2023 Form 5500 filing — Irritec Usa Retirement Trust
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 20241015110843NAL0014457891001) for Irritec Usa Retirement Trust, reported by Irritec Usa, Inc. under EIN 30-0566893 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110843NAL0014457891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Irritec Usa, Inc.
- EIN
- 30-0566893
- Plan number
- 001
- Location
- Fresno, CA
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,042,724
- Net assets (EOY)
- $5,042,724
- Employer contributions
- $226,769
- Participant contributions
- $463,760
- Total income / additions
- $1,425,410
- Benefits paid
- $57,493
- Administrative expenses
- $46,661
- Total expenses
- $104,154
- Net increase / (decrease)
- $1,321,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,548 | $0 |
| Integrated Planning & Investments | INVESTMENT ADVISORY | $0 | $10,320 |
| Central Administrative Services Inc | CONTRACT ADMINISTRATOR | $3,180 | $1,963 |