Plan5500

Quantum Investments, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Quantum Investments, Inc. (EIN 37-1466420) is a plan sponsor located in Lake Forest, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
37-1466420
Location
Lake Forest, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$514.4KSummed across loaded plans$514,439
Total reported assets$514.4K$514,439
Total reported participants18
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$514.4K total assets
Net assets$514.4KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$560.3K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$21.2K
Net increase / (decrease)-$581.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets92%Quantum Investments, Inc. Defined Benefit Pension Plan
Participants per plan9Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Quantum Investments, Inc. Defined Benefit Pension Plan$475.1K
    Plan #001 · 8 participants · 2023
  2. 2
    Quantum Investments, Inc. Profit Sharing Plan$39.3K
    Plan #002 · 10 participants · 2023

Search all 2 loaded plans for this company →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Quantum Investments, Inc.. Open one for its full reported snapshot.

  1. 2023
    Quantum Investments, Inc. Profit Sharing Plan10 participants · 2Sch I
    View filing →
  2. 2023
    Quantum Investments, Inc. Defined Benefit Pension Plan8 participants · 2Sch I
    View filing →

Related Form 5500 pages