Fidelity bond in place
No
Filing10027 Park Cedar Drive, Suite 200Charlotte, NC 28210
Performance Engineering Inc. Retirement Savings Plan
Performance Engineering Inc. • EIN 57-0932829 • Charlotte, NC • Plan year 2000
Filing Insights
Participants
Down19 → 15
-4 • -21.05%
Assets
Up$0 → $94,557
$94,557
Investment Management Fee
-
Admin expenses - • Total expenses $1,222
Filing Details
Context- Net investment result
- $94,557
- Pension payor EIN
- 56-1359559
Status Flags
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
No
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $365,775 | $51,397 | $12,849iApproximate average salary by contribution assumption: employee only about $321,231 at 4% or $214,154 at 6%; with 50% employer match about $214,154 at 4% or $142,769 at 6%; with 100% employer match about $160,616 at 4% or $107,077 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 4 | $365,775 | $51,397 | $12,849iApproximate average salary by contribution assumption: employee only about $321,231 at 4% or $214,154 at 6%; with 50% employer match about $214,154 at 4% or $142,769 at 6%; with 100% employer match about $160,616 at 4% or $107,077 at 6%. |
| 2024 | 1 | 4 | $305,902 | $48,892 | $12,223iApproximate average salary by contribution assumption: employee only about $305,575 at 4% or $203,717 at 6%; with 50% employer match about $203,717 at 4% or $135,811 at 6%; with 100% employer match about $152,788 at 4% or $101,858 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 4 | $305,902 | $48,892 | $12,223iApproximate average salary by contribution assumption: employee only about $305,575 at 4% or $203,717 at 6%; with 50% employer match about $203,717 at 4% or $135,811 at 6%; with 100% employer match about $152,788 at 4% or $101,858 at 6%. |
| 2023 | 1 | 5 | $307,686 | $47,258 | $9,452iApproximate average salary by contribution assumption: employee only about $236,290 at 4% or $157,527 at 6%; with 50% employer match about $157,527 at 4% or $105,018 at 6%; with 100% employer match about $118,145 at 4% or $78,763 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 5 | $307,686 | $47,258 | $9,452iApproximate average salary by contribution assumption: employee only about $236,290 at 4% or $157,527 at 6%; with 50% employer match about $157,527 at 4% or $105,018 at 6%; with 100% employer match about $118,145 at 4% or $78,763 at 6%. |
| 2022 | 1 | 5 | $250,755 | $45,107 | $9,021iApproximate average salary by contribution assumption: employee only about $225,535 at 4% or $150,357 at 6%; with 50% employer match about $150,357 at 4% or $100,238 at 6%; with 100% employer match about $112,768 at 4% or $75,178 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 5 | $250,755 | $45,107 | $9,021iApproximate average salary by contribution assumption: employee only about $225,535 at 4% or $150,357 at 6%; with 50% employer match about $150,357 at 4% or $100,238 at 6%; with 100% employer match about $112,768 at 4% or $75,178 at 6%. |
| 2021 | 1 | 6 | $293,427 | $45,016 | $7,503iApproximate average salary by contribution assumption: employee only about $187,567 at 4% or $125,044 at 6%; with 50% employer match about $125,044 at 4% or $83,363 at 6%; with 100% employer match about $93,783 at 4% or $62,522 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 6 | $293,427 | $45,016 | $7,503iApproximate average salary by contribution assumption: employee only about $187,567 at 4% or $125,044 at 6%; with 50% employer match about $125,044 at 4% or $83,363 at 6%; with 100% employer match about $93,783 at 4% or $62,522 at 6%. |
| 2020 | 1 | 6 | $244,804 | $47,159 | $7,860iApproximate average salary by contribution assumption: employee only about $196,496 at 4% or $130,997 at 6%; with 50% employer match about $130,997 at 4% or $87,331 at 6%; with 100% employer match about $98,248 at 4% or $65,499 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 6 | $244,804 | $47,159 | $7,860iApproximate average salary by contribution assumption: employee only about $196,496 at 4% or $130,997 at 6%; with 50% employer match about $130,997 at 4% or $87,331 at 6%; with 100% employer match about $98,248 at 4% or $65,499 at 6%. |
