Perform (Cb), LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Perform (Cb), LLC (EIN 30-0585674) is a plan sponsor located in Venice, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
30-0585674
Location
Venice, FL
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.5MSummed across loaded plans$12,477,062
Total reported assets$12.5M$12,477,062
Total reported participants307
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.5M total assets
Net assets$12.5MLiabilities$0
Contributions & income
Employer contributions$397.3K
Participant contributions$707.1K
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$439.7K
Total expenses$479K
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Perform (Cb), LLC 401(K)
Participants per plan154Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 194 participants · 2023
  2. 2
    Perform Cb, LLC Employee Benefits Welfare Plannot reported in the loaded dataset
    Plan #501 · 113 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Perform (Cb), LLC
YearPlanParticipantsSchedulesFiling
2023Perform (Cb), LLC 401(K)194H, C20241031122031NAL0001134051001
2023Perform Cb, LLC Employee Benefits Welfare Plan11320241126110831NAL0005527953001

Related Form 5500 pages