The Quartz Corp Usa 401(K) Plan — Form 5500 plan (The Quartz Corp Usa)
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 Quartz Corp Usa 401(K) Plan is a benefit plan reported by The Quartz Corp Usa under EIN 56-0648624 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $10,013,478 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Quartz Corp Usa
- EIN
- 56-0648624
- Plan number
- 001
- Plan type
- 2
- Location
- Spruce Pine, NC
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $10,013,478
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241015123545NAL0049416320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,013,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,013,478
- Net assets (BOY)
- $7,931,828
Income & contributions
- Employer contributions
- $487,914
- Participant contributions
- $806,933
- Total contributions
- $1,686,755
- Total income / additions
- $3,028,875
Expenses & distributions
- Benefits paid
- $890,094
- Administrative expenses
- $57,131
- Total expenses
- $947,225
- Net increase / (decrease)
- $2,081,650
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co Lp | RETAINED BY EMPLOYER | $28,133 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY PLAN SPONSOR | $27,316 | $0 | 2023 |
| Wilshire Associates, Inc. | RETAINED BY PLAN SPONSOR | $1,683 | not reported in the loaded dataset | 2023 |