Civic Intelligence
Filing

Performix Group 401K Plan

Performix Group • EIN 38-3256728 • Plan year 2002

Company ProfileSource Archive
Filing Insights

Participants

Up

22 → 23

1 • 4.55%

Assets

Up

$0 → $45,681

$45,681

Investment Management Fee

-

Admin expenses - • Total expenses $55

Filing Details

Context
Net investment result
$45,626
Pension payor EIN
01-0233346

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Yes

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200710$0$0-
Performix Group 401K Plan-0---
200617$269,612$16,546$2,364iApproximate average salary by contribution assumption: employee only about $59,093 at 4% or $39,395 at 6%; with 50% employer match about $39,395 at 4% or $26,263 at 6%; with 100% employer match about $29,546 at 4% or $19,698 at 6%.
Performix Group 401K Plan-7$269,612$16,546$2,364iApproximate average salary by contribution assumption: employee only about $59,093 at 4% or $39,395 at 6%; with 50% employer match about $39,395 at 4% or $26,263 at 6%; with 100% employer match about $29,546 at 4% or $19,698 at 6%.
2005110$339,213$48,774$4,877iApproximate average salary by contribution assumption: employee only about $121,935 at 4% or $81,290 at 6%; with 50% employer match about $81,290 at 4% or $54,193 at 6%; with 100% employer match about $60,967 at 4% or $40,645 at 6%.
Performix Group 401K Plan-10$339,213$48,774$4,877iApproximate average salary by contribution assumption: employee only about $121,935 at 4% or $81,290 at 6%; with 50% employer match about $81,290 at 4% or $54,193 at 6%; with 100% employer match about $60,967 at 4% or $40,645 at 6%.
2004116$337,082$117,843$7,365iApproximate average salary by contribution assumption: employee only about $184,130 at 4% or $122,753 at 6%; with 50% employer match about $122,753 at 4% or $81,835 at 6%; with 100% employer match about $92,065 at 4% or $61,377 at 6%.
Performix Group 401K Plan-16$337,082$117,843$7,365iApproximate average salary by contribution assumption: employee only about $184,130 at 4% or $122,753 at 6%; with 50% employer match about $122,753 at 4% or $81,835 at 6%; with 100% employer match about $92,065 at 4% or $61,377 at 6%.
2003124$195,428$77,982$3,249iApproximate average salary by contribution assumption: employee only about $81,231 at 4% or $54,154 at 6%; with 50% employer match about $54,154 at 4% or $36,103 at 6%; with 100% employer match about $40,616 at 4% or $27,077 at 6%.
Performix Group 401K Plan-24$195,428$77,982$3,249iApproximate average salary by contribution assumption: employee only about $81,231 at 4% or $54,154 at 6%; with 50% employer match about $54,154 at 4% or $36,103 at 6%; with 100% employer match about $40,616 at 4% or $27,077 at 6%.
2002123$45,681$48,079$2,090iApproximate average salary by contribution assumption: employee only about $52,260 at 4% or $34,840 at 6%; with 50% employer match about $34,840 at 4% or $23,227 at 6%; with 100% employer match about $26,130 at 4% or $17,420 at 6%.
Performix Group 401K PlanCurrent23$45,681$48,079$2,090iApproximate average salary by contribution assumption: employee only about $52,260 at 4% or $34,840 at 6%; with 50% employer match about $34,840 at 4% or $23,227 at 6%; with 100% employer match about $26,130 at 4% or $17,420 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
91037209281833
Form Id
38451596
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2020373190335030002
Ins Broker 01 Name
MAPLE RIDGE FINANCIAL/DAVE ZORN
Ins Broker 01 Street Addr
5560 GRATIOT SUITE A1 PO BOX 6517
Ins Broker 01 City
SAGINAW
Ins Broker 01 State
MI
Ins Broker 01 ZIP Code
486086517
Ins Broker Comm Pd 01 Amount
$1,887
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
91037209281833
Form Id
38451596
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
2020373190335030002
Ins Broker 01 Name
KDP RETIREMENT PLAN SERVICES INC
Ins Broker 01 Street Addr
1550 LEONARD NE
Ins Broker 01 City
GRAND RAPIDS
Ins Broker 01 State
MI
Ins Broker 01 ZIP Code
49505
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$23
Ins Broker Fees Pd 01 Text
TPA FORUM COMPENSATION
Ins Broker 01 Code
5
Row 3
Ins Carrier Name: MANULIFE FINANCIAL (USA)
Filing Id
91037209281833
Form Id
38451596
Schedule A EIN
38-3256728
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2002-02-01
Schedule A Tax Period
20021231
Ins Carrier Name
MANULIFE FINANCIAL (USA)
Ins Carrier EIN
01-0233346
Ins Contract Num
15355
Ins Prsn Covered End of year Count
13
Ins Policy From Date
2002-01-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$1,887
Ins Broker Fees Total Amount
$23
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$83,465
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
1
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
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
$0
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 I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$45,681$45,681 change

Balance Sheet

Beginning and end of plan year.

Total assets$0$45,681Increase +$45,681
Total liabilities$0$0No change $0
Net assets$0$45,681Increase +$45,681

Contributions

Employer contributions$0
Participant contributions$48,079
Other contributions$0

Income & Expenses

Total income$45,681
Total expenses$55
Net income$45,626
Source fields
Schedule I source fields
Filing Id
91037209281833
Schedule I EIN
38-3256728
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2002-02-01
Schedule I Tax Period
20021231
Small plan total assets at beginning of year
$0
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$0
Small plan total assets at end of year
$45,681
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$45,681
Small plan employer contributions
$0
Small plan participant contributions
$48,079
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-2,398
Small plan total income
$45,681
Small plan total benefit distributions
$55
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$55
Small plan net income or loss
$45,626
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
Yes
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN01-0233346

Transfers

Distributed property value$0
Schedule R source fields
Payor 01-0233346
Filing Id
91037209281833
Schedule R EIN
38-3256728
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2002-02-01
Schedule R Tax Period
20021231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
01-0233346
Pension Bnft Distribution Sngl Sum Count
1
Pension Elec Satisfy Code 412 Indicator
3
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0