Irvine Technology Corporation 401(K) Plan — Form 5500 plan (Irvine Technology Corporation)

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, Irvine Technology Corporation 401(K) Plan is a benefit plan reported by Irvine Technology Corporation under EIN 33-0889599 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $5,064,658 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Irvine Technology Corporation
EIN
33-0889599
Plan number
001
Plan type
2
Location
Santa Ana, CA
Latest filing year
2023
Participants
134
End-of-year plan assets
$5,064,658

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20241004091328NAL0012009553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,064,658
Total liabilities (EOY)
$0
Net assets (EOY)
$5,064,658
Net assets (BOY)
$4,059,047

Income & contributions

Employer contributions
$0
Participant contributions
$527,155
Total contributions
$577,459
Total income / additions
$1,303,961

Expenses & distributions

Benefits paid
$249,831
Administrative expenses
$48,519
Total expenses
$298,350
Net increase / (decrease)
$1,005,611

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Osaic Wealth, Inc.ADVISOR$17,757not reported in the loaded dataset2023
Futureplan By AscensusTPA$6,158$02023
Hicks Pension Services - San Luis OTPA$0$252023
Transamerica Retirement Solutions,LRECORDKEEPERnot reported in the loaded dataset$02023

Related Form 5500 pages