2023 Form 5500 filing — Quigley-Simpson & Heppelwhite, Inc. 401(K) Profit Sharing 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 20241011095333NAL0038369424001) for Quigley-Simpson & Heppelwhite, Inc. 401(K) Profit Sharing Plan, reported by Quigley-Simpson & Heppelwhite, Inc. under EIN 35-2176523 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095333NAL0038369424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quigley-Simpson & Heppelwhite, Inc.
- EIN
- 35-2176523
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,579,443
- Total liabilities (EOY)
- $27,040
- Net assets (EOY)
- $6,552,403
- Employer contributions
- $0
- Participant contributions
- $984,582
- Total income / additions
- $1,896,755
- Benefits paid
- $367,434
- Administrative expenses
- $35,311
- Total expenses
- $429,785
- Net increase / (decrease)
- $1,466,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Broker -Dealer | INVESTMENT ADVISOR | $26,614 | not reported in the loaded dataset |
| Capital Group Retirement Plan | RECORDKEEPER | $8,696 | not reported in the loaded dataset |
| Alliant Insurance Services Inc. | CONTRACT ADMIN | $0 | not reported in the loaded dataset |