Plan5500

2023 Form 5500 filing — Insperity Corporate 401k 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 20241010110124NAL0011397491001) for Insperity Corporate 401k Plan, reported by Insperity Holdings, Inc. under EIN 76-0178498 and plan number 004. It reports 5,723 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010110124NAL0011397491001
Filing year
2023
Form type
2
Plan sponsor
Insperity Holdings, Inc.
EIN
76-0178498
Plan number
004
Location
Kingwood, TX
Participants
5,723
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$549,211,850
Total liabilities (EOY)
$327,799
Net assets (EOY)
$548,884,051
Employer contributions
$17,010,345
Participant contributions
$31,032,817
Total income / additions
$137,251,200
Benefits paid
$34,771,165
Administrative expenses
$619,076
Total expenses
$35,840,657
Net increase / (decrease)
$101,410,543
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Insperity Retirement ServicesRECORDKEEPER$169,103not reported in the loaded dataset
Rocaton Investment Advisors, LLCINVESTMENT ADVISOR$120,000not reported in the loaded dataset
The Bank Of New York MellonTRUSTEE$109,377not reported in the loaded dataset
Buck Global LLCCONSULTANT$95,250not reported in the loaded dataset
Ernst & YoungAUDITOR$52,569not reported in the loaded dataset
Pronvest Inc. Dba Future CapitalINVESTMENT ADVISOR$52,204not reported in the loaded dataset
Tejera & Associates LLCCONSULTANT$20,369not reported in the loaded dataset

Related Form 5500 pages