2023 Form 5500 filing — Insight Sourcing Group, 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 20241008234215NAL0031363808001) for Insight Sourcing Group, Inc. 401(K) Profit Sharing Plan, reported by Insight Sourcing Group, Inc. under EIN 55-0793869 and plan number 001. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$29.8MReported net assets$29,846,221
Participants371
Provider compensation$25.8K2 Schedule C row(s)$25,769
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008234215NAL0031363808001
- Plan sponsor
- Insight Sourcing Group, Inc.
- EIN
- 55-0793869
- Plan number
- 001
- Location
- Norcross, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$29.8M total assets
Net assets$29.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $29,846,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,846,221
- Employer contributions
- $1,014,484
- Participant contributions
- $3,624,789
- Total income / additions
- $9,689,761
- Benefits paid
- $2,602,477
- Administrative expenses
- $16,510
- Total expenses
- $2,618,987
- Net increase / (decrease)
- $7,070,774
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Leafhouse Financial Advisors, LLC | SERVICE PROVIDER | $13,210 | not reported in the loaded dataset |
| Loren D. Stark Company | THIRD PARTY ADMIN | $0 | $12,559 |