2023 Form 5500 filing — Quality Home Services 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 20240923051059NAL0011168881001) for Quality Home Services 401(K) Plan, reported by B And D Quality Water, Inc. under EIN 77-0410330 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.5MReported net assets$3,477,226
Participants188
Provider compensation$41K2 Schedule C row(s)$40,955
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923051059NAL0011168881001
Plan sponsor
B And D Quality Water, Inc.
EIN
77-0410330
Plan number
001
Location
Fresno, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$261.5K
Benefits paid / distributions$159.3K
Contributions
Employer$110.7K
Participant$472.1K
Full reported line items
Total assets (EOY)
$3,477,226
Total liabilities (EOY)
$0
Net assets (EOY)
$3,477,226
Employer contributions
$110,680
Participant contributions
$472,056
Total income / additions
$1,060,498
Benefits paid
$159,276
Administrative expenses
$40,955
Total expenses
$261,520
Net increase / (decrease)
$798,978

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adp, Inc.RECORD KEEPER$26,289$0
Princor Financial Services CorporatINVESTMENT/FINANCIAL ADVI$14,666$0

Related Form 5500 pages