Plan5500

Quantum Investments, Inc. Profit Sharing Plan — Form 5500 plan (Quantum Investments, 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, Quantum Investments, Inc. Profit Sharing Plan is a benefit plan reported by Quantum Investments, Inc. under EIN 37-1466420 and plan number 002. The latest loaded filing year is 2023. The filing reports 10 participants and $39,290 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$39.3KPlan net assets, end of year$39,290
Participants10Covered participants reported
Assets / participant$3.9KComputed: assets ÷ participants$3,929 (computed)
Provider compensationNone reported
Plan sponsor
Quantum Investments, Inc.
EIN
37-1466420
Plan number
002
Plan type
2
Location
Lake Forest, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    10 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$39.3K total assets
Net assets$39.3KLiabilities$0
Money in vs. money out
Total income / additions-$588.3K
Total expenses$2K
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$39,290
Total liabilities (EOY)
$0
Net assets (EOY)
$39,290
Net assets (BOY)
$629,604

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
-$588,344

Expenses & distributions

Benefits paid
$0
Administrative expenses
$1,970
Total expenses
$1,970
Net increase / (decrease)
-$590,314
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages