Innovative Services Retirement Plan — Form 5500 plan (Innovative Services, Inc. (Isi))
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 Services Retirement Plan is a benefit plan reported by Innovative Services, Inc. (Isi) under EIN 39-1969834 and plan number 001. The latest loaded filing year is 2023. The filing reports 332 participants and $1,835,138 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Innovative Services, Inc. (Isi)
- EIN
- 39-1969834
- Plan number
- 001
- Plan type
- 2
- Location
- Green Bay, WI
- Latest filing year
- 2023
- Participants
- 332
- End-of-year plan assets
- $1,835,138
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 332 | H, C | 20240924152813NAL0007556627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,835,138
- Net assets (EOY)
- $1,835,138
- Net assets (BOY)
- $1,470,080
Income & contributions
- Employer contributions
- $146,659
- Participant contributions
- $307,840
- Total contributions
- $457,605
- Total income / additions
- $705,097
Expenses & distributions
- Benefits paid
- $313,423
- Administrative expenses
- $18,473
- Total expenses
- $340,039
- Net increase / (decrease)
- $365,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $13,061 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,183 | $0 | 2023 |
| Principal Securities Inc | BROKER/ADVISOR | $0 | $594 | 2023 |
| National Administration, Inc. | THIRD PARTY ADMIN. | $158 | $165 | 2023 |
| Morningstar Inc Morningstar | OTHER | $136 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $71 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Innovative Services, Inc. (Isi)
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Green Bay, WI
- Associated Trust Company, N.A. — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- National Administration, Inc. — Schedule C compensation
- Morningstar Inc Morningstar — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation