2023 Form 5500 filing — Total Quality Maintenance, Inc. 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 20250507165700NAL0010917169001) for Total Quality Maintenance, Inc. Profit Sharing Plan, reported by Total Quality Maintenance, Inc. under EIN 77-0464301 and plan number 001. It reports 185 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)$4.7MReported net assets$4,708,506
Participants185
Provider compensation$16.7K3 Schedule C row(s)$16,742
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250507165700NAL0010917169001
Plan sponsor
Total Quality Maintenance, Inc.
EIN
77-0464301
Plan number
001
Location
Palo Alto, CA
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)$4.7M total assets
Net assets$4.7MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$344.9K
Benefits paid / distributions$328.2K
Contributions
Employer$135.6K
Participant$214.5K
Full reported line items
Total assets (EOY)
$4,708,506
Total liabilities (EOY)
$0
Net assets (EOY)
$4,708,506
Employer contributions
$135,644
Participant contributions
$214,480
Total income / additions
$1,309,396
Benefits paid
$328,170
Administrative expenses
$16,742
Total expenses
$344,912
Net increase / (decrease)
$964,484

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Raymond James Financial Serv CorpBENEFIT SERVICE PROVIDER$12,858not reported in the loaded dataset
Flynn, Shojinaga & Associates, Inc.CONTRACT ADMINISTRATOR$1,973not reported in the loaded dataset
Standard Insurance CompanyCONTRACT ADMINISTRATOR$1,911not reported in the loaded dataset

Related Form 5500 pages