Quigley-Simpson & Heppelwhite, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Quigley-Simpson & Heppelwhite, 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, Quigley-Simpson & Heppelwhite, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Quigley-Simpson & Heppelwhite, Inc. under EIN 35-2176523 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $6,579,443 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quigley-Simpson & Heppelwhite, Inc.
- EIN
- 35-2176523
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $6,579,443
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241011095333NAL0038369424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,579,443
- Total liabilities (EOY)
- $27,040
- Net assets (EOY)
- $6,552,403
- Net assets (BOY)
- $5,085,433
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $984,582
- Total contributions
- $998,104
- Total income / additions
- $1,896,755
Expenses & distributions
- Benefits paid
- $367,434
- Administrative expenses
- $35,311
- Total expenses
- $429,785
- Net increase / (decrease)
- $1,466,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Broker -Dealer | INVESTMENT ADVISOR | $26,614 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan | RECORDKEEPER | $8,696 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services Inc. | CONTRACT ADMIN | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Quigley-Simpson & Heppelwhite, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Jp Morgan Broker -Dealer — Schedule C compensation
- Capital Group Retirement Plan — Schedule C compensation
- Alliant Insurance Services Inc. — Schedule C compensation