Insight Investments, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Insight Investments, 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, Insight Investments, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Insight Investments, LLC under EIN 94-3486721 and plan number 001. The latest loaded filing year is 2023. The filing reports 387 participants and $40,483,584 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Insight Investments, LLC
EIN
94-3486721
Plan number
001
Plan type
2
Location
Costa Mesa, CA
Latest filing year
2023
Participants
387
End-of-year plan assets
$40,483,584

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023387H, C20240829141701NAL0007670323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,483,584
Total liabilities (EOY)
$0
Net assets (EOY)
$40,483,584
Net assets (BOY)
$35,184,014

Income & contributions

Employer contributions
$999,972
Participant contributions
$3,204,271
Total contributions
$4,621,833
Total income / additions
$10,284,400

Expenses & distributions

Benefits paid
$4,914,475
Administrative expenses
$63,091
Total expenses
$4,984,830
Net increase / (decrease)
$5,299,570

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Woodbury Financial Services IncADVISOR$54,698not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$8,393$02023

Related Form 5500 pages