The Qumulus 401(K) Plan — Form 5500 plan (Qsrsoft, 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, The Qumulus 401(K) Plan is a benefit plan reported by Qsrsoft, LLC under EIN 37-1797490 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $16,013,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Qsrsoft, LLC
EIN
37-1797490
Plan number
001
Plan type
2
Location
Lombard, IL
Latest filing year
2023
Participants
166
End-of-year plan assets
$16,013,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20240909160330NAL0002476787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,013,396
Total liabilities (EOY)
$0
Net assets (EOY)
$16,013,396
Net assets (BOY)
$12,956,784

Income & contributions

Employer contributions
$503,562
Participant contributions
$1,364,153
Total contributions
$1,876,285
Total income / additions
$4,152,970

Expenses & distributions

Benefits paid
$1,092,367
Administrative expenses
$3,991
Total expenses
$1,096,358
Net increase / (decrease)
$3,056,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISORY$0$33,8002023
The Pension Specialists, Ltd.TPA$0$7,1472023
Principal Life Insurance CompanyCONTRACT ADMI NISTRATOR$3,991$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages