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
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20240909160330NAL0002476787001 |
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)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISORY | $0 | $33,800 | 2023 |
| The Pension Specialists, Ltd. | TPA | $0 | $7,147 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMI NISTRATOR | $3,991 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Qsrsoft, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lombard, IL
- Edward Jones — Schedule C compensation
- The Pension Specialists, Ltd. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation