2023 Form 5500 filing — Insightec Inc 401(K) Profit Sharing Plan & Trust
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 20241018113926NAL0034172081001) for Insightec Inc 401(K) Profit Sharing Plan & Trust, reported by Insightec Inc under EIN 39-1948614 and plan number 001. It reports 207 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)$11.7MReported net assets$11,662,497
Participants207
Provider compensation$57.3K3 Schedule C row(s)$57,262
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241018113926NAL0034172081001
- Plan sponsor
- Insightec Inc
- EIN
- 39-1948614
- Plan number
- 001
- Location
- Dallas, TX
- 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)$11.7M total assets
Net assets$11.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,662,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,662,497
- Employer contributions
- $836,779
- Participant contributions
- $1,704,434
- Total income / additions
- $4,244,290
- Benefits paid
- $1,547,215
- Administrative expenses
- $57,712
- Total expenses
- $1,608,423
- Net increase / (decrease)
- $2,635,867
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $28,126 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $22,026 | not reported in the loaded dataset |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $7,110 | not reported in the loaded dataset |