2023 Form 5500 filing — Itr Industries, Inc. & Affiliates 401(K) Profit Sharing Plan

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 20240722135621NAL0005894979001) for Itr Industries, Inc. & Affiliates 401(K) Profit Sharing Plan, reported by Itr Industries, Inc. & Affiliates under EIN 13-3070360 and plan number 004. It reports 608 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240722135621NAL0005894979001
Filing year
2023
Form type
2
Plan sponsor
Itr Industries, Inc. & Affiliates
EIN
13-3070360
Plan number
004
Location
Yonkers, NY
Participants
608
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$24,590,823
Total liabilities (EOY)
$0
Net assets (EOY)
$24,590,823
Employer contributions
$609,244
Participant contributions
$1,518,411
Total income / additions
$5,890,210
Benefits paid
$3,656,224
Administrative expenses
$47,633
Total expenses
$3,703,857
Net increase / (decrease)
$2,186,353
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Usi Consulting GroupN/A$47,633$0

Related Form 5500 pages