Insight2profit 401(K) Profit Sharing Plan — Form 5500 plan (Price For Profit, LLC Dba Insight2profit)

Plain-English plan 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, Insight2profit 401(K) Profit Sharing Plan is a benefit plan reported by Price For Profit, LLC Dba Insight2profit under EIN 20-4564115 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $23,080,178 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Price For Profit, LLC Dba Insight2profit
EIN
20-4564115
Plan number
001
Plan type
2
Location
Beachwood, OH
Latest filing year
2023
Participants
354
End-of-year plan assets
$23,080,178

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023354H, C20241014222200NAL0027255937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,080,178
Total liabilities (EOY)
$0
Net assets (EOY)
$23,080,178
Net assets (BOY)
$15,608,858

Income & contributions

Employer contributions
$1,229,014
Participant contributions
$3,102,515
Total contributions
$4,756,385
Total income / additions
$8,225,982

Expenses & distributions

Benefits paid
$748,108
Administrative expenses
$6,554
Total expenses
$754,662
Net increase / (decrease)
$7,471,320

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Retirement Plan ServicesTPA$0$13,1022023

Related Form 5500 pages