2023 Form 5500 filing — Quest Software Inc. 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 20241203154747NAL0001613555001) for Quest Software Inc. 401(K) Plan, reported by Quest Software Inc. under EIN 33-0231678 and plan number 003. It reports 2,136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241203154747NAL0001613555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quest Software Inc.
- EIN
- 33-0231678
- Plan number
- 003
- Location
- Aliso Viejo, CA
- Participants
- 2,136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $267,933,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $267,933,370
- Employer contributions
- $8,252,292
- Participant contributions
- $14,547,836
- Total income / additions
- $68,240,996
- Benefits paid
- $33,826,770
- Administrative expenses
- $209,983
- Total expenses
- $34,036,753
- Net increase / (decrease)
- $34,204,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $88,730 | not reported in the loaded dataset |
| Creative Planning Holdco, LLC | INVESTMENT ADVISOR | $75,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $46,253 | $0 |