2023 Form 5500 filing — Quality Hearing Instruments Ll 401(K) Profit Sharing Plan & Trust
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 20241008135535NAL0017735137001) for Quality Hearing Instruments Ll 401(K) Profit Sharing Plan & Trust, reported by Quality Hearing Instruments Ll under EIN 03-0390608 and plan number 001. It reports 1,015 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008135535NAL0017735137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quality Hearing Instruments Ll
- EIN
- 03-0390608
- Plan number
- 001
- Location
- Johnstown, NY
- Participants
- 1,015
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,765,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,765,802
- Employer contributions
- $0
- Participant contributions
- $1,982,753
- Total income / additions
- $3,677,605
- Benefits paid
- $1,061,449
- Administrative expenses
- $51,700
- Total expenses
- $1,182,855
- Net increase / (decrease)
- $2,494,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $25,323 | not reported in the loaded dataset |
| Cfm Advisors Inc | ADVISOR | $13,532 | not reported in the loaded dataset |