Quality Progressions 403(B) Plan — Form 5500 plan (Quality Progressions)
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 Progressions 403(B) Plan is a benefit plan reported by Quality Progressions under EIN 41-2130419 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $5,446,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quality Progressions
- EIN
- 41-2130419
- Plan number
- 001
- Plan type
- 2
- Location
- Bala Cynwyd, PA
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $5,446,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20240721164750NAL0009209121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,446,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,446,612
- Net assets (BOY)
- $4,365,486
Income & contributions
- Employer contributions
- $202,825
- Participant contributions
- $286,181
- Total contributions
- $489,006
- Total income / additions
- $1,235,897
Expenses & distributions
- Benefits paid
- $125,544
- Administrative expenses
- $29,227
- Total expenses
- $154,771
- Net increase / (decrease)
- $1,081,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $25,384 | $0 | 2023 |
| Alliant Insurance Services | CONTRACT ADMIN | $5,222 | $4,742 | 2023 |
| Cetera Advisor Networks LLC | BROKER/ADVISER MGMT | $0 | $9,724 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $875 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Quality Progressions
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bala Cynwyd, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Alliant Insurance Services — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation