2023 Form 5500 filing — Isti Plant Services 401(K) Retirement 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 20241014194316NAL0045788688001) for Isti Plant Services 401(K) Retirement Plan, reported by Insulation Specialists Of Tulsa Inc under EIN 73-1513570 and plan number 001. It reports 893 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)$11.5MReported net assets$11,495,595
Participants893
Provider compensation$5K2 Schedule C row(s)$5,000
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014194316NAL0045788688001
Plan sponsor
Insulation Specialists Of Tulsa Inc
EIN
73-1513570
Plan number
001
Location
Tulsa, OK
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$11.5M total assets
Net assets$11.5MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$625.7K
Participant$1.2M
Full reported line items
Total assets (EOY)
$11,495,595
Total liabilities (EOY)
$0
Net assets (EOY)
$11,495,595
Employer contributions
$625,748
Participant contributions
$1,176,865
Total income / additions
$3,634,623
Benefits paid
$1,162,590
Administrative expenses
$11,247
Total expenses
$1,173,837
Net increase / (decrease)
$2,460,786
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY PART · Direct $3.3K · Indirect $1.7K
  2. 2
    SERVICE PROVIDER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014194316NAL0045788688001 cover?
It is the 2023 Form 5500 filing for Isti Plant Services 401(K) Retirement Plan, reported by Insulation Specialists Of Tulsa Inc (EIN 73-1513570).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages