Insulating Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Insulating Services, Inc.)

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, Insulating Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Insulating Services, Inc. under EIN 56-1052301 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $6,005,208 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Insulating Services, Inc.
EIN
56-1052301
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
250
End-of-year plan assets
$6,005,208

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023250H, C20241014152138NAL0046562400001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,005,208
Total liabilities (EOY)
$0
Net assets (EOY)
$6,005,208
Net assets (BOY)
$6,298,956

Income & contributions

Employer contributions
$65,702
Participant contributions
$378,006
Total contributions
$477,636
Total income / additions
$1,252,208

Expenses & distributions

Benefits paid
$1,472,402
Administrative expenses
$34,634
Total expenses
$1,545,956
Net increase / (decrease)
-$293,748

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory Group, LLCINVESTMENT ADVISOR$18,699not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$15,935$02023

Related Form 5500 pages