Insight Financial Partners Pooled Employer Plan — Form 5500 plan (Plan Compliance 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, Insight Financial Partners Pooled Employer Plan is a benefit plan reported by Plan Compliance Services, Inc. under EIN 59-3708427 and plan number 002. The latest loaded filing year is 2023. The filing reports 20 participants and $2,930,858 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plan Compliance Services, Inc.
- EIN
- 59-3708427
- Plan number
- 002
- Plan type
- 3
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $2,930,858
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20250414145654NAL0001842641001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,930,858
- Net assets (EOY)
- $2,930,858
- Net assets (BOY)
- $2,353,627
Income & contributions
- Employer contributions
- $64,600
- Participant contributions
- $189,635
- Total income / additions
- $626,589
Expenses & distributions
- Benefits paid
- $22,383
- Administrative expenses
- $26,975
- Total expenses
- $49,358
- Net increase / (decrease)
- $577,231
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.