Performance Horizon, Inc. 401(K) Plan — Form 5500 plan (Performance Horizon Inc)

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 Horizon, Inc. 401(K) Plan is a benefit plan reported by Performance Horizon Inc under EIN 27-4194494 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $12,796,178 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Performance Horizon Inc
EIN
27-4194494
Plan number
001
Plan type
2
Location
Forty Fort, PA
Latest filing year
2023
Participants
346
End-of-year plan assets
$12,796,178

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023346H, C20240910092556NAL0006652625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,796,178
Total liabilities (EOY)
$0
Net assets (EOY)
$12,796,178
Net assets (BOY)
$11,346,833

Income & contributions

Employer contributions
$449,648
Participant contributions
$906,806
Total contributions
$1,513,340
Total income / additions
$3,440,178

Expenses & distributions

Benefits paid
$1,932,568
Administrative expenses
$58,265
Total expenses
$1,990,833
Net increase / (decrease)
$1,449,345

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kathmere Capital Mgmt LLCINVESTMENT ADVISOR$23,447$02023
Empower Annuity Ins. Co. Of AmericaRECORDKEEPER$10,822$5,8332023
DyatechCONTRACT ADMIN$2,560$02023

Related Form 5500 pages