Questspecialty Corporation 401(K) Plan — Form 5500 plan (Questspecialty Corporation)
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, Questspecialty Corporation 401(K) Plan is a benefit plan reported by Questspecialty Corporation under EIN 27-4250259 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $5,687,329 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Questspecialty Corporation
- EIN
- 27-4250259
- Plan number
- 001
- Plan type
- 2
- Location
- Brenham, TX
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $5,687,329
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20240729101200NAL0040718930001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,687,329
- Total liabilities (EOY)
- $2,317
- Net assets (EOY)
- $5,685,012
- Net assets (BOY)
- $4,635,657
Income & contributions
- Employer contributions
- $156,556
- Participant contributions
- $370,643
- Total contributions
- $527,199
- Total income / additions
- $1,362,713
Expenses & distributions
- Benefits paid
- $267,566
- Administrative expenses
- $45,792
- Total expenses
- $313,358
- Net increase / (decrease)
- $1,049,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Patron Partners, LLC | INVESTMENT ADVISOR | $20,712 | not reported in the loaded dataset | 2023 |