2023 Form 5500 filing — Quantum Corporation Employee Savings And Investment 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 20240920101509NAL0010152592001) for Quantum Corporation Employee Savings And Investment Plan, reported by Quantum Corporation under EIN 94-2665054 and plan number 001. It reports 1,322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$255.4MReported net assets$255,364,637
Participants1.3K1,322
Provider compensation$122.5K2 Schedule C row(s)$122,459
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240920101509NAL0010152592001
- Plan sponsor
- Quantum Corporation
- EIN
- 94-2665054
- Plan number
- 001
- Location
- San Jose, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$255.4M total assets
Net assets$255.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $255,364,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $255,364,637
- Employer contributions
- $1,590,545
- Participant contributions
- $6,459,709
- Total income / additions
- $55,681,552
- Benefits paid
- $27,721,941
- Administrative expenses
- $125,783
- Total expenses
- $27,847,724
- Net increase / (decrease)
- $27,833,828
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $108,755 | $0 |
| Brock | ACCOUNTANT/AUDITOR | $13,704 | not reported in the loaded dataset |