2023 Form 5500 filing — Quartile 401(K) 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 20241015163745NAL0050483088001) for Quartile 401(K) Plan, reported by Quartile, LLC under EIN 82-2891231 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163745NAL0050483088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quartile, LLC
- EIN
- 82-2891231
- Plan number
- 001
- Location
- New York, NY
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,997,788
- Net assets (EOY)
- $4,997,788
- Employer contributions
- $308,906
- Participant contributions
- $852,297
- Total income / additions
- $2,017,385
- Benefits paid
- $454,595
- Administrative expenses
- $18,915
- Total expenses
- $473,510
- Net increase / (decrease)
- $1,543,875
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $11,549 | $0 |
| Limestone Pension Associates, LLC | TPA | $2,121 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MA NAGEMENT | $1,702 | $0 |