Quality Living, Inc. 401(K) Retirement Plan — Form 5500 plan (Quality Living, 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, Quality Living, Inc. 401(K) Retirement Plan is a benefit plan reported by Quality Living, Inc. under EIN 47-0665946 and plan number 001. The latest loaded filing year is 2023. The filing reports 548 participants and $28,101,040 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$28.1MPlan net assets, end of year$28,101,040
Participants548Covered participants reported
Assets / participant$51.3KComputed: assets ÷ participants$51,279 (computed)
Provider compensation$114K5 Schedule C provider row(s)$113,961
- Plan sponsor
- Quality Living, Inc.
- EIN
- 47-0665946
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 548 | H, C | 20241007150005NAL0008985155001 |
Schedule H · 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)$28.1M total assets
Net assets$28.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $28,101,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,101,040
- Net assets (BOY)
- $23,122,399
Income & contributions
- Employer contributions
- $870,740
- Participant contributions
- $1,424,483
- Total contributions
- $2,378,140
- Total income / additions
- $6,444,551
Expenses & distributions
- Benefits paid
- $1,407,488
- Administrative expenses
- $58,136
- Total expenses
- $1,465,910
- Net increase / (decrease)
- $4,978,641
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.
38%62%
Employer 38%Participant 62%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,472 | $0 | 2023 |
| Hub Investment Advisors, Inc. | INVESTMENT ADVISORY | $0 | $48,844 | 2023 |
| Ascensus | CONTRACT ADMINISTRATOR | $7,758 | $178 | 2023 |
| Principal Securities, Inc. | OTHER SERVICES | $0 | $6,709 | 2023 |
| Wilshire Advisors, LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Quality Living, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Principal Life Insurance Company — Schedule C compensation
- Hub Investment Advisors, Inc. — Schedule C compensation
- Ascensus — Schedule C compensation
- Principal Securities, Inc. — Schedule C compensation
- Wilshire Advisors, LLC — Schedule C compensation