2023 Form 5500 filing — Iteris, Inc 401(K) And Stock Ownership 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 20240725111602NAL0008170451001) for Iteris, Inc 401(K) And Stock Ownership Plan, reported by Iteris, Inc. under EIN 95-2588496 and plan number 005. It reports 684 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725111602NAL0008170451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iteris, Inc.
- EIN
- 95-2588496
- Plan number
- 005
- Location
- Santa Ana, CA
- Participants
- 684
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,422,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,422,042
- Employer contributions
- $2,190,359
- Participant contributions
- $4,656,432
- Total income / additions
- $20,553,365
- Benefits paid
- $8,455,999
- Administrative expenses
- $152,667
- Total expenses
- $8,608,666
- Net increase / (decrease)
- $11,944,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Opera | CONSULTANT | $72,000 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $57,167 | $0 |
| Faegre Drinker | OTHER | $11,640 | not reported in the loaded dataset |