Insight Service Group Inc 401(K) Plan — Form 5500 plan (Insight Service Group 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, Insight Service Group Inc 401(K) Plan is a benefit plan reported by Insight Service Group Inc under EIN 04-3280934 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,043 participants and $10,398,831 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insight Service Group Inc
- EIN
- 04-3280934
- Plan number
- 001
- Plan type
- 2
- Location
- Danvers, MA
- Latest filing year
- 2023
- Participants
- 1,043
- End-of-year plan assets
- $10,398,831
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,043 | H, C | 20240729111432NAL0019257297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,398,831
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,398,831
- Net assets (BOY)
- $7,508,612
Income & contributions
- Participant contributions
- $2,237,736
- Total contributions
- $2,531,032
- Total income / additions
- $3,978,271
Expenses & distributions
- Benefits paid
- $861,585
- Administrative expenses
- $219,806
- Total expenses
- $1,088,052
- Net increase / (decrease)
- $2,890,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Advantage Inc | CONTRACT ADMIN | $91,025 | not reported in the loaded dataset | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $43,027 | not reported in the loaded dataset | 2023 |
| Stance Capital LLC | INVESTMENT ADVISOR | $43,027 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $36,114 | $0 | 2023 |
| Raphael And Raphael, Llp | AUDITOR | $9,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,563 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insight Service Group Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Danvers, MA
- The Retirement Advantage Inc — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Stance Capital LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Raphael And Raphael, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation