2023 Form 5500 filing — Quad State Sales & Marketing Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240618080604NAL0003443632001) for Quad State Sales & Marketing Profit Sharing Plan, reported by Quad State Sales & Marketing under EIN 75-2304196 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,488,049
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240618080604NAL0003443632001
Plan sponsor
Quad State Sales & Marketing
EIN
75-2304196
Plan number
001
Location
Richardson, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$289.3K
Total expenses$44.6K
Benefits paid / distributions$43.5K
Contributions
Employer$14K
Participant$73.2K
Full reported line items
Total assets (EOY)
$1,488,049
Total liabilities (EOY)
$0
Net assets (EOY)
$1,488,049
Employer contributions
$13,958
Participant contributions
$73,151
Total income / additions
$289,314
Benefits paid
$43,458
Administrative expenses
$1,181
Total expenses
$44,639
Net increase / (decrease)
$244,675

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240618080604NAL0003443632001 cover?
It is the 2023 Form 5500 filing for Quad State Sales & Marketing Profit Sharing Plan, reported by Quad State Sales & Marketing (EIN 75-2304196).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages