INSIGHT WEALTH GROUP, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INSIGHT WEALTH GROUP, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2015: INSIGHT WEALTH GROUP, LLC 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 6 |
| Number of participants with account balances | 2015-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: INSIGHT WEALTH GROUP, LLC 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 5 |
| Number of participants with account balances | 2014-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : INSIGHT WEALTH GROUP, LLC 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $129,009 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,307 |
| Total plan assets at end of year | 2015-12-31 | $281,589 |
| Total plan assets at beginning of year | 2015-12-31 | $153,887 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $30,582 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $12,382 |
| Other income received | 2015-12-31 | $69,825 |
| Net income (gross income less expenses) | 2015-12-31 | $127,702 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $281,589 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $153,887 |
| Assets. Value of participant loans | 2015-12-31 | $24,438 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $28,707 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $16,220 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,307 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : INSIGHT WEALTH GROUP, LLC 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $163,750 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $455 |
| Total plan assets at end of year | 2014-12-31 | $163,887 |
| Total plan assets at beginning of year | 2014-12-31 | $592 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $29,552 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $109,580 |
| Other income received | 2014-12-31 | $2,848 |
| Net income (gross income less expenses) | 2014-12-31 | $163,295 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $163,887 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $592 |
| Assets. Value of participant loans | 2014-12-31 | $25,529 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $41,090 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $5,442 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $21,770 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $455 |
| 2015: INSIGHT WEALTH GROUP, LLC 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: INSIGHT WEALTH GROUP, LLC 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
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