Daniel J Quirk — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Daniel J Quirk (EIN 04-2556454) is a plan sponsor located in Braintree, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2556454
Location
Braintree, MA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$20,477,763
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$20,477,763

Contributions & income

Employer contributions
$0
Participant contributions
$2,858,914
Total income / additions
$5,957,458

Expenses & distributions

Benefits paid / distributions
$1,885,543
Total expenses
$2,053,485
Net increase / (decrease)
$3,903,973

Coverage

Total reported participants
2,048
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Daniel J Quirk plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Daniel J. Quirk Inc. Retirement Savings Plan0011,018$20,477,7632023
Daniel J. Quirk, Inc. Long Term Disability Plan503733not reported in the loaded dataset2023
Daniel J. Quirk, Inc. Medical Plan502297not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Daniel J Quirk
YearPlanParticipantsSchedulesFiling
2023Daniel J. Quirk, Inc. Medical Plan29720240715083943NAL0000701395001
2023Daniel J. Quirk, Inc. Long Term Disability Plan73320240715084704NAL0001456049001
2023Daniel J. Quirk Inc. Retirement Savings Plan1,018H, C20241001092821NAL0012006736001

Related Form 5500 pages