American Society For Quality Retirement Savings Plan — Form 5500 plan (American Society For Quality 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, American Society For Quality Retirement Savings Plan is a benefit plan reported by American Society For Quality Inc. under EIN 39-0912502 and plan number 004. The latest loaded filing year is 2023. The filing reports 241 participants and $24,730,780 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Society For Quality Inc.
- EIN
- 39-0912502
- Plan number
- 004
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $24,730,780
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20241009112006NAL0010560595004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,730,780
- Net assets (EOY)
- $24,730,780
- Net assets (BOY)
- $21,252,247
Income & contributions
- Employer contributions
- $514,243
- Participant contributions
- $657,911
- Total contributions
- $1,350,763
- Total income / additions
- $5,071,487
Expenses & distributions
- Benefits paid
- $1,573,346
- Administrative expenses
- $19,608
- Total expenses
- $1,592,954
- Net increase / (decrease)
- $3,478,533
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alpha Investment Consulting Group | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investment Consulting Grou | RECORDKEEPER | -$7,393 | $0 | 2023 |