2023 Form 5500 filing — Insight Sourcing Group, Inc. 401(K) Profit Sharing 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 20241008234215NAL0031363808001) for Insight Sourcing Group, Inc. 401(K) Profit Sharing Plan, reported by Insight Sourcing Group, Inc. under EIN 55-0793869 and plan number 001. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008234215NAL0031363808001
Filing year
2023
Form type
2
Plan sponsor
Insight Sourcing Group, Inc.
EIN
55-0793869
Plan number
001
Location
Norcross, GA
Participants
371
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$29,846,221
Total liabilities (EOY)
$0
Net assets (EOY)
$29,846,221
Employer contributions
$1,014,484
Participant contributions
$3,624,789
Total income / additions
$9,689,761
Benefits paid
$2,602,477
Administrative expenses
$16,510
Total expenses
$2,618,987
Net increase / (decrease)
$7,070,774
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Leafhouse Financial Advisors, LLCSERVICE PROVIDER$13,210not reported in the loaded dataset
Loren D. Stark CompanyTHIRD PARTY ADMIN$0$12,559

Related Form 5500 pages