Insight Technology Solutions, LLC 401(K) Plan — Form 5500 plan (Insight Technology Solutions, 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, Insight Technology Solutions, LLC 401(K) Plan is a benefit plan reported by Insight Technology Solutions, LLC under EIN 52-2190062 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $3,614,110 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Insight Technology Solutions, LLC
EIN
52-2190062
Plan number
001
Plan type
2
Location
Annapolis, MD
Latest filing year
2023
Participants
232
End-of-year plan assets
$3,614,110

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20240913135348NAL0005110963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,614,110
Total liabilities (EOY)
$2,253
Net assets (EOY)
$3,611,857
Net assets (BOY)
$4,070,106

Income & contributions

Employer contributions
$93,231
Participant contributions
$533,520
Total contributions
$631,410
Total income / additions
$1,168,470

Expenses & distributions

Benefits paid
$1,591,499
Administrative expenses
$35,220
Total expenses
$1,626,719
Net increase / (decrease)
-$458,249

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Coastal Pension ServicesTPA$14,975not reported in the loaded dataset2023
Morgan StanleyINVESTMENT ADVISOR$12,397not reported in the loaded dataset2023
Capital Group Retirement Plan ServRECORDKEEPER$7,848$02023

Related Form 5500 pages