2023 Form 5500 filing — Quality Progressions 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240721164750NAL0009209121001) for Quality Progressions 403(B) Plan, reported by Quality Progressions under EIN 41-2130419 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240721164750NAL0009209121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quality Progressions
- EIN
- 41-2130419
- Plan number
- 001
- Location
- Bala Cynwyd, PA
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,446,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,446,612
- Employer contributions
- $202,825
- Participant contributions
- $286,181
- Total income / additions
- $1,235,897
- Benefits paid
- $125,544
- Administrative expenses
- $29,227
- Total expenses
- $154,771
- Net increase / (decrease)
- $1,081,126
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $25,384 | $0 |
| Alliant Insurance Services | CONTRACT ADMIN | $5,222 | $4,742 |
| Cetera Advisor Networks LLC | BROKER/ADVISER MGMT | $0 | $9,724 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $875 | $0 |