2023 Form 5500 filing — Itex Group 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 20260513211518NAL0007048355001) for Itex Group Retirement Plan, reported by Itex Property Management, LLC under EIN 20-0163462 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260513211518NAL0007048355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Itex Property Management, LLC
- EIN
- 20-0163462
- Plan number
- 001
- Location
- Port Arthur, TX
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,282,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,282,011
- Employer contributions
- $213,737
- Participant contributions
- $339,963
- Total income / additions
- $1,005,603
- Benefits paid
- $265,464
- Administrative expenses
- $8,996
- Total expenses
- $274,460
- Net increase / (decrease)
- $731,143
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $5,957 | not reported in the loaded dataset |
| Loren D Stark Company | CONTRACT ADMIN | $1,500 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,000 | $0 |