Performance Designs, Inc. Savings Plan — Form 5500 plan (Performance Designs, 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 Designs, Inc. Savings Plan is a benefit plan reported by Performance Designs, Inc. under EIN 59-2295522 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $9,820,725 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Performance Designs, Inc.
EIN
59-2295522
Plan number
001
Plan type
2
Location
Deland, FL
Latest filing year
2023
Participants
280
End-of-year plan assets
$9,820,725

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023280H, C20240808130450NAL0011049250001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,820,725
Total liabilities (EOY)
$2,900
Net assets (EOY)
$9,817,825
Net assets (BOY)
$9,141,139

Income & contributions

Employer contributions
$235,359
Participant contributions
$692,792
Total contributions
$930,431
Total income / additions
$2,177,147

Expenses & distributions

Benefits paid
$1,483,803
Administrative expenses
$13,301
Total expenses
$1,500,461
Net increase / (decrease)
$676,686

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mai Capital Management, LLCOTHER FEES$0$18,5102023
Economic Group Pension ServicesOTHER SERVICES$0$4,5912023
MorningstarINVESTMENT ADVISORY$127$1,5112023

Related Form 5500 pages