Plan5500

Innovative Solutions & Support, LLC Employee Benefit 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, Innovative Solutions & Support, LLC Employee Benefit Plan is a benefit plan reported by Innovative Solutions & Support, LLC under EIN 23-3019437 and plan number 510. The latest loaded filing year is 2023. The filing reports 72 participants and $324,972 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
510
Plan type
2
Location
Exton, PA
Latest filing year
2023
Participants
72
End-of-year plan assets
$324,972

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202372I, C20241010155615NAL0020483665001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$324,972
Total liabilities (EOY)
$119,599
Net assets (EOY)
$205,373
Net assets (BOY)
$505,692

Income & contributions

Employer contributions
$1,122,840
Participant contributions
$237,332
Total income / additions
$1,372,229

Expenses & distributions

Benefits paid
$674,538
Administrative expenses
$37,678
Total expenses
$1,672,548
Net increase / (decrease)
-$300,319

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Engle Hambright & Davies, Inc.BROKER$39,271not reported in the loaded dataset2023
Independence AdministratorsADMIN$37,678not reported in the loaded dataset2023
The Benecon GroupBROKER$17,222not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$4,866not reported in the loaded dataset2023

Related Form 5500 pages