2023 Form 5500 filing — International Thermal Systems LLC 401(K) 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 20240923080250NAL0011119073001) for International Thermal Systems LLC 401(K) Retirement Plan, reported by International Thermal Systems LLC under EIN 80-0603050 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923080250NAL0011119073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Thermal Systems LLC
- EIN
- 80-0603050
- Plan number
- 001
- Location
- Wauwatosa, WI
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,958,560
- Net assets (EOY)
- $10,958,560
- Employer contributions
- $199,620
- Participant contributions
- $659,025
- Total income / additions
- $2,409,433
- Benefits paid
- $679,714
- Administrative expenses
- $49,024
- Total expenses
- $728,738
- Net increase / (decrease)
- $1,680,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $24,606 | $0 |
| Ubs Financial Services | INVESTMENT ADVISOR | $24,418 | not reported in the loaded dataset |