Insigneo Securities, LLC 401(K) Plan — Form 5500 plan (Insigneo Securities, 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, Insigneo Securities, LLC 401(K) Plan is a benefit plan reported by Insigneo Securities, LLC under EIN 65-0886254 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $9,083,799 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Insigneo Securities, LLC
EIN
65-0886254
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
130
End-of-year plan assets
$9,083,799

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20241009084400NAL0009044211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,083,799
Total liabilities (EOY)
$0
Net assets (EOY)
$9,083,799
Net assets (BOY)
$6,875,829

Income & contributions

Employer contributions
$235,026
Participant contributions
$638,542
Total contributions
$1,146,400
Total income / additions
$2,696,378

Expenses & distributions

Benefits paid
$472,467
Administrative expenses
$15,941
Total expenses
$488,408
Net increase / (decrease)
$2,207,970

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, Na.NONE$15,941$02023

Related Form 5500 pages