2023 Form 5500 filing — Itential, Inc. Retirement 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 20240918091040NAL0001615459001) for Itential, Inc. Retirement Plan, reported by Itential, Inc. under EIN 46-4934449 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.2MReported net assets$11,177,235
Participants233
Provider compensation$64.2K2 Schedule C row(s)$64,190
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918091040NAL0001615459001
Plan sponsor
Itential, Inc.
EIN
46-4934449
Plan number
001
Location
Atlanta, GA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$801.9K
Participant$1.8M
Full reported line items
Total assets (EOY)
$11,177,235
Total liabilities (EOY)
$0
Net assets (EOY)
$11,177,235
Employer contributions
$801,881
Participant contributions
$1,790,871
Total income / additions
$4,306,276
Benefits paid
$1,540,154
Administrative expenses
$64,770
Total expenses
$1,604,924
Net increase / (decrease)
$2,701,352
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $44.8K
  2. 2
    RECORDKEEPER · Direct $19.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918091040NAL0001615459001 cover?
It is the 2023 Form 5500 filing for Itential, Inc. Retirement Plan, reported by Itential, Inc. (EIN 46-4934449).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages