Itasca International, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Itasca International, Inc. (EIN 41-1399512) is a plan sponsor located in Minneapolis, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-1399512
Location
Minneapolis, MN
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Itasca International, Inc.

  • 1 loaded plans hold $18.4M in reported assets.
  • The largest, Itasca International, Inc. 401k Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 65 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.4MSummed across loaded plans$18,362,590
Total reported assets$18.4M$18,362,590
Total reported participants65
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.4M total assets
Net assets$18.4MLiabilities$0
Contributions & income
Employer contributions$393K
Participant contributions$744.4K
Total income / additions$4M
Expenses & distributions
Benefits paid / distributions$138.2K
Total expenses$167.9K
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Itasca International, Inc. 401k Plan & Trust
Participants per plan65Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 65 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Itasca International, Inc.. Open one for its full reported snapshot.

  1. 2023
    Itasca International, Inc. 401k Plan & Trust65 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Itasca International, Inc. report on Form 5500?
Itasca International, Inc. (EIN 41-1399512) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Itasca International, Inc.?
The Employer Identification Number (EIN) reported for Itasca International, Inc. is 41-1399512.
What is the latest Form 5500 filing year for Itasca International, Inc.?
The latest loaded Form 5500 filing year for Itasca International, Inc. is 2023.

Related Form 5500 pages