Performa Inc.
Plan context: Performa Inc. 401K Profit Sharing Plan
EIN 39-1835991 • DE Pere, WI • 24 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
61
2022 Assets
$7,937,990
2022 Contributions
$64,167
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $64,167 | - |
| Performa Inc. 401K Profit Sharing Plan | - | - | $0 | $64,167 | - |
| 2021 | 1 | 61 | $7,937,990 | $620,824 | $10,177iApproximate average salary by contribution assumption: employee only about $254,436 at 4% or $169,624 at 6%; with 50% employer match about $169,624 at 4% or $113,083 at 6%; with 100% employer match about $127,218 at 4% or $84,812 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 61 | $7,937,990 | $620,824 | $10,177iApproximate average salary by contribution assumption: employee only about $254,436 at 4% or $169,624 at 6%; with 50% employer match about $169,624 at 4% or $113,083 at 6%; with 100% employer match about $127,218 at 4% or $84,812 at 6%. |
| 2020 | 1 | 52 | $6,801,414 | $546,099 | $10,502iApproximate average salary by contribution assumption: employee only about $262,548 at 4% or $175,032 at 6%; with 50% employer match about $175,032 at 4% or $116,688 at 6%; with 100% employer match about $131,274 at 4% or $87,516 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 52 | $6,801,414 | $546,099 | $10,502iApproximate average salary by contribution assumption: employee only about $262,548 at 4% or $175,032 at 6%; with 50% employer match about $175,032 at 4% or $116,688 at 6%; with 100% employer match about $131,274 at 4% or $87,516 at 6%. |
| 2019 | 1 | 50 | $5,415,531 | $731,495 | $14,630iApproximate average salary by contribution assumption: employee only about $365,748 at 4% or $243,832 at 6%; with 50% employer match about $243,832 at 4% or $162,554 at 6%; with 100% employer match about $182,874 at 4% or $121,916 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 50 | $5,415,531 | $731,495 | $14,630iApproximate average salary by contribution assumption: employee only about $365,748 at 4% or $243,832 at 6%; with 50% employer match about $243,832 at 4% or $162,554 at 6%; with 100% employer match about $182,874 at 4% or $121,916 at 6%. |
| 2018 | 1 | 43 | $4,320,495 | $425,841 | $9,903iApproximate average salary by contribution assumption: employee only about $247,582 at 4% or $165,055 at 6%; with 50% employer match about $165,055 at 4% or $110,036 at 6%; with 100% employer match about $123,791 at 4% or $82,527 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 43 | $4,320,495 | $425,841 | $9,903iApproximate average salary by contribution assumption: employee only about $247,582 at 4% or $165,055 at 6%; with 50% employer match about $165,055 at 4% or $110,036 at 6%; with 100% employer match about $123,791 at 4% or $82,527 at 6%. |
| 2017 | 1 | 42 | $4,761,576 | $406,794 | $9,686iApproximate average salary by contribution assumption: employee only about $242,139 at 4% or $161,426 at 6%; with 50% employer match about $161,426 at 4% or $107,617 at 6%; with 100% employer match about $121,070 at 4% or $80,713 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 42 | $4,761,576 | $406,794 | $9,686iApproximate average salary by contribution assumption: employee only about $242,139 at 4% or $161,426 at 6%; with 50% employer match about $161,426 at 4% or $107,617 at 6%; with 100% employer match about $121,070 at 4% or $80,713 at 6%. |
| 2016 | 1 | 37 | $3,841,368 | $348,213 | $9,411iApproximate average salary by contribution assumption: employee only about $235,279 at 4% or $156,853 at 6%; with 50% employer match about $156,853 at 4% or $104,568 at 6%; with 100% employer match about $117,640 at 4% or $78,426 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 37 | $3,841,368 | $348,213 | $9,411iApproximate average salary by contribution assumption: employee only about $235,279 at 4% or $156,853 at 6%; with 50% employer match about $156,853 at 4% or $104,568 at 6%; with 100% employer match about $117,640 at 4% or $78,426 at 6%. |
| 2015 | 1 | 32 | $3,210,949 | $274,501 | $8,578iApproximate average salary by contribution assumption: employee only about $214,454 at 4% or $142,969 at 6%; with 50% employer match about $142,969 at 4% or $95,313 at 6%; with 100% employer match about $107,227 at 4% or $71,485 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 32 | $3,210,949 | $274,501 | $8,578iApproximate average salary by contribution assumption: employee only about $214,454 at 4% or $142,969 at 6%; with 50% employer match about $142,969 at 4% or $95,313 at 6%; with 100% employer match about $107,227 at 4% or $71,485 at 6%. |
