The Inside Source, Inc. — 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, The Inside Source, Inc. (EIN 94-3214034) is a plan sponsor located in San Carlos, CA 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
94-3214034
Location
San Carlos, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$23,325,115
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$23,325,115

Contributions & income

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

Expenses & distributions

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

Coverage

Total reported participants
716
Plans with financial statements
1
Plans with provider compensation
1

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

The Inside Source, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Inside Source, Inc. 401(K) Profit Sharing Plan001417$23,325,1152023
The Inside Source, Inc. Welfare Benefits Plan501299not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Inside Source, Inc.
YearPlanParticipantsSchedulesFiling
2023The Inside Source, Inc. Welfare Benefits Plan29920240705131415NAL0008786273001
2023The Inside Source, Inc. 401(K) Profit Sharing Plan417H, C20241015144015NAL0049964864001

Related Form 5500 pages