2023 Form 5500 filing — Performance Designs, Inc. Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240808130450NAL0011049250001) for Performance Designs, Inc. Savings Plan, reported by Performance Designs, Inc. under EIN 59-2295522 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808130450NAL0011049250001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Performance Designs, Inc.
- EIN
- 59-2295522
- Plan number
- 001
- Location
- Deland, FL
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,820,725
- Total liabilities (EOY)
- $2,900
- Net assets (EOY)
- $9,817,825
- Employer contributions
- $235,359
- Participant contributions
- $692,792
- Total income / additions
- $2,177,147
- Benefits paid
- $1,483,803
- Administrative expenses
- $13,301
- Total expenses
- $1,500,461
- Net increase / (decrease)
- $676,686
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mai Capital Management, LLC | OTHER FEES | $0 | $18,510 |
| Economic Group Pension Services | OTHER SERVICES | $0 | $4,591 |
| Morningstar | INVESTMENT ADVISORY | $127 | $1,511 |