Quality Stone Veneer, Inc. 401(K) Plan — Form 5500 plan (Quality Stone Veneer, 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 Stone Veneer, Inc. 401(K) Plan is a benefit plan reported by Quality Stone Veneer, Inc. under EIN 23-2939746 and plan number 001. The latest loaded filing year is 2023. The filing reports 109 participants and $3,721,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quality Stone Veneer, Inc.
- EIN
- 23-2939746
- Plan number
- 001
- Plan type
- 2
- Location
- Refton, PA
- Latest filing year
- 2023
- Participants
- 109
- End-of-year plan assets
- $3,721,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 109 | H, C | 20241014143543NAL0026425377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,721,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,721,214
- Net assets (BOY)
- $3,532,571
Income & contributions
- Employer contributions
- $32,305
- Participant contributions
- $154,900
- Total contributions
- $187,205
- Total income / additions
- $778,698
Expenses & distributions
- Benefits paid
- $555,485
- Administrative expenses
- $35,718
- Total expenses
- $590,055
- Net increase / (decrease)
- $188,643
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trout Ebersole & Groff Llp | AUDITOR | $15,500 | not reported in the loaded dataset | 2023 |
| Raymond James | INVESTMENT ADVISOR | $10,768 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,447 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Quality Stone Veneer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Refton, PA
- Trout Ebersole & Groff Llp — Schedule C compensation
- Raymond James — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation