Shamir Insight, Inc. 401(K) Plan — Form 5500 plan (Shamir Insight, 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, Shamir Insight, Inc. 401(K) Plan is a benefit plan reported by Shamir Insight, Inc. under EIN 95-4484968 and plan number 001. The latest loaded filing year is 2023. The filing reports 102 participants and $10,502,749 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shamir Insight, Inc.
EIN
95-4484968
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
102
End-of-year plan assets
$10,502,749

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023102H, C20241014172339NAL0054620178001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,502,749
Total liabilities (EOY)
$0
Net assets (EOY)
$10,502,749
Net assets (BOY)
$7,837,466

Income & contributions

Employer contributions
$473,403
Participant contributions
$695,652
Total contributions
$1,857,014
Total income / additions
$3,232,180

Expenses & distributions

Benefits paid
$522,581
Administrative expenses
$44,316
Total expenses
$566,897
Net increase / (decrease)
$2,665,283

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
EquitableRECORD KEEPER$44,316$13,5152023

Related Form 5500 pages