The Quarto Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (The Quarto Group, 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, The Quarto Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by The Quarto Group, Inc. under EIN 06-0942398 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $19,704,661 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Quarto Group, Inc.
EIN
06-0942398
Plan number
001
Plan type
2
Location
Beverly, MA
Latest filing year
2023
Participants
267
End-of-year plan assets
$19,704,661

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H, C20240702065054NAL0003365267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,704,661
Total liabilities (EOY)
$0
Net assets (EOY)
$19,704,661
Net assets (BOY)
$18,024,163

Income & contributions

Employer contributions
$437,397
Participant contributions
$782,595
Total contributions
$1,224,561
Total income / additions
$4,429,724

Expenses & distributions

Benefits paid
$2,689,595
Administrative expenses
$59,631
Total expenses
$2,749,226
Net increase / (decrease)
$1,680,498

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial ServicesNONE$35,808not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$23,824$02023

Related Form 5500 pages