Plan5500

The Inside Source, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (The Inside Source, 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, The Inside Source, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by The Inside Source, Inc. under EIN 94-3214034 and plan number 001. The latest loaded filing year is 2023. The filing reports 417 participants and $23,325,115 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Inside Source, Inc.
EIN
94-3214034
Plan number
001
Plan type
2
Location
San Carlos, CA
Latest filing year
2023
Participants
417
End-of-year plan assets
$23,325,115

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023417H, C20241015144015NAL0049964864001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,325,115
Total liabilities (EOY)
$0
Net assets (EOY)
$23,325,115
Net assets (BOY)
$17,540,878

Income & contributions

Employer contributions
$787,882
Participant contributions
$2,586,014
Total contributions
$3,945,856
Total income / additions
$7,556,783

Expenses & distributions

Benefits paid
$1,653,297
Administrative expenses
$107,084
Total expenses
$1,772,546
Net increase / (decrease)
$5,784,237

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wellspring Financial PartnersADVISOR$66,398not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$40,686not reported in the loaded dataset2023

Related Form 5500 pages