2023 Form 5500 filing — Performance Dynamics LLC 401(K) Profit Sharing Plan & Trust

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 20240926123253NAL0000654177001) for Performance Dynamics LLC 401(K) Profit Sharing Plan & Trust, reported by Performance Dynamics LLC under EIN 36-4422523 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$107.6KReported net assets$107,632
Participants226
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240926123253NAL0000654177001
Plan sponsor
Performance Dynamics LLC
EIN
36-4422523
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$107.6K total assets
Net assets$107.6KLiabilities$0
Money in vs. money out
Total income / additions$70.1K
Total expenses$73.8K
Benefits paid / distributions$69.9K
Contributions
Employer$0
Participant$49.9K
Full reported line items
Total assets (EOY)
$107,632
Total liabilities (EOY)
$0
Net assets (EOY)
$107,632
Employer contributions
$0
Participant contributions
$49,903
Total income / additions
$70,095
Benefits paid
$69,887
Administrative expenses
$3,920
Total expenses
$73,807
Net increase / (decrease)
-$3,712

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926123253NAL0000654177001 cover?
It is the 2023 Form 5500 filing for Performance Dynamics LLC 401(K) Profit Sharing Plan & Trust, reported by Performance Dynamics LLC (EIN 36-4422523).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages