Insight Regroup Holdings, Inc. 401(K) Plan — Form 5500 plan (Insight Regroup Holdings, 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 Regroup Holdings, Inc. 401(K) Plan is a benefit plan reported by Insight Regroup Holdings, Inc. under EIN 84-3687007 and plan number 001. The latest loaded filing year is 2023. The filing reports 610 participants and $12,977,775 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Insight Regroup Holdings, Inc.
EIN
84-3687007
Plan number
001
Plan type
2
Location
Mt. Laurel, NJ
Latest filing year
2023
Participants
610
End-of-year plan assets
$12,977,775

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023610H, C20241011150134NAL0044144018001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,977,775
Total liabilities (EOY)
$0
Net assets (EOY)
$12,977,775
Net assets (BOY)
$8,716,476

Income & contributions

Employer contributions
$310,762
Participant contributions
$2,955,118
Total contributions
$3,701,260
Total income / additions
$5,481,493

Expenses & distributions

Benefits paid
$1,126,169
Administrative expenses
$93,621
Total expenses
$1,220,194
Net increase / (decrease)
$4,261,299

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$62,183$02023
Kestra Investment Services LLCADVISOR$28,029not reported in the loaded dataset2023

Related Form 5500 pages