2023 Form 5500 filing — Its Inc 401(K) Retirement 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 20240729130011NAL0042377890003) for Its Inc 401(K) Retirement Plan & Trust, reported by Its Inc under EIN 42-1171146 and plan number 002. It reports 705 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729130011NAL0042377890003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Its Inc
- EIN
- 42-1171146
- Plan number
- 002
- Location
- Johnston, IA
- Participants
- 705
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,545,537
- Net assets (EOY)
- $93,545,537
- Employer contributions
- $1,693,355
- Participant contributions
- $6,095,054
- Total income / additions
- $23,494,872
- Benefits paid
- $6,728,904
- Administrative expenses
- $188,900
- Total expenses
- $6,917,804
- Net increase / (decrease)
- $16,577,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Security National Bank | TRUSTEE | $187,865 | not reported in the loaded dataset |
| Charles Schwab Trust Company | CUSTODIAN | $1,035 | not reported in the loaded dataset |
| Charles Schwab & Co Inc | CUSTODIAN | $0 | $0 |