Insight Wealth Partners LLC
Plan context: Insight Wealth Partners LLC Retirement Savings Plan
EIN 27-2626130 • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$1,433,239
2024 Contributions
$122,740
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 16 | $1,433,239 | $122,740 | $7,671iApproximate average salary by contribution assumption: employee only about $191,781 at 4% or $127,854 at 6%; with 50% employer match about $127,854 at 4% or $85,236 at 6%; with 100% employer match about $95,891 at 4% or $63,927 at 6%. |
| Insight Wealth Partners LLC Retirement Savings Plan | - | 16 | $1,433,239 | $122,740 | $7,671iApproximate average salary by contribution assumption: employee only about $191,781 at 4% or $127,854 at 6%; with 50% employer match about $127,854 at 4% or $85,236 at 6%; with 100% employer match about $95,891 at 4% or $63,927 at 6%. |
| 2023 | 1 | 14 | $1,131,447 | $103,158 | $7,368iApproximate average salary by contribution assumption: employee only about $184,211 at 4% or $122,807 at 6%; with 50% employer match about $122,807 at 4% or $81,871 at 6%; with 100% employer match about $92,105 at 4% or $61,404 at 6%. |
| Insight Wealth Partners LLC Retirement Savings Plan | - | 14 | $1,131,447 | $103,158 | $7,368iApproximate average salary by contribution assumption: employee only about $184,211 at 4% or $122,807 at 6%; with 50% employer match about $122,807 at 4% or $81,871 at 6%; with 100% employer match about $92,105 at 4% or $61,404 at 6%. |
| 2022 | 1 | 12 | $837,445 | $173,398 | $14,450iApproximate average salary by contribution assumption: employee only about $361,246 at 4% or $240,831 at 6%; with 50% employer match about $240,831 at 4% or $160,554 at 6%; with 100% employer match about $180,623 at 4% or $120,415 at 6%. |
| Insight Wealth Partners LLC Retirement Savings Plan | - | 12 | $837,445 | $173,398 | $14,450iApproximate average salary by contribution assumption: employee only about $361,246 at 4% or $240,831 at 6%; with 50% employer match about $240,831 at 4% or $160,554 at 6%; with 100% employer match about $180,623 at 4% or $120,415 at 6%. |
| 2021 | 1 | 10 | $1,060,837 | $104,840 | $10,484iApproximate average salary by contribution assumption: employee only about $262,100 at 4% or $174,733 at 6%; with 50% employer match about $174,733 at 4% or $116,489 at 6%; with 100% employer match about $131,050 at 4% or $87,367 at 6%. |
| Insight Wealth Partners LLC Retirement Savings Plan | - | 10 | $1,060,837 | $104,840 | $10,484iApproximate average salary by contribution assumption: employee only about $262,100 at 4% or $174,733 at 6%; with 50% employer match about $174,733 at 4% or $116,489 at 6%; with 100% employer match about $131,050 at 4% or $87,367 at 6%. |