Plan5500

Performance Validation, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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. (EIN 35-2113599) is a plan sponsor located in Indianapolis, IN with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-2113599
Location
Indianapolis, IN
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.7MSummed across loaded plans$19,692,111
Total reported assets$25.3M$25,329,215
Total reported participants415
Total reported liabilities$5.6M$5,637,104

Reported net position

Reported assets = net assets + liabilities (summed)$25.3M total assets
Net assets$19.7MLiabilities$5.6M
Contributions & income
Employer contributions$1.4M
Participant contributions$1M
Total income / additions$4M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.5M
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets64%Performance Validation Employee Stock Ownership Plan
Participants per plan138Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Performance Validation Employee Stock Ownership Plan$16.2M
    Plan #002 · 110 participants · 2023
  2. 2
    Performance Validation, Inc. 401(K) Plan$9.1M
    Plan #001 · 189 participants · 2023
  3. 3
    Performance Validation, Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 116 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Performance Validation, Inc.
YearPlanParticipantsSchedulesFiling
2023Performance Validation Employee Stock Ownership Plan110I20240917073518NAL0001586019001
2023Performance Validation, Inc. 401(K) Plan189H, C20241002090211NAL0008563681001
2023Performance Validation, Inc. Health And Welfare Plan116—20250423080540NAL0008315744001

Related Form 5500 pages