Civic Intelligence

Quest Financial LLC

Plan context: Quest Financial LLC 401(K) Profit Sharing Plan

EIN 30-0075651 • Atlanta, GA • 9 filings • 1 plans

6 Concourse ParkwaySuite 1075Atlanta, GA 30328
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$720,070

2025 Contributions

$17,584

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$720,070$360,035$0201720212025YearValue
$720,070Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1370201720212025YearValue
12Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025112$720,070$17,584$1,465iApproximate average salary by contribution assumption: employee only about $36,633 at 4% or $24,422 at 6%; with 50% employer match about $24,422 at 4% or $16,281 at 6%; with 100% employer match about $18,317 at 4% or $12,211 at 6%.
Quest Financial LLC 401(K) Profit Sharing Plan-12$720,070$17,584$1,465iApproximate average salary by contribution assumption: employee only about $36,633 at 4% or $24,422 at 6%; with 50% employer match about $24,422 at 4% or $16,281 at 6%; with 100% employer match about $18,317 at 4% or $12,211 at 6%.
2024113$605,789$36,643$2,819iApproximate average salary by contribution assumption: employee only about $70,467 at 4% or $46,978 at 6%; with 50% employer match about $46,978 at 4% or $31,319 at 6%; with 100% employer match about $35,234 at 4% or $23,489 at 6%.
Quest Financial LLC 401(K) Profit Sharing Plan-13$605,789$36,643$2,819iApproximate average salary by contribution assumption: employee only about $70,467 at 4% or $46,978 at 6%; with 50% employer match about $46,978 at 4% or $31,319 at 6%; with 100% employer match about $35,234 at 4% or $23,489 at 6%.
2023112$520,960$42,296$3,525iApproximate average salary by contribution assumption: employee only about $88,117 at 4% or $58,744 at 6%; with 50% employer match about $58,744 at 4% or $39,163 at 6%; with 100% employer match about $44,058 at 4% or $29,372 at 6%.
Quest Financial LLC 401(K) Profit Sharing Plan-12$520,960$42,296$3,525iApproximate average salary by contribution assumption: employee only about $88,117 at 4% or $58,744 at 6%; with 50% employer match about $58,744 at 4% or $39,163 at 6%; with 100% employer match about $44,058 at 4% or $29,372 at 6%.
2022112$394,052$76,039$6,337iApproximate average salary by contribution assumption: employee only about $158,415 at 4% or $105,610 at 6%; with 50% employer match about $105,610 at 4% or $70,406 at 6%; with 100% employer match about $79,207 at 4% or $52,805 at 6%.
Quest Financial LLC 401(K) Profit Sharing Plan-12$394,052$76,039$6,337iApproximate average salary by contribution assumption: employee only about $158,415 at 4% or $105,610 at 6%; with 50% employer match about $105,610 at 4% or $70,406 at 6%; with 100% employer match about $79,207 at 4% or $52,805 at 6%.
2021112$413,164$54,869$4,572iApproximate average salary by contribution assumption: employee only about $114,310 at 4% or $76,207 at 6%; with 50% employer match about $76,207 at 4% or $50,805 at 6%; with 100% employer match about $57,155 at 4% or $38,103 at 6%.
Quest Financial LLC 401(K) Profit Sharing Plan-12$413,164$54,869$4,572iApproximate average salary by contribution assumption: employee only about $114,310 at 4% or $76,207 at 6%; with 50% employer match about $76,207 at 4% or $50,805 at 6%; with 100% employer match about $57,155 at 4% or $38,103 at 6%.
2020113$312,599$30,257$2,327iApproximate average salary by contribution assumption: employee only about $58,187 at 4% or $38,791 at 6%; with 50% employer match about $38,791 at 4% or $25,861 at 6%; with 100% employer match about $29,093 at 4% or $19,396 at 6%.
Quest Financial LLC 401(K) Profit Sharing Plan-13$312,599$30,257$2,327iApproximate average salary by contribution assumption: employee only about $58,187 at 4% or $38,791 at 6%; with 50% employer match about $38,791 at 4% or $25,861 at 6%; with 100% employer match about $29,093 at 4% or $19,396 at 6%.
2019113$224,828$81,072$6,236iApproximate average salary by contribution assumption: employee only about $155,908 at 4% or $103,938 at 6%; with 50% employer match about $103,938 at 4% or $69,292 at 6%; with 100% employer match about $77,954 at 4% or $51,969 at 6%.
Quest Financial LLC 401(K) Profit Sharing Plan-13$224,828$81,072$6,236iApproximate average salary by contribution assumption: employee only about $155,908 at 4% or $103,938 at 6%; with 50% employer match about $103,938 at 4% or $69,292 at 6%; with 100% employer match about $77,954 at 4% or $51,969 at 6%.
201819$112,455$76,308$8,479iApproximate average salary by contribution assumption: employee only about $211,967 at 4% or $141,311 at 6%; with 50% employer match about $141,311 at 4% or $94,207 at 6%; with 100% employer match about $105,983 at 4% or $70,656 at 6%.
Quest Financial LLC 401(K) Profit Sharing Plan-9$112,455$76,308$8,479iApproximate average salary by contribution assumption: employee only about $211,967 at 4% or $141,311 at 6%; with 50% employer match about $141,311 at 4% or $94,207 at 6%; with 100% employer match about $105,983 at 4% or $70,656 at 6%.
201718$49,468$47,575$5,947iApproximate average salary by contribution assumption: employee only about $148,672 at 4% or $99,115 at 6%; with 50% employer match about $99,115 at 4% or $66,076 at 6%; with 100% employer match about $74,336 at 4% or $49,557 at 6%.
Quest Financial LLC 401(K) Profit Sharing Plan-8$49,468$47,575$5,947iApproximate average salary by contribution assumption: employee only about $148,672 at 4% or $99,115 at 6%; with 50% employer match about $99,115 at 4% or $66,076 at 6%; with 100% employer match about $74,336 at 4% or $49,557 at 6%.