Plan5500

Performance Validation Employee Stock Ownership 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 Employee Stock Ownership Plan is a benefit plan reported by Performance Validation, Inc. under EIN 35-2113599 and plan number 002. The latest loaded filing year is 2023. The filing reports 110 participants and $16,190,149 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.6MPlan net assets, end of year$10,553,045
Participants110Covered participants reported
Assets / participant$147.2KComputed: assets ÷ participants$147,183 (computed)
Provider compensationNone reported
Plan sponsor
Performance Validation, Inc.
EIN
35-2113599
Plan number
002
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    110 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$16.2M total assets
Net assets$10.6MLiabilities$5.6M
Money in vs. money out
Total income / additions$1.4M
Total expenses$606.4K
Benefits paid / distributions$464.1K
Contributions
Employer$1M
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$16,190,149
Total liabilities (EOY)
$5,637,104
Net assets (EOY)
$10,553,045
Net assets (BOY)
$9,725,808

Income & contributions

Employer contributions
$1,013,217
Participant contributions
$0
Total income / additions
$1,433,616

Expenses & distributions

Benefits paid
$464,064
Administrative expenses
$0
Total expenses
$606,379
Net increase / (decrease)
$827,237
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages