Qvest.Us, LLC — Form 5500 plan (Qvest.Us, 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, Qvest.Us, LLC is a benefit plan reported by Qvest.Us, LLC under EIN 46-2408500 and plan number 001. The latest loaded filing year is 2023. The filing reports 444 participants and $28,563,359 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Qvest.Us, LLC
EIN
46-2408500
Plan number
001
Plan type
2
Location
Manhattan Beach, CA
Latest filing year
2023
Participants
444
End-of-year plan assets
$28,563,359

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023444H, C20240913085311NAL0015851888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,563,359
Total liabilities (EOY)
$0
Net assets (EOY)
$28,563,359
Net assets (BOY)
$19,937,482

Income & contributions

Employer contributions
$1,526,228
Participant contributions
$3,679,690
Total contributions
$5,587,127
Total income / additions
$10,133,292

Expenses & distributions

Benefits paid
$1,438,959
Administrative expenses
$8,869
Total expenses
$1,507,415
Net increase / (decrease)
$8,625,877

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$8,100not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$769$02023

Related Form 5500 pages