Insitu, Inc. 401(K) Plan — Form 5500 plan (Insitu, 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, Insitu, Inc. 401(K) Plan is a benefit plan reported by Insitu, Inc. under EIN 91-1641766 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,207 participants and $149,215,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insitu, Inc.
- EIN
- 91-1641766
- Plan number
- 001
- Plan type
- 2
- Location
- Bingen, WA
- Latest filing year
- 2023
- Participants
- 1,207
- End-of-year plan assets
- $149,215,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,207 | H, C | 20240730141632NAL0013497747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,215,867
- Net assets (EOY)
- $149,215,867
- Net assets (BOY)
- $129,919,199
Income & contributions
- Employer contributions
- $3,339,134
- Participant contributions
- $7,910,630
- Total contributions
- $12,246,945
- Total income / additions
- $35,365,411
Expenses & distributions
- Benefits paid
- $15,878,971
- Administrative expenses
- $189,308
- Total expenses
- $16,068,743
- Net increase / (decrease)
- $19,296,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Servi, Inc. | NONE | $98,852 | not reported in the loaded dataset | 2023 |
| Sellwood Consulting LLC | NONE | $69,463 | not reported in the loaded dataset | 2023 |
| Monterey Private Wealth Inc | NONE | $9,470 | not reported in the loaded dataset | 2023 |
| Martel Wealth Advisors Inc | NONE | $6,054 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $638 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insitu, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bingen, WA
- Schwab Retirement Plan Servi, Inc. — Schedule C compensation
- Sellwood Consulting LLC — Schedule C compensation
- Monterey Private Wealth Inc — Schedule C compensation
- Martel Wealth Advisors Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation