Itr Industries, Inc. & Affiliates 401(K) Profit Sharing Plan — Form 5500 plan (Itr Industries, Inc. & Affiliates)

Plain-English plan 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, Itr Industries, Inc. & Affiliates 401(K) Profit Sharing Plan is a benefit plan reported by Itr Industries, Inc. & Affiliates under EIN 13-3070360 and plan number 004. The latest loaded filing year is 2023. The filing reports 608 participants and $24,590,823 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Itr Industries, Inc. & Affiliates
EIN
13-3070360
Plan number
004
Plan type
2
Location
Yonkers, NY
Latest filing year
2023
Participants
608
End-of-year plan assets
$24,590,823

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023608H, C20240722135621NAL0005894979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,590,823
Total liabilities (EOY)
$0
Net assets (EOY)
$24,590,823
Net assets (BOY)
$22,404,470

Income & contributions

Employer contributions
$609,244
Participant contributions
$1,518,411
Total contributions
$2,127,655
Total income / additions
$5,890,210

Expenses & distributions

Benefits paid
$3,656,224
Administrative expenses
$47,633
Total expenses
$3,703,857
Net increase / (decrease)
$2,186,353

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupN/A$47,633$02023

Related Form 5500 pages