Partners For Quality, Inc. 401(K) Plan — Form 5500 plan (Partners For Quality, 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, Partners For Quality, Inc. 401(K) Plan is a benefit plan reported by Partners For Quality, Inc. under EIN 55-0886515 and plan number 002. The latest loaded filing year is 2023. The filing reports 901 participants and $34,049,659 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Partners For Quality, Inc.
EIN
55-0886515
Plan number
002
Plan type
2
Location
Mckees Rocks, PA
Latest filing year
2023
Participants
901
End-of-year plan assets
$34,049,659

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023901H, C20250821084529NAL0002001987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,049,659
Net assets (EOY)
$34,049,659
Net assets (BOY)
$30,844,440

Income & contributions

Employer contributions
$1,096,787
Participant contributions
$1,372,268
Total contributions
$2,769,691
Total income / additions
$6,532,866

Expenses & distributions

Benefits paid
$3,164,781
Administrative expenses
$143,490
Total expenses
$3,327,647
Net increase / (decrease)
$3,205,219

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$126,269$02023
Northwestern Mutual Investment ServINVESTMENT ADVISORY$0$46,4352023
Metro Benefits, Inc.TPA$17,220$12,8112023
Northwestern Mutual Investment ServOTHER SERVICESnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages