Plan5500

Quality Spring/Togo, Inc. Hourly Employees Retirement Plan — Form 5500 plan (Quality Spring/Togo)

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, Quality Spring/Togo, Inc. Hourly Employees Retirement Plan is a benefit plan reported by Quality Spring/Togo under EIN 38-2813160 and plan number 003. The latest loaded filing year is 2023. The filing reports 154 participants and $4,959,611 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Quality Spring/Togo
EIN
38-2813160
Plan number
003
Plan type
2
Location
Coldwater, MI
Latest filing year
2023
Participants
154
End-of-year plan assets
$4,959,611

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20241010132048NAL0011497091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,959,611
Total liabilities (EOY)
$0
Net assets (EOY)
$4,959,611
Net assets (BOY)
$4,691,244

Income & contributions

Employer contributions
$193,114
Total contributions
$193,114
Total income / additions
$806,123

Expenses & distributions

Benefits paid
$383,097
Administrative expenses
$154,659
Total expenses
$537,756
Net increase / (decrease)
$268,367

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Captrust FinancialINVESTMENT ADVISOR$27,127not reported in the loaded dataset2023
Barclay Planning GroupSERVICE PROVIDER$22,596not reported in the loaded dataset2023
Cohen & Co.ACCOUNTANT$12,000not reported in the loaded dataset2023
MillmanINVESTMENT ADVISOR$6,000not reported in the loaded dataset2023

Related Form 5500 pages