2023 Form 5500 filing — Itu Absorbtech 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 20241004111430NAL0022557554001) for Itu Absorbtech Retirement Plan, reported by Itu Absorbtech, Inc under EIN 39-0367080 and plan number 007. It reports 547 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004111430NAL0022557554001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Itu Absorbtech, Inc
- EIN
- 39-0367080
- Plan number
- 007
- Location
- New Berlin, WI
- Participants
- 547
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,329,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,329,822
- Employer contributions
- $559,173
- Participant contributions
- $1,694,263
- Total income / additions
- $8,393,963
- Benefits paid
- $2,201,323
- Administrative expenses
- $11,517
- Total expenses
- $2,214,868
- Net increase / (decrease)
- $6,179,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services, LLC | SERVICE PROVIDER | $0 | $59,918 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $11,517 | not reported in the loaded dataset |