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QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 401k Plan overview

Plan NameQUADRANT LEADERSHIP, INC PROFIT SHARING PLAN
Plan identification number 001

QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

QUADRANT LEADERSHIP, INC. C/O EMPOWERED WEALTH has sponsored the creation of one or more 401k plans.

Company Name:QUADRANT LEADERSHIP, INC. C/O EMPOWERED WEALTH
Employer identification number (EIN):870414791
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DAVID SHEFFIELD
0012023-01-01
0012023-01-01DAVID SHEFFIELD
0012022-01-01
0012022-01-01DAVID SHEFFIELD
0012021-01-01
0012021-01-01LEE M BROWER
0012020-01-01
0012019-01-01
0012018-01-01LEE M BROWER
0012017-01-01LEE M BROWER
0012016-01-01LEE M BROWER
0012015-01-01LEE M BROWER
0012014-01-01LEE M BROWER
0012013-01-01LEE M BROWER
0012012-01-01LEE BROWER
0012011-01-01TERRY GREEN
0012009-01-01LEE BROWER

Financial Data on QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN

Measure Date Value
2024 : QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2024 401k financial data
Total income from all sources2024-01-01$29,529
Expenses. Total of all expenses incurred2024-01-01$613
Benefits paid (including direct rollovers)2024-01-01$590
Total plan assets at end of year2024-01-01$194,774
Total plan assets at beginning of year2024-01-01$165,858
Total contributions received or receivable from participants2024-01-01$25,450
Expenses. Other expenses not covered elsewhere2024-01-01$23
Other income received2024-01-01$4,079
Net income (gross income less expenses)2024-01-01$28,916
Net plan assets at end of year (total assets less liabilities)2024-01-01$194,774
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$165,858
Assets. Value of participant loans2024-01-01$9,404
2023 : QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$26,340
Expenses. Total of all expenses incurred2023-12-31$502
Benefits paid (including direct rollovers)2023-12-31$460
Total plan assets at end of year2023-12-31$165,863
Total plan assets at beginning of year2023-12-31$140,025
Total contributions received or receivable from participants2023-12-31$23,800
Expenses. Other expenses not covered elsewhere2023-12-31$42
Other income received2023-12-31$2,490
Net income (gross income less expenses)2023-12-31$25,838
Net plan assets at end of year (total assets less liabilities)2023-12-31$165,863
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$140,025
Assets. Value of participant loans2023-12-31$10,654
Total contributions received or receivable from employer(s)2023-12-31$50
2022 : QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$19,206
Expenses. Total of all expenses incurred2022-12-31$26,689
Benefits paid (including direct rollovers)2022-12-31$25,199
Total plan assets at end of year2022-12-31$140,025
Total plan assets at beginning of year2022-12-31$147,508
Total contributions received or receivable from participants2022-12-31$21,750
Expenses. Other expenses not covered elsewhere2022-12-31$1,490
Other income received2022-12-31$-2,544
Net income (gross income less expenses)2022-12-31$-7,483
Net plan assets at end of year (total assets less liabilities)2022-12-31$140,025
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$147,508
Assets. Value of participant loans2022-12-31$11,854
2021 : QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$34,267
Expenses. Total of all expenses incurred2021-12-31$494
Benefits paid (including direct rollovers)2021-12-31$482
Total plan assets at end of year2021-12-31$147,508
Total plan assets at beginning of year2021-12-31$113,735
Total contributions received or receivable from participants2021-12-31$32,368
Expenses. Other expenses not covered elsewhere2021-12-31$12
Other income received2021-12-31$1,899
Net income (gross income less expenses)2021-12-31$33,773
Net plan assets at end of year (total assets less liabilities)2021-12-31$147,508
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$113,735
Assets. Value of participant loans2021-12-31$13,104
2020 : QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$4,626
Expenses. Total of all expenses incurred2020-12-31$410
Benefits paid (including direct rollovers)2020-12-31$410
Total plan assets at end of year2020-12-31$113,735
Total plan assets at beginning of year2020-12-31$109,519
Total contributions received or receivable from participants2020-12-31$120
Other income received2020-12-31$4,506
Net income (gross income less expenses)2020-12-31$4,216
Net plan assets at end of year (total assets less liabilities)2020-12-31$113,735
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$109,519
Assets. Value of participant loans2020-12-31$14,354
2019 : QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$3,293
Expenses. Total of all expenses incurred2019-12-31$335
Benefits paid (including direct rollovers)2019-12-31$335
Total plan assets at end of year2019-12-31$109,519
Total plan assets at beginning of year2019-12-31$106,561
Total contributions received or receivable from participants2019-12-31$120
Other income received2019-12-31$3,173
Net income (gross income less expenses)2019-12-31$2,958
Net plan assets at end of year (total assets less liabilities)2019-12-31$109,519
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$106,561
Assets. Value of participant loans2019-12-31$15,554
2018 : QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-155
Expenses. Total of all expenses incurred2018-12-31$350
Benefits paid (including direct rollovers)2018-12-31$350
Total plan assets at end of year2018-12-31$106,561
Total plan assets at beginning of year2018-12-31$107,066
Total contributions received or receivable from participants2018-12-31$120
Other income received2018-12-31$-275
Net income (gross income less expenses)2018-12-31$-505
Net plan assets at end of year (total assets less liabilities)2018-12-31$106,561
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$107,066
Assets. Value of participant loans2018-12-31$16,754
2017 : QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$3,974
Expenses. Total of all expenses incurred2017-12-31$280
Benefits paid (including direct rollovers)2017-12-31$280
Total plan assets at end of year2017-12-31$107,066
