2023 Form 5500 filing — In-Situ Inc 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723131614NAL0011788353001) for In-Situ Inc 401(K) Profit Sharing Plan, reported by In-Situ Inc under EIN 83-0245889 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723131614NAL0011788353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- In-Situ Inc
- EIN
- 83-0245889
- Plan number
- 001
- Location
- Fort Collins, CO
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,251,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,251,358
- Employer contributions
- $530,873
- Participant contributions
- $1,769,210
- Total income / additions
- $5,219,077
- Benefits paid
- $964,114
- Administrative expenses
- $6,325
- Total expenses
- $970,439
- Net increase / (decrease)
- $4,248,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $0 | $0 |
| Wells Fargo Funds Trust | NONE | $0 | $0 |
| Victory Funds | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |