Quintes 401(K) Pooled Employer Plan — Form 5500 plan (Quintes Administrative And Insurance Services, 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, Quintes 401(K) Pooled Employer Plan is a benefit plan reported by Quintes Administrative And Insurance Services, Inc. under EIN 20-4319325 and plan number 001. The latest loaded filing year is 2023. The filing reports 568 participants and $27,451,305 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Quintes Administrative And Insurance Services, Inc.
EIN
20-4319325
Plan number
001
Plan type
3
Location
Watsonville, CA
Latest filing year
2023
Participants
568
End-of-year plan assets
$27,451,305

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023568H, C20241003092945NAL0010336689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,451,305
Net assets (EOY)
$27,451,305
Net assets (BOY)
$3,400,050

Income & contributions

Employer contributions
$696,352
Participant contributions
$2,032,432
Total contributions
$3,271,338
Total income / additions
$6,684,117

Expenses & distributions

Benefits paid
$1,201,486
Administrative expenses
$64,879
Total expenses
$1,288,002
Net increase / (decrease)
$5,396,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCSERVICE PROVIDER$0$27,3562023

Related Form 5500 pages