Plan5500

Quest Software Inc. 401(K) Plan — Form 5500 plan (Quest Software 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, Quest Software Inc. 401(K) Plan is a benefit plan reported by Quest Software Inc. under EIN 33-0231678 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,136 participants and $267,933,370 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Quest Software Inc.
EIN
33-0231678
Plan number
003
Plan type
2
Location
Aliso Viejo, CA
Latest filing year
2023
Participants
2,136
End-of-year plan assets
$267,933,370

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,136H, C20241203154747NAL0001613555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$267,933,370
Total liabilities (EOY)
$0
Net assets (EOY)
$267,933,370
Net assets (BOY)
$233,729,127

Income & contributions

Employer contributions
$8,252,292
Participant contributions
$14,547,836
Total contributions
$25,008,998
Total income / additions
$68,240,996

Expenses & distributions

Benefits paid
$33,826,770
Administrative expenses
$209,983
Total expenses
$34,036,753
Net increase / (decrease)
$34,204,243

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$88,730not reported in the loaded dataset2023
Creative Planning Holdco, LLCINVESTMENT ADVISOR$75,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$46,253$02023

Related Form 5500 pages