Quantum Design International, Inc. Safe Harbor Match And Retirement Plan — Form 5500 plan (Quantum Design International, 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, Quantum Design International, Inc. Safe Harbor Match And Retirement Plan is a benefit plan reported by Quantum Design International, Inc. under EIN 95-3728858 and plan number 002. The latest loaded filing year is 2023. The filing reports 376 participants and $93,978,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quantum Design International, Inc.
- EIN
- 95-3728858
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 376
- End-of-year plan assets
- $93,978,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 376 | H, C | 20250715104708NAL0001243411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,978,128
- Total liabilities (EOY)
- $17,352
- Net assets (EOY)
- $93,960,776
- Net assets (BOY)
- $75,305,792
Income & contributions
- Employer contributions
- $3,558,958
- Participant contributions
- $2,216,415
- Total contributions
- $5,996,494
- Total income / additions
- $24,759,709
Expenses & distributions
- Benefits paid
- $5,880,353
- Administrative expenses
- $216,250
- Total expenses
- $6,104,725
- Net increase / (decrease)
- $18,654,984
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $219,699 | $0 | 2023 |
| First Light Retirement LLC | INVESTMENT ADVISOR | $106,601 | not reported in the loaded dataset | 2023 |
| National Benefit Services, LLC | CONTRACT ADMIN | $60,501 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Quantum Design International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- First Light Retirement LLC — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation