First Quality Savings And Investment Plan — Form 5500 plan (First Quality Enterprises 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, First Quality Savings And Investment Plan is a benefit plan reported by First Quality Enterprises Inc. under EIN 23-2744573 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,868 participants and $404,321,991 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Quality Enterprises Inc.
- EIN
- 23-2744573
- Plan number
- 001
- Plan type
- 2
- Location
- Great Neck, NY
- Latest filing year
- 2023
- Participants
- 4,868
- End-of-year plan assets
- $404,321,991
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,868 | H, C | 20241015083018NAL0014250099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $404,321,991
- Net assets (EOY)
- $404,321,991
- Net assets (BOY)
- $356,600,227
Income & contributions
- Employer contributions
- $12,335,255
- Participant contributions
- $25,714,010
- Total contributions
- $39,186,798
- Total income / additions
- $103,517,977
Expenses & distributions
- Benefits paid
- $55,295,876
- Administrative expenses
- $406,367
- Total expenses
- $55,796,213
- Net increase / (decrease)
- $47,721,764
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| Bdo Usa Llp | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Intecrowd LLC | NONE | $19,600 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $10,350 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for First Quality Enterprises Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Great Neck, NY
- Capfinancial Partners, LLC — Schedule C compensation
- Bdo Usa Llp — Schedule C compensation
- Intecrowd LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation