2023 Form 5500 filing — Insight Housing 403(B) 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 20250328162328NAL0002625234001) for Insight Housing 403(B) Retirement Plan, reported by Insight Housing under EIN 94-2979073 and plan number 002. It reports 186 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)$1.6MReported net assets$1,569,802
Participants186
Provider compensation$15K1 Schedule C row(s)$15,001
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250328162328NAL0002625234001
Plan sponsor
Insight Housing
EIN
94-2979073
Plan number
002
Location
Berkeley, CA
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)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$934.4K
Total expenses$115.4K
Benefits paid / distributions$100.4K
Contributions
Employer$130.8K
Participant$420K
Full reported line items
Total assets (EOY)
$1,569,802
Total liabilities (EOY)
$0
Net assets (EOY)
$1,569,802
Employer contributions
$130,757
Participant contributions
$420,034
Total income / additions
$934,360
Benefits paid
$100,358
Administrative expenses
$15,002
Total expenses
$115,360
Net increase / (decrease)
$819,000
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $15K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250328162328NAL0002625234001 cover?
It is the 2023 Form 5500 filing for Insight Housing 403(B) Retirement Plan, reported by Insight Housing (EIN 94-2979073).
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