401k Plan data: PERFORMANCE OPERATING COMPANY LLC 401K PLAN plan

PERFORMANCE OPERATING COMPANY LLC 401K PLAN 401k Plan overview

Plan Name	PERFORMANCE OPERATING COMPANY LLC 401K PLAN
Plan identification number	001

PERFORMANCE OPERATING COMPANY LLC 401K 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.
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 OPERATING COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name: PERFORMANCE OPERATING COMPANY LLC

Employer identification number (EIN): 270760343

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE OPERATING COMPANY LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TODD WILSON 2023-07-25
001 2021-01-01 TODD WILSON 2022-07-11
001 2020-01-01 TODD WILSON 2021-09-29
001 2019-01-01 TODD WILSON 2020-09-21
001 2018-01-01 TODD WILSON 2019-09-03
001 2017-01-01 TODD WILSON 2018-07-17
001 2016-01-01 TODD WILSON 2017-07-26
001 2015-01-01 TODD WILSON 2016-07-12
001 2014-01-01 TODD WILSON
001 2013-01-01 KEVIN RAINS
001 2012-01-01 KEVIN RAINS 2013-08-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	TODD WILSON	2023-07-25
001	2021-01-01	TODD WILSON	2022-07-11
001	2020-01-01	TODD WILSON	2021-09-29
001	2019-01-01	TODD WILSON	2020-09-21
001	2018-01-01	TODD WILSON	2019-09-03
001	2017-01-01	TODD WILSON	2018-07-17
001	2016-01-01	TODD WILSON	2017-07-26
001	2015-01-01	TODD WILSON	2016-07-12
001	2014-01-01	TODD WILSON
001	2013-01-01	KEVIN RAINS
001	2012-01-01	KEVIN RAINS	2013-08-01

Plan Statistics for PERFORMANCE OPERATING COMPANY LLC 401K PLAN

401k plan membership statisitcs for PERFORMANCE OPERATING COMPANY LLC 401K PLAN

Measure Date Value
2014: PERFORMANCE OPERATING COMPANY LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 69
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 27
Total of all active and inactive participants 2014-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 96
Number of participants with account balances 2014-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PERFORMANCE OPERATING COMPANY LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 92
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 26
Total of all active and inactive participants 2013-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 118
Number of participants with account balances 2013-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2014: PERFORMANCE OPERATING COMPANY LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	69
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	27
Total of all active and inactive participants	2014-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	96
Number of participants with account balances	2014-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PERFORMANCE OPERATING COMPANY LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	92
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	26
Total of all active and inactive participants	2013-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	118
Number of participants with account balances	2013-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on PERFORMANCE OPERATING COMPANY LLC 401K PLAN

Measure	Date	Value
2014 : PERFORMANCE OPERATING COMPANY LLC 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$257,532
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$213,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$202,845
Expenses. Certain deemed distributions of participant loans	2014-12-31	$1,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$224,277
Value of total assets at end of year	2014-12-31	$892,194
Value of total assets at beginning of year	2014-12-31	$848,521
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,267
Total interest from all sources	2014-12-31	$2,227
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$9,267
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$100,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$141,040
Participant contributions at end of year	2014-12-31	$52,923
Participant contributions at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$10,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$43,673
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$892,194
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$848,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$779,449
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$794,114
Interest on participant loans	2014-12-31	$1,090
Interest earned on other investments	2014-12-31	$1,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$59,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$54,407
Net investment gain/loss from pooled separate accounts	2014-12-31	$20,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$83,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$202,845
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CROSS & ROBINSON
Accountancy firm EIN	2014-12-31	730965759
2013 : PERFORMANCE OPERATING COMPANY LLC 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$449,565
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$178,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$168,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$306,180
Value of total assets at end of year	2013-12-31	$848,521
Value of total assets at beginning of year	2013-12-31	$577,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$10,046
Total interest from all sources	2013-12-31	$251
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$100,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$192,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$271,402
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$848,521
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$577,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$10,046
Value of interest in pooled separate accounts at end of year	2013-12-31	$794,114
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$575,201
Interest earned on other investments	2013-12-31	$251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$54,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,918
Net investment gain/loss from pooled separate accounts	2013-12-31	$143,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$113,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$168,117
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CROSS & ROBINSON
Accountancy firm EIN	2013-12-31	730965759

Form 5500 Responses for PERFORMANCE OPERATING COMPANY LLC 401K PLAN

2014: PERFORMANCE OPERATING COMPANY LLC 401K PLAN 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PERFORMANCE OPERATING COMPANY LLC 401K PLAN 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91650612

Policy instance

Insurance contract or identification number	91650612
Number of Individuals Covered	96
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,096
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,096
Insurance broker organization code?	3
Insurance broker name	JONES GREGORY D

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91650612

Policy instance

Insurance contract or identification number	91650612
Number of Individuals Covered	96
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $960
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $960
Insurance broker organization code?	3
Insurance broker name	JONES GREGORY D

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Company Name:	PERFORMANCE OPERATING COMPANY LLC
Employer identification number (EIN):	270760343
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services