2023 Form 5500 filing — Insight Financial Partners Pooled Employer 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 20250414145654NAL0001842641001) for Insight Financial Partners Pooled Employer Plan, reported by Plan Compliance Services, Inc. under EIN 59-3708427 and plan number 002. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250414145654NAL0001842641001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Plan Compliance Services, Inc.
- EIN
- 59-3708427
- Plan number
- 002
- Location
- Clearwater, FL
- Participants
- 20
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,930,858
- Net assets (EOY)
- $2,930,858
- Employer contributions
- $64,600
- Participant contributions
- $189,635
- Total income / additions
- $626,589
- Benefits paid
- $22,383
- Administrative expenses
- $26,975
- Total expenses
- $49,358
- Net increase / (decrease)
- $577,231
- Schedule source
- Schedule I