2023 Form 5500 filing — Performance Validation, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002090211NAL0008563681001) for Performance Validation, Inc. 401(K) Plan, reported by Performance Validation, Inc. under EIN 35-2113599 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002090211NAL0008563681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Performance Validation, Inc.
- EIN
- 35-2113599
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,139,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,139,066
- Employer contributions
- $342,281
- Participant contributions
- $1,032,638
- Total income / additions
- $2,601,167
- Benefits paid
- $823,617
- Administrative expenses
- $44,565
- Total expenses
- $868,182
- Net increase / (decrease)
- $1,732,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,564 | $0 |
| Shepherd Financial Investment Advis | INVESTMENT ADVISORY | $0 | $31,441 |