Insight Human Services, Inc. Retirement Plan — Form 5500 plan (Insight Human Services, 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, Insight Human Services, Inc. Retirement Plan is a benefit plan reported by Insight Human Services, Inc. under EIN 56-0951129 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $5,321,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insight Human Services, Inc.
- EIN
- 56-0951129
- Plan number
- 001
- Plan type
- 2
- Location
- Winston-Salem, NC
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $5,321,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20250415161435NAL0001556611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,321,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,321,809
- Net assets (BOY)
- $4,990,167
Income & contributions
- Employer contributions
- $207,267
- Participant contributions
- $248,751
- Total contributions
- $465,630
- Total income / additions
- $1,046,788
Expenses & distributions
- Benefits paid
- $663,649
- Administrative expenses
- $51,497
- Total expenses
- $715,146
- Net increase / (decrease)
- $331,642
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 3d Asset Management | INVESTMENT ADVISOR | $25,049 | not reported in the loaded dataset | 2023 |
| Aspire Financial Services, LLC | SERVICE PROVIDER | $13,784 | not reported in the loaded dataset | 2023 |
| Trinity Pension Group | CONTRACT ADMIN | $12,115 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $550 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insight Human Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Winston-Salem, NC
- 3d Asset Management — Schedule C compensation
- Aspire Financial Services, LLC — Schedule C compensation
- Trinity Pension Group — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation