401k Plan data: INSITE GROUP, INC 401(K) PROFIT SHARING PLAN & TRUST plan

INSITE GROUP, INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	INSITE GROUP, INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

INSITE GROUP, INC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INSITE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: INSITE GROUP, INC.

Employer identification number (EIN): 270016797

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSITE GROUP, INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PAUL ROGERS 2024-04-11
001 2022-01-01 PAUL ROGERS 2023-07-28
001 2021-01-01 SARA GIORDANO 2022-05-19
001 2020-01-01 SARA GIORDANO 2021-06-04
001 2019-01-01 SARA GIORDANO 2020-06-30
001 2018-01-01 SARA GIORDANO 2019-06-12
001 2017-01-01 PAUL ROGERS 2018-06-11
001 2016-01-01 PAUL ROGERS 2017-05-16
001 2015-01-01 PAUL ROGERS 2016-06-03
001 2014-01-01 SARA GIORDANO 2015-06-11
001 2013-01-01 SARA GIORDANO 2014-06-18
001 2012-01-01 SARA GIORDANO 2013-06-26
001 2011-01-01 SARA GIORDANO 2012-06-05
001 2010-01-01 SARA GIORDANO 2011-06-09
001 2009-01-01 SARA GIORDANO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	PAUL ROGERS	2024-04-11
001	2022-01-01	PAUL ROGERS	2023-07-28
001	2021-01-01	SARA GIORDANO	2022-05-19
001	2020-01-01	SARA GIORDANO	2021-06-04
001	2019-01-01	SARA GIORDANO	2020-06-30
001	2018-01-01	SARA GIORDANO	2019-06-12
001	2017-01-01	PAUL ROGERS	2018-06-11
001	2016-01-01	PAUL ROGERS	2017-05-16
001	2015-01-01	PAUL ROGERS	2016-06-03
001	2014-01-01	SARA GIORDANO	2015-06-11
001	2013-01-01	SARA GIORDANO	2014-06-18
001	2012-01-01	SARA GIORDANO	2013-06-26
001	2011-01-01	SARA GIORDANO	2012-06-05
001	2010-01-01	SARA GIORDANO	2011-06-09
001	2009-01-01	SARA GIORDANO

Financial Data on INSITE GROUP, INC 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2025 : INSITE GROUP, INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-05-02	18814
Net assets as of the end of the plan year	2025-05-02	1356638
Total assets as of the beginning of the plan year	2025-05-02	1084451
Value of plan covered by a fidelity bond	2025-05-02	500000
Participant contributions to plan in this plan year	2025-05-02	50286
Other income to plan in this plan year	2025-05-02	220308
Plan net income in this plan year	2025-05-02	272187
Net assets as of the end of the plan year	2025-05-02	1356638
Net assets as of the beginning of the plan year	2025-05-02	1084451
Employer contributions to plan in this plan year	2025-05-02	20407
Fees paid to broker by Benefit Provider	2025-05-02	6159
2024 : INSITE GROUP, INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-04-11	216174
Net assets as of the end of the plan year	2024-04-11	1084451
Total assets as of the beginning of the plan year	2024-04-11	1057017
Value of plan covered by a fidelity bond	2024-04-11	500000
Participant contributions to plan in this plan year	2024-04-11	52930
Other income to plan in this plan year	2024-04-11	180504
Plan net income in this plan year	2024-04-11	27434
Net assets as of the end of the plan year	2024-04-11	1084451
Net assets as of the beginning of the plan year	2024-04-11	1057017
Employer contributions to plan in this plan year	2024-04-11	10174
Fees paid to broker by Benefit Provider	2024-04-11	5003
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-11	375

Form 5500 Responses for INSITE GROUP, INC 401(K) PROFIT SHARING PLAN & TRUST

2009: INSITE GROUP, INC 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

INSITE GROUP, INC. 401(K) PROFIT SHARING PLAN [EIN = 431920882]

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Company Name:	INSITE GROUP, INC.
Employer identification number (EIN):	270016797
NAIC Classification:	541600