Performance Validation, Inc. — 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, Performance Validation, Inc. (EIN 35-2113599) is a plan sponsor located in Indianapolis, IN with 3 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
35-2113599
Location
Indianapolis, IN
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$25,329,215
Total reported liabilities (EOY)
$5,637,104
Total reported net assets (EOY)
$19,692,111

Contributions & income

Employer contributions
$1,355,498
Participant contributions
$1,032,638
Total income / additions
$4,034,783

Expenses & distributions

Benefits paid / distributions
$1,287,681
Total expenses
$1,474,561
Net increase / (decrease)
$2,560,222

Coverage

Total reported participants
415
Plans with financial statements
2
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Performance Validation, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Performance Validation Employee Stock Ownership Plan002110$16,190,1492023
Performance Validation, Inc. 401(K) Plan001189$9,139,0662023
Performance Validation, Inc. Health And Welfare Plan501116not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Performance Validation, Inc.
YearPlanParticipantsSchedulesFiling
2023Performance Validation Employee Stock Ownership Plan110I20240917073518NAL0001586019001
2023Performance Validation, Inc. 401(K) Plan189H, C20241002090211NAL0008563681001
2023Performance Validation, Inc. Health And Welfare Plan11620250423080540NAL0008315744001

Related Form 5500 pages