Insight Management And Consult 401(K) Ps Plan And Trust — Form 5500 plan (Insight Management And Consult)
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 Management And Consult 401(K) Ps Plan And Trust is a benefit plan reported by Insight Management And Consult under EIN 26-2553688 and plan number 001. The latest loaded filing year is 2023. The filing reports 450 participants and $6,685,672 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.7MPlan net assets, end of year$6,685,672
Participants450Covered participants reported
Assets / participant$14.9KComputed: assets ÷ participants$14,857 (computed)
Provider compensation$44.6K4 Schedule C provider row(s)$44,576
- Plan sponsor
- Insight Management And Consult
- EIN
- 26-2553688
- Plan number
- 001
- Plan type
- 2
- Location
- Flint, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 450 | H, C | 20241015113919NAL0047612256001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.7M total assets
Net assets$6.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,685,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,685,672
- Net assets (BOY)
- $4,617,671
Income & contributions
- Employer contributions
- $513,213
- Participant contributions
- $1,021,848
- Total contributions
- $1,568,956
- Total income / additions
- $2,565,072
Expenses & distributions
- Benefits paid
- $452,505
- Administrative expenses
- $44,566
- Total expenses
- $497,071
- Net increase / (decrease)
- $2,068,001
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Khirfan Financial Company, Inc. | NONE | $21,193 | not reported in the loaded dataset | 2023 |
| Saturna Trust Company | NONE | $12,787 | not reported in the loaded dataset | 2023 |
| Khirfan Benefits LLC | NONE | $10,596 | not reported in the loaded dataset | 2023 |
| Saturna Capital Corporation | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insight Management And Consult
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Flint, MI
- Khirfan Financial Company, Inc. — Schedule C compensation
- Saturna Trust Company — Schedule C compensation
- Khirfan Benefits LLC — Schedule C compensation
- Saturna Capital Corporation — Schedule C compensation