Innovative Solutions & Support, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Innovative Solutions & Support, LLC (EIN 23-3019437) is a plan sponsor located in Exton, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-3019437
Location
Exton, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,205,186
Total reported liabilities (EOY)
$119,599
Total reported net assets (EOY)
$12,085,587

Contributions & income

Employer contributions
$1,408,551
Participant contributions
$865,400
Total income / additions
$4,079,128

Expenses & distributions

Benefits paid / distributions
$1,613,633
Total expenses
$2,612,663
Net increase / (decrease)
$1,466,465

Coverage

Total reported participants
204
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Innovative Solutions & Support, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
I S & S 401(K) Plan001132$11,880,2142023
Innovative Solutions & Support, LLC Employee Benefit Plan51072$324,9722023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Innovative Solutions & Support, LLC
YearPlanParticipantsSchedulesFiling
2023Innovative Solutions & Support, LLC Employee Benefit Plan72I, C20241010155615NAL0020483665001
2023I S & S 401(K) Plan132H, C20241015092045NAL0048641296001

Related Form 5500 pages