Quest Management 401(K) Plan — Form 5500 plan (Quest Food Management Services)

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, Quest Management 401(K) Plan is a benefit plan reported by Quest Food Management Services under EIN 86-3225600 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,234 participants and $4,983,427 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Quest Food Management Services
EIN
86-3225600
Plan number
001
Plan type
2
Location
Lombard, IL
Latest filing year
2023
Participants
1,234
End-of-year plan assets
$4,983,427

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,234H, C20240913095444NAL0009752129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,983,427
Total liabilities (EOY)
$0
Net assets (EOY)
$4,983,427
Net assets (BOY)
$3,713,384

Income & contributions

Employer contributions
$179,820
Participant contributions
$981,638
Total contributions
$1,216,703
Total income / additions
$1,875,546

Expenses & distributions

Benefits paid
$577,740
Administrative expenses
$21,545
Total expenses
$605,503
Net increase / (decrease)
$1,270,043

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forest Capital Management, LLCINVESTMENT/FINANCIAL ADVI$13,446$02023
Adp, Inc.RECORD KEEPER$8,099$02023

Related Form 5500 pages