| 2014 | 1 | 37 | $3,437,173 | $309,412 | $8,362iApproximate average salary by contribution assumption: employee only about $209,062 at 4% or $139,375 at 6%; with 50% employer match about $139,375 at 4% or $92,917 at 6%; with 100% employer match about $104,531 at 4% or $69,687 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 37 | $3,437,173 | $309,412 | $8,362iApproximate average salary by contribution assumption: employee only about $209,062 at 4% or $139,375 at 6%; with 50% employer match about $139,375 at 4% or $92,917 at 6%; with 100% employer match about $104,531 at 4% or $69,687 at 6%. |
| 2013 | 1 | 27 | $3,707,302 | $233,325 | $8,642iApproximate average salary by contribution assumption: employee only about $216,042 at 4% or $144,028 at 6%; with 50% employer match about $144,028 at 4% or $96,019 at 6%; with 100% employer match about $108,021 at 4% or $72,014 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 27 | $3,707,302 | $233,325 | $8,642iApproximate average salary by contribution assumption: employee only about $216,042 at 4% or $144,028 at 6%; with 50% employer match about $144,028 at 4% or $96,019 at 6%; with 100% employer match about $108,021 at 4% or $72,014 at 6%. |
| 2012 | 1 | 27 | $2,973,901 | $446,804 | $16,548iApproximate average salary by contribution assumption: employee only about $413,707 at 4% or $275,805 at 6%; with 50% employer match about $275,805 at 4% or $183,870 at 6%; with 100% employer match about $206,854 at 4% or $137,902 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 27 | $2,973,901 | $446,804 | $16,548iApproximate average salary by contribution assumption: employee only about $413,707 at 4% or $275,805 at 6%; with 50% employer match about $275,805 at 4% or $183,870 at 6%; with 100% employer match about $206,854 at 4% or $137,902 at 6%. |
| 2011 | 1 | 25 | $2,778,126 | $82,206 | $3,288iApproximate average salary by contribution assumption: employee only about $82,206 at 4% or $54,804 at 6%; with 50% employer match about $54,804 at 4% or $36,536 at 6%; with 100% employer match about $41,103 at 4% or $27,402 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 25 | $2,778,126 | $82,206 | $3,288iApproximate average salary by contribution assumption: employee only about $82,206 at 4% or $54,804 at 6%; with 50% employer match about $54,804 at 4% or $36,536 at 6%; with 100% employer match about $41,103 at 4% or $27,402 at 6%. |
| 2010 | 1 | 25 | $2,924,800 | $168,779 | $6,751iApproximate average salary by contribution assumption: employee only about $168,779 at 4% or $112,519 at 6%; with 50% employer match about $112,519 at 4% or $75,013 at 6%; with 100% employer match about $84,390 at 4% or $56,260 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 25 | $2,924,800 | $168,779 | $6,751iApproximate average salary by contribution assumption: employee only about $168,779 at 4% or $112,519 at 6%; with 50% employer match about $112,519 at 4% or $75,013 at 6%; with 100% employer match about $84,390 at 4% or $56,260 at 6%. |
| 2009 | 1 | 30 | $2,852,645 | $254,784 | $8,493iApproximate average salary by contribution assumption: employee only about $212,320 at 4% or $141,547 at 6%; with 50% employer match about $141,547 at 4% or $94,364 at 6%; with 100% employer match about $106,160 at 4% or $70,773 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 30 | $2,852,645 | $254,784 | $8,493iApproximate average salary by contribution assumption: employee only about $212,320 at 4% or $141,547 at 6%; with 50% employer match about $141,547 at 4% or $94,364 at 6%; with 100% employer match about $106,160 at 4% or $70,773 at 6%. |
| 2008 | 1 | 23 | $2,048,966 | $290,856 | $12,646iApproximate average salary by contribution assumption: employee only about $316,148 at 4% or $210,765 at 6%; with 50% employer match about $210,765 at 4% or $140,510 at 6%; with 100% employer match about $158,074 at 4% or $105,383 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 23 | $2,048,966 | $290,856 | $12,646iApproximate average salary by contribution assumption: employee only about $316,148 at 4% or $210,765 at 6%; with 50% employer match about $210,765 at 4% or $140,510 at 6%; with 100% employer match about $158,074 at 4% or $105,383 at 6%. |
| 2007 | 1 | 21 | $0 | $0 | - |
| Performa Inc. 401K Profit Sharing Plan | - | 21 | - | - | - |
