Quality Technology Services, LLC 401(K) Plan — Form 5500 plan (Quality Technology Services, LLC)

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 Technology Services, LLC 401(K) Plan is a benefit plan reported by Quality Technology Services, LLC under EIN 20-5840402 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,011 participants and $100,865,682 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Quality Technology Services, LLC
EIN
20-5840402
Plan number
001
Plan type
2
Location
Overland Park, KS
Latest filing year
2023
Participants
1,011
End-of-year plan assets
$100,865,682

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,011H, C20241011135050NAL0038914784003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$100,865,682
Net assets (EOY)
$100,865,682
Net assets (BOY)
$74,793,062

Income & contributions

Employer contributions
$4,757,747
Participant contributions
$10,111,302
Total contributions
$17,033,320
Total income / additions
$32,128,417

Expenses & distributions

Benefits paid
$5,914,737
Administrative expenses
$127,518
Total expenses
$6,055,797
Net increase / (decrease)
$26,072,620

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cap Financial Partners LLCNONE$66,800not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$47,567not reported in the loaded dataset2023
Marksnelson LLCNONE$13,000not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$308$02023

Related Form 5500 pages