Italix Company, Inc. Employee Stock Ownership Plan — Form 5500 plan (Italix Company, 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, Italix Company, Inc. Employee Stock Ownership Plan is a benefit plan reported by Italix Company, Inc. under EIN 94-2856931 and plan number 002. The latest loaded filing year is 2023. The filing reports 27 participants and $3,779,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Italix Company, Inc.
- EIN
- 94-2856931
- Plan number
- 002
- Plan type
- 2
- Location
- Morgan Hill, CA
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $3,779,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20250430141829NAL0004038434001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,779,658
- Total liabilities (EOY)
- $8,285
- Net assets (EOY)
- $3,771,373
- Net assets (BOY)
- $3,685,122
Income & contributions
- Employer contributions
- $503,337
- Total income / additions
- $279,231
Expenses & distributions
- Benefits paid
- $192,980
- Total expenses
- $192,980
- Net increase / (decrease)
- $86,251
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.