2023 Form 5500 filing — Q Corporate Holdings Retirement And 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 20241015111811NAL0014468627001) for Q Corporate Holdings Retirement And Savings Plan, reported by Kelly Dureiko under EIN 88-0778562 and plan number 016. It reports 811 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111811NAL0014468627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelly Dureiko
- EIN
- 88-0778562
- Plan number
- 016
- Location
- Pepper Pike, OH
- Participants
- 811
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,449,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,449,769
- Employer contributions
- $73,073
- Participant contributions
- $213,301
- Total income / additions
- $4,532,362
- Benefits paid
- $15,617,031
- Administrative expenses
- $95,627
- Total expenses
- $15,780,578
- Net increase / (decrease)
- -$11,248,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $37,859 | $0 |
| Cbiz Investment Advisory Services, | INVESTMENT ADVISOR | $31,019 | not reported in the loaded dataset |
| Bober Markey Fedorovich | ACCOUNTANT/AUDITOR | $17,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $7,899 | not reported in the loaded dataset |