2023 Form 5500 filing — Quality Spring/Togo, Inc. Hourly Employees Retirement 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 20241010132048NAL0011497091001) for Quality Spring/Togo, Inc. Hourly Employees Retirement Plan, reported by Quality Spring/Togo under EIN 38-2813160 and plan number 003. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010132048NAL0011497091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quality Spring/Togo
- EIN
- 38-2813160
- Plan number
- 003
- Location
- Coldwater, MI
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,959,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,959,611
- Employer contributions
- $193,114
- Total income / additions
- $806,123
- Benefits paid
- $383,097
- Administrative expenses
- $154,659
- Total expenses
- $537,756
- Net increase / (decrease)
- $268,367
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial | INVESTMENT ADVISOR | $27,127 | not reported in the loaded dataset |
| Barclay Planning Group | SERVICE PROVIDER | $22,596 | not reported in the loaded dataset |
| Cohen & Co. | ACCOUNTANT | $12,000 | not reported in the loaded dataset |
| Millman | INVESTMENT ADVISOR | $6,000 | not reported in the loaded dataset |