Plan5500

Insight Regroup Holdings, Inc. 401(K) Plan — Form 5500 plan (Insight Regroup Holdings, 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 Regroup Holdings, Inc. 401(K) Plan is a benefit plan reported by Insight Regroup Holdings, Inc. under EIN 84-3687007 and plan number 001. The latest loaded filing year is 2023. The filing reports 610 participants and $12,977,775 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13MPlan net assets, end of year$12,977,775
Participants610Covered participants reported
Assets / participant$21.3KComputed: assets ÷ participants$21,275 (computed)
Provider compensation$90.2K2 Schedule C provider row(s)$90,212
Plan sponsor
Insight Regroup Holdings, Inc.
EIN
84-3687007
Plan number
001
Plan type
2
Location
Mt. Laurel, NJ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    610 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13M total assets
Net assets$13MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$310.8K
Participant$3M
Full reported line items

Net assets

Total assets (EOY)
$12,977,775
Total liabilities (EOY)
$0
Net assets (EOY)
$12,977,775
Net assets (BOY)
$8,716,476

Income & contributions

Employer contributions
$310,762
Participant contributions
$2,955,118
Total contributions
$3,701,260
Total income / additions
$5,481,493

Expenses & distributions

Benefits paid
$1,126,169
Administrative expenses
$93,621
Total expenses
$1,220,194
Net increase / (decrease)
$4,261,299
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 10%Participant 90%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$62.2K
    RECORDKEEPER · Direct $62.2K · Indirect $0
  2. 2
    Kestra Investment Services LLC$28K
    ADVISOR · Direct $28K

What to inspect next

Frequently asked questions

Who sponsors the Insight Regroup Holdings, Inc. 401(K) Plan?
Insight Regroup Holdings, Inc. 401(K) Plan is reported as sponsored by Insight Regroup Holdings, Inc. (EIN 84-3687007, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Insight Regroup Holdings, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Insight Regroup Holdings, Inc. 401(K) Plan is 2023.
How many participants does Insight Regroup Holdings, Inc. 401(K) Plan report?
Insight Regroup Holdings, Inc. 401(K) Plan reports 610 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Insight Regroup Holdings, Inc. 401(K) Plan?
Insight Regroup Holdings, Inc. 401(K) Plan reports $12,977,775 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages