Itex Group Retirement Plan — Form 5500 plan (Itex Property Management, LLC)
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, Itex Group Retirement Plan is a benefit plan reported by Itex Property Management, LLC under EIN 20-0163462 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $3,282,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Itex Property Management, LLC
- EIN
- 20-0163462
- Plan number
- 001
- Plan type
- 2
- Location
- Port Arthur, TX
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $3,282,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20260513211518NAL0007048355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,282,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,282,011
- Net assets (BOY)
- $2,550,868
Income & contributions
- Employer contributions
- $213,737
- Participant contributions
- $339,963
- Total contributions
- $553,700
- Total income / additions
- $1,005,603
Expenses & distributions
- Benefits paid
- $265,464
- Administrative expenses
- $8,996
- Total expenses
- $274,460
- Net increase / (decrease)
- $731,143
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $5,957 | not reported in the loaded dataset | 2023 |
| Loren D Stark Company | CONTRACT ADMIN | $1,500 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Itex Property Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Port Arthur, TX
- Ubs Financial Services Inc — Schedule C compensation
- Loren D Stark Company — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation