Ray Quinney & Nebeker Profit Sharing Plan — Form 5500 plan (Ray Quinney & Nebeker P. C.)
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, Ray Quinney & Nebeker Profit Sharing Plan is a benefit plan reported by Ray Quinney & Nebeker P. C. under EIN 87-0350651 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $112,437,196 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ray Quinney & Nebeker P. C.
- EIN
- 87-0350651
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $112,437,196
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20241002144936NAL0004927795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $112,437,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $112,437,196
- Net assets (BOY)
- $111,376,303
Income & contributions
- Employer contributions
- $2,984,524
- Participant contributions
- $1,953,870
- Total contributions
- $5,176,165
- Total income / additions
- $24,399,346
Expenses & distributions
- Benefits paid
- $23,357,583
- Administrative expenses
- -$19,130
- Total expenses
- $23,338,453
- Net increase / (decrease)
- $1,060,893
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealth Enhancement Adv Services LLC | INVESTMENT ADVISOR | $7,783 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$25,829 | $0 | 2023 |