Plan5500

Quality Living, Inc. 401(K) Retirement Plan — Form 5500 plan (Quality Living, 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, Quality Living, Inc. 401(K) Retirement Plan is a benefit plan reported by Quality Living, Inc. under EIN 47-0665946 and plan number 001. The latest loaded filing year is 2023. The filing reports 548 participants and $28,101,040 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$28.1MPlan net assets, end of year$28,101,040
Participants548Covered participants reported
Assets / participant$51.3KComputed: assets ÷ participants$51,279 (computed)
Provider compensation$114K5 Schedule C provider row(s)$113,961
Plan sponsor
Quality Living, Inc.
EIN
47-0665946
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    548 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$28.1M total assets
Net assets$28.1MLiabilities$0
Money in vs. money out
Total income / additions$6.4M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$870.7K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$28,101,040
Total liabilities (EOY)
$0
Net assets (EOY)
$28,101,040
Net assets (BOY)
$23,122,399

Income & contributions

Employer contributions
$870,740
Participant contributions
$1,424,483
Total contributions
$2,378,140
Total income / additions
$6,444,551

Expenses & distributions

Benefits paid
$1,407,488
Administrative expenses
$58,136
Total expenses
$1,465,910
Net increase / (decrease)
$4,978,641
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$50.5K
    CONTRACT ADMINISTRATOR · Direct $50.5K · Indirect $0
  2. 2
    Hub Investment Advisors, Inc.$48.8K
    INVESTMENT ADVISORY · Direct $0 · Indirect $48.8K
  3. 3
    Ascensus$7.9K
    CONTRACT ADMINISTRATOR · Direct $7.8K · Indirect $178
  4. 4
    Principal Securities, Inc.$6.7K
    OTHER SERVICES · Direct $0 · Indirect $6.7K
  5. 5
    Wilshire Advisors, LLC$0
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

Related Form 5500 pages