2023 Form 5500 filing — Partners For Quality, 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 20250821084529NAL0002001987001) for Partners For Quality, Inc. 401(K) Plan, reported by Partners For Quality, Inc. under EIN 55-0886515 and plan number 002. It reports 901 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250821084529NAL0002001987001
Filing year
2023
Form type
2
Plan sponsor
Partners For Quality, Inc.
EIN
55-0886515
Plan number
002
Location
Mckees Rocks, PA
Participants
901
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$34,049,659
Net assets (EOY)
$34,049,659
Employer contributions
$1,096,787
Participant contributions
$1,372,268
Total income / additions
$6,532,866
Benefits paid
$3,164,781
Administrative expenses
$143,490
Total expenses
$3,327,647
Net increase / (decrease)
$3,205,219
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$126,269$0
Northwestern Mutual Investment ServINVESTMENT ADVISORY$0$46,435
Metro Benefits, Inc.TPA$17,220$12,811
Northwestern Mutual Investment ServOTHER SERVICESnot reported in the loaded datasetnot reported in the loaded dataset

Related Form 5500 pages