Inside Real Estate 401(K) Plan — Form 5500 plan (Insidere, 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, Inside Real Estate 401(K) Plan is a benefit plan reported by Insidere, LLC under EIN 81-4019017 and plan number 001. The latest loaded filing year is 2023. The filing reports 332 participants and $5,366,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insidere, LLC
- EIN
- 81-4019017
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 332
- End-of-year plan assets
- $5,366,498
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 332 | H, C | 20241003161517NAL0021217394001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,366,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,366,498
- Net assets (BOY)
- $3,333,168
Income & contributions
- Employer contributions
- $448,090
- Participant contributions
- $1,137,965
- Total contributions
- $1,625,639
- Total income / additions
- $2,368,162
Expenses & distributions
- Benefits paid
- $295,622
- Administrative expenses
- $39,210
- Total expenses
- $334,832
- Net increase / (decrease)
- $2,033,330
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Investment Management Consultants | NONE | $33,726 | not reported in the loaded dataset | 2023 |
| Digital Retirement Solutions, Inc. | NONE | $4,489 | $0 | 2023 |
| July Business Services LLC | RECORDKEEPER | $995 | not reported in the loaded dataset | 2023 |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insidere, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Investment Management Consultants — Schedule C compensation
- Digital Retirement Solutions, Inc. — Schedule C compensation
- July Business Services LLC — Schedule C compensation
- Matrix Financial Solutions, Inc. — Schedule C compensation