2023 Form 5500 filing — Innovative Solutions Unlimited 401k 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 20241010142416NAL0021232545001) for Innovative Solutions Unlimited 401k Retirement Plan, reported by Innovative Solutions Unlimited LLC under EIN 06-1668377 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010142416NAL0021232545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Innovative Solutions Unlimited LLC
- EIN
- 06-1668377
- Plan number
- 001
- Location
- Piketon, OH
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,479,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,479,277
- Employer contributions
- $176,320
- Participant contributions
- $488,145
- Total income / additions
- $1,857,641
- Benefits paid
- $1,443,006
- Administrative expenses
- $27,221
- Total expenses
- $1,470,227
- Net increase / (decrease)
- $387,414
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $17,617 | not reported in the loaded dataset |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |