Quail Mountain, Inc. 401(K) Plan — Form 5500 plan (Quail Mountain, 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 Mountain, Inc. 401(K) Plan is a benefit plan reported by Quail Mountain, Inc. under EIN 93-0732164 and plan number 002. The latest loaded filing year is 2023. The filing reports 65 participants and $6,230,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quail Mountain, Inc.
- EIN
- 93-0732164
- Plan number
- 002
- Plan type
- 2
- Location
- Klamath Falls, OR
- Latest filing year
- 2023
- Participants
- 65
- End-of-year plan assets
- $6,230,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 65 | I | 20250717172959NAL0000761937001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,230,679
- Total liabilities (EOY)
- $6,012
- Net assets (EOY)
- $6,224,667
- Net assets (BOY)
- $5,001,621
Income & contributions
- Employer contributions
- $184,088
- Participant contributions
- $245,668
- Total income / additions
- $1,370,812
Expenses & distributions
- Benefits paid
- $147,586
- Administrative expenses
- $180
- Total expenses
- $147,766
- Net increase / (decrease)
- $1,223,046
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.