Quail Ridge 401(K) Plan — Form 5500 plan (Quail Ridge Property Owners Association, 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, Quail Ridge 401(K) Plan is a benefit plan reported by Quail Ridge Property Owners Association, Inc. under EIN 59-1609438 and plan number 002. The latest loaded filing year is 2023. The filing reports 223 participants and $8,943,508 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Quail Ridge Property Owners Association, Inc.
EIN
59-1609438
Plan number
002
Plan type
2
Location
Boynton Beach, FL
Latest filing year
2023
Participants
223
End-of-year plan assets
$8,943,508

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023223H, C20240923102110NAL0020199376001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,943,508
Total liabilities (EOY)
$0
Net assets (EOY)
$8,943,508
Net assets (BOY)
$7,614,608

Income & contributions

Employer contributions
$307,016
Participant contributions
$687,023
Total contributions
$994,039
Total income / additions
$1,999,028

Expenses & distributions

Benefits paid
$667,723
Administrative expenses
$2,405
Total expenses
$670,128
Net increase / (decrease)
$1,328,900

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$2,405$02023

Related Form 5500 pages