Plan5500

Iteris, Inc 401(K) And Stock Ownership Plan — Form 5500 plan (Iteris, 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, Iteris, Inc 401(K) And Stock Ownership Plan is a benefit plan reported by Iteris, Inc. under EIN 95-2588496 and plan number 005. The latest loaded filing year is 2023. The filing reports 684 participants and $84,422,042 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iteris, Inc.
EIN
95-2588496
Plan number
005
Plan type
2
Location
Santa Ana, CA
Latest filing year
2023
Participants
684
End-of-year plan assets
$84,422,042

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023684H, C20240725111602NAL0008170451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,422,042
Total liabilities (EOY)
$0
Net assets (EOY)
$84,422,042
Net assets (BOY)
$72,477,343

Income & contributions

Employer contributions
$2,190,359
Participant contributions
$4,656,432
Total contributions
$6,885,510
Total income / additions
$20,553,365

Expenses & distributions

Benefits paid
$8,455,999
Administrative expenses
$152,667
Total expenses
$8,608,666
Net increase / (decrease)
$11,944,699

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Global Banking OperaCONSULTANT$72,000not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$57,167$02023
Faegre DrinkerOTHER$11,640not reported in the loaded dataset2023

Related Form 5500 pages