Civic Intelligence
Filing

Performance Software 401K Retirement Plan

Performance Software • EIN 22-2439464 • Plan year 2002

Filing Insights

Participants

Down

17 → 0

-17 • -100.00%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200210$0$0-
Performance Software 401K Retirement PlanCurrent0---
2001117$0$0-
Performance Software 401K Retirement Plan-17---
1999110$418,312$39,002$3,900iApproximate average salary by contribution assumption: employee only about $97,505 at 4% or $65,003 at 6%; with 50% employer match about $65,003 at 4% or $43,336 at 6%; with 100% employer match about $48,753 at 4% or $32,502 at 6%.
Performance Software 401K Retirement Plan-10$418,312$39,002$3,900iApproximate average salary by contribution assumption: employee only about $97,505 at 4% or $65,003 at 6%; with 50% employer match about $65,003 at 4% or $43,336 at 6%; with 100% employer match about $48,753 at 4% or $32,502 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037020106784
Form Id
44585125
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040374020106030002
Ins Broker 01 Name
IPA - PENSION SERVICES, LLC
Ins Broker 01 Street Addr
65 WILLOWBROOK BLVD., 1ST FLOOR
Ins Broker 01 City
WAYNE
Ins Broker 01 State
NJ
Ins Broker 01 ZIP Code
07470
Ins Broker Comm Pd 01 Amount
$467
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
5
Row 2
Ins Carrier Name: NATIONWIDE LIFE INSURANCE COMPANY
Filing Id
84037020106784
Form Id
44585125
Schedule A EIN
22-2439464
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2002-01-01
Schedule A Tax Period
20021231
Ins Carrier Name
NATIONWIDE LIFE INSURANCE COMPANY
Ins Carrier EIN
31-4126830
Ins Carrier Naic Code
66896
Ins Contract Num
GAP02A732
Ins Prsn Covered End of year Count
15
Ins Policy From Date
2002-01-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$467
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$201,248
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$1,986
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$80
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$80
Pension Total Bal Addn Amount
$2,066
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$2,066
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
84037020106784
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040374020106030003
Row 2
Filing Id
84037020106784
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040374020106030003
DFE P1 Entity 01 Name
S&P 500
DFE P1 Spons 01 Name
NATIONWIDE LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
314126830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,998
Row 3
Filing Id
84037020106784
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
2040374020106030003
DFE P1 Entity 01 Name
FID MAGELLAN FND
DFE P1 Spons 01 Name
NATIONWIDE LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
314126830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$19,761
Row 4
Filing Id
84037020106784
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
2040374020106030003
DFE P1 Entity 01 Name
LOAN
DFE P1 Spons 01 Name
NATIONWIDE LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
314126830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$32,768
Row 5
Filing Id
84037020106784
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
2040374020106030003
DFE P1 Entity 01 Name
JANUS FUND
DFE P1 Spons 01 Name
NATIONWIDE LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
314126830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$16,639
Row 6
Filing Id
84037020106784
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
2040374020106030003
DFE P1 Entity 01 Name
JANUS TWENTY FND
DFE P1 Spons 01 Name
NATIONWIDE LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
314126830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$19,448
Row 7
Filing Id
84037020106784
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
2040374020106030003
DFE P1 Entity 01 Name
GARTMORE TOTAL RETURN
DFE P1 Spons 01 Name
NATIONWIDE LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
314126830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$29,975
Row 8
Filing Id
84037020106784
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
2040374020106030003
DFE P1 Entity 01 Name
MONEY MARKET-PRIME SHARES
DFE P1 Spons 01 Name
NATIONWIDE LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
314126830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 9
Filing Id
84037020106784
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
2040374020106030003
DFE P1 Entity 01 Name
NB PARTNERS
DFE P1 Spons 01 Name
NATIONWIDE LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
314126830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$21,865
Row 10
Filing Id
84037020106784
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
2040374020106030003
DFE P1 Entity 01 Name
OPPENHEIMER GLOBAL
DFE P1 Spons 01 Name
NATIONWIDE LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
314126830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$28,673
Row 11
Filing Id
84037020106784
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
2040374020106030003
DFE P1 Entity 01 Name
AMERICAN CENTURY
DFE P1 Spons 01 Name
NATIONWIDE LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
314126830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$23,710
Row 12
Filing Id
84037020106784
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
2040374020106030003
DFE P1 Entity 01 Name
LOAN
DFE P1 Spons 01 Name
NATIONWIDE LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
314126830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,066