In-Situ Inc 401(K) Profit Sharing Plan — Form 5500 plan (In-Situ 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, In-Situ Inc 401(K) Profit Sharing Plan is a benefit plan reported by In-Situ Inc under EIN 83-0245889 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $17,251,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- In-Situ Inc
- EIN
- 83-0245889
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Collins, CO
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $17,251,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20240723131614NAL0011788353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,251,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,251,358
- Net assets (BOY)
- $13,002,720
Income & contributions
- Employer contributions
- $530,873
- Participant contributions
- $1,769,210
- Total contributions
- $2,675,099
- Total income / additions
- $5,219,077
Expenses & distributions
- Benefits paid
- $964,114
- Administrative expenses
- $6,325
- Total expenses
- $970,439
- Net increase / (decrease)
- $4,248,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $0 | $0 | 2023 |
| Wells Fargo Funds Trust | NONE | $0 | $0 | 2023 |
| Victory Funds | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for In-Situ Inc
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Fort Collins, CO
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Wells Fargo Funds Trust — Schedule C compensation
- Victory Funds — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Invesco — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- Fidelity — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation