I S & S 401(K) Plan — Form 5500 plan (Innovative Solutions & Support, LLC)

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, I S & S 401(K) Plan is a benefit plan reported by Innovative Solutions & Support, LLC under EIN 23-3019437 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $11,880,214 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Innovative Solutions & Support, LLC
EIN
23-3019437
Plan number
001
Plan type
2
Location
Exton, PA
Latest filing year
2023
Participants
132
End-of-year plan assets
$11,880,214

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20241015092045NAL0048641296001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,880,214
Total liabilities (EOY)
$0
Net assets (EOY)
$11,880,214
Net assets (BOY)
$10,113,430

Income & contributions

Employer contributions
$285,711
Participant contributions
$628,068
Total contributions
$915,992
Total income / additions
$2,706,899

Expenses & distributions

Benefits paid
$939,095
Administrative expenses
$1,020
Total expenses
$940,115
Net increase / (decrease)
$1,766,784

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$1,020$02023

Related Form 5500 pages