2023 Form 5500 filing — Qualex Manufacturing LLC 401k Profit Sharing 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 20241015131222NAL0049555664002) for Qualex Manufacturing LLC 401k Profit Sharing Plan, reported by Qualex Manufacturing under EIN 61-1273995 and plan number 001. It reports 376 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131222NAL0049555664002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Qualex Manufacturing
- EIN
- 61-1273995
- Plan number
- 001
- Location
- Georgetown, KY
- Participants
- 376
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,066,928
- Net assets (EOY)
- $8,066,928
- Employer contributions
- $333,261
- Participant contributions
- $697,710
- Total income / additions
- $2,009,873
- Benefits paid
- $412,397
- Administrative expenses
- $14,076
- Total expenses
- $426,473
- Net increase / (decrease)
- $1,583,400
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $9,215 | not reported in the loaded dataset |
| Mcgregor & Associates, Inc | RECORD KEEPER | $3,436 | not reported in the loaded dataset |
| Mesirow Financial | INVESTMENT ADVISORY | $1,425 | not reported in the loaded dataset |