How big is Insight Financial Partners, LLC's plan?

Insight Financial Partners, LLC's plan reported $36K in assets and 3 participants for 2024.

Original filing (PDF)20250721150518NAL0000679043001

Insight Financial Partners, LLC

Name: Insight Financial Partners, LLC — Insight Financial, Form 5500 (2024)
Creator: Insight Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insight Financial Partners, LLC 401(k) PS Plan

401(k) retirement plan · Insight Financial Partners, LLC's Insight Financial Partners, LLC 401(k) PS Plan held $36K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

People on this filing

Michael K Smith signed Insight Financial Partners, LLC's 2024 Form 5500 as plan administrator.

Michael K Smith — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Insight Financial Partners, LLC's EIN is 82-2118505.

EIN 82-2118505

Plan number 001

Plan year 2024

ACK ID 20250721150518NAL0000679043001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Insight Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Insight Financial Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSIGHT FINANCIAL PARTNERS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score