2023 Form 5500 filing — Iit Research Institute Employees' Tax Sheltered Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724111735NAL0008093027001) for Iit Research Institute Employees' Tax Sheltered Annuity Plan, reported by Iit Research Institute under EIN 36-2169122 and plan number 009. It reports 925 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724111735NAL0008093027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iit Research Institute
- EIN
- 36-2169122
- Plan number
- 009
- Location
- Chicago, IL
- Participants
- 925
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,101,866
- Total liabilities (EOY)
- $5,465
- Net assets (EOY)
- $106,096,401
- Employer contributions
- $813,286
- Participant contributions
- $935,978
- Total income / additions
- $17,520,133
- Benefits paid
- $12,125,393
- Administrative expenses
- $62,587
- Total expenses
- $12,187,980
- Net increase / (decrease)
- $5,332,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Planpilot, LLC | INVESTMENT ADVISOR | $40,685 | $0 |
| Jmm Cpa Pc | ACCOUNTANT/AUDITOR | $14,000 | $0 |
| Law Offices Of Allen T Steinberg | ATTORNEY/LEGAL | $5,700 | $0 |
| Strategic Advisors, Inc | ADVISOR | $913 | $0 |
| Fascore, LLC | RECORDKEEPER | $180 | $0 |
| Fidelity Investments | RECORDKEEPER | -$26,051 | not reported in the loaded dataset |