Performance Validation, Inc. 401(K) Plan — Form 5500 plan (Performance Validation, 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 Validation, Inc. 401(K) Plan is a benefit plan reported by Performance Validation, Inc. under EIN 35-2113599 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $9,139,066 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Performance Validation, Inc.
EIN
35-2113599
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
189
End-of-year plan assets
$9,139,066

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20241002090211NAL0008563681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,139,066
Total liabilities (EOY)
$0
Net assets (EOY)
$9,139,066
Net assets (BOY)
$7,406,081

Income & contributions

Employer contributions
$342,281
Participant contributions
$1,032,638
Total contributions
$1,417,525
Total income / additions
$2,601,167

Expenses & distributions

Benefits paid
$823,617
Administrative expenses
$44,565
Total expenses
$868,182
Net increase / (decrease)
$1,732,985

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$44,564$02023
Shepherd Financial Investment AdvisINVESTMENT ADVISORY$0$31,4412023

Related Form 5500 pages