2023 Form 5500 filing — Commquest Services, Inc. 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 20240920134427NAL0010506880001) for Commquest Services, Inc. 403(B) Plan, reported by Commquest Services, Inc. under EIN 34-0737793 and plan number 001. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920134427NAL0010506880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Commquest Services, Inc.
- EIN
- 34-0737793
- Plan number
- 001
- Location
- Canton, OH
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,519,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,519,632
- Employer contributions
- $112,668
- Participant contributions
- $277,639
- Total income / additions
- $1,040,722
- Benefits paid
- $502,453
- Administrative expenses
- $49,648
- Total expenses
- $552,101
- Net increase / (decrease)
- $488,621
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,243 | $0 |
| The Huntington Investment Co | INVESTMENT ADVISORY | $10,824 | $4 |
| Rea & Associates Inc | 3RD PARTY ADMINISTRATOR | $3,975 | $2,053 |