Performance Health 401(K) Plan — Form 5500 plan (Performance Health Supply LLC)
Plain-English plan 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 Health 401(K) Plan is a benefit plan reported by Performance Health Supply LLC under EIN 20-4590834 and plan number 001. The latest loaded filing year is 2023. The filing reports 977 participants and $51,468,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Performance Health Supply LLC
- EIN
- 20-4590834
- Plan number
- 001
- Plan type
- 2
- Location
- Warrenville, IL
- Latest filing year
- 2023
- Participants
- 977
- End-of-year plan assets
- $51,468,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 977 | H, C | 20241008111740NAL0028426832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,468,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,468,241
- Net assets (BOY)
- $45,846,999
Income & contributions
- Employer contributions
- $1,275,745
- Participant contributions
- $3,134,876
- Total contributions
- $4,715,741
- Total income / additions
- $12,122,518
Expenses & distributions
- Benefits paid
- $6,474,935
- Administrative expenses
- $26,341
- Total expenses
- $6,501,276
- Net increase / (decrease)
- $5,621,242
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,354 | $0 | 2023 |