Insite Capital LLC 401(K) Profit Sharing Plan — Form 5500 plan (Insite Capital 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, Insite Capital LLC 401(K) Profit Sharing Plan is a benefit plan reported by Insite Capital LLC under EIN 87-2206287 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $1,356,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insite Capital LLC
- EIN
- 87-2206287
- Plan number
- 001
- Plan type
- 2
- Location
- Cape Coral, FL
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $1,356,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20240918152358NAL0008155696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,356,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,356,918
- Net assets (BOY)
- $1,265,230
Income & contributions
- Employer contributions
- $192,940
- Participant contributions
- $295,276
- Total contributions
- $509,240
- Total income / additions
- $666,668
Expenses & distributions
- Benefits paid
- $566,541
- Administrative expenses
- $5,598
- Total expenses
- $574,980
- Net increase / (decrease)
- $91,688
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,828 | $0 | 2023 |