2023 Form 5500 filing — Insight Management And Consult 401(K) Ps Plan And Trust
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 20241015113919NAL0047612256001) for Insight Management And Consult 401(K) Ps Plan And Trust, reported by Insight Management And Consult under EIN 26-2553688 and plan number 001. It reports 450 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.7MReported net assets$6,685,672
Participants450
Provider compensation$44.6K4 Schedule C row(s)$44,576
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015113919NAL0047612256001
- Plan sponsor
- Insight Management And Consult
- EIN
- 26-2553688
- Plan number
- 001
- Location
- Flint, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.7M total assets
Net assets$6.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,685,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,685,672
- Employer contributions
- $513,213
- Participant contributions
- $1,021,848
- Total income / additions
- $2,565,072
- Benefits paid
- $452,505
- Administrative expenses
- $44,566
- Total expenses
- $497,071
- Net increase / (decrease)
- $2,068,001
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Khirfan Financial Company, Inc. | NONE | $21,193 | not reported in the loaded dataset |
| Saturna Trust Company | NONE | $12,787 | not reported in the loaded dataset |
| Khirfan Benefits LLC | NONE | $10,596 | not reported in the loaded dataset |
| Saturna Capital Corporation | NONE | $0 | $0 |