International Thermal Systems LLC 401(K) Retirement Plan — Form 5500 plan (International Thermal Systems LLC)
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, International Thermal Systems LLC 401(K) Retirement Plan is a benefit plan reported by International Thermal Systems LLC under EIN 80-0603050 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $10,958,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Thermal Systems LLC
- EIN
- 80-0603050
- Plan number
- 001
- Plan type
- 2
- Location
- Wauwatosa, WI
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $10,958,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20240923080250NAL0011119073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,958,560
- Net assets (EOY)
- $10,958,560
- Net assets (BOY)
- $9,277,865
Income & contributions
- Employer contributions
- $199,620
- Participant contributions
- $659,025
- Total contributions
- $858,645
- Total income / additions
- $2,409,433
Expenses & distributions
- Benefits paid
- $679,714
- Administrative expenses
- $49,024
- Total expenses
- $728,738
- Net increase / (decrease)
- $1,680,695
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $24,606 | $0 | 2023 |
| Ubs Financial Services | INVESTMENT ADVISOR | $24,418 | not reported in the loaded dataset | 2023 |