2023 Form 5500 filing — Insightsoftware 401(K) 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 20250307113241NAL0011762065001) for Insightsoftware 401(K) Plan, reported by Insightsoftware, LLC under EIN 56-1944603 and plan number 002. It reports 1,119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250307113241NAL0011762065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Insightsoftware, LLC
- EIN
- 56-1944603
- Plan number
- 002
- Location
- Raleigh, NC
- Participants
- 1,119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,660,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,660,466
- Employer contributions
- $2,263,877
- Participant contributions
- $6,711,321
- Total income / additions
- $16,649,633
- Benefits paid
- $9,408,601
- Administrative expenses
- $254,403
- Total expenses
- $9,773,843
- Net increase / (decrease)
- $6,875,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $127,783 | not reported in the loaded dataset |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $67,608 | not reported in the loaded dataset |
| Romeo Wiggins & Company Llp | AUDITOR | $27,900 | not reported in the loaded dataset |
| Mmlis | OTHER | $23,185 | not reported in the loaded dataset |
| Massachusetts Mutual Life | INVESTMENT ADVISOR | $14,516 | not reported in the loaded dataset |
| Bates & Company Inc | AUDITOR | $8,235 | not reported in the loaded dataset |