2023 Form 5500 filing — Itech Us, Inc. 401(K) Profit Sharing 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 20240801132407NAL0015212675001) for Itech Us, Inc. 401(K) Profit Sharing Plan, reported by Itech Us, Inc. under EIN 54-2053754 and plan number 001. It reports 504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801132407NAL0015212675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Itech Us, Inc.
- EIN
- 54-2053754
- Plan number
- 001
- Location
- South Burlington, VT
- Participants
- 504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,410,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,410,475
- Participant contributions
- $1,411,521
- Total income / additions
- $3,709,947
- Benefits paid
- $921,522
- Administrative expenses
- $86,227
- Total expenses
- $1,007,749
- Net increase / (decrease)
- $2,702,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $47,183 | $0 |
| Raymond James Fin Serv Advisors | INVESTMENT PROFESSIONAL | $38,941 | not reported in the loaded dataset |