Quinco Retirement Savings Plan — Form 5500 plan (Quinco Mental Health Center)
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, Quinco Retirement Savings Plan is a benefit plan reported by Quinco Mental Health Center under EIN 62-0926486 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $5,840,556 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quinco Mental Health Center
- EIN
- 62-0926486
- Plan number
- 001
- Plan type
- 2
- Location
- Bolivar, TN
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $5,840,556
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241010102932NAL0033803216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,840,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,840,556
- Net assets (BOY)
- $5,088,834
Income & contributions
- Employer contributions
- $146,672
- Participant contributions
- $208,638
- Total contributions
- $355,310
- Total income / additions
- $1,352,959
Expenses & distributions
- Benefits paid
- $535,067
- Administrative expenses
- $49,069
- Total expenses
- $601,237
- Net increase / (decrease)
- $751,722
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Capital Advisors LLC | ADVISOR | $29,516 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $11,303 | $0 | 2023 |
| Alexander Thompson Arnold Pllc | ACCOUNTANT/AUDITOR | $8,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Quinco Mental Health Center
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Bolivar, TN
- Southern Capital Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Alexander Thompson Arnold Pllc — Schedule C compensation