Daniel J. Quirk Inc. Retirement Savings Plan — Form 5500 plan (Daniel J. Quirk, Inc.)

Plain-English plan 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, Daniel J. Quirk Inc. Retirement Savings Plan is a benefit plan reported by Daniel J. Quirk, Inc. under EIN 04-2556454 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,018 participants and $20,477,763 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Daniel J. Quirk, Inc.
EIN
04-2556454
Plan number
001
Plan type
2
Location
Braintree, MA
Latest filing year
2023
Participants
1,018
End-of-year plan assets
$20,477,763

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,018H, C20241001092821NAL0012006736001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,477,763
Total liabilities (EOY)
$0
Net assets (EOY)
$20,477,763
Net assets (BOY)
$16,573,790

Income & contributions

Employer contributions
$0
Participant contributions
$2,858,914
Total contributions
$3,002,067
Total income / additions
$5,957,458

Expenses & distributions

Benefits paid
$1,885,543
Administrative expenses
$104,490
Total expenses
$2,053,485
Net increase / (decrease)
$3,903,973

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$87,611$02023
Cambridge Investment ResearchADVISOR$16,126not reported in the loaded dataset2023

Related Form 5500 pages