT POSTON BRITT POSTON2015-07-27
0012013-01-01BRITT POSTON BRITT POSTON2014-07-23
0012012-01-01BRITT POSTON
0012011-01-01BRITT POSTON
0012010-01-01BRITT POSTON

Plan Statistics for PERFORMANCE MANAGEMENT GROUP 401(K) PLAN

401k plan membership statisitcs for PERFORMANCE MANAGEMENT GROUP 401(K) PLAN

Measure Date Value
2022: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01240
Total number of active participants reported on line 7a of the Form 55002022-01-01145
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01163
Number of participants with account balances2022-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01210
Total number of active participants reported on line 7a of the Form 55002021-01-01140
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01169
Number of participants with account balances2021-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01206
Total number of active participants reported on line 7a of the Form 55002020-01-01153
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01185
Number of participants with account balances2020-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01237
Total number of active participants reported on line 7a of the Form 55002019-01-01156
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01176
Number of participants with account balances2019-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01236
Total number of active participants reported on line 7a of the Form 55002018-01-01176
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01194
Number of participants with account balances2018-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01255
Total number of active participants reported on line 7a of the Form 55002017-01-01189
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01212
Number of participants with account balances2017-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01237
Total number of active participants reported on line 7a of the Form 55002016-01-01187
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01207
Number of participants with account balances2016-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01202
Total number of active participants reported on line 7a of the Form 55002015-01-01182
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01213
Number of participants with account balances2015-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01208
Total number of active participants reported on line 7a of the Form 55002014-01-01163
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01189
Number of participants with account balances2014-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01252
Total number of active participants reported on line 7a of the Form 55002013-01-01159
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01186
Number of participants with account balances2013-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01230
Total number of active participants reported on line 7a of the Form 55002012-01-01208
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01234
Number of participants with account balances2012-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01189
Total number of active participants reported on line 7a of the Form 55002011-01-01166
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01190
Number of participants with account balances2011-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01138
Total number of active participants reported on line 7a of the Form 55002010-01-01139
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01151
Number of participants with account balances2010-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014

