Insightec Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Insightec 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, Insightec Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Insightec Inc under EIN 39-1948614 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $11,662,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insightec Inc
- EIN
- 39-1948614
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $11,662,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20241018113926NAL0034172081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,662,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,662,497
- Net assets (BOY)
- $9,026,630
Income & contributions
- Employer contributions
- $836,779
- Participant contributions
- $1,704,434
- Total contributions
- $2,601,552
- Total income / additions
- $4,244,290
Expenses & distributions
- Benefits paid
- $1,547,215
- Administrative expenses
- $57,712
- Total expenses
- $1,608,423
- Net increase / (decrease)
- $2,635,867
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $28,126 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $22,026 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $7,110 | not reported in the loaded dataset | 2023 |