2023 Form 5500 filing — Quantum 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 20250715150204NAL0001715731001) for Quantum 401(K) Profit Sharing Plan, reported by Quantum Research International, Inc. under EIN 63-0956857 and plan number 002. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$38.9MReported net assets$38,944,586
Participants370
Provider compensation$22.1K2 Schedule C row(s)$22,075
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250715150204NAL0001715731001
- Plan sponsor
- Quantum Research International, Inc.
- EIN
- 63-0956857
- Plan number
- 002
- Location
- Huntsville, AL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$38.9M total assets
Net assets$38.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $38,944,586
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,944,586
- Employer contributions
- $1,584,253
- Participant contributions
- $2,117,126
- Total income / additions
- $10,143,037
- Benefits paid
- $2,964,959
- Administrative expenses
- $19,890
- Total expenses
- $3,002,303
- Net increase / (decrease)
- $7,140,734
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hill Fogg & Associates, Pc | ACCOUNTANT | $16,725 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $5,350 | $0 |