2023 Form 5500 filing — Innovative Services Retirement 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 20240924152813NAL0007556627001) for Innovative Services Retirement Plan, reported by Innovative Services, Inc. (Isi) under EIN 39-1969834 and plan number 001. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924152813NAL0007556627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Innovative Services, Inc. (Isi)
- EIN
- 39-1969834
- Plan number
- 001
- Location
- Green Bay, WI
- Participants
- 332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,835,138
- Net assets (EOY)
- $1,835,138
- Employer contributions
- $146,659
- Participant contributions
- $307,840
- Total income / additions
- $705,097
- Benefits paid
- $313,423
- Administrative expenses
- $18,473
- Total expenses
- $340,039
- Net increase / (decrease)
- $365,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $13,061 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,183 | $0 |
| Principal Securities Inc | BROKER/ADVISOR | $0 | $594 |
| National Administration, Inc. | THIRD PARTY ADMIN. | $158 | $165 |
| Morningstar Inc Morningstar | OTHER | $136 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $71 | not reported in the loaded dataset |