2023 Form 5500 filing — Ita Group Holdings, Inc. Employees' Stock Ownership 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 20250613135703NAL0017933281001) for Ita Group Holdings, Inc. Employees' Stock Ownership Plan, reported by Ita Group Holdings, Inc. under EIN 82-2560400 and plan number 002. It reports 798 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613135703NAL0017933281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ita Group Holdings, Inc.
- EIN
- 82-2560400
- Plan number
- 002
- Location
- West Des Moines, IA
- Participants
- 798
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $427,790,025
- Total liabilities (EOY)
- $88,792,013
- Net assets (EOY)
- $338,998,012
- Employer contributions
- $7,915,000
- Total income / additions
- $52,655,549
- Benefits paid
- $3,782,602
- Administrative expenses
- $245,038
- Total expenses
- $6,720,344
- Net increase / (decrease)
- $45,935,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greatbanc | TRUSTEE | $113,405 | not reported in the loaded dataset |
| Principal | PLAN ADMINISTRATOR | $51,841 | not reported in the loaded dataset |
| Bva | VALUATION SERVICES | $35,000 | not reported in the loaded dataset |
| Nyemaster | LEGAL | $23,368 | not reported in the loaded dataset |
| Rsm Us Llp | ACCOUNTANT | $21,425 | not reported in the loaded dataset |