Plan5500

Quartz Health Solutions, Inc. 401(K) Plan — Form 5500 plan (Quartz Health Solutions, 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, Quartz Health Solutions, Inc. 401(K) Plan is a benefit plan reported by Quartz Health Solutions, Inc. under EIN 46-5710709 and plan number 001. The latest loaded filing year is 2023. The filing reports 931 participants and $108,151,140 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Quartz Health Solutions, Inc.
EIN
46-5710709
Plan number
001
Plan type
2
Location
Fitchburg, WI
Latest filing year
2023
Participants
931
End-of-year plan assets
$108,151,140

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023931H, C20240905140514NAL0010417635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$108,151,140
Total liabilities (EOY)
$0
Net assets (EOY)
$108,151,140
Net assets (BOY)
$91,753,475

Income & contributions

Employer contributions
$1,891,243
Participant contributions
$5,063,604
Total contributions
$8,056,887
Total income / additions
$25,357,971

Expenses & distributions

Benefits paid
$8,791,418
Administrative expenses
$165,628
Total expenses
$8,960,306
Net increase / (decrease)
$16,397,665

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$103,090$02023
Francis, LLCINVESTMENT ADVISOR$49,380not reported in the loaded dataset2023
Francis, LLCINVESTMENT ADVISOR$16,908not reported in the loaded dataset2023

Related Form 5500 pages