Financial Data on PERFORMANCE MANAGEMENT GROUP 401(K) PLAN

Measure Date Value
2022 : PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-772,634
Total of all expenses incurred2022-12-31$1,041,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,020,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$392,997
Value of total assets at end of year2022-12-31$3,855,802
Value of total assets at beginning of year2022-12-31$5,670,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,148
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$193,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$193,498
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$257,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,814,570
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,855,802
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,670,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$3,685,216
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,532,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$167,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$136,794
Net investment gain/loss from pooled separate accounts2022-12-31$-1,359,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$135,698
Employer contributions (assets) at end of year2022-12-31$3,302
Employer contributions (assets) at beginning of year2022-12-31$1,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,020,788
Contract administrator fees2022-12-31$21,148
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BURCH OXFORD SEALE CO. CPA'S PA
Accountancy firm EIN2022-12-31570813540
2021 : PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,138,331
Total of all expenses incurred2021-12-31$201,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$178,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$366,648
Value of total assets at end of year2021-12-31$5,670,372
Value of total assets at beginning of year2021-12-31$4,733,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$242,863
Other income not declared elsewhere2021-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$937,294
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,670,372
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,733,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$5,532,203
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,625,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$136,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$102,536
Net investment gain/loss from pooled separate accounts2021-12-31$771,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$123,785
Employer contributions (assets) at end of year2021-12-31$1,375
Employer contributions (assets) at beginning of year2021-12-31$5,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$178,010
Contract administrator fees2021-12-31$23,027
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BURCH OXFORD SEALE CO. CPA'S PA
Accountancy firm EIN2021-12-31570813540
2020 : PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,106,984
Total of all expenses incurred2020-12-31$179,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$174,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$361,654
Value of total assets at end of year2020-12-31$4,733,078
Value of total assets at beginning of year2020-12-31$3,805,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$240,262
Other income not declared elsewhere2020-12-31$440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$927,709
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,733,078
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,805,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$4,625,418
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,716,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$102,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$82,719
Net investment gain/loss from pooled separate accounts2020-12-31$744,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$121,392
Employer contributions (assets) at end of year2020-12-31$5,124
Employer contributions (assets) at beginning of year2020-12-31$5,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$174,501
Contract administrator fees2020-12-31$4,774
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BURCH OXFORD SEALE CO. CPA'S PA
Accountancy firm EIN2020-12-31570813540
2019 : PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,075,162
Total of all expenses incurred2019-12-31$164,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$158,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$356,591
Value of total assets at end of year2019-12-31$3,805,369
Value of total assets at beginning of year2019-12-31$2,894,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$238,825
Other income not declared elsewhere2019-12-31$639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$910,808
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,805,369
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,894,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$3,716,935
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,811,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$82,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$76,509
Net investment gain/loss from pooled separate accounts2019-12-31$717,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$117,766
Employer contributions (assets) at end of year2019-12-31$5,715
Employer contributions (assets) at beginning of year2019-12-31$6,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$158,684
Contract administrator fees2019-12-31$5,670
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BURCH OXFORD SEALE CO. CPA'S PA
Accountancy firm EIN2019-12-31570813540
2018 : PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$134,864
Total of all expenses incurred2018-12-31$122,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$116,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$331,482
Value of total assets at end of year2018-12-31$2,894,561
Value of total assets at beginning of year2018-12-31$2,882,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$219,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$12,138
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,894,561
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,882,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,811,204
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,810,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$76,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$64,298
Net investment gain/loss from pooled separate accounts2018-12-31$-196,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$111,819
Employer contributions (assets) at end of year2018-12-31$6,848
Employer contributions (assets) at beginning of year2018-12-31$7,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$116,817
Contract administrator fees2018-12-31$5,909
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BURCH OXFORD SEALE CO. CPA'S PA
Accountancy firm EIN2018-12-31570813540
2017 : PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$796,858
Total of all expenses incurred2017-12-31$128,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$124,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$314,911
Value of total assets at end of year2017-12-31$2,882,423
Value of total assets at beginning of year2017-12-31$2,214,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$205,087
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$92
Other income not declared elsewhere2017-12-31$120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$668,228
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,882,423
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,214,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,810,991
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,153,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$64,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$53,879
Net investment gain/loss from pooled separate accounts2017-12-31$481,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$109,732
Employer contributions (assets) at end of year2017-12-31$7,134
Employer contributions (assets) at beginning of year2017-12-31$6,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$124,207
Contract administrator fees2017-12-31$4,423
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BURCH OXFORD SEALE CO. CPA'S PA
Accountancy firm EIN2017-12-31570813540
2016 : PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$398,787
Total of all expenses incurred2016-12-31$155,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$151,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$274,189
Value of total assets at end of year2016-12-31$2,214,195
Value of total assets at beginning of year2016-12-31$1,970,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$180,317
Other income not declared elsewhere2016-12-31$167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$243,418
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,214,195
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,970,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,153,574
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,885,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$53,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$79,273
Net investment gain/loss from pooled separate accounts2016-12-31$124,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$93,872
Employer contributions (assets) at end of year2016-12-31$6,742
Employer contributions (assets) at beginning of year2016-12-31$6,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$151,272
Contract administrator fees2016-12-31$4,097
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BURCH OXNER SEALE CO. CPA'S PA
Accountancy firm EIN2016-12-31570813540
2015 : PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$244,435
Total of all expenses incurred2015-12-31$142,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$140,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$259,156
Value of total assets at end of year2015-12-31$1,970,777
Value of total assets at beginning of year2015-12-31$1,868,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$170,902
Participant contributions at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$91
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$102,248
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,970,777
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,868,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,885,338
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,803,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$79,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$59,598
Net investment gain/loss from pooled separate accounts2015-12-31$-14,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$88,254
Employer contributions (assets) at end of year2015-12-31$6,166
Employer contributions (assets) at beginning of year2015-12-31$5,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$140,721
Contract administrator fees2015-12-31$1,466
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BURCH OXNER SEALE CO. CPA'S PA
Accountancy firm EIN2015-12-31570813540
2014 : PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$339,154
Total of all expenses incurred2014-12-31$106,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$104,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$253,681
Value of total assets at end of year2014-12-31$1,868,529
Value of total assets at beginning of year2014-12-31$1,635,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$172,132
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$2,683
Other income not declared elsewhere2014-12-31$1,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$233,082
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,868,529
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,635,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,803,235
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,581,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$59,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$45,204
Net investment gain/loss from pooled separate accounts2014-12-31$84,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$81,549
Employer contributions (assets) at end of year2014-12-31$5,696
Employer contributions (assets) at beginning of year2014-12-31$6,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$104,695
Contract administrator fees2014-12-31$1,377
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BURCH OXNER SEALE CO., CPA'S PA
Accountancy firm EIN2014-12-31570813540
2013 : PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$508,201
Total of all expenses incurred2013-12-31$101,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$100,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$230,845
Value of total assets at end of year2013-12-31$1,635,447
Value of total assets at beginning of year2013-12-31$1,228,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$156,208
Participant contributions at end of year2013-12-31$2,683
Participant contributions at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$406,783
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,635,447
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,228,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,581,001
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,186,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$45,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$37,655
Net investment gain/loss from pooled separate accounts2013-12-31$277,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$74,637
Employer contributions (assets) at end of year2013-12-31$6,559
Employer contributions (assets) at beginning of year2013-12-31$4,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$100,074
Contract administrator fees2013-12-31$1,344
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BURCH OXNER SEALE CO., CPA'S PA
Accountancy firm EIN2013-12-31570813540
2012 : PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$354,761
Total of all expenses incurred2012-12-31$38,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$36,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$225,716
Value of total assets at end of year2012-12-31$1,228,664
Value of total assets at beginning of year2012-12-31$912,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$151,589
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$316,301
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,228,664
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$912,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,186,891
Value of interest in pooled separate accounts at beginning of year2012-12-31$881,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$37,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$27,019
Net investment gain/loss from pooled separate accounts2012-12-31$129,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$74,127
Employer contributions (assets) at end of year2012-12-31$4,118
Employer contributions (assets) at beginning of year2012-12-31$3,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$36,937
Contract administrator fees2012-12-31$1,523
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BURCH OXNER SEALE CO., CPA'S PA
Accountancy firm EIN2012-12-31570813540
2011 : PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$166,111
Total of all expenses incurred2011-12-31$56,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$55,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$214,511
Value of total assets at end of year2011-12-31$912,363
Value of total assets at beginning of year2011-12-31$802,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$144,201
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$109,446
Value of net assets at end of year (total assets less liabilities)2011-12-31$912,363
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$802,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$881,878
Value of interest in pooled separate accounts at beginning of year2011-12-31$779,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$27,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$17,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-48,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$70,310
Employer contributions (assets) at end of year2011-12-31$3,466
Employer contributions (assets) at beginning of year2011-12-31$6,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$55,331
Contract administrator fees2011-12-31$1,334
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BURCH OXNER SEALE CO., CPA S PA
Accountancy firm EIN2011-12-31570813540
2010 : PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$280,351
Total of all expenses incurred2010-12-31$15,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$199,868
Value of total assets at end of year2010-12-31$802,917
Value of total assets at beginning of year2010-12-31$537,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$132,894
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$4,688
Other income not declared elsewhere2010-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$265,020
Value of net assets at end of year (total assets less liabilities)2010-12-31$802,917
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$537,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$779,281
Value of interest in pooled separate accounts at beginning of year2010-12-31$518,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$17,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,493
Net investment gain/loss from pooled separate accounts2010-12-31$80,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$66,974
Employer contributions (assets) at end of year2010-12-31$6,365
Employer contributions (assets) at beginning of year2010-12-31$3,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,886
Contract administrator fees2010-12-31$1,445
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BURCH OXNER SEALE CO., CPA S PA
Accountancy firm EIN2010-12-31570813540

Form 5500 Responses for PERFORMANCE MANAGEMENT GROUP 401(K) PLAN

2022: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PERFORMANCE MANAGEMENT GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number746438-01
Policy instance 2
Insurance contract or identification number746438-01
Number of Individuals Covered97
Insurance policy start date2022-02-19
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800038
Policy instance 1
Insurance contract or identification numberGA-800038
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-02-28
Total amount of fees paid to insurance companyUSD $1,406
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1406
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800038
Policy instance 1
Insurance contract or identification numberGA-800038
Number of Individuals Covered106
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $2,486
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2486
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800038
Policy instance 1
Insurance contract or identification numberGA-800038
Number of Individuals Covered116
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $1,868
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1868
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800038
Policy instance 1
Insurance contract or identification numberGA-800038
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $1,638
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1638
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800038
Policy instance 1
Insurance contract or identification numberGA-800038
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $1,148
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1148
Additional information about fees paid to insurance brokerTPA ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800038
Policy instance 1
Insurance contract or identification numberGA-800038
Number of Individuals Covered106
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,518
Total amount of fees paid to insurance companyUSD $1,549
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,518
Insurance broker organization code?7
Amount paid for insurance broker fees1549
Additional information about fees paid to insurance brokerTPA ADMINISTRATIVE ALLOWANCE
Insurance broker nameSPECTRUM RETIREMENT SERVICES CORP.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800038
Policy instance 1
Insurance contract or identification numberGA-800038
Number of Individuals Covered98
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,230
Total amount of fees paid to insurance companyUSD $928
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,230
Insurance broker organization code?7
Amount paid for insurance broker fees928
Additional information about fees paid to insurance brokerTPA ADMINISTRATIVE ALLOWANCE
Insurance broker nameSPECTRUM RETIREMENT SERVICES CORP.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800038
Policy instance 1
Insurance contract or identification numberGA-800038
Number of Individuals Covered96
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,694
Total amount of fees paid to insurance companyUSD $631
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,694
Insurance broker organization code?7
Amount paid for insurance broker fees631
Additional information about fees paid to insurance brokerTPA ADMINISTRATIVE ALLOWANCE
Insurance broker nameSPECTRUM FINANCIAL SERVICES CORP.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800038
Policy instance 1
Insurance contract or identification numberGA-800038
Number of Individuals Covered94
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,475
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,475
Insurance broker organization code?7
Insurance broker nameJ J B HILLIARD W L LYONS LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800038
Policy instance 1
Insurance contract or identification numberGA-800038
Number of Individuals Covered105
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,731
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees4731
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?7
Insurance broker nameJ J B HILLIARD W L LYONS LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800038
Policy instance 1
Insurance contract or identification numberGA-800038
Number of Individuals Covered97
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,225
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800038
Policy instance 1
Insurance contract or identification numberGA-800038
Number of Individuals Covered73
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,461
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,461
Insurance broker nameJ J B HILLIARD W L LYONS LLC

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