2023 Form 5500 filing — Quade & Associates 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 20241008074701NAL0008167331001) for Quade & Associates 401(K) Plan, reported by Quade & Associates under EIN 56-2323535 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,178,413
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008074701NAL0008167331001
Plan sponsor
Quade & Associates
EIN
56-2323535
Plan number
001
Location
San Diego, CA
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)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$681.7K
Total expenses$150
Benefits paid / distributions$0
Contributions
Employer$23K
Participant$55.2K
Full reported line items
Total assets (EOY)
$3,178,413
Total liabilities (EOY)
$0
Net assets (EOY)
$3,178,413
Employer contributions
$22,963
Participant contributions
$55,153
Total income / additions
$681,708
Benefits paid
$0
Administrative expenses
$150
Total expenses
$150
Net increase / (decrease)
$681,558

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008074701NAL0008167331001 cover?
It is the 2023 Form 5500 filing for Quade & Associates 401(K) Plan, reported by Quade & Associates (EIN 56-2323535).
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