Quantum Health, Inc. 401(K) Plan — Form 5500 plan (Quantum Health, 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, Quantum Health, Inc. 401(K) Plan is a benefit plan reported by Quantum Health, Inc. under EIN 20-8423895 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,101 participants and $88,068,546 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Quantum Health, Inc.
EIN
20-8423895
Plan number
001
Plan type
2
Location
Dublin, OH
Latest filing year
2023
Participants
2,101
End-of-year plan assets
$88,068,546

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,101H, C20241010141611NAL0010113235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$88,068,546
Total liabilities (EOY)
$0
Net assets (EOY)
$88,068,546
Net assets (BOY)
$63,426,276

Income & contributions

Employer contributions
$5,595,728
Participant contributions
$11,954,383
Total contributions
$20,225,840
Total income / additions
$32,701,877

Expenses & distributions

Benefits paid
$7,863,994
Administrative expenses
$193,905
Total expenses
$8,059,607
Net increase / (decrease)
$24,642,270

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$125,206$02023
Everhart Financial Group IncADVISOR$68,699not reported in the loaded dataset2023

Related Form 5500 pages