Itech Us, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Itech Us, 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, Itech Us, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Itech Us, Inc. under EIN 54-2053754 and plan number 001. The latest loaded filing year is 2023. The filing reports 504 participants and $13,410,475 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Itech Us, Inc.
EIN
54-2053754
Plan number
001
Plan type
2
Location
South Burlington, VT
Latest filing year
2023
Participants
504
End-of-year plan assets
$13,410,475

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023504H, C20240801132407NAL0015212675001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,410,475
Total liabilities (EOY)
$0
Net assets (EOY)
$13,410,475
Net assets (BOY)
$10,708,277

Income & contributions

Participant contributions
$1,411,521
Total contributions
$1,675,863
Total income / additions
$3,709,947

Expenses & distributions

Benefits paid
$921,522
Administrative expenses
$86,227
Total expenses
$1,007,749
Net increase / (decrease)
$2,702,198

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$47,183$02023
Raymond James Fin Serv AdvisorsINVESTMENT PROFESSIONAL$38,941not reported in the loaded dataset2023

Related Form 5500 pages