Plan5500

It Coalition 401(K) Plan - Us Employees — Form 5500 plan (Information Technology Coalition, Inc.)

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, It Coalition 401(K) Plan - Us Employees is a benefit plan reported by Information Technology Coalition, Inc. under EIN 20-5581516 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,132 participants and $25,440,934 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Information Technology Coalition, Inc.
EIN
20-5581516
Plan number
003
Plan type
2
Location
Fairfax, VA
Latest filing year
2023
Participants
2,132
End-of-year plan assets
$25,440,934

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,132H, C20241203121940NAL0001621875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,440,934
Total liabilities (EOY)
$0
Net assets (EOY)
$25,440,934
Net assets (BOY)
$17,524,044

Income & contributions

Employer contributions
$3,444,917
Participant contributions
$4,129,325
Total contributions
$9,455,984
Total income / additions
$12,892,700

Expenses & distributions

Benefits paid
$4,825,696
Administrative expenses
$150,114
Total expenses
$4,975,810
Net increase / (decrease)
$7,916,890

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SvcRETAINED BY EMPLOYER$69,298$02023
Kestra Advisory Services, LLCRETAINED BY EMPLOYER$38,691not reported in the loaded dataset2023

Related Form 5500 pages