2023 Form 5500 filing — Performance Modalities, Inc. 401(K) Profit Sharing Plan And 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 20241008184023NAL0009987571001) for Performance Modalities, Inc. 401(K) Profit Sharing Plan And Trust, reported by Performance Modalities, Inc. under EIN 91-1607760 and plan number 001. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.4MReported net assets$4,373,480
Participants270
Provider compensation$56.4K2 Schedule C row(s)$56,447
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008184023NAL0009987571001
Plan sponsor
Performance Modalities, Inc.
EIN
91-1607760
Plan number
001
Location
Kent, WA
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)$4.4M total assets
Net assets$4.4MLiabilities$407
Money in vs. money out
Total income / additions$1.7M
Total expenses$306K
Benefits paid / distributions$249.6K
Contributions
Employer$278.1K
Participant$497.1K
Full reported line items
Total assets (EOY)
$4,373,887
Total liabilities (EOY)
$407
Net assets (EOY)
$4,373,480
Employer contributions
$278,141
Participant contributions
$497,116
Total income / additions
$1,655,068
Benefits paid
$249,563
Administrative expenses
$56,447
Total expenses
$306,010
Net increase / (decrease)
$1,349,058
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $49.7K · Indirect $0
  2. 2
    TPA · Direct $6.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008184023NAL0009987571001 cover?
It is the 2023 Form 5500 filing for Performance Modalities, Inc. 401(K) Profit Sharing Plan And Trust, reported by Performance Modalities, Inc. (EIN 91-1607760).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages