2023 Form 5500 filing — It Keysource Inc 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708101345NAL0026154642001) for It Keysource Inc 401(K) Profit Sharing Plan & Trust, reported by It Keysource Inc under EIN 27-1054892 and plan number 001. It reports 97 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$969KReported net assets$969,019
Participants97
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240708101345NAL0026154642001
Plan sponsor
It Keysource Inc
EIN
27-1054892
Plan number
001
Location
Charlotte, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$969K total assets
Net assets$969KLiabilities$0
Money in vs. money out
Total income / additions$268.5K
Total expenses$107K
Benefits paid / distributions$101.4K
Contributions
Employer$0
Participant$139.1K
Full reported line items
Total assets (EOY)
$969,019
Total liabilities (EOY)
$0
Net assets (EOY)
$969,019
Employer contributions
$0
Participant contributions
$139,109
Total income / additions
$268,483
Benefits paid
$101,368
Administrative expenses
$5,599
Total expenses
$106,967
Net increase / (decrease)
$161,516

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240708101345NAL0026154642001 cover?
It is the 2023 Form 5500 filing for It Keysource Inc 401(K) Profit Sharing Plan & Trust, reported by It Keysource Inc (EIN 27-1054892).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages