Innovative Solutions Unlimited 401k Retirement Plan — Form 5500 plan (Innovative Solutions Unlimited LLC)
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, Innovative Solutions Unlimited 401k Retirement Plan is a benefit plan reported by Innovative Solutions Unlimited LLC under EIN 06-1668377 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $7,479,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Innovative Solutions Unlimited LLC
- EIN
- 06-1668377
- Plan number
- 001
- Plan type
- 2
- Location
- Piketon, OH
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $7,479,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20241010142416NAL0021232545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,479,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,479,277
- Net assets (BOY)
- $7,091,863
Income & contributions
- Employer contributions
- $176,320
- Participant contributions
- $488,145
- Total contributions
- $669,743
- Total income / additions
- $1,857,641
Expenses & distributions
- Benefits paid
- $1,443,006
- Administrative expenses
- $27,221
- Total expenses
- $1,470,227
- Net increase / (decrease)
- $387,414
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $17,617 | not reported in the loaded dataset | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |