Performant 401k Plan — Form 5500 plan (Performant Financial Corporation)

Plain-English plan 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, Performant 401k Plan is a benefit plan reported by Performant Financial Corporation under EIN 94-2370483 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,445 participants and $39,254,884 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Performant Financial Corporation
EIN
94-2370483
Plan number
002
Plan type
2
Location
Livermore, CA
Latest filing year
2023
Participants
1,445
End-of-year plan assets
$39,254,884

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,445H, C20241014083823NAL0025739857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,254,884
Total liabilities (EOY)
$0
Net assets (EOY)
$39,254,884
Net assets (BOY)
$32,192,930

Income & contributions

Employer contributions
$0
Participant contributions
$3,299,150
Total contributions
$4,685,892
Total income / additions
$10,775,260

Expenses & distributions

Benefits paid
$3,713,046
Administrative expenses
-$49,420
Total expenses
$3,713,306
Net increase / (decrease)
$7,061,954

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$12,045not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$61,465$02023

Related Form 5500 pages