Qualex Manufacturing LLC 401k Profit Sharing Plan — Form 5500 plan (Qualex Manufacturing)
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, Qualex Manufacturing LLC 401k Profit Sharing Plan is a benefit plan reported by Qualex Manufacturing under EIN 61-1273995 and plan number 001. The latest loaded filing year is 2023. The filing reports 376 participants and $8,066,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Qualex Manufacturing
- EIN
- 61-1273995
- Plan number
- 001
- Plan type
- 2
- Location
- Georgetown, KY
- Latest filing year
- 2023
- Participants
- 376
- End-of-year plan assets
- $8,066,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 376 | H, C | 20241015131222NAL0049555664002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,066,928
- Net assets (EOY)
- $8,066,928
- Net assets (BOY)
- $6,483,528
Income & contributions
- Employer contributions
- $333,261
- Participant contributions
- $697,710
- Total contributions
- $1,030,971
- Total income / additions
- $2,009,873
Expenses & distributions
- Benefits paid
- $412,397
- Administrative expenses
- $14,076
- Total expenses
- $426,473
- Net increase / (decrease)
- $1,583,400
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $9,215 | not reported in the loaded dataset | 2023 |
| Mcgregor & Associates, Inc | RECORD KEEPER | $3,436 | not reported in the loaded dataset | 2023 |
| Mesirow Financial | INVESTMENT ADVISORY | $1,425 | not reported in the loaded dataset | 2023 |