2023 Form 5500 filing — The Inside Source, 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 20241015144015NAL0049964864001) for The Inside Source, Inc. 401(K) Profit Sharing Plan, reported by The Inside Source, Inc. under EIN 94-3214034 and plan number 001. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144015NAL0049964864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Inside Source, Inc.
- EIN
- 94-3214034
- Plan number
- 001
- Location
- San Carlos, CA
- Participants
- 417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,325,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,325,115
- Employer contributions
- $787,882
- Participant contributions
- $2,586,014
- Total income / additions
- $7,556,783
- Benefits paid
- $1,653,297
- Administrative expenses
- $107,084
- Total expenses
- $1,772,546
- Net increase / (decrease)
- $5,784,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellspring Financial Partners | ADVISOR | $66,398 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $40,686 | not reported in the loaded dataset |