2023 Form 5500 filing — Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan And 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 20241011113545NAL0010870211001) for Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan And Trust, reported by Quilling, Selander, Lownds, Winslett & Moser, P.C. under EIN 75-2459334 and plan number 001. It reports 137 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)$44MReported net assets$43,986,702

Participants137

Provider compensation$1.4K1 Schedule C row(s)$1,350

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011113545NAL0010870211001
Plan sponsor: Quilling, Selander, Lownds, Winslett & Moser, P.C.
EIN: 75-2459334
Plan number: 001
Location: Dallas, TX
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)$44M total assets

Net assets$44MLiabilities$0

Money in vs. money out

Total income / additions$8.1M

Total expenses$1.3M

Benefits paid / distributions$1.3M

Contributions

Employer$651.4K

Participant$1.2M

Full reported line items

Total assets (EOY): $43,986,702
Total liabilities (EOY): $0
Net assets (EOY): $43,986,702
Employer contributions: $651,350
Participant contributions: $1,176,184
Total income / additions: $8,113,905
Benefits paid: $1,278,313
Administrative expenses: $4,978
Total expenses: $1,278,488
Net increase / (decrease): $6,835,417

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$1.4K
RECORDKEEPER · Direct $1.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011113545NAL0010870211001 cover?: It is the 2023 Form 5500 filing for Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan And Trust, reported by Quilling, Selander, Lownds, Winslett & Moser, P.C. (EIN 75-2459334).
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).