Itm 401(K) Plan — Form 5500 plan (Itm Partners, Ltd.)
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, Itm 401(K) Plan is a benefit plan reported by Itm Partners, Ltd. under EIN 74-3018191 and plan number 001. The latest loaded filing year is 2023. The filing reports 36 participants and $3,057,647 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Itm Partners, Ltd.
- EIN
- 74-3018191
- Plan number
- 001
- Plan type
- 2
- Location
- Schertz, TX
- Latest filing year
- 2023
- Participants
- 36
- End-of-year plan assets
- $3,057,647
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36 | I | 20240530134832NAL0007004243001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,057,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,057,647
- Net assets (BOY)
- $2,451,713
Income & contributions
- Employer contributions
- $40,931
- Participant contributions
- $134,465
- Total income / additions
- $679,334
Expenses & distributions
- Benefits paid
- $55,346
- Administrative expenses
- $18,054
- Total expenses
- $73,400
- Net increase / (decrease)
- $605,934
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.