2023 Form 5500 filing — Execustaff Hr, Inc. Multiple Employer 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 20240926113508NAL0000351571001) for Execustaff Hr, Inc. Multiple Employer Plan, reported by Execustaff Hr, Inc. under EIN 27-0037153 and plan number 001. It reports 1,399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926113508NAL0000351571001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Execustaff Hr, Inc.
- EIN
- 27-0037153
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 1,399
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,614,247
- Total liabilities (EOY)
- $26,627
- Net assets (EOY)
- $80,587,620
- Employer contributions
- $2,112,453
- Participant contributions
- $5,609,527
- Total income / additions
- $21,203,534
- Benefits paid
- $5,671,293
- Administrative expenses
- $65,961
- Total expenses
- $5,816,520
- Net increase / (decrease)
- $15,387,014
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | SVC PROVIDER | $0 | $108,929 |
| Quintes Admin And Insurance Svc | TPA | $0 | $36,236 |
| Quintes Admin And Insurance Svc | SVC PROVIDER | $16,852 | $0 |
| Morningstar Investmen Management | SERVICE PROVIDER | $6,034 | $0 |