Quality King Distributors, Inc. 401(K) Savings Plan — Form 5500 plan (Quality King Distributors, Inc.)
Plain-English plan 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, Quality King Distributors, Inc. 401(K) Savings Plan is a benefit plan reported by Quality King Distributors, Inc. under EIN 11-1973001 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $26,247,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quality King Distributors, Inc.
- EIN
- 11-1973001
- Plan number
- 001
- Plan type
- 2
- Location
- Bellport, NY
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $26,247,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20241008070819NAL0008155731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,247,235
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,247,235
- Net assets (BOY)
- $23,823,368
Income & contributions
- Participant contributions
- $1,523,643
- Total contributions
- $1,557,208
- Total income / additions
- $4,938,926
Expenses & distributions
- Benefits paid
- $2,506,751
- Administrative expenses
- $8,308
- Total expenses
- $2,515,059
- Net increase / (decrease)
- $2,423,867
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Leumi Investment Services Inc | OTHER SERVICES | $0 | $21,686 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,362 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Quality King Distributors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bellport, NY
- Leumi Investment Services Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation