2023 Form 5500 filing — It Coalition 401(K) Plan - Us Employees
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 20241203121940NAL0001621875001) for It Coalition 401(K) Plan - Us Employees, reported by Information Technology Coalition, Inc. under EIN 20-5581516 and plan number 003. It reports 2,132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241203121940NAL0001621875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Information Technology Coalition, Inc.
- EIN
- 20-5581516
- Plan number
- 003
- Location
- Fairfax, VA
- Participants
- 2,132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,440,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,440,934
- Employer contributions
- $3,444,917
- Participant contributions
- $4,129,325
- Total income / additions
- $12,892,700
- Benefits paid
- $4,825,696
- Administrative expenses
- $150,114
- Total expenses
- $4,975,810
- Net increase / (decrease)
- $7,916,890
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svc | RETAINED BY EMPLOYER | $69,298 | $0 |
| Kestra Advisory Services, LLC | RETAINED BY EMPLOYER | $38,691 | not reported in the loaded dataset |