2023 Form 5500 filing — Itr America, LLC Profit Sharing 401(K) 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 20240927115756NAL0001047059001) for Itr America, LLC Profit Sharing 401(K) Plan, reported by Itr America, LLC under EIN 26-2457852 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927115756NAL0001047059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Itr America, LLC
- EIN
- 26-2457852
- Plan number
- 001
- Location
- Hobart, IN
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,857,902
- Net assets (EOY)
- $14,857,902
- Employer contributions
- $477,384
- Participant contributions
- $970,420
- Total income / additions
- $3,882,974
- Benefits paid
- $1,743,773
- Administrative expenses
- $47,148
- Total expenses
- $1,817,001
- Net increase / (decrease)
- $2,065,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $33,657 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $17,019 | not reported in the loaded dataset |
| T. E. Lott And Company, P.A. | CONTRACT ADMINISTRATOR | $5,250 | $0 |