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, Insigneo Securities, LLC 401(K) Plan is a benefit plan reported by Insigneo Securities, LLC under EIN 65-0886254 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $9,083,799 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,083,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,083,799
- Net assets (BOY)
- $6,875,829
Income & contributions
- Employer contributions
- $235,026
- Participant contributions
- $638,542
- Total contributions
- $1,146,400
- Total income / additions
- $2,696,378
Expenses & distributions
- Benefits paid
- $472,467
- Administrative expenses
- $15,941
- Total expenses
- $488,408
- Net increase / (decrease)
- $2,207,970