Quality Home Services 401(K) Plan — Form 5500 plan (B And D Quality Water, 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 Home Services 401(K) Plan is a benefit plan reported by B And D Quality Water, Inc. under EIN 77-0410330 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $3,477,226 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.5MPlan net assets, end of year$3,477,226
Participants188Covered participants reported
Assets / participant$18.5KComputed: assets ÷ participants$18,496 (computed)
Provider compensation$41K2 Schedule C provider row(s)$40,955
- Plan sponsor
- B And D Quality Water, Inc.
- EIN
- 77-0410330
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20240923051059NAL0011168881001 |
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,477,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,477,226
- Net assets (BOY)
- $2,678,248
Income & contributions
- Employer contributions
- $110,680
- Participant contributions
- $472,056
- Total contributions
- $582,736
- Total income / additions
- $1,060,498
Expenses & distributions
- Benefits paid
- $159,276
- Administrative expenses
- $40,955
- Total expenses
- $261,520
- Net increase / (decrease)
- $798,978
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $26,289 | $0 | 2023 |
| Princor Financial Services Corporat | INVESTMENT/FINANCIAL ADVI | $14,666 | $0 | 2023 |