Qualus 401(K) Plan — Form 5500 plan (Qualus Corp)
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, Qualus 401(K) Plan is a benefit plan reported by Qualus Corp under EIN 47-3819128 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,042 participants and $73,536,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Qualus Corp
- EIN
- 47-3819128
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Mary, FL
- Latest filing year
- 2023
- Participants
- 1,042
- End-of-year plan assets
- $73,536,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,042 | H, C | 20241011100039NAL0043252706001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,536,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,536,258
- Net assets (BOY)
- $60,548,443
Income & contributions
- Employer contributions
- $3,355,062
- Participant contributions
- $7,599,588
- Total contributions
- $12,952,041
- Total income / additions
- $24,083,983
Expenses & distributions
- Benefits paid
- $10,664,428
- Administrative expenses
- $340,805
- Total expenses
- $11,096,168
- Net increase / (decrease)
- $12,987,815
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $189,418 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $69,976 | not reported in the loaded dataset | 2023 |
| Ifp Advisors Inc Dba Independent Fi | INVESTMENT ADVISOR | $64,401 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Wealth Advisor | AUDITOR | $13,529 | not reported in the loaded dataset | 2023 |
| Power Grid Engineering LLC | OTHER | $3,481 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Qualus Corp
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lake Mary, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Ifp Advisors Inc Dba Independent Fi — Schedule C compensation
- Clifton Larson Allen Wealth Advisor — Schedule C compensation
- Power Grid Engineering LLC — Schedule C compensation