Plan5500

Isec, Inc. 401(K) Savings Plan — Form 5500 plan (Isec, 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, Isec, Inc. 401(K) Savings Plan is a benefit plan reported by Isec, Inc. under EIN 84-0577348 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,002 participants and $102,634,144 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Isec, Inc.
EIN
84-0577348
Plan number
002
Plan type
2
Location
Greenwood Village, CO
Latest filing year
2023
Participants
1,002
End-of-year plan assets
$102,634,144

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,002H, C20241007131426NAL0015212257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$102,634,144
Total liabilities (EOY)
$0
Net assets (EOY)
$102,634,144
Net assets (BOY)
$88,335,082

Income & contributions

Employer contributions
$2,227,838
Participant contributions
$4,726,252
Total contributions
$7,201,990
Total income / additions
$23,137,382

Expenses & distributions

Benefits paid
$8,725,250
Administrative expenses
$113,070
Total expenses
$8,838,320
Net increase / (decrease)
$14,299,062

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$63,310$02023
Ima Wealth IncNONE$50,000not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$441$02023

Related Form 5500 pages