Quartus Engineering 401(K) Plan — Form 5500 plan (Quartus Engineering Incorporated)
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, Quartus Engineering 401(K) Plan is a benefit plan reported by Quartus Engineering Incorporated under EIN 33-0782058 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $22,885,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quartus Engineering Incorporated
- EIN
- 33-0782058
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $22,885,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20241004121720NAL0006676003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,885,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,885,161
- Net assets (BOY)
- $16,182,873
Income & contributions
- Participant contributions
- $2,305,019
- Total contributions
- $3,490,592
- Total income / additions
- $7,025,946
Expenses & distributions
- Benefits paid
- $194,013
- Administrative expenses
- $87,004
- Total expenses
- $281,811
- Net increase / (decrease)
- $6,744,135
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $87,003 | $0 | 2023 |
| Intelligence Driven Advisers LLC | INVESTMENT ADVISORY | $0 | $44,868 | 2023 |