2023 Form 5500 filing — Insulating Services, 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 20241014152138NAL0046562400001) for Insulating Services, Inc. 401(K) Profit Sharing Plan, reported by Insulating Services, Inc. under EIN 56-1052301 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
- 20241014152138NAL0046562400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Insulating Services, Inc.
- EIN
- 56-1052301
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,005,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,005,208
- Employer contributions
- $65,702
- Participant contributions
- $378,006
- Total income / additions
- $1,252,208
- Benefits paid
- $1,472,402
- Administrative expenses
- $34,634
- Total expenses
- $1,545,956
- Net increase / (decrease)
- -$293,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $18,699 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,935 | $0 |