2023 Form 5500 filing — Quality Stone Veneer, Inc. 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 20241014143543NAL0026425377001) for Quality Stone Veneer, Inc. 401(K) Plan, reported by Quality Stone Veneer, Inc. under EIN 23-2939746 and plan number 001. It reports 109 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)$3.7MReported net assets$3,721,214
Participants109
Provider compensation$35.7K4 Schedule C row(s)$35,718
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014143543NAL0026425377001
Plan sponsor
Quality Stone Veneer, Inc.
EIN
23-2939746
Plan number
001
Location
Refton, PA
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)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$778.7K
Total expenses$590.1K
Benefits paid / distributions$555.5K
Contributions
Employer$32.3K
Participant$154.9K
Full reported line items
Total assets (EOY)
$3,721,214
Total liabilities (EOY)
$0
Net assets (EOY)
$3,721,214
Employer contributions
$32,305
Participant contributions
$154,900
Total income / additions
$778,698
Benefits paid
$555,485
Administrative expenses
$35,718
Total expenses
$590,055
Net increase / (decrease)
$188,643

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Trout Ebersole & Groff LlpAUDITOR$15,500not reported in the loaded dataset
Raymond JamesINVESTMENT ADVISOR$10,768not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$9,447$0
Empower Advisory Group, LLCINVESTMENT MGMT$3not reported in the loaded dataset

Related Form 5500 pages