The Quantrell Companies Profit Sharing And Thrift Plan — Form 5500 plan (Quantrell Cadillac 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 Quantrell Companies Profit Sharing And Thrift Plan is a benefit plan reported by Quantrell Cadillac Inc under EIN 41-0758063 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $3,818,515 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quantrell Cadillac Inc
- EIN
- 41-0758063
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $3,818,515
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20251014074759NAL0001098819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,818,515
- Total liabilities (EOY)
- $381
- Net assets (EOY)
- $3,818,134
- Net assets (BOY)
- $3,615,625
Income & contributions
- Employer contributions
- $188,838
- Participant contributions
- $482,594
- Total contributions
- $671,432
- Total income / additions
- $1,211,225
Expenses & distributions
- Benefits paid
- $944,260
- Administrative expenses
- $62,328
- Total expenses
- $1,008,716
- Net increase / (decrease)
- $202,509
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meridian Wealth Management LLC | INVESTMENT ADVISOR | $23,097 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $12,429 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $5,862 | $0 | 2023 |
| Anew 401k Tpa LLC | TPA | $2,612 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $698 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $539 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Quantrell Cadillac Inc
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Meridian Wealth Management LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Anew 401k Tpa LLC — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation