2023 Form 5500 filing — Quartz Health Solutions, Inc. 401(K) 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 20240905140514NAL0010417635001) for Quartz Health Solutions, Inc. 401(K) Plan, reported by Quartz Health Solutions, Inc. under EIN 46-5710709 and plan number 001. It reports 931 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905140514NAL0010417635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quartz Health Solutions, Inc.
- EIN
- 46-5710709
- Plan number
- 001
- Location
- Fitchburg, WI
- Participants
- 931
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,151,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,151,140
- Employer contributions
- $1,891,243
- Participant contributions
- $5,063,604
- Total income / additions
- $25,357,971
- Benefits paid
- $8,791,418
- Administrative expenses
- $165,628
- Total expenses
- $8,960,306
- Net increase / (decrease)
- $16,397,665
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $103,090 | $0 |
| Francis, LLC | INVESTMENT ADVISOR | $49,380 | not reported in the loaded dataset |
| Francis, LLC | INVESTMENT ADVISOR | $16,908 | not reported in the loaded dataset |