Quality Gold 401(K) And Profit Sharing Plan — Form 5500 plan (Quality Gold Of Cincinnati, 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 Gold 401(K) And Profit Sharing Plan is a benefit plan reported by Quality Gold Of Cincinnati, Inc. under EIN 31-0983552 and plan number 004. The latest loaded filing year is 2023. The filing reports 400 participants and $31,811,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Quality Gold Of Cincinnati, Inc.
EIN
31-0983552
Plan number
004
Plan type
2
Location
Fairfield, OH
Latest filing year
2023
Participants
400
End-of-year plan assets
$31,811,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023400H, C20250114162239NAL0033068240001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,811,423
Total liabilities (EOY)
$0
Net assets (EOY)
$31,811,423
Net assets (BOY)
$26,235,971

Income & contributions

Employer contributions
$1,280,890
Participant contributions
$1,063,901
Total contributions
$2,519,130
Total income / additions
$7,629,624

Expenses & distributions

Benefits paid
$1,973,062
Administrative expenses
$67,739
Total expenses
$2,054,172
Net increase / (decrease)
$5,575,452

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT/FINANCIAL ADVI$54,360$02023
Adp, Inc.RECORD KEEPER$13,378$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages