2023 Form 5500 filing — Itafos 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 20240919131821NAL0006197729001) for Itafos Retirement Plan, reported by Itafos Services LLC under EIN 81-4442118 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919131821NAL0006197729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Itafos Services LLC
- EIN
- 81-4442118
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,483,533
- Total liabilities (EOY)
- $30,248
- Net assets (EOY)
- $34,453,285
- Employer contributions
- $2,602,082
- Participant contributions
- $2,845,397
- Total income / additions
- $10,469,002
- Benefits paid
- $2,126,802
- Administrative expenses
- $129,474
- Total expenses
- $2,256,276
- Net increase / (decrease)
- $8,212,726
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $80,630 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $45,558 | $0 |