Plan5500

Irritec Usa Retirement Trust — Form 5500 plan (Irritec Usa, 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, Irritec Usa Retirement Trust is a benefit plan reported by Irritec Usa, Inc. under EIN 30-0566893 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $5,042,724 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Irritec Usa, Inc.
EIN
30-0566893
Plan number
001
Plan type
2
Location
Fresno, CA
Latest filing year
2023
Participants
150
End-of-year plan assets
$5,042,724

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20241015110843NAL0014457891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,042,724
Net assets (EOY)
$5,042,724
Net assets (BOY)
$3,721,468

Income & contributions

Employer contributions
$226,769
Participant contributions
$463,760
Total contributions
$700,724
Total income / additions
$1,425,410

Expenses & distributions

Benefits paid
$57,493
Administrative expenses
$46,661
Total expenses
$104,154
Net increase / (decrease)
$1,321,256

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$43,548$02023
Integrated Planning & InvestmentsINVESTMENT ADVISORY$0$10,3202023
Central Administrative Services IncCONTRACT ADMINISTRATOR$3,180$1,9632023

Related Form 5500 pages