Insero & Co., Cpas, Llp. 401(K) Plan — Form 5500 plan (Insero & Co., Cpas, Llp)
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, Insero & Co., Cpas, Llp. 401(K) Plan is a benefit plan reported by Insero & Co., Cpas, Llp under EIN 47-5324570 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $21,392,564 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insero & Co., Cpas, Llp
- EIN
- 47-5324570
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $21,392,564
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20240812083442NAL0005372051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,392,564
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,392,564
- Net assets (BOY)
- $18,672,114
Income & contributions
- Employer contributions
- $370,855
- Participant contributions
- $1,540,451
- Total contributions
- $2,106,270
- Total income / additions
- $5,123,314
Expenses & distributions
- Benefits paid
- $2,266,917
- Administrative expenses
- $135,947
- Total expenses
- $2,402,864
- Net increase / (decrease)
- $2,720,450
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burke Group | NONE | $62,332 | not reported in the loaded dataset | 2023 |
| Bam Advisor Services | NONE | $58,284 | not reported in the loaded dataset | 2023 |
| Jeffrey L. Offhaus Cpa, LLC | NONE | $9,600 | not reported in the loaded dataset | 2023 |
| Newport Group | NONE | $5,731 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insero & Co., Cpas, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Burke Group — Schedule C compensation
- Bam Advisor Services — Schedule C compensation
- Jeffrey L. Offhaus Cpa, LLC — Schedule C compensation
- Newport Group — Schedule C compensation