Performance Modalities, 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 Modalities, Inc. (EIN 91-1607760) is a plan sponsor located in Kent, WA with 2 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
91-1607760
Location
Kent, WA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Performance Modalities, Inc.

  • 2 loaded plans hold $4.4M in reported assets.
  • The largest, Performance Modalities, Inc. 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 528 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.4MSummed across loaded plans$4,373,480
Total reported assets$4.4M$4,373,887
Total reported participants528
Total reported liabilities$407

Reported net position

Reported assets = net assets + liabilities (summed)$4.4M total assets
Net assets$4.4MLiabilities$407
Contributions & income
Employer contributions$278.1K
Participant contributions$497.1K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$249.6K
Total expenses$306K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 assets100%Performance Modalities, Inc. 401(K) Profit Sharing Plan And Trust
Participants per plan264Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
  2. 2
    Performance Modalities Inc Benefits Plannot reported in the loaded dataset
    Plan #501 · 258 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Performance Modalities, Inc.. Open one for its full reported snapshot.

  1. 2023
    Performance Modalities, Inc. 401(K) Profit Sharing Plan And Trust270 participants · 2Sch HSch C
    View filing →
  2. 2023
    Performance Modalities Inc Benefits Plan258 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Performance Modalities, Inc. report on Form 5500?
Performance Modalities, Inc. (EIN 91-1607760) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Performance Modalities, Inc.?
The Employer Identification Number (EIN) reported for Performance Modalities, Inc. is 91-1607760.
What is the latest Form 5500 filing year for Performance Modalities, Inc.?
The latest loaded Form 5500 filing year for Performance Modalities, Inc. is 2023.

Related Form 5500 pages