2023 Form 5500 filing — Quality Family 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 20250124095256NAL0004938611001) for Quality Family 401(K) Plan, reported by All Care Plus, Inc. under EIN 56-2323972 and plan number 001. It reports 1,973 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)$3.5MReported net assets$3,491,594
Participants2K1,973
Provider compensation$52.9K5 Schedule C row(s)$52,907
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250124095256NAL0004938611001
Plan sponsor
All Care Plus, Inc.
EIN
56-2323972
Plan number
001
Location
Jamestown, TN
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$184.3K
Benefits paid / distributions$142.5K
Contributions
Employer$71
Participant$1.1M
Full reported line items
Total assets (EOY)
$3,491,594
Total liabilities (EOY)
$0
Net assets (EOY)
$3,491,594
Employer contributions
$71
Participant contributions
$1,137,742
Total income / additions
$1,781,154
Benefits paid
$142,548
Administrative expenses
$41,705
Total expenses
$184,253
Net increase / (decrease)
$1,596,901

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$35,067$0
Linsco/Private Ledger CorpBROKER/ADVISOR$0$11,202
Empower Advisory Group, LLCINVESTMENT MGMT$4,002not reported in the loaded dataset
Ascensus Holdings Inc Dba FutureplaCONTRACT ADMINISTRATOR$2,175not reported in the loaded dataset
Envestnet Retirement Solutions, LLCOTHER$461not reported in the loaded dataset

Related Form 5500 pages