Its Inc 401(K) Retirement Plan & Trust — Form 5500 plan (Its 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, Its Inc 401(K) Retirement Plan & Trust is a benefit plan reported by Its Inc under EIN 42-1171146 and plan number 002. The latest loaded filing year is 2023. The filing reports 705 participants and $93,545,537 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Its Inc
EIN
42-1171146
Plan number
002
Plan type
2
Location
Johnston, IA
Latest filing year
2023
Participants
705
End-of-year plan assets
$93,545,537

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023705H, C20240729130011NAL0042377890003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$93,545,537
Net assets (EOY)
$93,545,537
Net assets (BOY)
$76,968,469

Income & contributions

Employer contributions
$1,693,355
Participant contributions
$6,095,054
Total contributions
$9,617,187
Total income / additions
$23,494,872

Expenses & distributions

Benefits paid
$6,728,904
Administrative expenses
$188,900
Total expenses
$6,917,804
Net increase / (decrease)
$16,577,068

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Security National BankTRUSTEE$187,865not reported in the loaded dataset2023
Charles Schwab Trust CompanyCUSTODIAN$1,035not reported in the loaded dataset2023
Charles Schwab & Co IncCUSTODIAN$0$02023

Related Form 5500 pages