2023 Form 5500 filing — Inside Real Estate 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 20241003161517NAL0021217394001) for Inside Real Estate 401(K) Plan, reported by Insidere, LLC under EIN 81-4019017 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
- 20241003161517NAL0021217394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Insidere, LLC
- EIN
- 81-4019017
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,366,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,366,498
- Employer contributions
- $448,090
- Participant contributions
- $1,137,965
- Total income / additions
- $2,368,162
- Benefits paid
- $295,622
- Administrative expenses
- $39,210
- Total expenses
- $334,832
- Net increase / (decrease)
- $2,033,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Investment Management Consultants | NONE | $33,726 | not reported in the loaded dataset |
| Digital Retirement Solutions, Inc. | NONE | $4,489 | $0 |
| July Business Services LLC | RECORDKEEPER | $995 | not reported in the loaded dataset |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 |