Qualifacts Systems, LLC — 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, Qualifacts Systems, LLC (EIN 62-1820098) is a plan sponsor located in Nashville, TN with 2 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
62-1820098
Location
Nashville, TN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Qualifacts Systems, LLC

  • 2 loaded plans hold $26M in reported assets.
  • The largest, Qualifacts Systems 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,146 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26MSummed across loaded plans$25,999,401
Total reported assets$26M$26,003,284
Total reported participants1.1K1,146
Total reported liabilities$3.9K$3,883

Reported net position

Reported assets = net assets + liabilities (summed)$26M total assets
Net assets$26MLiabilities$3.9K
Contributions & income
Employer contributions$2.1M
Participant contributions$4.4M
Total income / additions$10.8M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.8M
Net increase / (decrease)$7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Qualifacts Systems 401(K) Plan
Participants per plan573Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 624 participants · 2023
  2. 2
    Qualifacts Systems, LLC Health And Welfare Plannot reported in the loaded dataset
    Plan #505 · 522 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Qualifacts Systems, LLC. Open one for its full reported snapshot.

  1. 2023
    Qualifacts Systems 401(K) Plan624 participants · 2Sch HSch C
    View filing →
  2. 2023
    Qualifacts Systems, LLC Health And Welfare Plan522 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Qualifacts Systems, LLC report on Form 5500?
Qualifacts Systems, LLC (EIN 62-1820098) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Qualifacts Systems, LLC?
The Employer Identification Number (EIN) reported for Qualifacts Systems, LLC is 62-1820098.
What is the latest Form 5500 filing year for Qualifacts Systems, LLC?
The latest loaded Form 5500 filing year for Qualifacts Systems, LLC is 2023.

Related Form 5500 pages