Q Corporate Holdings Retirement And Savings Plan — Form 5500 plan (Kelly Dureiko)
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, Q Corporate Holdings Retirement And Savings Plan is a benefit plan reported by Kelly Dureiko under EIN 88-0778562 and plan number 016. The latest loaded filing year is 2023. The filing reports 811 participants and $18,449,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelly Dureiko
- EIN
- 88-0778562
- Plan number
- 016
- Plan type
- 2
- Location
- Pepper Pike, OH
- Latest filing year
- 2023
- Participants
- 811
- End-of-year plan assets
- $18,449,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 811 | H, C | 20241015111811NAL0014468627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,449,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,449,769
- Net assets (BOY)
- $29,697,985
Income & contributions
- Employer contributions
- $73,073
- Participant contributions
- $213,301
- Total contributions
- $298,520
- Total income / additions
- $4,532,362
Expenses & distributions
- Benefits paid
- $15,617,031
- Administrative expenses
- $95,627
- Total expenses
- $15,780,578
- Net increase / (decrease)
- -$11,248,216
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $37,859 | $0 | 2023 |
| Cbiz Investment Advisory Services, | INVESTMENT ADVISOR | $31,019 | not reported in the loaded dataset | 2023 |
| Bober Markey Fedorovich | ACCOUNTANT/AUDITOR | $17,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,899 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kelly Dureiko
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Pepper Pike, OH
- Fidelity Investments Institutional — Schedule C compensation
- Cbiz Investment Advisory Services, — Schedule C compensation
- Bober Markey Fedorovich — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation