2023 Form 5500 filing — Insight Technology Solutions, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913135348NAL0005110963001) for Insight Technology Solutions, LLC 401(K) Plan, reported by Insight Technology Solutions, LLC under EIN 52-2190062 and plan number 001. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240913135348NAL0005110963001
Filing year
2023
Form type
2
Plan sponsor
Insight Technology Solutions, LLC
EIN
52-2190062
Plan number
001
Location
Annapolis, MD
Participants
232
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,614,110
Total liabilities (EOY)
$2,253
Net assets (EOY)
$3,611,857
Employer contributions
$93,231
Participant contributions
$533,520
Total income / additions
$1,168,470
Benefits paid
$1,591,499
Administrative expenses
$35,220
Total expenses
$1,626,719
Net increase / (decrease)
-$458,249
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Coastal Pension ServicesTPA$14,975not reported in the loaded dataset
Morgan StanleyINVESTMENT ADVISOR$12,397not reported in the loaded dataset
Capital Group Retirement Plan ServRECORDKEEPER$7,848$0

Related Form 5500 pages