Department of Labor filing

QUALITY SCREW MACHINE PRODUCTS INC

QUALITY SCREW MACHINE PRODUCTS, INC. PROFIT SHARING AND 401(K) PLAN · For the plan year ended Dec 31, 2025

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Latest public filing 2025 · received May 20, 2026

At a glance

The details employees usually care about

Bottom line: The current match still needs a dated source. Vesting is not confirmed yet. Reported employer money is near the middle of its peer group.

51Plan health
from public filings
See what drives the plan health score
Employer contributions versus peers31/10030% of the full model
Lower reported administrative cost11/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Participant-loan burden100/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

Fees paid by employeesSee how costs are paid

icipants 955,181 Transfers from acquired company benefit plans 263,070 Total additions 10,381,207 Deductions from net assets attributed to: Distributions to participants 6,593,690 Administrative Expenses, Net 40,094 Total deductions 6,633,783 Net increase in net assets during the year $ 3,747,424 Net assets available for benefits: Beginning of year $ 59,862,206 End of year $ 63,609,630 The accompanying notes are an integral part of these financial statements.

Investment menuPlan choices documented

the near term could materially affect participants’ account balances and the amounts reported in the statement of net assets available for benefits.

When you can joinA waiting period applies

eligible salary and performance pay after approximately 30 days of employment with IBM, unless they elect otherwise

Automatic enrollmentIncluded

ied PPP) called the Retirement Benefit Account (RBA).

Roth 401(k)Offered

ion (“IBM”) and certain of its domestic related companies and partnerships an opportunity to defer from 1 to 80 percent of their eligible compensation for before-tax 401(k) and/or Roth 401(k) contributions to any of 35 primary investment funds and about 160 mutual and commingled funds in an “Expanded Choice - Select Funds.” In addition, participants are able to contribute up to 10 percent of their eligible compensation on an after-tax basis. Annual contributions are subject to the legal limits permitted by Internal Revenue Service (“IRS”) regulations. Participants have the choice to enroll in Managed Accounts, an account management service provided by Edelman Financial Engines for a fee which is deducted from the participant’s account. Participants are provided the choice to enroll in a “d

Employer money vs. similar plans31th percentile

Up 0.0% over the filing history shown.

Still checking: vesting

These details may be in documents available only to employees. We leave them blank until we find a dated source.

What to check first: the match, vesting, waiting period and fees. Use the filing history to see how the plan has changed over time.

One limitation: public filings do not show your personal investment returns. A blank means we could not verify the answer; it does not count against the plan. We still need a current plan document for today’s benefit rules.

Filing comparison · 202525out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions31st percentileTypical peer $1,795 · based on 16,718 comparable plans
Lower reported administrative expense11th percentileTypical peer $116 · based on 15,961 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, QUALITY SCREW MACHINE PRODUCTS INC reported $26,021 in employer contributions across this plan, or $1,084 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating24

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison25/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$26,021
$1,084 per active participant
Participant contributions
$55,404
Other contributions
$0
Amounts not classified as employer or participant contributions
Employer share of contributions
32.0%
Active participants
24
Small plan
Total participants
26
30 at the beginning of the year
Ending assets
$2,523,457
$97,056 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$2,871,739
Ending net assets
$2,523,457
Beginning liabilities
$0
Ending liabilities
$0
Total income
$449,998
Total expenses
$798,280
Administrative expenses
$19,628
$755 per active participant
Participant loans
$5,385
0.2% of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$1,084
Administrative cost per participant
2025
$755
Active participants
2025
24
Total plan assets
2025
$2,523,457
Participant loans as a share of assets
2025
0.2%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$1,084242.5M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
0.2%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
431437695-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 1989
Industry
Industry group 33
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Company filings

Retirement-plan details in SEC filings

These are relevant passages from company filings. Open the filing for context; a passage only becomes a current plan term after we check its wording and date.

11-K · report period Dec 31, 2025INTERNATIONAL BUSINESS MACHINES CORP — 11-K filed 2026-06-26
Primary source · awaiting review
Vesting

her earnings on Roth 401(k) contributions may not be taxable at withdrawal provided the participant has met the applicable rules. Vesting Participants in the Plan are at all times fully vested in their account balance, including employee contributions, prior IBM contributions and earnings thereon, if any. Distributions Participants who have terminated employment or are eligible for in-service distributions (e.g. have reached age 59.5) may request ad hoc distributions ($ 500 minimum) or a full distribution. In addition, participants may also elect to receive the balance of their account in semi-monthly, monthly, quarterly, semi-annual or annual installments. Eligible participants may request installments over a fixed period of time or at a flat dollar amount ($ 500 minimum per period for a

Automatic enrollment

ied PPP) called the Retirement Benefit Account (RBA). IBM's contributions to the Plan ended and employees can continue to make contributions to the Plan. Newly hired employees are automatically enrolled at 5 percent of eligible salary and performance pay after approximately 30 days of employment with IBM, unless they elect otherwise. Participants are able to choose to have their contributions invested entirely in one of, or in any combination of, the 35 primary funds and about 160 mutual and commingled funds in the Expanded Choice - Select Funds, in multiples of one percent. If participants do not make an investment election, then contributions will be invested in the default Target Retirement fund that most closely corresponds to the year in which they will reach age 65 . Participants may

Fees

icipants 955,181 Transfers from acquired company benefit plans 263,070 Total additions 10,381,207 Deductions from net assets attributed to: Distributions to participants 6,593,690 Administrative Expenses, Net 40,094 Total deductions 6,633,783 Net increase in net assets during the year $ 3,747,424 Net assets available for benefits: Beginning of year $ 59,862,206 End of year $ 63,609,630 The accompanying notes are an integral part of these financial statements. 5 IBM 401(k) PLAN NOTES TO FINANCIAL STATEMENTS NOTE 1 - DESCRIPTION OF THE PLAN The following description of the IBM 401(k) Plan (the “Plan”) provides only general information. Participants should refer to the Plan prospectus (Summary Plan Description) and applicable Summaries of Material Modification (SMM) for a complete description

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260520070623NAL0002108832001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