2023 Form 5500 filing — The Quantrell Companies Profit Sharing And Thrift 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 20251014074759NAL0001098819001) for The Quantrell Companies Profit Sharing And Thrift Plan, reported by Quantrell Cadillac Inc under EIN 41-0758063 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014074759NAL0001098819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quantrell Cadillac Inc
- EIN
- 41-0758063
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,818,515
- Total liabilities (EOY)
- $381
- Net assets (EOY)
- $3,818,134
- Employer contributions
- $188,838
- Participant contributions
- $482,594
- Total income / additions
- $1,211,225
- Benefits paid
- $944,260
- Administrative expenses
- $62,328
- Total expenses
- $1,008,716
- Net increase / (decrease)
- $202,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meridian Wealth Management LLC | INVESTMENT ADVISOR | $23,097 | $0 |
| Transamerica Retirement Solutions | RECORDKEEPER | $12,429 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $5,862 | $0 |
| Anew 401k Tpa LLC | TPA | $2,612 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $698 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $539 | $0 |