2023 Form 5500 filing — Itg Transportation Services, Inc. Retirement 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 20240916140546NAL0004063698001) for Itg Transportation Services, Inc. Retirement Plan, reported by Itg Transportation Services, Inc. under EIN 36-3860725 and plan number 002. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,565,530
Participants152
Provider compensation$27.2K2 Schedule C row(s)$27,190
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240916140546NAL0004063698001
Plan sponsor
Itg Transportation Services, Inc.
EIN
36-3860725
Plan number
002
Location
Lisle, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$550K
Benefits paid / distributions$508.1K
Contributions
Employer$0
Participant$540.7K
Full reported line items
Total assets (EOY)
$3,565,530
Total liabilities (EOY)
$0
Net assets (EOY)
$3,565,530
Employer contributions
$0
Participant contributions
$540,700
Total income / additions
$1,053,743
Benefits paid
$508,100
Administrative expenses
$34,026
Total expenses
$550,010
Net increase / (decrease)
$503,733
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $15.4K · Indirect $0
  2. 2
    ADVISOR · Direct $11.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916140546NAL0004063698001 cover?
It is the 2023 Form 5500 filing for Itg Transportation Services, Inc. Retirement Plan, reported by Itg Transportation Services, Inc. (EIN 36-3860725).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages