2023 Form 5500 filing — Quality Gold 401(K) And 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 20250114162239NAL0033068240001) for Quality Gold 401(K) And Profit Sharing Plan, reported by Quality Gold Of Cincinnati, Inc. under EIN 31-0983552 and plan number 004. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114162239NAL0033068240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quality Gold Of Cincinnati, Inc.
- EIN
- 31-0983552
- Plan number
- 004
- Location
- Fairfield, OH
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,811,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,811,423
- Employer contributions
- $1,280,890
- Participant contributions
- $1,063,901
- Total income / additions
- $7,629,624
- Benefits paid
- $1,973,062
- Administrative expenses
- $67,739
- Total expenses
- $2,054,172
- Net increase / (decrease)
- $5,575,452
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT/FINANCIAL ADVI | $54,360 | $0 |
| Adp, Inc. | RECORD KEEPER | $13,378 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |