2023 Form 5500 filing — American Society For Quality Retirement Savings 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 20241009112006NAL0010560595004) for American Society For Quality Retirement Savings Plan, reported by American Society For Quality Inc. under EIN 39-0912502 and plan number 004. It reports 241 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)$24.7MReported net assets$24,730,780
Participants241
Provider compensation$17.6K2 Schedule C row(s)$17,607
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009112006NAL0010560595004
- Plan sponsor
- American Society For Quality Inc.
- EIN
- 39-0912502
- Plan number
- 004
- Location
- Milwaukee, WI
- 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)$24.7M total assets
Net assets$24.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $24,730,780
- Net assets (EOY)
- $24,730,780
- Employer contributions
- $514,243
- Participant contributions
- $657,911
- Total income / additions
- $5,071,487
- Benefits paid
- $1,573,346
- Administrative expenses
- $19,608
- Total expenses
- $1,592,954
- Net increase / (decrease)
- $3,478,533
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alpha Investment Consulting Group | ADVISOR | $25,000 | not reported in the loaded dataset |
| Fidelity Investment Consulting Grou | RECORDKEEPER | -$7,393 | $0 |