Total plan assets at beginning of year2017-12-31$103,372
Total contributions received or receivable from participants2017-12-31$125
Other income received2017-12-31$3,849
Net income (gross income less expenses)2017-12-31$3,694
Net plan assets at end of year (total assets less liabilities)2017-12-31$107,066
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$103,372
Assets. Value of participant loans2017-12-31$17,954
2016 : QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$2,861
Total plan assets at end of year2016-12-31$103,372
Total plan assets at beginning of year2016-12-31$100,511
Total contributions received or receivable from participants2016-12-31$115
Other income received2016-12-31$2,746
Net income (gross income less expenses)2016-12-31$2,861
Net plan assets at end of year (total assets less liabilities)2016-12-31$103,372
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$100,511
Assets. Value of participant loans2016-12-31$13,154
2015 : QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-4,092
Total plan assets at end of year2015-12-31$100,511
Total plan assets at beginning of year2015-12-31$104,603
Total contributions received or receivable from participants2015-12-31$125
Other income received2015-12-31$-4,217
Net income (gross income less expenses)2015-12-31$-4,092
Net plan assets at end of year (total assets less liabilities)2015-12-31$100,511
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$104,603
Assets. Value of participant loans2015-12-31$13,953
2014 : QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$-2,042
Expenses. Total of all expenses incurred2014-12-31$22,100
Benefits paid (including direct rollovers)2014-12-31$22,100
Total plan assets at end of year2014-12-31$104,603
Total plan assets at beginning of year2014-12-31$128,745
Total contributions received or receivable from participants2014-12-31$173
Other income received2014-12-31$-2,215
Net income (gross income less expenses)2014-12-31$-24,142
Net plan assets at end of year (total assets less liabilities)2014-12-31$104,603
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$128,745
Assets. Value of participant loans2014-12-31$15,103
2013 : QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$-4,851
Expenses. Total of all expenses incurred2013-12-31$21,777
Benefits paid (including direct rollovers)2013-12-31$20,259
Total plan assets at end of year2013-12-31$128,745
Total plan assets at beginning of year2013-12-31$155,373
Total contributions received or receivable from participants2013-12-31$115
Expenses. Other expenses not covered elsewhere2013-12-31$18
Other income received2013-12-31$-4,966
Net income (gross income less expenses)2013-12-31$-26,628
Net plan assets at end of year (total assets less liabilities)2013-12-31$128,745
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$155,373
Assets. Value of participant loans2013-12-31$33,227
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,500
2012 : QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$-110,368
Expenses. Total of all expenses incurred2012-12-31$19,410
Benefits paid (including direct rollovers)2012-12-31$19,250
Total plan assets at end of year2012-12-31$155,373
Total plan assets at beginning of year2012-12-31$285,151
Total contributions received or receivable from participants2012-12-31$120
Expenses. Other expenses not covered elsewhere2012-12-31$160
Other income received2012-12-31$-110,488
Net income (gross income less expenses)2012-12-31$-129,778
Net plan assets at end of year (total assets less liabilities)2012-12-31$155,373
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$285,151
Assets. Value of participant loans2012-12-31$25,200
2011 : QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-3,256
Expenses. Total of all expenses incurred2011-12-31$18,650
Benefits paid (including direct rollovers)2011-12-31$18,500
Total plan assets at end of year2011-12-31$285,151
Total plan assets at beginning of year2011-12-31$307,057
Total contributions received or receivable from participants2011-12-31$115
Expenses. Other expenses not covered elsewhere2011-12-31$0
Other income received2011-12-31$-3,371
Net income (gross income less expenses)2011-12-31$-21,906
Net plan assets at end of year (total assets less liabilities)2011-12-31$285,151
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$307,057
Assets. Value of participant loans2011-12-31$7,200
Total contributions received or receivable from employer(s)2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$150
2010 : QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$3,455
Expenses. Total of all expenses incurred2010-12-31$230
Total plan assets at end of year2010-12-31$307,057
Total plan assets at beginning of year2010-12-31$303,832
Total contributions received or receivable from participants2010-12-31$80
Expenses. Other expenses not covered elsewhere2010-12-31$230
Other income received2010-12-31$3,375
Net income (gross income less expenses)2010-12-31$3,225
Net plan assets at end of year (total assets less liabilities)2010-12-31$307,057
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$303,832
Assets. Value of participant loans2010-12-31$7,200

Form 5500 Responses for QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN

2023: QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: QUADRANT LEADERSHIP, INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number
Policy instance 1
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number
Policy instance 1
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number
Policy instance 1
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number
Policy instance 1
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number
Policy instance 1
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number
Policy instance 1
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number
Policy instance 1
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number
Policy instance 1
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number
Policy instance 1
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number
Policy instance 1
AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 60631 )
Policy contract number678456
Policy instance 1

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