Plan5500

Performance Designed Products LLC 401(K) Profit Sharing Plan — Form 5500 plan (Performance Designed Products)

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, Performance Designed Products LLC 401(K) Profit Sharing Plan is a benefit plan reported by Performance Designed Products under EIN 95-4643404 and plan number 001. The latest loaded filing year is 2023. The filing reports 107 participants and $6,515,685 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.5MPlan net assets, end of year$6,515,685
Participants107Covered participants reported
Assets / participant$60.9KComputed: assets ÷ participants$60,894 (computed)
Provider compensation$18.4K2 Schedule C provider row(s)$18,408
Plan sponsor
Performance Designed Products
EIN
95-4643404
Plan number
001
Plan type
2
Location
Burbank, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    107 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$116.7K
Participant$549.3K
Full reported line items

Net assets

Total assets (EOY)
$6,515,685
Total liabilities (EOY)
$0
Net assets (EOY)
$6,515,685
Net assets (BOY)
$6,653,940

Income & contributions

Employer contributions
$116,727
Participant contributions
$549,268
Total contributions
$665,995
Total income / additions
$1,645,154

Expenses & distributions

Benefits paid
$1,750,967
Administrative expenses
$32,442
Total expenses
$1,783,409
Net increase / (decrease)
-$138,255
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets27%Computed ratio
Benefits paid ÷ total income106%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Adp, Inc.$10.9K
    RECORD KEEPER · Direct $10.9K · Indirect $0
  2. 2
    Sageview Advisory Group LLC$7.5K
    INVESTMENT/FINANCIAL ADVI · Direct $7.5K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Performance Designed Products LLC 401(K) Profit Sharing Plan?
Performance Designed Products LLC 401(K) Profit Sharing Plan is reported as sponsored by Performance Designed Products (EIN 95-4643404, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Performance Designed Products LLC 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Performance Designed Products LLC 401(K) Profit Sharing Plan is 2023.
How many participants does Performance Designed Products LLC 401(K) Profit Sharing Plan report?
Performance Designed Products LLC 401(K) Profit Sharing Plan reports 107 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Performance Designed Products LLC 401(K) Profit Sharing Plan?
Performance Designed Products LLC 401(K) Profit Sharing Plan reports $6,515,685 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages