Qbox Pooled Employer Plan — Form 5500 plan (Plan Compliance Services, 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, Qbox Pooled Employer Plan is a benefit plan reported by Plan Compliance Services, Inc. under EIN 59-3708427 and plan number 013. The latest loaded filing year is 2023. The filing reports 343 participants and $9,664,515 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plan Compliance Services, Inc.
- EIN
- 59-3708427
- Plan number
- 013
- Plan type
- 3
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 343
- End-of-year plan assets
- $9,664,515
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 343 | H, C | 20260310141645NAL0003942515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,664,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,664,515
- Net assets (BOY)
- $6,399,377
Income & contributions
- Employer contributions
- $246,212
- Participant contributions
- $823,637
- Total contributions
- $1,185,012
- Total income / additions
- $2,289,527
Expenses & distributions
- Benefits paid
- $776,893
- Administrative expenses
- $73,702
- Total expenses
- $877,904
- Net increase / (decrease)
- $1,411,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Qbox Fiduciary Solutions LLC | INVESTMENT ADVISOR,OTHER | $30,228 | not reported in the loaded dataset | 2023 |
| American Pension Services, LLC | CONTRACT ADMIN | $20,756 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,147 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $9,668 | not reported in the loaded dataset | 2023 |
| Plan Compliance Services Inc | OTHER | $6,644 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plan Compliance Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Clearwater, FL
- Qbox Fiduciary Solutions LLC — Schedule C compensation
- American Pension Services, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Plan Compliance Services Inc — Schedule C compensation