Plan5500

Itr America, LLC Profit Sharing 401(K) Plan — Form 5500 plan (Itr America, 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, Itr America, LLC Profit Sharing 401(K) Plan is a benefit plan reported by Itr America, LLC under EIN 26-2457852 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $14,857,902 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Itr America, LLC
EIN
26-2457852
Plan number
001
Plan type
2
Location
Hobart, IN
Latest filing year
2023
Participants
313
End-of-year plan assets
$14,857,902

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023313H, C20240927115756NAL0001047059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,857,902
Net assets (EOY)
$14,857,902
Net assets (BOY)
$12,791,929

Income & contributions

Employer contributions
$477,384
Participant contributions
$970,420
Total contributions
$1,784,496
Total income / additions
$3,882,974

Expenses & distributions

Benefits paid
$1,743,773
Administrative expenses
$47,148
Total expenses
$1,817,001
Net increase / (decrease)
$2,065,973

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialINVESTMENT ADVISOR$33,657not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$17,019not reported in the loaded dataset2023
T. E. Lott And Company, P.A.CONTRACT ADMINISTRATOR$5,250$02023

Related Form 5500 pages