Insightsoftware 401(K) Plan — Form 5500 plan (Insightsoftware, LLC)
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, Insightsoftware 401(K) Plan is a benefit plan reported by Insightsoftware, LLC under EIN 56-1944603 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,119 participants and $59,660,466 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insightsoftware, LLC
- EIN
- 56-1944603
- Plan number
- 002
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 1,119
- End-of-year plan assets
- $59,660,466
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,119 | H, C | 20250307113241NAL0011762065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,660,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,660,466
- Net assets (BOY)
- $52,784,676
Income & contributions
- Employer contributions
- $2,263,877
- Participant contributions
- $6,711,321
- Total contributions
- $9,518,802
- Total income / additions
- $16,649,633
Expenses & distributions
- Benefits paid
- $9,408,601
- Administrative expenses
- $254,403
- Total expenses
- $9,773,843
- Net increase / (decrease)
- $6,875,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $127,783 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $67,608 | not reported in the loaded dataset | 2023 |
| Romeo Wiggins & Company Llp | AUDITOR | $27,900 | not reported in the loaded dataset | 2023 |
| Mmlis | OTHER | $23,185 | not reported in the loaded dataset | 2023 |
| Massachusetts Mutual Life | INVESTMENT ADVISOR | $14,516 | not reported in the loaded dataset | 2023 |
| Bates & Company Inc | AUDITOR | $8,235 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insightsoftware, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Empower Annuity Insurance Company — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Romeo Wiggins & Company Llp — Schedule C compensation
- Mmlis — Schedule C compensation
- Massachusetts Mutual Life — Schedule C compensation
- Bates & Company Inc — Schedule C compensation