| 2019 | 1 | 6 | $230,918 | $49,914 | $8,319iApproximate average salary by contribution assumption: employee only about $207,975 at 4% or $138,650 at 6%; with 50% employer match about $138,650 at 4% or $92,433 at 6%; with 100% employer match about $103,988 at 4% or $69,325 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 6 | $230,918 | $49,914 | $8,319iApproximate average salary by contribution assumption: employee only about $207,975 at 4% or $138,650 at 6%; with 50% employer match about $138,650 at 4% or $92,433 at 6%; with 100% employer match about $103,988 at 4% or $69,325 at 6%. |
| 2018 | 1 | 7 | $228,337 | $48,060 | $6,866iApproximate average salary by contribution assumption: employee only about $171,643 at 4% or $114,429 at 6%; with 50% employer match about $114,429 at 4% or $76,286 at 6%; with 100% employer match about $85,821 at 4% or $57,214 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 7 | $228,337 | $48,060 | $6,866iApproximate average salary by contribution assumption: employee only about $171,643 at 4% or $114,429 at 6%; with 50% employer match about $114,429 at 4% or $76,286 at 6%; with 100% employer match about $85,821 at 4% or $57,214 at 6%. |
| 2017 | 1 | 7 | $178,399 | $47,483 | $6,783iApproximate average salary by contribution assumption: employee only about $169,582 at 4% or $113,055 at 6%; with 50% employer match about $113,055 at 4% or $75,370 at 6%; with 100% employer match about $84,791 at 4% or $56,527 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 7 | $178,399 | $47,483 | $6,783iApproximate average salary by contribution assumption: employee only about $169,582 at 4% or $113,055 at 6%; with 50% employer match about $113,055 at 4% or $75,370 at 6%; with 100% employer match about $84,791 at 4% or $56,527 at 6%. |
| 2016 | 1 | 6 | $359,996 | $45,753 | $7,626iApproximate average salary by contribution assumption: employee only about $190,638 at 4% or $127,092 at 6%; with 50% employer match about $127,092 at 4% or $84,728 at 6%; with 100% employer match about $95,319 at 4% or $63,546 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 6 | $359,996 | $45,753 | $7,626iApproximate average salary by contribution assumption: employee only about $190,638 at 4% or $127,092 at 6%; with 50% employer match about $127,092 at 4% or $84,728 at 6%; with 100% employer match about $95,319 at 4% or $63,546 at 6%. |
| 2015 | 1 | 6 | $306,491 | $45,969 | $7,662iApproximate average salary by contribution assumption: employee only about $191,538 at 4% or $127,692 at 6%; with 50% employer match about $127,692 at 4% or $85,128 at 6%; with 100% employer match about $95,769 at 4% or $63,846 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 6 | $306,491 | $45,969 | $7,662iApproximate average salary by contribution assumption: employee only about $191,538 at 4% or $127,692 at 6%; with 50% employer match about $127,692 at 4% or $85,128 at 6%; with 100% employer match about $95,769 at 4% or $63,846 at 6%. |
| 2014 | 1 | 8 | $274,581 | $43,784 | $5,473iApproximate average salary by contribution assumption: employee only about $136,825 at 4% or $91,217 at 6%; with 50% employer match about $91,217 at 4% or $60,811 at 6%; with 100% employer match about $68,413 at 4% or $45,608 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 8 | $274,581 | $43,784 | $5,473iApproximate average salary by contribution assumption: employee only about $136,825 at 4% or $91,217 at 6%; with 50% employer match about $91,217 at 4% or $60,811 at 6%; with 100% employer match about $68,413 at 4% or $45,608 at 6%. |
| 2013 | 1 | 10 | $457,933 | $42,867 | $4,287iApproximate average salary by contribution assumption: employee only about $107,168 at 4% or $71,445 at 6%; with 50% employer match about $71,445 at 4% or $47,630 at 6%; with 100% employer match about $53,584 at 4% or $35,723 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 10 | $457,933 | $42,867 | $4,287iApproximate average salary by contribution assumption: employee only about $107,168 at 4% or $71,445 at 6%; with 50% employer match about $71,445 at 4% or $47,630 at 6%; with 100% employer match about $53,584 at 4% or $35,723 at 6%. |
| 2012 | 1 | 10 | $380,570 | $34,717 | $3,472iApproximate average salary by contribution assumption: employee only about $86,793 at 4% or $57,862 at 6%; with 50% employer match about $57,862 at 4% or $38,574 at 6%; with 100% employer match about $43,396 at 4% or $28,931 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 10 | $380,570 | $34,717 | $3,472iApproximate average salary by contribution assumption: employee only about $86,793 at 4% or $57,862 at 6%; with 50% employer match about $57,862 at 4% or $38,574 at 6%; with 100% employer match about $43,396 at 4% or $28,931 at 6%. |
| 2011 | 1 | 9 | $331,968 | $35,485 | $3,943iApproximate average salary by contribution assumption: employee only about $98,569 at 4% or $65,713 at 6%; with 50% employer match about $65,713 at 4% or $43,809 at 6%; with 100% employer match about $49,285 at 4% or $32,856 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 9 | $331,968 | $35,485 | $3,943iApproximate average salary by contribution assumption: employee only about $98,569 at 4% or $65,713 at 6%; with 50% employer match about $65,713 at 4% or $43,809 at 6%; with 100% employer match about $49,285 at 4% or $32,856 at 6%. |
| 2010 | 1 | 10 | $292,147 | $31,381 | $3,138iApproximate average salary by contribution assumption: employee only about $78,453 at 4% or $52,302 at 6%; with 50% employer match about $52,302 at 4% or $34,868 at 6%; with 100% employer match about $39,226 at 4% or $26,151 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 10 | $292,147 | $31,381 | $3,138iApproximate average salary by contribution assumption: employee only about $78,453 at 4% or $52,302 at 6%; with 50% employer match about $52,302 at 4% or $34,868 at 6%; with 100% employer match about $39,226 at 4% or $26,151 at 6%. |
| 2009 | 1 | 8 | $239,302 | $28,675 | $3,584iApproximate average salary by contribution assumption: employee only about $89,609 at 4% or $59,740 at 6%; with 50% employer match about $59,740 at 4% or $39,826 at 6%; with 100% employer match about $44,805 at 4% or $29,870 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 8 | $239,302 | $28,675 | $3,584iApproximate average salary by contribution assumption: employee only about $89,609 at 4% or $59,740 at 6%; with 50% employer match about $59,740 at 4% or $39,826 at 6%; with 100% employer match about $44,805 at 4% or $29,870 at 6%. |
| 2008 | 1 | 5 | $262,054 | $46,867 | $9,373iApproximate average salary by contribution assumption: employee only about $234,335 at 4% or $156,223 at 6%; with 50% employer match about $156,223 at 4% or $104,149 at 6%; with 100% employer match about $117,168 at 4% or $78,112 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 5 | $262,054 | $46,867 | $9,373iApproximate average salary by contribution assumption: employee only about $234,335 at 4% or $156,223 at 6%; with 50% employer match about $156,223 at 4% or $104,149 at 6%; with 100% employer match about $117,168 at 4% or $78,112 at 6%. |
| 2007 | 1 | 5 | $381,915 | $52,022 | $10,404iApproximate average salary by contribution assumption: employee only about $260,110 at 4% or $173,407 at 6%; with 50% employer match about $173,407 at 4% or $115,604 at 6%; with 100% employer match about $130,055 at 4% or $86,703 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 5 | $381,915 | $52,022 | $10,404iApproximate average salary by contribution assumption: employee only about $260,110 at 4% or $173,407 at 6%; with 50% employer match about $173,407 at 4% or $115,604 at 6%; with 100% employer match about $130,055 at 4% or $86,703 at 6%. |
| 2006 | 1 | 5 | $400,347 | $42,776 | $8,555iApproximate average salary by contribution assumption: employee only about $213,880 at 4% or $142,587 at 6%; with 50% employer match about $142,587 at 4% or $95,058 at 6%; with 100% employer match about $106,940 at 4% or $71,293 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 5 | $400,347 | $42,776 | $8,555iApproximate average salary by contribution assumption: employee only about $213,880 at 4% or $142,587 at 6%; with 50% employer match about $142,587 at 4% or $95,058 at 6%; with 100% employer match about $106,940 at 4% or $71,293 at 6%. |
