2023 Form 5500 filing — American Society For Quality Retirement Savings 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 20241009112006NAL0010560595004) for American Society For Quality Retirement Savings Plan, reported by American Society For Quality Inc. under EIN 39-0912502 and plan number 004. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009112006NAL0010560595004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Society For Quality Inc.
- EIN
- 39-0912502
- Plan number
- 004
- Location
- Milwaukee, WI
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,730,780
- Net assets (EOY)
- $24,730,780
- Employer contributions
- $514,243
- Participant contributions
- $657,911
- Total income / additions
- $5,071,487
- Benefits paid
- $1,573,346
- Administrative expenses
- $19,608
- Total expenses
- $1,592,954
- Net increase / (decrease)
- $3,478,533
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alpha Investment Consulting Group | ADVISOR | $25,000 | not reported in the loaded dataset |
| Fidelity Investment Consulting Grou | RECORDKEEPER | -$7,393 | $0 |