Quest Analytics Retirement Plan — Form 5500 plan (Quest Analytics, 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, Quest Analytics Retirement Plan is a benefit plan reported by Quest Analytics, LLC under EIN 30-0381293 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $16,484,912 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Quest Analytics, LLC
EIN
30-0381293
Plan number
001
Plan type
2
Location
Overland Park, KS
Latest filing year
2023
Participants
238
End-of-year plan assets
$16,484,912

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20240828144906NAL0006869859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,484,912
Total liabilities (EOY)
$0
Net assets (EOY)
$16,484,912
Net assets (BOY)
$10,390,190

Income & contributions

Employer contributions
$1,074,212
Participant contributions
$2,313,481
Total contributions
$4,352,941
Total income / additions
$6,691,449

Expenses & distributions

Benefits paid
$528,249
Administrative expenses
$67,455
Total expenses
$596,727
Net increase / (decrease)
$6,094,722

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$46,758$02023
Hays CompaniesADVISOR$20,697not reported in the loaded dataset2023

Related Form 5500 pages