Plan5500

Ita Group, Inc. 401(K) Savings And Retirement Plan — Form 5500 plan (Ita Group, 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, Ita Group, Inc. 401(K) Savings And Retirement Plan is a benefit plan reported by Ita Group, Inc under EIN 42-0870370 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,127 participants and $102,297,217 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ita Group, Inc
EIN
42-0870370
Plan number
001
Plan type
2
Location
West Des Moines, IA
Latest filing year
2023
Participants
1,127
End-of-year plan assets
$102,297,217

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,127H, C20241014164413NAL0015313075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$102,297,217
Total liabilities (EOY)
$0
Net assets (EOY)
$102,297,217
Net assets (BOY)
$79,322,258

Income & contributions

Employer contributions
$1,513,912
Participant contributions
$7,236,984
Total contributions
$11,498,731
Total income / additions
$27,670,314

Expenses & distributions

Benefits paid
$4,459,589
Administrative expenses
$235,766
Total expenses
$4,695,355
Net increase / (decrease)
$22,974,959

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$218,447$02023
Wells Fargo Advisors LLCINVESTMENT ADVISORY$0$118,9532023
Rsm Us LlpACCOUNTANT$17,319not reported in the loaded dataset2023

Related Form 5500 pages