Medquest Associates, LLC 401(K) Plan — Form 5500 plan (Medquest Associates, 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, Medquest Associates, LLC 401(K) Plan is a benefit plan reported by Medquest Associates, LLC under EIN 57-0997427 and plan number 001. The latest loaded filing year is 2023. The filing reports 0 participants and $7,468,543 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medquest Associates, LLC
- EIN
- 57-0997427
- Plan number
- 001
- Plan type
- 2
- Location
- Alpharetta, GA
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $7,468,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20250501152421NAL0003388465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,468,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,468,543
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,612,125
- Participant contributions
- $2,074,502
- Total contributions
- $7,224,595
- Total income / additions
- $7,813,982
Expenses & distributions
- Benefits paid
- $315,295
- Administrative expenses
- $30,144
- Total expenses
- $345,439
- Net increase / (decrease)
- $7,468,543
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $14,034 | $0 | 2023 |
| Aggregate Retirement Services Admin | RECORDKEEPER | $9,526 | $0 | 2023 |
| Kestra Advisory Services | INVESTMENT ADVISORY-PLAN | $4,589 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medquest Associates, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alpharetta, GA
- Transamerica Retirement Solutions — Schedule C compensation
- Aggregate Retirement Services Admin — Schedule C compensation
- Kestra Advisory Services — Schedule C compensation