Inserso Corporation 401(K) Plan — Form 5500 plan (Inserso Corporation)
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, Inserso Corporation 401(K) Plan is a benefit plan reported by Inserso Corporation under EIN 54-1759337 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $20,294,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Inserso Corporation
- EIN
- 54-1759337
- Plan number
- 001
- Plan type
- 2
- Location
- Mclean, VA
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $20,294,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20241015123511NAL0029642065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,294,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,294,894
- Net assets (BOY)
- $14,333,232
Income & contributions
- Employer contributions
- $1,127,081
- Participant contributions
- $2,314,018
- Total contributions
- $4,233,472
- Total income / additions
- $7,059,678
Expenses & distributions
- Benefits paid
- $986,932
- Administrative expenses
- $106,995
- Total expenses
- $1,098,016
- Net increase / (decrease)
- $5,961,662
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $97,426 | $0 | 2023 |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $52,857 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,444 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $5,304 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Inserso Corporation
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Mclean, VA
- Empower Annuity Insurance Company O — Schedule C compensation
- Commonwealth Equity Services LLC Db — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation