2023 Form 5500 filing — First Quality Savings And Investment 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 20241015083018NAL0014250099001) for First Quality Savings And Investment Plan, reported by First Quality Enterprises Inc. under EIN 23-2744573 and plan number 001. It reports 4,868 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083018NAL0014250099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Quality Enterprises Inc.
- EIN
- 23-2744573
- Plan number
- 001
- Location
- Great Neck, NY
- Participants
- 4,868
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $404,321,991
- Net assets (EOY)
- $404,321,991
- Employer contributions
- $12,335,255
- Participant contributions
- $25,714,010
- Total income / additions
- $103,517,977
- Benefits paid
- $55,295,876
- Administrative expenses
- $406,367
- Total expenses
- $55,796,213
- Net increase / (decrease)
- $47,721,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $55,000 | not reported in the loaded dataset |
| Bdo Usa Llp | NONE | $24,000 | not reported in the loaded dataset |
| Intecrowd LLC | NONE | $19,600 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $10,350 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |