Plan5500

Q Vest, Inc. — 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, Q Vest, Inc. (EIN 76-0622763) is a plan sponsor located in Magnolia, TX 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
76-0622763
Location
Magnolia, TX
Loaded plans
1
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 Q Vest, Inc.

  • 1 loaded plans hold $1.8M in reported assets.
  • The largest, Bell Companies 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 303 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.8MSummed across loaded plans$1,802,755
Total reported assets$1.8M$1,812,525
Total reported participants303
Total reported liabilities$9.8K$9,770

Reported net position

Reported assets = net assets + liabilities (summed)$1.8M total assets
Net assets$1.8MLiabilities$9.8K
Contributions & income
Employer contributions$80.5K
Participant contributions$159.9K
Total income / additions$457.1K
Expenses & distributions
Benefits paid / distributions$131.7K
Total expenses$142.9K
Net increase / (decrease)$314.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%Bell Companies 401(K) Plan
Participants per plan303Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Bell Companies 401(K) Plan$1.8M
    Plan #001 · 303 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Q Vest, Inc.. Open one for its full reported snapshot.

  1. 2023
    Bell Companies 401(K) Plan303 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Q Vest, Inc. report on Form 5500?
Q Vest, Inc. (EIN 76-0622763) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Q Vest, Inc.?
The Employer Identification Number (EIN) reported for Q Vest, Inc. is 76-0622763.
What is the latest Form 5500 filing year for Q Vest, Inc.?
The latest loaded Form 5500 filing year for Q Vest, Inc. is 2023.

Related Form 5500 pages