2023 Form 5500 filing — Medquest Associates, LLC 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 20250501152421NAL0003388465001) for Medquest Associates, LLC 401(K) Plan, reported by Medquest Associates, LLC under EIN 57-0997427 and plan number 001. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501152421NAL0003388465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medquest Associates, LLC
- EIN
- 57-0997427
- Plan number
- 001
- Location
- Alpharetta, GA
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,468,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,468,543
- Employer contributions
- $1,612,125
- Participant contributions
- $2,074,502
- Total income / additions
- $7,813,982
- Benefits paid
- $315,295
- Administrative expenses
- $30,144
- Total expenses
- $345,439
- Net increase / (decrease)
- $7,468,543
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $14,034 | $0 |
| Aggregate Retirement Services Admin | RECORDKEEPER | $9,526 | $0 |
| Kestra Advisory Services | INVESTMENT ADVISORY-PLAN | $4,589 | not reported in the loaded dataset |