2023 Form 5500 filing — Quality Management Resources I 401k Profit Sharing Plan & Trust
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 20240913051552NAL0011204289001) for Quality Management Resources I 401k Profit Sharing Plan & Trust, reported by Quality Management Resources,Inc under EIN 72-1257322 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913051552NAL0011204289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quality Management Resources,Inc
- EIN
- 72-1257322
- Plan number
- 001
- Location
- Lafayette, LA
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,153,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,153,894
- Participant contributions
- $224,671
- Total income / additions
- $653,869
- Benefits paid
- $118,342
- Administrative expenses
- $37,865
- Total expenses
- $197,053
- Net increase / (decrease)
- $456,816
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $19,865 | $0 |
| Thibodaux Hebert Deshotels Leblanc, | ACCOUNTANT | $18,000 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |