2023 Form 5500 filing — Quaker Equities, Ltd. 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 20241008155217NAL0009865075001) for Quaker Equities, Ltd. 401(K) Plan, reported by Quaker Equities, Ltd. under EIN 13-3411457 and plan number 001. It reports 400 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)$33.3MReported net assets$33,272,267
Participants400
Provider compensation$69.9K2 Schedule C row(s)$69,875
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008155217NAL0009865075001
Plan sponsor
Quaker Equities, Ltd.
EIN
13-3411457
Plan number
001
Location
Brooklyn, NY
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$33.3M total assets
Net assets$33.3MLiabilities$0
Money in vs. money out
Total income / additions$8.3M
Total expenses$827.2K
Benefits paid / distributions$757.3K
Contributions
Employer$1.2M
Participant$1.4M
Full reported line items
Total assets (EOY)
$33,272,267
Total liabilities (EOY)
$0
Net assets (EOY)
$33,272,267
Employer contributions
$1,212,405
Participant contributions
$1,419,872
Total income / additions
$8,342,717
Benefits paid
$757,321
Administrative expenses
$69,875
Total expenses
$827,196
Net increase / (decrease)
$7,515,521
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $69.9K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008155217NAL0009865075001 cover?
It is the 2023 Form 5500 filing for Quaker Equities, Ltd. 401(K) Plan, reported by Quaker Equities, Ltd. (EIN 13-3411457).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages