Itc Investments, Inc. Employee Stock Ownership Plan — Form 5500 plan (Itc Investments, 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, Itc Investments, Inc. Employee Stock Ownership Plan is a benefit plan reported by Itc Investments, Inc. under EIN 85-3384753 and plan number 002. The latest loaded filing year is 2023. The filing reports 209 participants and $10,535,541 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Itc Investments, Inc.
EIN
85-3384753
Plan number
002
Plan type
2
Location
Moses Lake, WA
Latest filing year
2023
Participants
209
End-of-year plan assets
$10,535,541

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023209H20251107151930NAL0000943473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,535,541
Total liabilities (EOY)
$22,364,993
Net assets (EOY)
-$11,829,452
Net assets (BOY)
-$17,434,570

Income & contributions

Employer contributions
$769,203
Total contributions
$769,203
Total income / additions
$5,872,203

Expenses & distributions

Benefits paid
$10,994
Administrative expenses
$30
Total expenses
$267,085
Net increase / (decrease)
$5,605,118

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages