2023 Form 5500 filing — Insight Human Services, Inc. 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 20250415161435NAL0001556611001) for Insight Human Services, Inc. Retirement Plan, reported by Insight Human Services, Inc. under EIN 56-0951129 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415161435NAL0001556611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Insight Human Services, Inc.
- EIN
- 56-0951129
- Plan number
- 001
- Location
- Winston-Salem, NC
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,321,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,321,809
- Employer contributions
- $207,267
- Participant contributions
- $248,751
- Total income / additions
- $1,046,788
- Benefits paid
- $663,649
- Administrative expenses
- $51,497
- Total expenses
- $715,146
- Net increase / (decrease)
- $331,642
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 3d Asset Management | INVESTMENT ADVISOR | $25,049 | not reported in the loaded dataset |
| Aspire Financial Services, LLC | SERVICE PROVIDER | $13,784 | not reported in the loaded dataset |
| Trinity Pension Group | CONTRACT ADMIN | $12,115 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $550 | $0 |