| 2005 | 1 | 4 | $351,925 | $40,808 | $10,202iApproximate average salary by contribution assumption: employee only about $255,050 at 4% or $170,033 at 6%; with 50% employer match about $170,033 at 4% or $113,356 at 6%; with 100% employer match about $127,525 at 4% or $85,017 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 4 | $351,925 | $40,808 | $10,202iApproximate average salary by contribution assumption: employee only about $255,050 at 4% or $170,033 at 6%; with 50% employer match about $170,033 at 4% or $113,356 at 6%; with 100% employer match about $127,525 at 4% or $85,017 at 6%. |
| 2004 | 1 | 6 | $296,373 | $53,176 | $8,863iApproximate average salary by contribution assumption: employee only about $221,567 at 4% or $147,711 at 6%; with 50% employer match about $147,711 at 4% or $98,474 at 6%; with 100% employer match about $110,783 at 4% or $73,856 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 6 | $296,373 | $53,176 | $8,863iApproximate average salary by contribution assumption: employee only about $221,567 at 4% or $147,711 at 6%; with 50% employer match about $147,711 at 4% or $98,474 at 6%; with 100% employer match about $110,783 at 4% or $73,856 at 6%. |
| 2003 | 1 | 9 | $264,789 | $57,398 | $6,378iApproximate average salary by contribution assumption: employee only about $159,439 at 4% or $106,293 at 6%; with 50% employer match about $106,293 at 4% or $70,862 at 6%; with 100% employer match about $79,719 at 4% or $53,146 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | - | 9 | $264,789 | $57,398 | $6,378iApproximate average salary by contribution assumption: employee only about $159,439 at 4% or $106,293 at 6%; with 50% employer match about $106,293 at 4% or $70,862 at 6%; with 100% employer match about $79,719 at 4% or $53,146 at 6%. |
| 2002 | 1 | 10 | $0 | $0 | - |
| Performance Engineering Inc. Retirement Savings Plan | - | 10 | - | - | - |
| 2001 | 1 | 13 | $0 | $0 | - |
| Performance Engineering Inc. Retirement Savings Plan | - | 13 | - | - | - |
| 2000 | 1 | 15 | $94,557 | $110,566 | $7,371iApproximate average salary by contribution assumption: employee only about $184,277 at 4% or $122,851 at 6%; with 50% employer match about $122,851 at 4% or $81,901 at 6%; with 100% employer match about $92,138 at 4% or $61,426 at 6%. |
| Performance Engineering Inc. Retirement Savings Plan | Current | 15 | $94,557 | $110,566 | $7,371iApproximate average salary by contribution assumption: employee only about $184,277 at 4% or $122,851 at 6%; with 50% employer match about $122,851 at 4% or $81,901 at 6%; with 100% employer match about $92,138 at 4% or $61,426 at 6%. |
Schedule Details
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$94,557$94,557 change
Balance Sheet
Beginning and end of plan year.
Total assets$0$94,557Increase +$94,557
Total liabilities$0$0No change $0
Net assets$0$94,557Increase +$94,557
Contributions
Employer contributions$30,466
Participant contributions$80,100
Other contributions$0
Income & Expenses
Total income$95,779
Total expenses$1,222
Net income$94,557
Source fields
- Schedule I source fields
- Filing Id
- 84037100118812
- Schedule I EIN
- 57-0932829
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- 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
- $94,557
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $94,557
- Small plan employer contributions
- $30,466
- Small plan participant contributions
- $80,100
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-14,787
- Small plan total income
- $95,779
- Small plan total benefit distributions
- $1,222
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $1,222
- Small plan net income or loss
- $94,557
- 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
- No
- 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 EIN56-1359559
Transfers
Distributed property value$0
Schedule R source fields
- Payor 56-1359559
- Filing Id
- 84037100118812
- Schedule R EIN
- 57-0932829
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2000-01-01
- Schedule R Tax Period
- 20001231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 56-1359559
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0