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QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 401k Plan overview

Plan NameQUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN
Plan identification number 001

QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

QUEST GLOBAL ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name:QUEST GLOBAL ADVISORS, LLC
Employer identification number (EIN):061547865
NAIC Classification:523900

Additional information about QUEST GLOBAL ADVISORS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3009933

More information about QUEST GLOBAL ADVISORS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01MARK SANTANGELO
0012017-01-01MARK A. SANTANGELO MARK SANTANGELO
0012016-01-01MARK A. SANTANGELO
0012015-01-01MARK A. SANTANGELO
0012014-01-01MARK A. SANTANGELO
0012013-01-01MARK A. SANTANGELO
0012012-01-01MARK A. SANTANGELO
0012011-01-01MARK A. SANTANGELO
0012010-01-01MARK A. SANTANGELO
0012009-01-01MARK A. SANTANGELO

Plan Statistics for QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN

401k plan membership statisitcs for QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN

Measure Date Value
2019: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN

Measure Date Value
2019 : QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$-163
Total income from all sources2019-12-31$0
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$163
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$163
2018 : QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$-612,416
Total income from all sources2018-12-31$8,305
Total plan assets at end of year2018-12-31$163
Total plan assets at beginning of year2018-12-31$604,274
Other income received2018-12-31$8,305
Net income (gross income less expenses)2018-12-31$8,305
Net plan assets at end of year (total assets less liabilities)2018-12-31$163
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$604,274
2017 : QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$3,681
Expenses. Total of all expenses incurred2017-12-31$150,046
Benefits paid (including direct rollovers)2017-12-31$150,000
Total plan assets at end of year2017-12-31$604,274
Total plan assets at beginning of year2017-12-31$750,639
Expenses. Other expenses not covered elsewhere2017-12-31$46
Other income received2017-12-31$3,681
Net income (gross income less expenses)2017-12-31$-146,365
Net plan assets at end of year (total assets less liabilities)2017-12-31$604,274
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$750,639
2016 : QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$3,323
Expenses. Total of all expenses incurred2016-12-31$150,000
Benefits paid (including direct rollovers)2016-12-31$150,000
Total plan assets at end of year2016-12-31$750,639
Total plan assets at beginning of year2016-12-31$897,316
Other income received2016-12-31$3,323
Net income (gross income less expenses)2016-12-31$-146,677
Net plan assets at end of year (total assets less liabilities)2016-12-31$750,639
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$897,316
2015 : QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$139,090
Expenses. Total of all expenses incurred2015-12-31$17
Total plan assets at end of year2015-12-31$897,316
Total plan assets at beginning of year2015-12-31$758,243
Expenses. Other expenses not covered elsewhere2015-12-31$17
Other income received2015-12-31$11,090
Net income (gross income less expenses)2015-12-31$139,073
Net plan assets at end of year (total assets less liabilities)2015-12-31$897,316
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$758,243
Total contributions received or receivable from employer(s)2015-12-31$128,000
2014 : QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$74,354
Total plan assets at end of year2014-12-31$758,243
Total plan assets at beginning of year2014-12-31$683,889
Other income received2014-12-31$8,036
Net income (gross income less expenses)2014-12-31$74,354
Net plan assets at end of year (total assets less liabilities)2014-12-31$758,243
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$683,889
Total contributions received or receivable from employer(s)2014-12-31$66,318
2013 : QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$95,992
Expenses. Total of all expenses incurred2013-12-31$16
Total plan assets at end of year2013-12-31$683,889
Total plan assets at beginning of year2013-12-31$587,913
Expenses. Other expenses not covered elsewhere2013-12-31$16
Other income received2013-12-31$19,592
Net income (gross income less expenses)2013-12-31$95,976
Net plan assets at end of year (total assets less liabilities)2013-12-31$683,889
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$587,913
Total contributions received or receivable from employer(s)2013-12-31$76,400
2012 : QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$84,283
Total plan assets at end of year2012-12-31$587,913
Total plan assets at beginning of year2012-12-31$503,630
Other income received2012-12-31$5,283
Net income (gross income less expenses)2012-12-31$84,283
Net plan assets at end of year (total assets less liabilities)2012-12-31$587,913
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$503,630
Total contributions received or receivable from employer(s)2012-12-31$79,000
2011 : QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$68,695
Total plan assets at end of year2011-12-31$503,630
Total plan assets at beginning of year2011-12-31$434,935
Other income received2011-12-31$-13,905
Net income (gross income less expenses)2011-12-31$68,695
Net plan assets at end of year (total assets less liabilities)2011-12-31$503,630
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$434,935
Total contributions received or receivable from employer(s)2011-12-31$82,600
2010 : QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$75,247
Expenses. Total of all expenses incurred2010-12-31$1,868
Total plan assets at end of year2010-12-31$434,935
Total plan assets at beginning of year2010-12-31$361,556
Expenses. Other expenses not covered elsewhere2010-12-31$1,868
Other income received2010-12-31$239
Net income (gross income less expenses)2010-12-31$73,379
Net plan assets at end of year (total assets less liabilities)2010-12-31$434,935
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$361,556
Total contributions received or receivable from employer(s)2010-12-31$75,008

Form 5500 Responses for QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN

2019: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) 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
2010: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: QUEST GLOBAL ADVISORS, LLC PROFIT SHARING PLAN & 401(K) 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

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