| 2006 | 1 | 18 | $2,350,581 | $168,757 | $9,375iApproximate average salary by contribution assumption: employee only about $234,385 at 4% or $156,256 at 6%; with 50% employer match about $156,256 at 4% or $104,171 at 6%; with 100% employer match about $117,192 at 4% or $78,128 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 18 | $2,350,581 | $168,757 | $9,375iApproximate average salary by contribution assumption: employee only about $234,385 at 4% or $156,256 at 6%; with 50% employer match about $156,256 at 4% or $104,171 at 6%; with 100% employer match about $117,192 at 4% or $78,128 at 6%. |
| 2005 | 1 | 39 | $2,477,814 | $271,915 | $6,972iApproximate average salary by contribution assumption: employee only about $174,304 at 4% or $116,203 at 6%; with 50% employer match about $116,203 at 4% or $77,469 at 6%; with 100% employer match about $87,152 at 4% or $58,101 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 39 | $2,477,814 | $271,915 | $6,972iApproximate average salary by contribution assumption: employee only about $174,304 at 4% or $116,203 at 6%; with 50% employer match about $116,203 at 4% or $77,469 at 6%; with 100% employer match about $87,152 at 4% or $58,101 at 6%. |
| 2004 | 1 | 41 | $2,126,755 | $207,873 | $5,070iApproximate average salary by contribution assumption: employee only about $126,752 at 4% or $84,501 at 6%; with 50% employer match about $84,501 at 4% or $56,334 at 6%; with 100% employer match about $63,376 at 4% or $42,251 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 41 | $2,126,755 | $207,873 | $5,070iApproximate average salary by contribution assumption: employee only about $126,752 at 4% or $84,501 at 6%; with 50% employer match about $84,501 at 4% or $56,334 at 6%; with 100% employer match about $63,376 at 4% or $42,251 at 6%. |
| 2003 | 1 | 38 | $1,953,585 | $273,671 | $7,202iApproximate average salary by contribution assumption: employee only about $180,047 at 4% or $120,031 at 6%; with 50% employer match about $120,031 at 4% or $80,021 at 6%; with 100% employer match about $90,023 at 4% or $60,016 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 38 | $1,953,585 | $273,671 | $7,202iApproximate average salary by contribution assumption: employee only about $180,047 at 4% or $120,031 at 6%; with 50% employer match about $120,031 at 4% or $80,021 at 6%; with 100% employer match about $90,023 at 4% or $60,016 at 6%. |
| 2002 | 1 | 45 | $1,751,779 | $343,445 | $7,632iApproximate average salary by contribution assumption: employee only about $190,803 at 4% or $127,202 at 6%; with 50% employer match about $127,202 at 4% or $84,801 at 6%; with 100% employer match about $95,401 at 4% or $63,601 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 45 | $1,751,779 | $343,445 | $7,632iApproximate average salary by contribution assumption: employee only about $190,803 at 4% or $127,202 at 6%; with 50% employer match about $127,202 at 4% or $84,801 at 6%; with 100% employer match about $95,401 at 4% or $63,601 at 6%. |
| 2001 | 1 | 49 | $1,896,661 | $276,883 | $5,651iApproximate average salary by contribution assumption: employee only about $141,267 at 4% or $94,178 at 6%; with 50% employer match about $94,178 at 4% or $62,785 at 6%; with 100% employer match about $70,633 at 4% or $47,089 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 49 | $1,896,661 | $276,883 | $5,651iApproximate average salary by contribution assumption: employee only about $141,267 at 4% or $94,178 at 6%; with 50% employer match about $94,178 at 4% or $62,785 at 6%; with 100% employer match about $70,633 at 4% or $47,089 at 6%. |
| 2000 | 1 | 49 | $3,048,886 | $382,335 | $7,803iApproximate average salary by contribution assumption: employee only about $195,069 at 4% or $130,046 at 6%; with 50% employer match about $130,046 at 4% or $86,697 at 6%; with 100% employer match about $97,534 at 4% or $65,023 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 49 | $3,048,886 | $382,335 | $7,803iApproximate average salary by contribution assumption: employee only about $195,069 at 4% or $130,046 at 6%; with 50% employer match about $130,046 at 4% or $86,697 at 6%; with 100% employer match about $97,534 at 4% or $65,023 at 6%. |
| 1999 | 1 | 39 | $2,874,802 | $277,390 | $7,113iApproximate average salary by contribution assumption: employee only about $177,814 at 4% or $118,543 at 6%; with 50% employer match about $118,543 at 4% or $79,028 at 6%; with 100% employer match about $88,907 at 4% or $59,271 at 6%. |
| Performa Inc. 401K Profit Sharing Plan | - | 39 | $2,874,802 | $277,390 | $7,113iApproximate average salary by contribution assumption: employee only about $177,814 at 4% or $118,543 at 6%; with 50% employer match about $118,543 at 4% or $79,028 at 6%; with 100% employer match about $88,907 at 4% or $59,271 at 6%. |