Insource Services 401(K) Profit Sharing Plan — Form 5500 plan (Insource Services, Inc.)

Plain-English plan 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, Insource Services 401(K) Profit Sharing Plan is a benefit plan reported by Insource Services, Inc. under EIN 04-3178331 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $8,199,389 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Insource Services, Inc.
EIN
04-3178331
Plan number
001
Plan type
2
Location
Wellesley, MA
Latest filing year
2023
Participants
177
End-of-year plan assets
$8,199,389

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20240927130248NAL0003799056001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,199,389
Total liabilities (EOY)
$0
Net assets (EOY)
$8,199,389
Net assets (BOY)
$5,382,032

Income & contributions

Employer contributions
$181,677
Participant contributions
$1,299,551
Total contributions
$1,826,734
Total income / additions
$3,035,235

Expenses & distributions

Benefits paid
$184,140
Administrative expenses
$33,738
Total expenses
$217,878
Net increase / (decrease)
$2,817,357

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$18,960$02023
Boston Private Wealth LLCADVISOR$14,778not reported in the loaded dataset2023

Related Form 5500 pages