2023 Form 5500 filing — Innovative Solutions & Support, LLC Employee Benefit 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 20241010155615NAL0020483665001) for Innovative Solutions & Support, LLC Employee Benefit Plan, reported by Innovative Solutions & Support, LLC under EIN 23-3019437 and plan number 510. It reports 72 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010155615NAL0020483665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Innovative Solutions & Support, LLC
- EIN
- 23-3019437
- Plan number
- 510
- Location
- Exton, PA
- Participants
- 72
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $324,972
- Total liabilities (EOY)
- $119,599
- Net assets (EOY)
- $205,373
- Employer contributions
- $1,122,840
- Participant contributions
- $237,332
- Total income / additions
- $1,372,229
- Benefits paid
- $674,538
- Administrative expenses
- $37,678
- Total expenses
- $1,672,548
- Net increase / (decrease)
- -$300,319
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Engle Hambright & Davies, Inc. | BROKER | $39,271 | not reported in the loaded dataset |
| Independence Administrators | ADMIN | $37,678 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $17,222 | not reported in the loaded dataset |
| Connectcare 3 | PATIENT ADVOCATE | $4,866 | not reported in the loaded dataset |